Canada’s Freshr Sustainable Technologies has entered a joint development agreement with Mitsubishi Chemical Corporation (MCC) to advance its packaging technology. MCC’s holding company, Mitsubishi Chemical Group (MCG), has invested in Freshr. The investment will scale up Freshr's technology and aid its global growth as part of MCG's KAITEKI Vision 35 strategy, focusing on sustainability and innovation in materials. Food waste results in significant economic and environmental impacts, costing $2.6 trilli ...

ST. JOHN’S, NL, CANADA, Sept. 24, 2025 (GLOBE NEWSWIRE) -- North Atlantic France SAS reaches a key milestone in its project to acquire a majority stake in Esso Société Anonyme Française SA and 100% of ExxonMobil Chemical France SAS, with the signing of a share purchase agreement ST. JOHN’S, NL, CANADA, September 24, 2025 – North Atlantic France SAS (“North Atlantic”) announced on May 28, 2025, that it had entered into exclusive negotiations with ExxonMobil France Holding SAS (“ExxonMobil”) for the acquisit ...

Investors interested in stocks from the Chemical - Diversified sector have probably already heard of Johnson Matthey PLC (JMPLY) and Air Products and Chemicals (APD) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven st ...

These 3 companies offer huge dividend payouts, but even bigger worries. Luckily, there's a better stock you can buy.Stocks that pay big dividends can give your portfolio a big boost, but beware! Some high dividends could be ... traps!A yield trap is a type of dividend stock offering a very high yield. But the only reason its yield is so high is that the share price dropped significantly over a relatively short time (and is likely to stay down for a while), increasing the odds that the dividend will need to ...

LyondellBasell Industries N.V. (NYSE: LYB ) is a chemical company that currently offers a very high dividend yield of 11%. While LyondellBasell and its peers from the chemical industry suffer from an industry downturn rightHe is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportu ...

LyondellBasell Industries N.V. (NYSE: LYB ) is a chemical company that currently offers a very high dividend yield of 11%. While LyondellBasell and its peers from the chemical industry suffer from an industry downturn rightHe is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportu ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Earlier this year, I decided to expand my coverage to companies in the chemical industry, as I strongly believe that if trends are well understood, my valuation model used for stocks in other sectors is also applicable toDhierin runs the investing ...

核心财务表现 - 2025财年第三季度每股收益1.04美元 低于市场共识预期0.11美元[2] - 连续两个季度业绩不及预期 当季营收同比下降15%至4.63亿美元[2][3] - 投资组合优化措施使销售额减少5300万美元 剔除该因素后实际降幅为5%[3] 业务板块表现 - 四大主营业务板块销售额全面下滑 生命科学板块降幅最大达17%至1.62亿美元[4] - 个人护理板块下降16%至1.47亿美元 特种添加剂板块下降13%至1.31亿美元[4] - 中间体业务相对稳健 销售额下降8%至3300万美元[4] 2025财年展望 - 公司下调全年盈利预期 预计每股收益将下降18.9%至3.61美元[1][7] - 宏观经济环境保持稳定但疲软 客户渠道持续保持谨慎态度[5] - 制药领域需求呈现复苏韧性 特种添加剂和中间体业务仍承压[5] 成本控制措施 - 3000万美元重组计划预计在第四季度产生750万美元成本节约[6] - 外汇汇率变动带来正面影响 部分抵消业务下行压力[6] 估值指标 - 当前市值24亿美元 远期市盈率14.7倍低于15倍价值线标准[9][13] - PEG比率达3.8倍 显著高于1.0倍的廉价估值标准[15] - 股息收益率3.1% 为股东提供现金流回报[15] 市场表现 - 2025年内股价累计下跌21.2% 显著跑输同期上涨12.5%的标普500指数[11] - 分析师同步下调2026财年盈利预期 共识预测从4.71美元降至4.39美元[7]

市场整体表现 - 美国股市出现自5月底以来最广泛的基础反弹 所有主要股指均创历史新高 道琼斯工业平均指数上涨超过1% 标准普尔500指数上涨约0.9% 纳斯达克综合指数和纳斯达克100指数均创历史新高 罗素2000指数大幅跑赢 距离2021年创下的历史高点仅差不到1个百分点 [9] - 标普500指数成分股中436只上涨 仅64只下跌 11个板块中有10个板块上涨 材料板块领涨 医疗保健和可选消费板块表现强劲 能源板块是唯一下跌板块但跌幅很小 [10][11] 个股表现 - Rent the Runway股价在常规交易时段上涨30% 但盘后下跌约5% 公司最新季度营收约8090万美元 每股亏损约6.55美元 当前季度指引为8200-8400万美元 略低于市场预期 [12][13] - 华纳兄弟探索公司股价大涨29% 成为标普500指数中涨幅最大的股票 因有报道称派拉蒙和Skydance准备以现金为主的方式收购该公司 [14][15] - Synopsis股价上涨13% 连续第七天上涨 尽管前一天因美国出口限制导致中国业务放缓而暴跌36% 创下最大单日跌幅纪录 [15][16] - 美光科技股价上涨约7.5% 花旗银行将目标价从150美元上调至175美元 看好其在数据中心市场的增长潜力 公司将于9月23日公布财报 [17][18] - Figure Technology首日上市股价上涨24% Opendoor因创始人重返董事会股价暴涨70% [18][19] - 甲骨文股价下跌6.2% 尽管前一天因财报利好上涨36%创1992年以来最佳单日表现 自9月9日公布财报以来23位分析师平均将目标价上调35% 今年迄今仍上涨86% [20] - 网飞股价下跌3.5% 因媒体报道派拉蒙与Skydance可能收购华纳兄弟探索公司 引发市场对流媒体行业整合的担忧 [21] - 达美航空股价小幅下跌 公司表示头等舱表现良好但主舱位需求仍显疲软 [22] 企业财报与指引 - Adobe公布财报显示最近季度营收略超指引达59.9亿美元 每股收益5.31美元超市场预期的5.18美元 [23] - 公司上调全年财务指引 预计营收为23.65-23.7亿美元 数字媒体第四季度营收预计为4.53-4.56亿美元 区间下限仍高于市场平均预期的4.51亿美元 [24][25] - 公司表示因客户战略、产品创新和强大的市场执行力而上调财年营收和每股收益目标 强调正在提供类别领先的AI赋能解决方案 股价盘后上涨约7% [26][27][28] 央行政策预期 - 市场关注下周美联储主席鲍威尔的讲话和点阵图 预计9月加息已成定局 市场目前坚定定价今年将有三轮降息 到2026年可能有多达六轮降息 [5][6] - 分析师认为需要谨慎看待这些预期 等待鲍威尔讲话后可能出现的重大变化 [6]

收购与交易 - 公司收购Ecovyst的先进材料与催化剂业务（AM&C），购买价格为5.56亿美元，隐含估值倍数为9.8倍[41] - AM&C预计2024年收入为2.23亿美元，调整后的EBITDA为6610万美元，EBITDA利润率为29.6%[44] - AM&C的交易预计将在2026年第一季度完成，届时将有约330名员工加入公司[42] - 预计AM&C的交易将对EBITDA、EBIT利润率、每股收益和自由现金流产生积极影响[41] - 交易将不会影响公司的投资级信用评级，保持了公司的净现金头寸[50] 业绩总结 - 公司整体2024年收入预计为68.55亿欧元，调整后的EBITDA为6.08亿欧元，EBITDA利润率为12.9%[44] 用户数据与市场分布 - AM&C的收入结构中，化学催化剂占48%，定制催化剂占52%[34] - AM&C在2024年的收入分布为北美46%，亚洲23%，欧洲17%[38] 产品与技术研发 - AM&C的产品组合中，约35%的收入来自过去五年内推出的产品[66] - Advanced Silicas专注于创新、生产和供应特种硅基先进材料和催化剂[67] - Advanced Silicas的核心能力在于定制硅孔结构、颗粒特性、纯度、表面属性和功能性[67] - Zeolyst International与壳牌催化剂和技术公司成立50/50合资企业，专注于定制沸石基先进材料和催化剂[72] 市场需求与客户关系 - Zeolyst International的产品应用于传统燃料的加氢裂化、可再生燃料的生产和排放控制技术[72] - Advanced Silicas的客户基础多样化，客户集中度低，建立了深厚的长期客户关系[67] - Zeolyst International与领先的石油和天然气公司及下游化工公司建立了深厚的客户关系[72] - 对于可再生燃料的需求正在增加，推动了Zeolyst International的业务增长[72] - 对于更高性能工艺的需求和日益严格的排放减少法规推动了Zeolyst International的市场需求[72] 未来展望 - AM&C的催化剂业务预计将推动公司在可持续燃料、生物催化和碳捕集等高增长领域的扩展[32] - 未来的生产路线（化学回收/生物）仍将需要聚乙烯生产步骤[70] - Advanced Silicas的产品应用包括HDPE和LLDPE的生产、聚乙烯抗粘剂、可再生材料和金属回收[67]