Mat-Chem Notes for the Week Ended February 27, 2022
KEY HIGHLIGHTS WTR-CMI last week. While the Russell 2000 edged up 0.6% last week and the S&P 500 was nearly flat—up 0.1%—our WTR-CMI index of...
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Mat-Chem Notes for the Week Ended February 20, 2022
KEY HIGHLIGHTS WTR-CMI last week. Despite a (17.5%) drop in the ALB stock price, our WTR-CMI index of 30 chemicals and materials technology...
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Nippon Paint (4612) Secondary Pricing Approaches - Cheaper But...
The Nippon Paint (4612) Secondary likely prices 17 January after the stock has fallen 24% in a week since the announcement. It's cheaper. It's not...
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Avia Avian IPO: Valuation Insights
Our valuation analysis suggests that Avia is fully priced at the IPO price range. Consequently, we would remain on the sidelines seeking a lower...
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TMI Snapshot: Asynchronous Inflation Narratives
While the bond market continues to dismiss inflationary pressures, our text mining picked up a recent spike in mentions of supply constraints as...
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