Point | The Point for Europe Thursday, 16 July 2026 Top Call | Company | Industry | Strategy & Economics | Commodities | Fixed Income & FX | Key Rating and Target Price Changes TopCall European Equity Strategy - Earnings Revisions: Uncommonly High, Unusually Broad, Unseasonally Strong Recent improvements in our Europe ex-UK Earnings Revisions Index (ERI) stand out on three fronts: magnitude, breadth, and timing. On magnitude, the gauge recently reached its highest point in five years (+30%). These levels of ...

The eroding Saudi cost advantage Saudi Arabia The Saudi cost disadvantage No, that's not a typo. The much-vaunted Saudi chemical cost 'advantage' has been eroded over the last two decades via a combination of heavier slates, market linked feeds, rising costs and shrinking discounts. At the same time, falling feedstock costs in competitor regions such as in the US has meant that as US shale has reset the cost curve, the Saudi industry hasn't kept up and today operates at an active cost disadvantage vs the US ...

分析师观点与目标价调整 - RBC Capital分析师Nelson Ng于7月1日将Methanex Corp.的目标价从70美元下调至65美元，调整后该股仍有超过43%的上涨空间，同时重申对该股的“与板块持平”评级 [1] - 分析师认为，美伊紧张局势缓和以及霍尔木兹海峡航运的逐步恢复，将推动甲醇价格在下半年趋于更稳定水平，此前价格在第二季度达到峰值，此展望是下调目标价的基础 [1] 公司运营动态 - Methanex Corp.于6月30日宣布，因其位于特立尼达和多巴哥的Titan甲醇工厂未能敲定新的天然气供应协议，将无限期闲置该工厂 [2] - 公司透露，Titan工厂的现有天然气协议将于今年第三季度到期，公司将对工厂进行维护，以便在未来条件改善时可能重启 [2] 公司业务概况 - Methanex Corp.在化工和石化行业销售其甲醇和氨产品 [3] - 公司业务还包括租赁码头设施及区域内仓储，并管理其仓储和航运设施 [3]