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Alexandra Yates

Research Analyst at Keybanc Capital Markets,inc /oh/

Alexandra Yates is an Equity Analyst at Argus Research, covering companies such as International Paper (IP) and maintaining a focus on the general sector. She has issued buy recommendations with recent returns like +0.70% on IP and an overall average return of -1.80%, reflecting a 50% success rate on her recommendations. Yates actively covers approximately eight stocks, with her most profitable recent rating generating a modest positive return. While her tenure at Argus Research and prior roles are not detailed in available sources, she is positioned as a Wall Street equity analyst; specific credentials such as FINRA licenses are not listed in current public profiles.

Alexandra Yates's questions to DuPont de Nemours (DD) leadership

Question · Q1 2025

Alexandra Yates followed up on the China electronics business, asking for clarification on the Q1 sales pull-in and whether a 'giveback' from strong 2024 sales is still anticipated later in 2025.

Answer

Jon Kemp, CEO-elect of Qnity, reiterated that the company's guidance assumes a normalization of demand in China, resulting in a flat year-over-year performance. He noted that while some normalization is expected, underlying local demand remains strong in areas like EVs and data centers, and customer inventories are not considered hugely elevated.

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