EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Company Research

Ecovyst (ECVT)

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BWS Financial

Successful transformation leaves ECVT focused on environmentally friendly solutions for oil refiners, petrochemical, and mining companies - the stock trades at a noticeable discount to other specialty chemical companies despite sales forecast to grow by double digits this year. The continued FCF generation should result in a leaner balance sheet and for focus on faster growth through new product introductions. TP $18 (50% upside).

Edition: 132

- 01 April, 2022