Coverage

CTVA: Investor Day’s Favorable “Framework” Provides Path to 2027

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ORGN: “Path to Profitability through Caps & Closures”

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Chemicals: It Has To Get Better, Doesn’t It?

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TSE: Working Toward That “3-Handle”

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CTVA: Resetting of 2H24; 2025 Expectations

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CTVA Pre-call: 3Q Miss w/ Lowered 2025 Outlook

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CE: Blindsided by “Persistent Macro Headwinds”

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WLK: 3Q Not Dissimilar to 2Q, But…

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HUN: Waiting on Global Recovery

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