Mat Chem Notes Week Ending July 9, 2023
EAF was the index’s laggard, losing 9.4% of its value, possibly due to continued softness in the iron ore and steel production sectors.
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Mat-Chem Notes For the Week Ended June 30, 2023
FUL’s 13.2% appreciation led our index, as the company delivered strong margins in 2QFY23 (May- 23) and provided solid EBITDA guidance for the year.
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ECVT: Red Devil in the Details
We are raising our second quarter estimates at ECVT on the expectation of normalcy putting ECVT on pace to achieve full year results closer to the...
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ECVT: Input Costs Deflating, Profits Inflating
ECVT had already disclosed Q1 would be down materially due to weather damage. ECVT is now projecting sequential gains with gross margin improvement...
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Mat-Chem Notes : For the Week Ended April 28, 2023
WTR-CMI last week. In what was a mixed week for the market, with S&P 500 appreciating 0.9% and the Russell 2000 slipping 1.3%
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