Celanese (CE)
August 25, 2025
In
Company Notes
Celanese – Debt Related Fears Overblown and Share Price Selloff Overdone
Key Points Share price decline overdone, valuation cheap, and debt levels manageable See company organically being able to pay down debt. If need be, asset sales could further accelerate debt paydown We rate...
August 11, 2025
In
Company Notes
Celanese – Q2 Earnings Beat; Q3 Guidance Below Consensus
Key Points Above-consensus Q2’25 EBITDA and EPS. Q3 guidance below consensus primarily on the back of tepid demand and inventory reduction Q3 self-help benefits to be more than offset by demand weakness....
May 27, 2025
In
Company Notes
Celanese – Share Price Selloff Overdone and Debt Paydown Manageable
Key Points Share price decline overdone, valuation cheap, and debt levels manageable See company organically being able to pay down debt. If need be, asset sales could further accelerate debt paydown We rate...
May 5, 2025
In
Company Notes
Celanese – Q1 Earnings Beat; Q2 Guidance Mid-Point Inline with Consensus
Key Points Above-consensus Q1’25 EBITDA and EPS. Q2 guidance mid-point in line with consensus. Free cash flow generation ahead of estimates H2 earnings expected to be better than H1 on self-help alone....
March 17, 2025
In
Company Notes
Celanese – Cheap Valuation and Manageable Debt Load; Upgrading Rating to O/W
Key Points Share price decline overdone, valuation cheap, and debt levels manageable See company organically being able to pay down debt. If need be, asset sales could also accelerate debt paydown We are...
February 24, 2025
In
Company Notes
Celanese – The Struggle is Real; Lowering TP to USD58
Key Points Risk/return still not that attractive. Medium-term debt payments could present an issue AC segment may witness margin compression in 2025 resulting in earnings headwinds – something not fully appreciated by...
February 24, 2025
In
Company Notes
Celanese – The Struggle is Real; Lowering TP to USD58
Key Points Risk/return still not that attractive. Medium-term debt payments could present an issue AC segment may witness margin compression in 2025 resulting in earnings headwinds – something not fully appreciated by...