Coverage

ESI: Recent Trends/Acquisitions Tracking Favorably

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AVNT: Near-Term Margin Expansion

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LYB: What PE Giveth, and Taketh Away

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OLN & HUN: Not Sitting on the Sidelines

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PPG: Aerospace is its Golden Child

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TiO2: “Make Hay While the Sun Shines”

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FMC: Truing Up Estimates on Bond Offering

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ESI: Acceleration in its Growth Algorithm

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1Q26 Review: An Earnings Revival is Afoot

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