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David Beaglehole

Managing Director at Deutsche Bank

David Beaglehole is a Managing Director at Deutsche Bank in New York, leading equity research with a focus on the financial services sector. He covers major publicly traded companies within the banking and finance industries and is recognized for his deep analytical expertise and steady client performance, though specific performance metrics or TipRanks rankings are not publicly available. Beaglehole began his finance career after completing his doctoral studies at the University of Chicago in 1990, has previously held senior analytical roles at Goldman Sachs as Vice President, and transitioned to Deutsche Bank, where he has played a pivotal role since at least the early 2010s. He holds active FINRA registrations and broker licenses, confirming his professional credentials and compliance with industry regulations.

David Beaglehole's questions to WESTLAKE (WLK) leadership

Question · Q3 2025

David Beaglehole asked about the increasingly weakening spot market in polyethylene, its potential effect on fourth-quarter earnings, and implications for the October price increase for polyethylene. He also inquired about Westlake's commitment to its current portfolio construct, specifically whether the board considers separating the building products and petrochemical businesses.

Answer

Jean-Marc Gilson, President and CEO, acknowledged weakening polyethylene prices and pressure on ethylene margins due to stable ethane prices and ample supply, expecting stable to slightly lower prices in Q4 with seasonality. Steven Bender, EVP and CFO, stated that Westlake believes in the strength of the combined businesses due to synergies like PVC supply to HIP, expected global supply/demand improvement, and cost restructuring. He acknowledged different market valuations for chemicals and construction materials but confirmed the company would evaluate options.

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Question · Q3 2025

David Beaglehole asked about the increasingly weakening spot market for polyethylene, its potential impact on Westlake's Q4 earnings, and the implications for the October price increase for polyethylene.

Answer

Jean-Marc Gilson (President and CEO) and Steve Bender (EVP and CFO) acknowledged the weakening polyethylene prices and stable ethane costs, which are pressuring ethylene margins. They noted ample supply in the polyethylene segment and expected Q4 seasonality, emphasizing efforts to maximize value despite market conditions. Steve Bender also discussed the company's commitment to its current portfolio, highlighting synergies between the PVC and HIP businesses, while acknowledging different market valuations for chemical and building material segments and the ongoing evaluation of options.

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