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Key Points Q2'24 EBITDA and EPS miss on lower plant operating rates (and associated higher costs) Q3’24 EBITDA guidance below consensus We rate Tronox shares Overweight; our 12-month target price is USD25 per...
Key Points Q2’24 EBITDA and EPS miss on q-o-q pricing declines Q3’24 guidance below consensus We rate CC shares Overweight, with a 12-month target price of USD35 per share Summary Chemours announced Q2’24 earnings after...
Key Points Below-consensus Q2’24 EBITDA and EPS on q-o-q pricing and volume declines in AC segment Q3’24 guidance below consensus. FY2024 guidance range cut to below consensus levels. Near-term commentary mixed We have...
Key Points Q3’24 EBITDA and EPS beat on margin and pricing gains. Q4’24 guidance midpoint below consensus Higher y-o-y EBITDA in Americas and Europe offset somewhat by lower Asia and Middle East...
Key Points We’re reiterating our Overweight rating on shares of HWM after yesterday’s outstanding 2Q earnings release. Our target price rises USD18 to USD110 as we increase our forecast and raise...