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Key Points We’re lowering our earnings forecast for HXL post yesterday’s release of the firm’s 2Q earnings report. Our target price remains USD81 as there is de minimus change to our...
Key Points We believe feedstock costs lagged product prices in Q2'24, we anticipate a mixed Q2’24 earnings season We are meaningfully above Q2’24 and 2024 consensus for 1COV.DE, CC, HUN, MEOH, OLN,...
Key Points We’re modestly lowering our earnings forecast for BA post yesterday’s release of 2Q orders and deliveries data. Our target price remains USD230 and we maintain our Overweight rating on...
Key Points Forecasting relatively flat q-o-q margins in Q2’24 for the MENA group; we anticipate mostly in line to below consensus EPS in the quarter Overall, we believe consensus may be demanding...
Key Points We’re lowering our forecast and target price for BA following management commentary during the quarter that indicated 2Q Commercial deliveries for the 737MAX and 787 should be flat with...