by Research | Sep 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction I Want To Hold Your Hand – Corporate Guidance Cuts Drive Street Estimates Lower, More Reductions Ahead Key Points: Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts... 
by C-MACC Research | Aug 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Any Way You Want It – Chemical Supply Concerns Deescalate, Global Demand Concerns Accelerate Key Points: Demand concerns are overtaking the expected benefits of input cost relief for non-integrated intermediate and specialty producers in 2H22... by Research | Feb 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction When The Dirt All Settles – Price Hikes In Focus For 1H22, Margin Volatility Unlikely To Quickly Dissipate Key Points: Specialty chemical producers mostly frame a picture of price hikes in 1H22 to catch up with higher raw material costs before... by Research | Nov 12, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Panic Attacks In Paradise – Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge Key Points: Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has...