-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：基於9.2倍的EV/EBITDA（企業價值/息稅折舊攤提前利潤），我們將12個月目標價調高3美元至12美元，與同業9.3倍的估價水準一致。我們將2026年虧損預期收窄0.17美元至0.25美元，並將2027年每股盈餘預期下修0.05美元至0.10美元。儘管HUN正在採取積極的定價策略以抵消中東衝突造成的原料價格上漲，但我們對需求的可持續性仍持謹慎態度。管理層指出，第二季的訂單模式反映了季節性因素、價格上漲前的預購以及供應中斷等因素，這些因素可能無法持續到2026年下半年。 HUN面臨結構性挑戰，包括歐洲天然氣成本遠高於美國，這對其成本優勢構成壓力。儘管聚氨酯業務的開工率已提升至80%以上，管理層也設定了15%左右的EBITDA利潤率目標，但我們認為，要實現正常的盈利能力，需要持續的需求復甦，而鑑於通膨擔憂和喜憂參半的房地產市場指標，需求復甦仍存在不確定性。第一季自由現金流為-9,100萬美元，較去年同期的-1.07億美元有所改善，但仍為負值。
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