Key Points Q1’25 EBITDA and EPS beat on higher chlorine volumes Below consensus Q2’25 guidance on Q1 planned turnaround pushed into Q2 We rate Olin shares Overweight, with a revised-lower 12-month target price...
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain The transfer of acetyl market best practices to the chlor-alkali chain not being fully appreciated by the market,...
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain The transfer of acetyl market best practices to the chlor-alkali chain not being fully appreciated by the market,...
Key Points Q4’24 EBITDA and EPS beat on lower Hurricane Beryl spend and improved chlor-alkali pricing Below consensus Q1’25 on slower than anticipated CAPV segment recovery We rate Olin shares Overweight, with a...
Key Points Recent share price selloff overdone with shares already trading below trough valuation levels Fundamentals inflecting up with trough, mid-cycle, and peak earnings power underestimated by investors, in our view We rate...
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 Recent share price selloff overdone with shares already trading below trough valuation levels Fundamentals inflecting up with trough, mid-cycle, and peak earnings power underestimated by investors, in our view We rate...
Key Points Q2’24 EBITDA and EPS miss on worse-than-expected Chemical business results Below consensus Q3’24 and FY2024 guidance on slower than anticipated CAPV segment recovery We rate Olin shares Overweight, with a 12-month...