Please find our previous analysis on Ineos Quattro here.

At the time of our initial work, we outlined several potential trading strategies but ultimately waited for a more attractive entry point. While headline yields looked

Ineos hosted a further two-hour investor conference, this time focused on Ineos Quattro, during which management provided additional

Unconfirmed reports that Ineos Quattro is pursuing both an equity injection and additional inventory financing have prompted a rally across the

INEOS Quattro Client Call is now available on Ineos Quattro’s page.

Please find our initiation on Ineos Quattro here. 

Audi uses “quattro” to indicate its all-wheel drive, but unfortunately for Ineos, it is difficult to see how the Ineos Quattro gets out of its problems. All four wheels (business segments) are stuck in the same chemical overcapacity. and the market commentary from one division to the next, it is hard to distinguish the differences. 

There are no signs of recovery in Ineos’ latest market update on the wider chemical industry. The ethylene market remains oversupplied, with

We have commenced our work on Ineos Quattro and intend to publish our views following the release of its third quarter results on 7 November.

Ineos Quattro held a 2-hour conference call yesterday, which can be summarised as follows: