Industrial Gases Sector Might Be a Good Way to Play Inflation and the Rejig of Supply Chains
Take or pay contracts, inflation based price adjustments, and excellent industry consolidation, makes industrial gases sector a great way to play...
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Air Products and Chemicals Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
Air Products and Chemicals is a behemoth in the industrial gases domain and is the third-largest industrial gas supplier in the world. The company...
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Air Products and Chemicals Inc.: Initiation of Coverage – Business Strategy & Key Drivers
This is our first report on industrial gases major, Air Products and Chemicals. The company delivered an impressive result in the last quarter,...
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How Semiconductor Supply Chain in China Stands to Benefit from Ukraine Crisis
As the Ukraine standoff intensifies, a little-known industry is set for an upset, leaving western buyers in a lurch and Chinese producers...
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SK Materials - The Biggest Winner from SK Group's Vertical Integration of Semiconductor Materials
We believe SK Materials is the biggest winner from SK Group's efforts to vertically integrate the sourcing of semiconductor-related gases and...
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