Coverage

RPM: Death, Taxes, and Outsized Reaction on Earning’s Day

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RPM Pre-call: F1Q Mostly in Line with Expectations

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ORGN: Caps & Closures Firmly in the Foreground

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TROX: Ruling Out the High End for 3Q

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LYB: Oxyfuels & Refining Headwinds

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TSE: Ruling Out the High End for 3Q

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CTVA: LatAm Weather/Disease Takes Out Potential Upsides

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AVNT: Fermium’s Reaffirming is Positive (in our view)

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HUN: Ruling Out the High End for 3Q

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