Mat-Chem Notes for the Week Ended February 27, 2022
KEY HIGHLIGHTS WTR-CMI last week. While the Russell 2000 edged up 0.6% last week and the S&P 500 was nearly flat—up 0.1%—our WTR-CMI index of...
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Mat-Chem Notes for the Week Ended February 20, 2022
KEY HIGHLIGHTS WTR-CMI last week. Despite a (17.5%) drop in the ALB stock price, our WTR-CMI index of 30 chemicals and materials technology...
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AkzoNobel Nippon Paint’s proposed offer just added a fresh coat of value
Summary & Conclusions Is the Market Missing a Hidden Catalyst? A renewed strategic proposal has introduced an unexpected dimension to the...
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Nippon Paint's €7.5bn Proposal Reprices the Akzo–Axalta Merger
Nippon Paint's €7.5bn proposal values Decorative Paints but also revalues the Akzo–Axalta merger, revealing where the market's valuation discount...
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TMI Snapshot: Asynchronous Inflation Narratives
While the bond market continues to dismiss inflationary pressures, our text mining picked up a recent spike in mentions of supply constraints as...
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