Materials
Fertilizers & Agricultural Chemicals
3 companies under coverage.
Coverage
Fertilizers & Agricultural Chemicals
Equity Research
CF Industries Holdings Inc (CF)
The bull case — 'Spike — Supply Shock (gas / geopolitics)' (8% weight) — targets $244, +126% vs spot. It needs the multiple to hold or expand.
Equity Research
Corteva Inc (CTVA)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $139, +64% vs spot. It needs the multiple to hold or expand.
Equity Research
The Mosaic Company (MOS)
The bull case — 'Spike — Supply Shock (gas / geopolitics)' (8% weight) — targets $40, +91% vs spot. It needs Gross Margin to surprise to the upside.