9.18.00: Chemical Industry Issue
Six leading analysts and top management from a sector firm examine the Chemical Industry in a 39-page report in the latest issue of The Wall Street Transcript.
  1. Chemical Industry - In an in-depth (16,000 words) Analyst Roundtable, P.J. Juvekar, Chemical Analyst at Salomon Smith Barney, Paul Leming, Managing Director at ING Barings, Frank Mitsch, Global Head of Chemicals Equity Research at Chase H&Q, and John Roberts, First Vice President at Merrill Lynch, discuss the outlook for the sector, including pricing issues, raw materials costs, and share specific stock recommendations.
  2. Agricultural Chemicals - In an in-depth (5,700 words) Analyst Interview, James Wilbur, Managing Director, and David Driscoll, Associate, both at Salomon Smith Barney, discuss the outlook for the sector, including genetically modified foods, robustness of crops, and share specific stock recommendations.
  3. The TWST confidential Off-The-Record survey of management performance at fifteen sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:
    Air Products & Chemicals, Avery Dennison, Dow Chemical Company, Eastman Chemical Company, E.I. DuPont de Nemours, Lyondell Chemical Company, Methanex, Minerals Technologies, Millennium Chemicals, NOVA Chemicals, NL Industries, Praxair, Rohm and Haas Company, RPM Incorporated, Union Carbide
  4. CEO interviews (average 2,500 words). Top management of KFx, Inc. examines the outlook for their firm and the sector.
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Investors and Industry Execs.

The Wall Street Transcript has been used by investors and industry executives for 40 years as a unique tool for company and industry research.

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