Coverage

OLN Modestly Trimming Estimates

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DOW Neal Ably Pinch Hits for Howard

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CE 2Q Lacking Expected Demand Uplift

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DD Sluggish Beginnings Belie Sprinted Midterm

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EMN The Return of Rush Orders

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POL Better-Than-Expected 2Q Margins, SEM

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TROX “Isolated & Narrow Matter; Not Indicative of Broader Issues”

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PPG Mise à Jour sur Huntsville Aerospace

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Quick Takeaways from SHW Presentation

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