Oppenheimer: Sector-Based Buy-and-Sell Strategies

Oppenheimer analysts stated they are awaiting confirmation from over 70% of the data before confirming a breakout. Below are sector-based paired recommendations—one buy and one sell per sector: ・Energy: Buy Mayville Engineering Co. (MEC); Sell Chevron Corporation (CVX). ・Materials: Buy Steel Dynamics Inc. (STLD); Sell Air Products and Chemicals Inc. (APD). ・Industrials: Buy AMETEK Inc. (AME); Sell Lockheed Martin Corp. (LMT). ・Consumer Discretionary: Buy Tesla, Inc. (TSLA); Sell Trip.com Group Ltd. (TCOM). ・Consumer Staples: Buy Albertsons Companies, Inc. (ACI); Sell The Coca-Cola Co. (KO). ・Healthcare: Buy Molina Healthcare, Inc. (MOH); Sell Edwards Lifesciences Corp. (EW). ・Financials: Buy Apollo Global Management, Inc. (APO); Sell Aon plc (AON). ・Real Estate: Buy Iron Mountain Inc. (IRM); Sell UDR, Inc. (UDR). ・Technology: Buy Cloudflare, Inc. (NET); Sell Cisco Systems, Inc. (CSCO). ・Communication Services: Buy Live Nation Entertainment, Inc. (LYV); Sell AT&T Inc. (T). ・Utilities: Buy Constellation Energy Corp. (CEG); Sell Eversource Energy (ES).

Which listed companies specialize in semiconductor materials?

2) Photoresists ・Nanda Optoelectronics (300346.SZ): Domestic leader in ArF photoresists; also engaged in MO sources and specialty electronic gases. ・Tongcheng New Materials (603650.SH): Leader in KrF photoresists (via Beijing Kehua). ・Jingrui Electronic Materials (300655.SZ): Produces g/i-line and KrF photoresists, plus wet electronic chemicals. ・Yake Technology (002409.SZ): Acquired LG Chem’s photoresist business; offers KrF/ArF photoresists and HBM-compatible photoresist materials. ・Shanghai New Yang (300236.SZ): Supplies KrF photoresists and associated wet chemicals. 3) Specialty Electronic Gases ・Huarte Gas (688268.SH): Domestic leader in specialty electronic gases; multiple products qualified by top-tier wafer fabs. ・CSSC Special Gases (688146.SH): Produces high-end electronic gases such as tungsten hexafluoride. ・Jinhong Gas (688106.SH): Supplies bulk electronic gases. ・Nanda Optoelectronics: Also manufactures MO sources (metal-organic precursors used in epitaxy). 4) CMP Slurry & Pad Materials (Wafer Planarization) ・Anji Technology (688019.SH): Leading domestic supplier of CMP slurries; products validated for 14nm and below (per Sina Finance). ・Dinglong Co., Ltd. (300054.SZ): Domestic leader in CMP polishing pads. 5) Sputtering Targets (Thin-Film Deposition) ・Jiangfeng Electronics (300666.SZ): Supplies ultra-high-purity tantalum/titanium/copper targets; adopted by TSMC, SMIC, and others in advanced nodes (per Sina Finance). ・Yogrand New Materials (600206.SH) [Yogrand Yijin]: High-purity metal sputtering targets. ・Ashi Innovation (300706.SZ): Sputtering targets focused on display panels and semiconductors. 6) Wet Electronic Chemicals (Cleaning & Etching Reagents) ・Jianghua Micro (603078.SH): Ultra-high-purity wet electronic chemicals. ・Jingrui Electronic Materials (300655.SZ): G5-grade high-purity sulfuric acid, hydrogen peroxide, ammonia water, etc. ・Xingfa Group (600141.SH): Developing electronic-grade phosphoric acid.

Air Products & Chemicals stock trades at EUR 266.15 in weekend trading

Oct 18, 2026

Air Products & Chemicals Inc shares traded at EUR 266.15 during weekend trading on October 18, 2026. The price serves as a market indication ahead of the Xetra session resumption on October 19.

ad-hoc-news.de

2026-07-24

Innospec Inc Stock Gains 0.67%, Analysts Rate 'Buy'

2026-08-01

NewMarket Corp (NEU) Earnings Forecast: Future EPS & Revenue Growth Estimates

2026-10-12

Air Products & Chemicals Stock Trades at EUR 251.10, Market Cap USD 62.6 Billion

2026-10-18

Air Products & Chemicals stock trades at EUR 266.15 in weekend trading

2026-10-21

Air Products & Chemicals Stock Pre-Market at EUR 268.55 Before Xetra Open