8.23.04: Specialty Chemicals Report
A roundtable forum and top management from 5 sector firms examine the specialty chemicals sector in this 31 page report from The Wall Street Transcript.
  1. Roundtable Forum: Jeff Cianci, UBS; John Roberts, Buckingham Research Group; Michael J. Sison, Key Banc Capital Markets
  2. CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and the sector. Firms interviewed include: KMG Chemicals, Mykrolis Corporation, Plaza Group, RPM International Inc. and Valley National Gases.
    3. Topics covered: Stock picks and avoidances - Volume growth - Pricing dynamics - Problems in raw materials - General economic outlook - Petroleum-intensive formulations - Technology as an industry driver - Equity markets as financing source - Consolidation

    Companies covered:Ecolab (ECL), Cabot Microelectronics (CCMP), DuPont (DD), Hercules (HPC), Rohm & Haas (ROH), Praxair (PX), Air Products (APD), Corning (GLW), Albermarle (ALB), Dow Chemical (DOW), Engelhard (EC), Cytec (CYT), Ferro (FOE), Monsanto (MON), Great Lakes Chemical (GLK).
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