ECVT: Story After Maintenance
We are expecting production levels to have returned to normal levels with maintenance now out of the way. Additionally, there have been no...
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Mat-Chem Notes - For the Week Ended September 1, 2023
As we enter the final month of the third quarter, our index of 30 chemicals and materials technology stocks has underperformed the S&P 500 and the...
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ECVT: The Earnings Normalcy
ECVT disclosed a maintenance issue at a facility occurred towards the end of the second quarter and it would impact second half results. We do not...
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Mat Chem Notes Week Ending July 9, 2023
EAF was the index’s laggard, losing 9.4% of its value, possibly due to continued softness in the iron ore and steel production sectors.
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Mat-Chem Notes For the Week Ended June 30, 2023
FUL’s 13.2% appreciation led our index, as the company delivered strong margins in 2QFY23 (May- 23) and provided solid EBITDA guidance for the year.
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