Core Viewpoint - Citi analyst Patrick Cunningham has lowered the price target for Huntsman (HUN) to $8.50 from $9, maintaining a Neutral rating on the shares due to weak seasonal demand growth and inventory surplus [1]. Financial Estimates - The firm has reduced Q3 and Q4 EBITDA estimates by up to 12% [1].

Core Insights - Huntsman Corporation announced that Julia Wright has withdrawn from the position of Executive Vice President, General Counsel and Secretary for personal reasons, and David Stryker will continue in his role while a search for a successor is conducted [1]. Company Overview - Huntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals, with approximately $6 billion in revenues for 2024 [2]. - The company operates over 60 manufacturing, R&D, and operations facilities in around 25 countries, employing approximately 6,300 associates [2].

Core Insights - Guangzhou is focusing on industrial digitization and green transformation, aiming to build a modern industrial system known as "12218" to attract various enterprises [2] - Hexion Inc. is recognized as a leading global chemical and advanced materials company, aligning its core business with Guangzhou's industrial development direction, indicating significant cooperation potential [2] - Hexion Inc. has been operating in Guangzhou for 30 years and views the city as a vital base for its global operations, expressing confidence in further collaboration in high-end materials and green industries [2] Group 1 - Guangzhou's mayor expressed gratitude to Hexion Inc. for its contributions to the city's economic and social development [2] - The city offers advantages such as a large market size, diverse application scenarios, and a concentration of research talent, encouraging Hexion Inc. to expand its business and enhance its R&D capabilities [2] - The collaboration aims to create a green low-carbon innovation ecosystem and industrial ecology [2] Group 2 - Hexion Inc. plans to deepen practical cooperation with Guangzhou in areas such as advanced materials research and emerging industries [2] - The city is committed to creating an optimal policy system to support enterprises in achieving better growth [2] - Hexion Inc. is optimistic about contributing to Guangzhou's accelerated green low-carbon transformation [2]

Core Points - Huntsman Exploration Inc. has received approval from the TSX Venture Exchange to change its name to Lux Metals Corp. [1] - The name change will take effect at the start of trading on September 25, 2025, with the new trading symbol "LXM" [2] - Huntsman Exploration is focused on advancing gold and critical mineral projects in premier mining jurisdictions [3]

Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence and uncertainty, as these companies typically have high free cash flows and offer substantial dividend payouts [1] Group 1: LyondellBasell Industries N.V. (LYB) - LyondellBasell has a dividend yield of 10.54% [7] - BMO Capital analyst John McNulty maintained a Market Perform rating and reduced the price target from $60 to $58 [7] - JP Morgan analyst Jeffrey Zekauskas maintained a Neutral rating and cut the price target from $60 to $52 [7] - The company reported mixed quarterly financial results on August 1 [7] Group 2: Huntsman Corporation (HUN) - Huntsman has a dividend yield of 10.20% [7] - Mizuho analyst John Roberts downgraded the stock from Neutral to Underperform and lowered the price target from $11 to $9 [7] - Jefferies analyst Laurence Alexander maintained a Buy rating and reduced the price target from $15 to $14 [7] - The company announced the retirement of David Stryker and appointed Julia Wright as executive vice president on September 4 [7] Group 3: Amcor plc (AMCR) - Amcor has a dividend yield of 6.17% [7] - Baird analyst Ghansham Panjabi maintained a Neutral rating and cut the price target from $11 to $10 [7] - Wells Fargo analyst Gabe Hajde maintained an Overweight rating and increased the price target from $10 to $11 [7] - The company reported disappointing quarterly earnings on August 14 [7]

Core Viewpoint - Huntsman Exploration Inc. has established a Technical Advisory Committee to enhance its strategic and financial guidance, particularly for its gold-focused projects [1][3]. Group 1: Committee Formation and Appointments - The newly formed Technical Advisory Committee aims to provide strategic and financial expertise to advance the company's portfolio [1]. - Tony M. Ricci, CPA, CA, has been appointed as a member of the Committee, bringing over 30 years of experience in public companies and a strong background in the mining sector [2][3]. - Mr. Ricci's previous roles include significant positions at Great Bear Resources Ltd., Norsemont Mining Inc., and other companies with a combined market capitalization exceeding $5 billion [2]. Group 2: Strategic Importance of Appointments - The CEO of Huntsman Exploration, Carl Ginn, emphasized that Mr. Ricci's appointment is crucial for strengthening the company's strategic vision and exploration efforts [3]. - Mr. Ricci is expected to provide critical guidance in assessing the economic viability of the company's gold-focused assets [3]. - Additionally, Mr. Jean-Félix Lepage, P.Eng., has been elected to the Committee, bringing experience from O3 Mining, which merged with Agnico Eagle in a transaction valued at approximately $180 million [4]. Group 3: Company Overview - Huntsman Exploration Inc. is a Canadian exploration company focused on advancing gold and critical mineral projects in premier mining jurisdictions [5]. - The company is committed to sustainable exploration and aims to create shareholder value through responsible development of its mineral assets [4][5].

Core Viewpoint - Huntsman Corp (Symbol: HUN) is currently yielding above 9% based on its quarterly dividend, which is annualized to $1, with shares trading as low as $10.58 [1] Dividend Importance - Dividends have historically contributed significantly to the total return of the stock market, exemplified by the iShares Russell 3000 ETF (IWV) where a $78.27 investment in 2000 resulted in a 0.6% decrease in share value by 2012, but with $10.77 in dividends collected, the total return increased to 13.15% [1] Dividend Predictability - Dividend amounts are generally unpredictable and fluctuate with the profitability of each company, making it essential to analyze the historical performance of Huntsman Corp to assess the sustainability of its recent 9% yield [2]

Core Viewpoint - Huntsman Corporation announced the appointment of Julia Wright as Executive Vice President, General Counsel, and Secretary, effective October 13, 2025, succeeding David Stryker, who will retire at the end of the year [1][3]. Group 1: Leadership Transition - Julia Wright has over 15 years of senior executive experience, previously serving as Senior Vice President, General Counsel, and Secretary at ChampionX Corporation [2]. - David Stryker has been with Huntsman as General Counsel since June 2013 and will assist in the transition while focusing on strategic initiatives [3]. Group 2: Julia Wright's Background - At ChampionX, Wright was responsible for various legal functions, including corporate governance, compliance, and M&A, and played a key role in the company's acquisition by SLB [2]. - Wright's previous experience includes serving as Vice President and General Counsel at Nabors Industries and starting her career at Vinson and Elkins [2]. Group 3: Company Overview - Huntsman Corporation is a global manufacturer and marketer of specialty chemicals, with 2024 revenues of approximately $6 billion [4]. - The company operates over 60 manufacturing and R&D facilities in about 25 countries and employs approximately 6,300 associates [4].

Group 1 - Huntsman (HUN) shares have significantly underperformed over the past year, losing approximately 50% of their value [1] - The chemicals sector is experiencing broad pressure due to weak economic activity, particularly in the construction industry, and ongoing oversupply issues [1]

Group 1: Corporate Actions - Mitsubishi Chemical announced the transfer of its wholly-owned subsidiary J-Film Corporation to a special purpose entity of Marubeni Capital Fund III, expected to be completed by December 29, 2025. This decision follows the recent exit from the polyester resin manufacturing business for printer toner, driven by a new mid-term management plan for 2029 [3]. - Evonik has initiated the dissolution and liquidation of its joint venture with Shandong Weilan Biotechnology due to changes in the market environment and unmet operational expectations. The joint venture was established to develop gut health solutions for livestock in the Chinese market [4]. - Hexion reported a 10% workforce reduction as part of cost-cutting measures, including the closure of its maleic anhydride plant in Germany and other downstream facilities in Europe and North America, due to decreased global construction and industrial activity [6]. Group 2: Financial Performance - Mitsubishi Chemical's Q1 2025 sales revenue was 880.65 billion yen, a 13.4% decrease year-on-year, with net profit down 36.1% to 35.968 billion yen, and attributable net profit down 50.5% to 19.627 billion yen, largely impacted by overall economic slowdown and U.S. trade policies [3]. - Evonik's Q2 2025 sales fell by 11% to 3.5 billion euros, with over half of the decline attributed to unfavorable currency fluctuations and the divestment of its superabsorbent polymers business. Adjusted EBITDA decreased by 12% to 509 million euros [4][5]. - Hexion's H1 2025 revenue was $2.868 billion, down 6% year-on-year, with a net loss of $163 million compared to a net loss of $15 million in the same period last year. Adjusted EBITDA fell by 31.1% [6].