华尔街最受关注、能推动市场走势的研究报告现已汇总于此。以下由 The Fly 整理的今日投资者需重点 关注的分析师评级调整。 五大上调评级 五大下调评级 五大首次覆盖评级 五大上调评级 五大下调评级 五大首次覆盖评级 1. B． Riley：将 Snap（SNAP）评级从中性上调至买入，目标价维持10 美元不变。四季度财报发布 后，该机构发现 Snap 多项核心举措已现积极进展，包括高端订阅收入持续强劲增长，以及高利润 率广告形式的落地推广。 2. Seaport Research：将 FuboTV（FUBO）评级从中性上调至买入，目标价3 美元。迪士尼（DIS） Hulu Live 与 FuboTV 合并后的首个季度财报发布后，该股大幅下跌，但该机构认为，当前不确定 性下，这一调整反而带来了优质投资机会。 3. Wolfe Research：将 Zoom 通讯（ZM）评级从同业表现上调至跑赢大盘，目标价115 美元。该机 构认为，公司增长有望重新加速，同时看好其合同中心与电话业务的强劲表现，以及新兴语音人 工智能业务的上行空间。 4. Jefferies：将塞拉尼斯（CE）评级从持有上调至买入，目标价从43 ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: B. Riley upgraded Snap (SNAP) to Buy from Neutral with an unchanged price target of $10 following the Q4 report. The firm sees early signs of progress on a number of Snap's key initiatives, including "sustained strong growth" in revenue from premium subscribers and traction of higher margin advertising formats. ...

DALLAS--(BUSINESS WIRE)---- $CE--Celanese Completes Divestiture of Micromax® Business. ...

Base Resin Polyamide-6 оооооо Zytel, Frianyl, Celanyl, Minlon, CoolPoly and Ecomid Brand / Material Type Price Increase Americas ($/kg) EMEA (Ð /kg) 0.25 0.25 Polyamide-6,6 Zytel, Frianyl, Celanyl, Minlon, CoolPoly and Ecomid 0.20 0.20 оооооо ...

Group 1: Analyst Ratings and Price Targets - Arun Viswanathan of RBC Capital maintains a Sector Perform rating on Celanese Corporation (NYSE:CE) and adjusts the target price from $43 to $48, indicating an upside of 8.5% [1][2] - Citi analyst Patrick Cunningham reiterates a Buy rating for Celanese Corporation (NYSE:CE) and revises the price target from $56 to $63, suggesting an upside of more than 42% [3] Group 2: Company Performance and Challenges - Celanese Corporation (NYSE:CE) experienced lower production utilization in its TiO2 segment during Q4, leading to a $25 million incremental charge [2] - The company is involved in the production and sale of polymers globally, operating through two segments: Engineered Materials and Acetyl Chain [4]

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Core Viewpoint - Celanese Corporation has successfully completed transactions to extend its debt maturity profile, improving liquidity and reducing total debt maturities significantly [2][4]. Group 1: Debt Transactions - Celanese US Holdings LLC completed a registered offering of $1.4 billion in notes, consisting of $600 million of 7.00% Senior Notes due 2031 and $800 million of 7.38% Senior Notes due 2034 [2][9]. - The net proceeds will be utilized to purchase $946 million of 6.67% Senior Notes due 2027 and $254 million of 6.85% Senior Notes due 2028, along with retiring the remaining $130 million of a term loan due 2027 [3][9]. Group 2: Financial Impact - Following these transactions, the average maturity of Celanese's debt is expected to increase from 4.1 years to 4.7 years, with total debt maturities between 2026 and 2028 reduced from $4.7 billion to $3.4 billion [4][9]. - The effective total net borrowing rate is projected to rise by approximately 2 basis points to about 5.31% [4][9]. Group 3: Strategic Outlook - The transactions align with Celanese's conservative outlook for free cash flow generation and aim to reduce net debt to 3x Operating EBITDA, while maintaining a commitment to cash generation and EBITDA growth [5]. - The company plans to deploy all available cash proceeds to lower leverage [5]. Group 4: Stock Performance - CE's shares have declined by 37% over the past year, contrasting with a 1.5% decline in the industry [7]. - CE currently holds a Zacks Rank of 3 (Hold) [8].

Core Viewpoint - Celanese Corporation is conducting tender offers to purchase its senior notes, increasing the maximum tender amount and series cap for the notes due in 2027 and 2028, reflecting strong investor interest and adjustments in financial strategy [1][2][6]. Group 1: Tender Offer Details - The company announced early results indicating valid tenders of $946,106,000 for the 6.665% Senior Notes due 2027 and $675,185,000 for the 6.850% Senior Notes due 2028 [4]. - The maximum tender amount has been increased to $1,200,106,000 for the aggregate principal amount of the notes, and the series cap for the 2028 Notes is set at $254,000,000 [2][6]. - The total consideration for each $1,000 principal amount of the 2027 Notes and 2028 Notes validly tendered will be $1,037.50 and $1,055.00, respectively, including an early tender payment of $50.00 [7]. Group 2: Financial Conditions and Management - The interest rates on the 2027 Notes and 2028 Notes have increased to 7.165% and 7.350%, respectively, reflecting a 0.50% rise from their original stated coupons [4]. - The company has retained BofA Securities as the Lead Dealer Manager and D.F. King as the Information and Tender Agent for the tender offers [9]. - The financing condition for the tender offers has been satisfied, allowing the company to proceed with the purchase of the notes [8]. Group 3: Company Overview - Celanese Corporation is a global leader in chemistry, producing specialty material solutions across major industries, with 2024 net sales reported at $10.3 billion [18]. - The company employs over 11,000 individuals worldwide and is committed to sustainability and community impact [18].

Core Insights - The article discusses the decline of the American Dream and the potential for a new investment wave termed "American Dream 2.0" aimed at revitalizing the U.S. economy through significant infrastructure investments [5][27]. Investment Opportunities - The American Dream 2.0 Summit outlines an anticipated $11.3 trillion investment bonanza focused on transforming America into a global powerhouse, with funds allocated for AI data centers, research, and manufacturing [8]. - Celanese Corp. (CE) is highlighted as a promising investment opportunity, with expectations of revenue growth in 2026 after a period of decline, driven by stabilization in the automotive sector and a surge in construction demand [13][14]. - Analysts predict a 17% increase in gross income for Celanese, projecting a return to profitability after two years of losses, with shares currently trading at a significant discount to their justified value [15][16]. - Akamai Technologies Inc. (AKAM) is identified as a hidden leader in the compute space, with analysts forecasting revenue growth due to its transition from a content delivery network to a comprehensive cloud and cybersecurity provider [23][22]. Economic Context - The article contrasts the current economic challenges faced by many Americans with the prosperity experienced by those born in the 1940s, where 90% of children out-earned their parents, compared to only 50% for those born in the 1980s [3][5]. - The nostalgia for past economic conditions is prevalent among millennials and Gen-X'ers, prompting a focus on policies aimed at restoring well-paying manufacturing jobs and investment in American infrastructure [6][27].

Core Insights - Celanese Corporation (CE) has received Carbon Footprint Certification from the International Sustainability & Carbon Certification (ISCC) for its Hostaform and Celcon POM ECO-C grades at production sites in Frankfurt, Germany, and Bishop, Texas, enabling customers to reduce carbon footprints and achieve sustainability goals [1][7] Group 1: Sustainability Initiatives - The certification highlights Celanese's commitment to transitioning to a circular economy, supported by significant investments in Carbon Capture and Utilization (CCU) technology at its Clear Lake, Texas facility, part of a joint venture with Mitsui & Co., Ltd. [2] - The CCU process effectively captures CO2 emissions and converts them into methanol, allowing for a reduction in fossil-based inputs while maintaining material performance [3] Group 2: Product Performance and Transparency - The certified products are recognized for their high stiffness, thermal stability, sliding performance, and wear resistance, contributing to overall sustainability efforts [3] - Celanese's digital assistant, AskChemille.com, provides Product Carbon Footprint letters, enhancing transparency and informed decision-making regarding Greenhouse Gas emissions [4] Group 3: Market Performance - Celanese's shares have declined by 40.8% over the past year, contrasting with the industry's 10.4% decline, indicating potential challenges in market performance [4] - In comparison, other companies in the Basic Materials sector, such as Kinross Gold Corporation, Fortuna Mining Corp., and Harmony Gold Mining Company, have shown stronger performance with significant increases in their share prices over the past year [5][8][9]