Global Market Analysis
Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts are needed, but it could take time.<br
September 16, 2022
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Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts are needed, but it could take time.<br
Demand concerns are overtaking the expected benefits of input cost relief for non-integrated intermediate and specialty producers in 2H22 to keep optimism in check.
Specialty chemical producers mostly frame a picture of price hikes in 1H22 to catch up with higher raw material costs before global supply chains begin
Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has underperformed. We discuss chemical sector equity performance and corporate
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