Dow Inc

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  • uploads///Non farm Payrolls and Unemployment Rate
    Macroeconomic Analysis

    Non-farm payrolls, average hourly earnings rise

    US non-farm payrolls rose by 295,000 in February 2015 from a downwardly revised January number of 239,000 compared to 257,000 reported earlier.

    By David Ashworth
  • uploads///LYB Part  Q Earnings
    Earnings Report

    Why Did LyondellBasell’s 3Q16 Earnings Miss Estimates?

    LyondellBasell (LYB) reported adjusted EPS (earnings per share) of $2.31 in 3Q16 compared to $2.80 in 3Q15, implying a fall of 17.5%.

    By Peter Neil
  • uploads///Part
    Miscellaneous

    A Quick Look at a Few Chemical Companies in 2016

    In this series, we’ll take a look at the performances of a few top chemical companies and how the policies of Trump and Clinton could impact those companies.

    By Peter Neil
  • uploads///Part  Q earnings
    Earnings Report

    Axalta’s 4Q16 Adjusted EPS Manages to Meet Expectations

    Axalta Coating Systems (AXTA) reported adjusted EPS (earnings per share) of $0.29 for 4Q16 and managed to meet analysts’ expectation of $0.29.

    By Peter Neil
  • uploads///Part
    Basic Materials

    Dow Chemical and Sadara Announce Start-Up of Mixed Feed Cracker

    On August 29, 2016, Sadara Chemical (SADARA), a joint venture of Dow Chemical (DOW), and Saudi Aramco announced the start-up of its mixed feed cracker.

    By Peter Neil
  • uploads///Part
    Company & Industry Overviews

    Analyzing DuPont’s Stock Performance in 2017

    With DuPont stock continuing to rise, it’s trading 8.1% above its 100-day moving average of $72.10. The movement indicates the stock’s upward trend.

    By Peter Neil
  • uploads///Part  Graph
    Basic Materials

    Will PPG Industries’ Glass Segment Cease to Exist in 3Q16?

    In 2Q16, PPG Industries’ Glass segment contributed ~7% of total revenue, reporting revenue of $282 million in 2Q16, as compared to $279 million in 2Q15.

    By Peter Neil
  • uploads///TMUS
    Basic Materials

    Did Dan Loeb’s Third Point buy T-Mobile stake ahead of a merger?

    Third Point said in its 4Q investor letter that it had an opportunity to establish a position in T-Mobile (TMUS) in November when the company conducted a secondary offering at $25.

    By Samantha Nielson
  • uploads///tse pm
    Company & Industry Overviews

    Trinseo Announces Its Repayment and Share Repurchase Plan

    Trinseo’s cash and cash equivalents and inventories rose by 1.6% and 4.0%, respectively, in fiscal 1Q16 compared to fiscal 4Q15.

    By Gabriel Kane
  • uploads///thumbs up _
    Basic Materials

    Revisiting the Case: How Does Cleveland-Cliffs Look Now?

    Cleveland-Cliffs (CLF) has witnessed a turnaround of sorts in the last four years.

    By Anuradha Garg
  • uploads///CNI Carloads
    Basic Materials

    Canadian National Railway Sees Highest Volume Growth in Week 49

    CNI’s freight volumes in Week 49 Recently, Canada’s largest freight railway, Canadian National Railway (CNI), has seen its carload traffic fall YoY (year-over-year). However, in the last two weeks, the trend has reversed. In the week ended December 9, 2017, or Week 49, the railroad’s carload traffic grew 4.9% to ~62,600 carloads from ~59,700 units […]

    By Samuel Prince
  • uploads///tse pm
    Company & Industry Overviews

    Trinseo Has Appointed Barry Niziolek as EVP and CFO

    Trinseo (TSE) has a market cap of $2.1 billion and rose by 0.98% to close at $44.35 per share on May 23, 2016.

    By Gabriel Kane
  • uploads///Part  LYB
    Company & Industry Overviews

    LyondellBasell Announces New Share Repurchase Program

    On May 24, 2017, LyondellBasell’s (LYB) board authorized a new share repurchase program. It can repurchase up to 10% of its outstanding shares over the next 18 months.

    By Peter Neil
  • uploads///BAML Survey
    Basic Materials

    The Most Crowded Trades Today: Assessing Gold’s Benefit

    The average cash balance is now 4.8%, which is higher than the ten-year average cash level of 4.5%.

    By Anuradha Garg
  • uploads///KSU Carloads
    Basic Materials

    These Commodities Boosted Kansas City Southern’s Carloads

    Kansas City Southern’s carloads Over the past few weeks, US-Mexico railroad Kansas City Southern (KSU) has seen higher freight volumes year-over-year. In the week ended November 18, 2017, KSU’s carload traffic stood at 26,600 units, up 5.7% from the 25,200 units it reported in the week ended November 19, 2016. Whereas many US railroads reported volume losses, Kansas City […]

    By Samuel Prince
  • uploads///Next  Month Target and Recommendation for MON
    Company & Industry Overviews

    12-Month Analyst Recommendations and Price Targets for Monsanto

    Of the 19 analysts surveyed by Reuters, 11 of them have given Monsanto “strong buy” to “buy” recommendations. Seven have given it “hold” recommendations.

    By Adam Jones
  • uploads///CSX Carloads
    Basic Materials

    Which Commodities Pulled Down CSX’s Freight Volumes in Week 48?

    CSX registered a 0.6% gain in intermodal volumes in week 48 of 2017.

    By Samuel Prince
  • uploads///globe _
    Miscellaneous

    Markets Tumble, Gold Shines as Trump Cancels North Korea Meeting

    In a classic Donald Trump move, the president wrote a letter to North Korean leader Kim Jong-un to cancel their planned meeting in Singapore next month.

    By Anuradha Garg
  • uploads///Recession
    Basic Materials

    Risks of a Slowdown Rise on Trade War Risks—Can Gold Benefit?

    According to a survey by Bank of America Merrill Lynch, 31.0% of respondents see a trade war as the biggest tail risk for the markets, up from 25.0% in May.

    By Anuradha Garg
  • uploads///KSU Carloads
    Basic Materials

    Inside Kansas City Southern’s Freight Volumes in Week 48

    In the week ended December 2, 2017, US–Mexico commerce on Kansas City Southern (KSU) reported 6.1% carload traffic gains.

    By Samuel Prince
  • uploads///AGUs Next  Month Recommendation and Price Target
    Earnings Report

    What Are Agrium’s Ratings and Price Targets for Next 12 Months?

    Analysts are equally divided between “buy” and “hold” ratings for Agrium (AGU). Of the 25 analysts surveyed by Bloomberg, about 48% have “buy” recommendations as of May 5.

    By Adam Jones
  • uploads///part  guidance
    Company & Industry Overviews

    Why Freeport’s 2017 Guidance Could Be in Disarray

    Freeport’s 2017 guidance could be in disarray because of Grasberg issues. Freeport’s debt reduction plan would be impacted due to the Grasberg impasse.

    By Mohit Oberoi, CFA
  • uploads///Median Valuation Multiple of Agricultural Fertilizer Stocks
    Miscellaneous

    Valuation Multiples for Agricultural Chemicals after Brexit

    In this part of the series, we’ll look at agricultural fertilizer producers’ valuations from their historical standpoints. Over the long run, valuation multiples impact a company’s share price.

    By Adam Jones
  • uploads///part  us steel
    Company & Industry Overviews

    What’s the Upside and Downside to U.S. Steel’s 2017 Guidance?

    U.S. Steel’s (X) guidance assumes constant commodity prices, which holds true for steel and raw material prices.

    By Mohit Oberoi, CFA
  • uploads///US Carloads
    Basic Materials

    Week 49: US Rail Freight Traffic Climbs

    On December 13, 2017, the AAR (Association of American Railroads) released North American railroads’ freight data for the week ended December 9, 2017, or Week 49.

    By Samuel Prince
  • uploads///Fertilizer Players
    Company & Industry Overviews

    Who Are the Biggest Players in the Fertilizer Industry?

    There’s a handful of big players in the agricultural fertilizer industry. Setting up business requires huge capital, which makes for a high barrier to entry.

    By Adam Jones
  • uploads///gold is money _
    Basic Materials

    Why Ray Dalio and John Paulson Are Still Betting on Gold

    As per the 13Fs filed for the first quarter, hedge funds still seem to have confidence in gold’s price outlook.

    By Anuradha Garg
  • uploads///Industry Share by Sales Post Merger
    Basic Materials

    What Hurdles Could Monsanto-Bayer Deal Face?

    A few days ago, Monsanto (MON) agreed to Bayer’s takeover offer of $128 per share for a total deal value of $66 billion.

    By Adam Jones
  • uploads///DDprogress
    Fund Managers

    Trian initiates a proxy fight with DuPont

    Last month, Trian launched a proxy fight with DuPont and nominated four directors to DuPont’s board after DuPont defended its existing structure.

    By Samantha Nielson
  • uploads///DOW
    Basic Materials

    Why Third Point bought Dow Chemical shares and called for a spinoff

    Dan Loeb’s Third Point LLC revealed positions in Dow Chemical (DOW) and T-Mobile (TMUS) in its fourth quarter 2013 investor letter.

    By Samantha Nielson
  • uploads///BNSF Carloads
    Basic Materials

    Comparing BNSF Railway’s Carload Traffic with the Industry in Week 48

    BNSF Railway saw a double-digit rise in its intermodal volumes in the 48th week of 2017.

    By Samuel Prince
  • uploads///US Steel demand
    Basic Materials

    How US Steel Demand Bodes for Cleveland-Cliffs

    While US steel production drives steelmakers’ top lines, it’s demand that ultimately drives production.

    By Anuradha Garg
  • uploads///CSX Carloads
    Basic Materials

    Freight Rail Traffic: CSX Lags behind Peers in Week 49

    CSX’s carloads in Week 49 In 2017, among all Class I railroads, Jacksonville-headquartered CSX (CSX) has consistently reported lower YoY (year-over-year) freight volumes. The week ended December 9 was a no exception. In that week, CSX reported a 1.8% decline in carload traffic. CSX’s carload volumes fell to ~71,000 units from ~72,100 carloads in the week ended […]

    By Samuel Prince
  • uploads///Part  Performance plastics
    Basic Materials

    Why DOW’s Performance Plastics Segment Revenue Rose in 2Q17

    Dow Chemical’s (COW) Performance Plastics segment is the company’s largest revenue generator.

    By Peter Neil
  • uploads///US Railcar
    Basic Materials

    Carloads Fall, US Rail Freight Traffic Stalls in Week 46

    In this series, we’ll look at US rail freight traffic during Week 46 of 2017.

    By Samuel Prince
  • uploads///PArt  APD
    Company & Industry Overviews

    Air Products and Chemicals Has Something New for Glass Manufacturers

    On July 12, 2017, Air Products and Chemicals (APD) launched a new oxy-fuel burner. The product is primarily targeted at glass manufacturers.

    By Peter Neil
  • uploads///Part  Q Pre
    Earnings Report

    How Has Dow Chemical Stock Performed after 2Q16 Earnings?

    Dow Chemical (DOW) is set to report its 3Q16 earnings in a conference call with securities analysts on Thursday, October 27, 2016, before the markets open.

    By Peter Neil
  • uploads///Part
    Macroeconomic Analysis

    Praxair Approaches Linde AG for Merger Talks—Again

    On August 16, 2016, both companies were engaged in preliminary merger talks, but on September 12, merger plans were dropped due to strategic considerations.

    By Peter Neil
  • uploads///Part
    Earnings Report

    A Quick Look at DuPont’s Valuation ahead of Its 4Q16 Earnings

    On January 18, 2017, DuPont was trading at a one-year forward PE of 19.80x compared to its peers Dow Chemical (DOW) and LyondellBasell (LYB).

    By Peter Neil
  • uploads///Part  Q
    Earnings Report

    Why Analysts Expect Dow Chemicals’s Operating EPS to Fall in 4Q16

    At the end of 3Q16, DOW had purchased 7.8 million shares amounting to $416 million under its $9.5 billion share repurchase program.

    By Peter Neil
  • Financials

    DuPont’s conglomerate structure blamed for underperformance

    Kullman’s annual letter to DuPont shareholders for 2013 said that the company made acquisitions that added “scientific expertise and access to new markets.”

    By Samantha Nielson
  • uploads///Part
    Basic Materials

    Praxair Stock Continues to Surge beyond November

    Praxair (PX) stock had a decent performance in November, closing at $120.3, which reflects a gain of ~3.7% in one month.

    By Peter Neil
  • uploads///Dow Jones futures
    Basic Materials

    Dow Jones Futures Are Flat: Watch Out for Data!

    Dow Jones Futures are pointing to a flat opening for the day. The flash PMI data and other economic data releases might impact markets today.

    By Mohit Oberoi, CFA
  • uploads///DOW JONES
    Basic Materials

    Did Trump Send the Dow Jones Down 140 Points Today?

    The Dow Jones dropped 140 points today. This drop was driven by several factors, including a potential impeachment inquiry of President Trump.

    By Adam Rogers
  • uploads///Part
    Basic Materials

    Dan Loeb Increased Third Point’s Position in These Stocks in Q4

    In Q4 2018, Third Point initiated a new position in Cigna (CI), which is an American healthcare services organization.

    By Anuradha Garg
  • uploads///Debt
    Basic Materials

    Is Cliffs’ Balance Sheet Ready for the Next Growth Phase?

    Cleveland-Cliffs (CLF) has come a long way with respect to its financial leverage.

    By Anuradha Garg
  • uploads///US Volumes
    Basic Materials

    Cliffs Maintains US Volume Guidance for 2018

    US iron ore (or USIO) is the main driver for Cleveland-Cliffs’ (CLF) top and bottom lines.

    By Anuradha Garg
  • uploads///CSX Carloads
    Basic Materials

    How CSX’s Freight Volumes Moved in Week 50

    Jacksonville-based Eastern US rail giant CSX (CSX) has lost volumes to rival Norfolk Southern (NSC) in 2017.

    By Samuel Prince
  • uploads///CNI Carloads
    Basic Materials

    Canadian National Railway Saw the Most Traffic Growth in Week 50

    Canadian National Railway (CNI) has witnessed YoY (year-over-year) carload gains in recent weeks.

    By Samuel Prince
  • uploads///US Carloads
    Basic Materials

    Week 50: US Rail Freight Traffic on the Rise

    US rail companies’ carload traffic jumped 4.1% to ~265,000 railcars in week 50 of 2017 compared with over ~254,700 units in the corresponding week last year.

    By Samuel Prince
  • uploads///Steel imports
    Basic Materials

    CLF: US Steel Imports Rose 19% Year-to-Date—Respite in Sight?

    The US (DIA)(DOW) iron ore segment contributes to most of Cleveland-Cliffs’ (CLF) revenues. Domestic US steelmakers are the main customers for this segment’s iron ore pellets.

    By Anuradha Garg
  • uploads///KSU carloads
    Basic Materials

    How KSU’s Freight Volumes Compared to Peers’ Volumes in Week 47

    Kansas City Southern (KSU) posted 3.2% gains in the week ended November 25, 2017.

    By Samuel Prince
  • uploads///BNSF Carloads
    Basic Materials

    What Pushed BNSF Railway’s Freight Volumes in Week 47?

    In the week ended November 25, 2017, BNSF Railway (BRK-B) reported a 2.7% loss in carloads.

    By Samuel Prince
  • uploads///Analysts
    Basic Materials

    How Analysts View Cleveland-Cliffs ahead of 2018

    The majority of ratings for Cleveland-Cliffs (CLF) are “hold.” According to the consensus compiled by Thomson Reuters, a total of nine analysts cover the stock currently.

    By Anuradha Garg
  • uploads///GWR Australian
    Basic Materials

    Genesee & Wyoming: Its North American Freight Trends in October

    In October 2017, Genesee & Wyoming recorded a slight fall of 1.7% in its North American freight traffic YoY (year-over-year).

    By Samuel Prince
  • uploads///GWR NA
    Basic Materials

    Behind Genesee & Wyoming’s Rising North American Revenues in 3Q17

    Genesee & Wyoming’s North American revenues contribute ~55.0% of its overall operating revenues. In 3Q17, North American revenues totaled $318.9 million.

    By Samuel Prince
  • uploads///US steel production
    Basic Materials

    A Look at Trends in US Steel Production

    US steel production As US (DIA) (DOW) steel production is US steelmakers’ major revenue driver, it’s very important to track it. In this part, we’ll discuss domestic production and capacity utilization. According to the World Steel Association, the United States produced 7.1 million tons of steel in August 2017, an increase of 6.3% YoY (year-over-year). Production rose 5.6% in […]

    By Anuradha Garg
  • uploads///CLF_Recos
    Basic Materials

    How Analysts View Cleveland-Cliffs ahead of 4Q17

    FBR & Co. upgraded Cleveland-Cliffs from “market-perform” to “outperform” on April 28, 2017, citing favorable risk-reward factors.

    By Anuradha Garg
  • uploads///KSU Carloads
    Basic Materials

    Kansas City Southern and Hurricane Harvey in Week 35

    Kansas City Southern (KSU), the smallest Class I railroad in the United States, registered a high double-digit volume fall in the week ended September 2, 2017.

    By Samuel Prince
  • uploads///Part  Recommendations
    Basic Materials

    Analysts’ Consensus on Westlake Chemical

    For Westlake Chemical stock, 60% of the analysts recommended a “buy,” 33% recommended a “hold,” and 7% recommended a “sell.”

    By Peter Neil
  • uploads///Part  Valuations
    Basic Materials

    Why PPG Industries Is Trading at a Discount

    As of August 25, 2017, PPG Industries’ one-year-forward PE (price-to-earnings) multiple stood at 15.80x.

    By Peter Neil
  • uploads///Part  EMN
    Basic Materials

    Eastman Chemical to Increase Its Copolyester Production Capacity

    On August 23, 2017, Eastman Chemical (EMN) announced its plan to expand its copolyester site in Kuantan, Malaysia.

    By Peter Neil
  • uploads///Part  Q construction and forest rev
    Basic Materials

    Performance of Deere’s Construction & Forestry Segment in 3Q17

    In fiscal 3Q17, Deere’s (DE) Construction & Forestry segment reported revenue of $1.5 billion, a 29.0% rise on a year-over-year basis.

    By Peter Neil
  • uploads///Part  DOW
    Basic Materials

    Dow Chemical Commissioned All 26 Plants at Sadara

    On August 14, the joint venture company of Dow Chemical (DOW) and Saudi Aramco, Sadara made the announcement that all 26 plants have been commissioned.

    By Peter Neil
  • uploads///Part  Earnings
    Basic Materials

    Can Deere Beat the Analysts’ Earnings Estimate Again in Fiscal 3Q17?

    Analysts are expecting Deere (DE) to post EPS earnings per share of $1.91 for fiscal 3Q17, which would be an increase of 23.2% on a YoY basis.

    By Peter Neil
  • uploads///Part  Q Refining
    Basic Materials

    How Albemarle’s Refining Solutions Segment Performed in 2Q17

    Albemarle’s (ALB) Refining Solutions is the company’s lowest revenue generator, accounting for 25.0% of its total revenues in 2Q17 compared to 26.6% in 2Q16.

    By Peter Neil
  • uploads///Part  DOW
    Basic Materials

    Dow Chemical and DuPont Will Close the Merger Deal on August 31

    All of the merger conditions have been satisfied. Dow Chemical and DuPont stock will stop trading after the close on August 31, 2017.

    By Peter Neil
  • uploads///Part  Recommendations Q
    Basic Materials

    Chemours: Analysts’ Recommendations after Its 2Q17 Earnings

    For Chemours (CC), 88% of the analysts recommended a “buy,” 12% recommended a “sell,” and none of the analysts recommended a “hold.”

    By Peter Neil
  • uploads///Part  Americas
    Basic Materials

    Analyzing APD’s Industrial Gases-Americas Segment in 3Q17

    Air Products & Chemicals’ (APD) Industrial Gases-Americas segment was the largest revenue contributor to the company’s overall revenue.

    By Peter Neil
  • uploads///Part  Earnings
    Basic Materials

    Air Products & Chemicals’ Stock Price Rose

    Air Products & Chemicals (APD) announced its fiscal 3Q17 earnings on August 1, 2017. Its adjusted EPS from continuing operations was $1.65.

    By Peter Neil
  • uploads///Part  recommendations
    Basic Materials

    Analyst Ratings for International Flavors & Fragrances before Q2

    Of the 16 analysts tracking International Flavors & Fragrances (IFF), 31.0% of them have recommended a “buy” for the stock

    By Peter Neil
  • uploads///Part  Infrastructure
    Basic Materials

    How Did DOW’s Infrastructure Solutions Segment Perform in 2Q17?

    Dow Chemical’s (DOW) Infrastructure Solutions segment is the second largest revenue generator for DOW.

    By Peter Neil
  • uploads///Part  Consumer
    Basic Materials

    How Dow Chemical’s Consumer Solutions Segment Performed in 2Q17

    Dow Chemical’s (DOW) Consumer Solutions segment is the fourth largest segment in terms of revenue.

    By Peter Neil
  • uploads///Part  Agriculture
    Basic Materials

    What Boosted DOW’s Agricultural Sciences Segment’s 2Q17 Revenues?

    Dow Chemical’s (DOW) Agricultural Sciences segment accounted for 11.8% of DOW’s total revenue as compared to 13.2% in 2Q16.

    By Peter Neil
  • uploads///Part  Earnings
    Basic Materials

    Dow Chemical’s 2Q17 Earnings Beat Estimates

    DOW stock reacted positively to DOW’s strong 2Q17 earnings with a gain of 0.20% to close at $66.10.

    By Peter Neil
  • uploads///Part  Protection solutions
    Basic Materials

    How Did DuPont’s Protection Solutions Segment Perform in 2Q17?

    DuPont’s (DD) Protection Solutions segment accounted for 10.80% of DuPont’s overall revenue in 2Q17—compared to 11.10% in 2Q16.

    By Peter Neil
  • uploads///Part  Performance Materials
    Basic Materials

    DuPont’s Performance Materials Segment’s Revenue Rose in 2Q17

    In 2Q17, DuPont’s Performance Materials segment reported revenue of $1.38 billion—a increase of 3.40% on a YoY (year-over-year) basis.

    By Peter Neil
  • uploads///Part  Agriculture
    Basic Materials

    What Drove DuPont’s Agriculture Segment in 2Q17?

    DuPont’s (DD) Agriculture segment accounted for 46.40% of the company’s revenue in 2Q17—compared to 45.60% in 2Q16.

    By Peter Neil
  • uploads///Part  revenues
    Basic Materials

    DuPont’s Revenue Rose in 2Q17 Due to Higher Volumes

    DuPont (DD) reported revenue of $7.42 billion in 2Q17—an increase of 5.10% on a year-over-year basis. In 2Q16, DuPont reported revenue of $7.06 billion.

    By Peter Neil
  • uploads///Part  Earnings
    Basic Materials

    How Analysts View APD’s Fiscal 3Q17 Adjusted Earnings

    On March 31, 2017, APD was left with $485.3 million from its share repurchase program.

    By Peter Neil
  • uploads///Part  Recommendations
    Basic Materials

    DOW on the Street: Analyst Recommendations ahead of the 2Q17 Earnings

    Among the 20 analysts tracking DOW, 80% recommended a “buy” for the stock, while 20% recommended a “hold.”

    By Peter Neil
  • uploads///Part  EPS
    Basic Materials

    Can Dow Chemical Beat Analysts’ Operating EPS Estimates for 2Q17?

    Analysts expect Dow Chemical (DOW) to post operating EPS of $1.00 in 2Q17—a rise of 5.3% on a YoY basis.

    By Peter Neil
  • uploads///Part  revenues
    Basic Materials

    Understanding DOW’s High 2Q17 Revenue Hopes

    As of July 21, 2017, analysts are expecting Dow Chemical (DOW) to post revenues of ~$13.6 billion for 2Q17, which would represent a 14.0% rise on a YoY basis.

    By Peter Neil
  • uploads///Part  Industrial coatings
    Basic Materials

    Why PPG’s Industrial Coatings Segment’s Revenue Rose in 2Q17

    PPG Industries’ (PPG) Industrial Coatings segment is its lowest revenue contributor. The segment represented 39.5% of PPG’s total revenue in 2Q17.

    By Peter Neil
  • uploads///Part  Performance coatings
    Basic Materials

    What Led to PPG’s Performance Coatings Segment’s Revenue Fall?

    PPG Industries’ Performance Coatings segment is its largest revenue contributor. The segment’s contribution to PPG’s overall revenue fell from 61.8% in 2Q16 to 60.5% in 2Q17.

    By Peter Neil
  • uploads///Part  EPS
    Basic Materials

    What Can We Expect for DuPont’s Earnings per Share in 2Q17?

    DuPont’s earnings per share estimates for 2Q17 As of July 19, 2017, analysts expected DuPont (DDD) to post operating EPS (earnings per share) of $1.29, an increase of 4.0% YoY (year-over-year). In 2Q16, DuPont reported operating EPS of $1.24. The forecast increase in DuPont’s operating EPS is expected to be driven by improved SG&A (selling, general, […]

    By Peter Neil
  • uploads///Part  Revenues
    Basic Materials

    Why Analysts Expect a Turnaround for DuPont in 2Q17

    DuPont (DD) is set to announce its 2Q17 earnings on July 25, before the market opens. In this series, we’ll look at DuPont’s expected revenue and analysts’ views on the stock.

    By Peter Neil
  • uploads///CSX Merchandise
    Earnings Report

    Why CSX’s Merchandise Segment Revenues Slid in 2Q17

    CSX’s (CSX) Merchandise segment revenues expanded 1% to $1.8 billion in 2Q17.

    By Samuel Prince
  • uploads///PArt  PX
    Company & Industry Overviews

    What Praxair Has on Deck in South Korea

    On July 12, 2017, Praxair (PX) announced that it will begin a new air separation plant for a Samsung display manufacturing facility in Tangjeong, South Korea.

    By Peter Neil
  • uploads///PArt  LYB
    Company & Industry Overviews

    Who’s LyondellBasell Cooking up a License Deal with Now?

    On July 12, 2017, LyondellBasell (LYB) granted its Spherizone and Lupotech T Licenses to Shaanxi Coal Yulin Energy and Chemical.

    By Peter Neil
  • uploads///PArt  EMN
    Company & Industry Overviews

    Where Eastman Chemical Plans Its Next Price Hike

    On July 14, 2017, Eastman Chemical (EMN) announced the price hike for its acetic anhydride products.

    By Peter Neil
  • uploads///PArt  DOW
    Company & Industry Overviews

    Dow Chemical Is about to Sell Something Big in Brazil

    In another move to ensure the merger between Dow Chemical and DuPont, DOW announced the sale of its corn hybrid seed business in Brazil to CITIC Agri Fund.

    By Peter Neil
  • uploads///PArt  AXTA
    Company & Industry Overviews

    Axalta’s Big Deal with Volkswagen Group Italia

    On July 10, 2017, Axalta (AXTA) and Volkswagen Group Italia signed a new three-year contract involving Axalta’s three premium refinish brands.

    By Peter Neil
  • uploads///Part  RECO PPG
    Earnings Report

    Wall Street’s View on PPG Industries ahead of 2Q17 Earnings

    Of the 21 analysts tracking PPG Industries (PPG), about 67.0% of them have recommended a “buy” for the stock, and 33.0% have recommended a “hold.”

    By Peter Neil
  • uploads///Part  EPS PPG
    Earnings Report

    Can PPG Industries’ 2Q17 Adjusted EPS Beat Estimates?

    Analysts are expecting PPG Industries (PPG) to post adjusted EPS of $1.84 in 2Q17, which implies a fall of 0.50% YoY.

    By Peter Neil
  • uploads///Part  revenues
    Company & Industry Overviews

    Will RPM International Beat Revenue Expectations?

    As of July 10, 2017, analysts expect RPM International to post revenues of $1.5 billion—an increase of 5.10% compared to the same quarter last year.

    By Peter Neil
  • uploads///Part  Axalta
    Company & Industry Overviews

    Axalta’s Bright Red Paint for China’s New Bullet Train

    Axalta Coating Systems (AXTA) has added one more feather to its cap. Its bright red Imron paint now graces China’s Fuxing model high-speed train.

    By Peter Neil
  • uploads///Part  Valuations
    Company & Industry Overviews

    Why Eastman Chemical Is Trading at a Premium to Its Peers

    In this article, we’ll analyze Eastman Chemicals’s latest valuations compared to those of its peers.

    By Peter Neil
  • uploads///Part  interest
    Company & Industry Overviews

    Can Praxair Manage Its Interest Expense?

    Praxair’s (PX) interest expense has been on an upward trend since 2012 when its debt grew.

    By Peter Neil
  • uploads///Part  Debt
    Company & Industry Overviews

    Praxair Debt: Is It Stressed Out or Manageable?

    At the end of 1Q17, Praxair’s (PX) debt was ~$9.4 billion. Its history over the past five years suggests that its debt has been on the rise.

    By Peter Neil
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