Specialty Chemicals
7 companies under coverage.
Specialty Chemicals
Albemarle Corp (ALB)
The bull case — 'Spike — Supply Deficit' (8% weight) — targets $355, +163% vs spot. It needs the multiple to hold or expand.
Dupont De Nemours Inc (DD)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $240, +77% vs spot. It needs the multiple to hold or expand.
International Flavors & Fragrances Inc (IFF)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $136, +71% vs spot. It needs Gross Margin to surprise to the upside.
PPG Industries Inc (PPG)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $211, +74% vs spot. It needs Gross Margin to surprise to the upside.
Ecolab Inc (ECL)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $505, +81% vs spot. It needs the multiple to hold or expand.
Sherwin-Williams Co (SHW)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $605, +76% vs spot. It needs Gross Margin to surprise to the upside.
LyondellBasell Industries NV (LYB)
The bull case — 'Spike — Supply Dislocation' (8% weight) — targets $127, +142% vs spot. It needs Gross Margin to surprise to the upside.