6.19.06: Chemicals Report
A roundtable forum, an analyst and top management from 9 firms examine the Chemicals sector in this 55 page report from The Wall Street Transcript.

  1. Roundtable Forum: David Begleiter, Deutsche Bank; Jeffrey Cianci, UBS Warburg; John Roberts, The Buckingham Research Group

  2. Commodity Chemical Companies: Hassan Ahmed, HSBC

  3. CEO Interviews (average 2,500 words): Top management from 9 firms examine the outlook for their firm and sector. Firms interviewed include: Agrium Inc., Altair Nanotechnologies, Bio Solutions Manufacturing, Clean Diesel Technologies, Ecolab Inc., H.B. Fuller Company, Hercules Incorporated, OMNOVA Solutions and Resin Systems.

    Topics covered: Commodity cycle - Hurricane season pickup - Energy prices - M&A activity - High feedstock costs - Ethylene - Investing in China - Capacity utilization rate - The Middle East

     Companies covered: Dow Chemical (DOW), Praxair and Air Products (APD), Lyondell (LYO), Celanese (CE), 3M (MMM), International Flavors & Fragrances (IFF), DuPont (DD), Corning (GLW), Cytec (CYT), Huntsman (HUN), BASF (BF), Sasol (SSL) and NOVA Chemicals (NCX).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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