2010-06-14: Specialty Chemicals, Agribusiness Producers and Equipment Report
11 leading Analysts; and top management from 9 Sector Firms
examine this vital industry in this 94 page report from The Wall Street Transcript.
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A Focus on Defensive & Cyclical Names in Specialty Chemicals Michael Harrison - First Analysis Securities Corp.
A Lesson in Ag Chemical Pricing Charles Neivert - Dahlman Rose & Co., LLC
A Spotlight on Emerging Markets in Specialty Chemicals Steven Schwartz - First Analysis Securities Corp.
Deep-Value Plays in Packaged Goods Scott Mushkin - Jefferies & Company, Inc.
Financing Hurdles & Other Trends in the Equipment Value Chain David Wells - Thompson Research Group, LLC
Geographic Demand Drivers Set Stage for Ag & Construction Growth Lawrence De Maria - Sterne Agee & Leach, Inc.
Optimism & Opportunity in Specialty Chemicals John McNulty - Credit Suisse Group AG
Overriding Themes in Processors' Quarterly Results Ian Horowitz - Rafferty Capital Markets, LLC
Secular Trends & Dynamics in Agribusiness Diane Geissler - CLSA
Secular-Growth Plays in the Ag Chemicals Industry David Begleiter - Deutsche Bank Securities, Inc.
Strong Growth and M&A for Specialty Chemicals Dmitry Silversteyn - Longbow Research
CEO Interviews (average 2,500 words): top management from 9 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: ADA-ES, Inc., AGCO Corporation, Art's-Way Manufacturing Co., Inc., Columbus McKinnon Corp., Converted Organics Inc., Quaker Chemical Corporation, The Andersons, Inc., WD-40 Company, and Yongye International, Inc.
Topics covered: Rising Raw Materials Costs - European Vs. Asian Market Exposure - Global Supply-Demand Balance - Outlook For Ethanol Market - Global Ag Export Trends - China As Net Ag Importer - Equipment Value Chain
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Companies covered: OM Group (OMG); A. Schulman (SHLM); ADA-ES, Inc. (ADES); ADM (ADM); AGCO (AGCO); Agrium (AGU); Air Products (APD); Airbus (EAD.PA); Airgas (ARG); Akzo (AKZA.AS); Albemarle (ALB); Alcoa (AA); America Latina Logistica (ALLL11f); Art's Way (ARTW); Ashland (ASH); Astec (ASTE); BHP (BHP); BP (BP); Boeing (BA); Bucyrus (BUCY); Bunge (BG); CF Industries (CF); CNH (CNH); CVS (CVS); Cadbury (CDSCY); Calgon Carbon (CCC); Campbell Soup (CPB); Caterpillar (CAT); Celanese (CE); Chemtura (CEM); Chiquita (CQB); Coke (KO); Columbus McKinnon (CMCO); Corn Products (CPO); Cytec (CYT); Danone (BN.PA); Dole (DOLE); Doosan (042670); Dow (DOW); DuPont (DD); Ecolab (ECL); Entegris (ENTG); FDP (FDP); FMC (FMC); Ferro (FOE); Fiat (F.MI); Goldman Sachs (GS); Goodyear Tire (GT); Green Plains Renewable Energy (GPRE); H&E Equipment Services (HEES); H.B. Fuller (FUL); Heinz (HNZ); Hexcel (HXL); Hormel (HRL); Intrepid (IPI); Israel Chemicals (ICL.TA); JPMorgan (JPM); John Deere (DE); Komatsu (KMTUY); Koppers (KOP); Kraft (KFT); Kroger (KR); Lubrizol (LZ); Manitowoc (MTW); Martin Marietta (MLM); Metabolix (MBLX); Monsanto (MON); Morgan Stanley (MS); Mosaic (MOS); Nalco (NLC); Newell Rubbermaid (NWL); Newpark Resources (NR); Olin Corporation (OLN); PPG (PPG); Pepsi (PEP); Petrobras (PBR); PolyOne (POL); Potash Corp. (POT); Praxair (PX); Quaker Chemical (KWR); RSC Holdings (RRR); Ritchie Bros. (RBA); Rockwood (ROC); Safeway (SWY); Sherwin-Williams (SHW); Sigma-Aldrich (SIAL); Smithfield (SFD); Smucker's (SJM); Spartech (SEH); TETRA Technologies (TTI); Target (TGT); Tate & Lyle (TATE); Terex (TEX); The Andersons (ANDE); Titan (TWI); Tyson (TSN); United Rentals (URI); Uralkali (URKA.RU); Vale (VALE); Valspar (VAL); Vulcan Materials (VMC); WD-40 (WDFC); Walgreen (WAG); Weg (WEGE3); Yongye (YONG).
