Sunday Thematic & Weekly Recap

Living The Dream! Being A Sell-Side Analyst Used To Be Hard Work!
September 18, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Biofuels, Synthetic Fuel, SAF, Diesel, Ammonia, LNG, CO2, Polymers, Renewable Power, Fuel Cells, Hydrogen, Corn, Soy, Canola, Natural Gas, R-PET, Virgin Resin, Waste, Ethylene, Epoxy Resin, Wind, Solar, Biomaterials
Companies Mentioned:
Methanex, Southern Chemical Corporation, Natgasoline, LyondellBasell, Mitsui Chemicals, Ineos, Celanese, Chemtrade, Nutrien, CF Industries, LSB Industries, Eastman Chemical, Air Liquide, Air Products, Kemira, Aemetis, Clariant, Lynas, BASF, Samsung Heavy Industries, INEOS Styrolution, KBR, Borealis, Trexel, Repsol, Hanwha Solutions, GS Energy, Lanxess, Reliance, Stepan, Devon, Henkel, Global Amines, Avantium, Nel, Cheniere, Encina, Gevo, Nippon Shokubai, Lummus, Teijin, Eni, Corteva, Westlake, Olin, Huntsman, Dow, Mura Technology, Milliken, Brightmark, Koch, Poet Biorefining, Green Plains, Valero Energy, ADM, Marquis Energy, Nucor, Crescent Energy, Andritz, Danimer Scientific, Li-Cycle, Tokia Carbon, Bayotech, Carlisle, Technip Energies, APChemi, Topsoe, First Ammonia, Flowserve, Johnson & Johnson, Rio Tinto, X-Elio, Fulcrum Bioenergy, Mitsui & Co., OCI, Linde, Plug Power, OMV, Thyssenkrupp, SoCalGas, Siemens Gamesa, ExxonMobil, Chevron, EDF Energy Services, Shell, Umicore, Lonza, Lenzing, Prime Polymer, PTT Global Chemical, Alpla, Chandra Asri, Polyplastics, Advent Technologies, US Steel, Capstone Green Energy, Arconic, Iberdrola, Adnoc, ACME Lithium, Axens, Elkem, Altor, Compass Minerals, Amtrak, Allstate, BP, AEO, Covestro, Wanhua, Ravago, FedEx, DSM, Siemens, Braskem, Orthex Group, VCI, Hempel, Formosa Plastics, Sappi, Solvay, Toray, Asahi Kasei, Engie, Petronas, Syngenta

C-MACC Sunday Thematic & Weekly Recap 135

Living The Dream! Being A Sell-Side Analyst Used To Be Hard Work!

  • We finish our week of criticism of the sell-side with a knock-out blow to the head and question what investors are paying for and why – it’s certainly not research.
  • Paralysis in estimate revisions (until instructed by the corporate) suggests there is zero value in quality predictive research today – otherwise, it would exist.
  • It is possible to be right when you pay close attention to macro and industry fundamentals – no complex models are needed – C-MACC advice works.
  • We also question the value of some IR programs, especially where these have devolved into rewarding positive opinions with corporate access – very dangerous.
  • Otherwise, we look at the risks in Europe, Biofuels, and whether FedEx is right.

Last week we discussed 32 Chemicals and related products and 126 Companies.

See PDF below for all charts, tables and diagrams

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