Table of Contents
Volume, price and EPS trends.......................................................... 3
Stock performance: Europe .............................................................. 4
Stock performance: US ..................................................................... 5
Sub-sector comparison..................................................................... 6
Asian stock guide .............................................................................. 7
Industrial gases data ......................................................................... 8
Agrochemicals update ...................................................................... 9
Petrochemicals update ................................................................... 11
Industry inventory data................................................................... 20
Survey indicators............................................................................. 21
Macro indicators.............................................................................. 22
Company FX exposure .................................................................... 23
Valuation data.................................................................................. 25
Global sector valuation................................................................... 26
Historical valuation P/E charts ....................................................... 28
Calendar ........................................................................................... 30
Pharmaceutical data: Bayer ............................................................ 30
Pharmaceutical data: Solvay .......................................................... 30