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Axiom Says LG Chem News "Detrimental" to Polypore (PPO)

January 31, 2012 2:34 PM EST
PPO Hot Sheet
Rating Summary:
    5 Buy, 3 Hold, 2 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 19 | Down: 16 | New: 82
An analyst at Axiom Capital commented on Polypore International (NYSE: PPO) following news that major customer LG Chem said it will have a separator plant up and running by the 2nd-half of the year.

The news suggests to Axiom that this material customer is now making product it was buying from PPO.

Axiom said the announcement from LG Chem is "detrimental" to Polypore, especially given the capacity additions PPO was expecting from LG Chem.

Axiom started coverage on PPO Monday with a Sell

Shares of PPO are down 26 percent.


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