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Key Points Q3'24 EBITDA and EPS miss on lower pigment and zircon volumes Q4’24 EBITDA guidance below consensus We rate Tronox shares Overweight; our 12-month target price is USD25 per share Summary Tronox reported Q3’24...
Key Points Q3’24 EBITDA and EPS miss on higher Hurricane Beryl impact Below consensus Q4’24 on slower than anticipated CAPV segment recovery We rate Olin shares Overweight, with a 12-month target price of...
Key Points Q3'24 EPS and EBITDA beat; slower than expected volume recovery Management's Q4’24 guidance slightly below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD60 per...
Key Points We’re maintaining our Overweight rating on BA post yesterday’s 3Q24 earnings report, and despite the fact that BA’s IAM-751 union voted down the latest contract proposal last night (64%...
Key Points We’re maintaining our Overweight rating on shares of HXL post yesterday’s 3Q earnings release, and we’re maintaining our USD81 target price. We’re using a 13.5x terminal multiple with our...