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Key Points Commodity chemical fundamentals improved despite weak equity performance. Above consensus for CE, LYB, and MEOH in Q2 Inventory depletion could trigger a 2003-style oil and petrochemical squeeze Positive 2026 earnings revisions...
Key Points Transformative acquisition creates an end-to-end electronics materials leader AI infrastructure and USD180m+ synergies strengthen long-term growth outlook We rate SOLS shares Overweight with a revised-lower USD85 per share 12-month target price Summary Following...
Key Points We attended AVAV’s biennial investor conference in New York yesterday, and we came away impressed with the growth outlook and opportunity set available to the firm. We’re maintaining our...
Key Points Q2'26 earnings likely to disappoint as conflict-driven volume weakness offsets stronger pricing Estimate cuts reflect operational disruptions rather than weakening industry fundamentals For 2026, Overweight-rated SABIC is our top pick, as...
Key Points Inventory squeeze risk remains underappreciated despite oil price retracement 2003-style restocking cycle could drive higher than expected oil and in turn polyethylene prices We rate U.S. polyethylene-exposed names – DOW and...