Core Viewpoint - Linde is scheduled to release its fourth quarter 2025 financial results on February 5, 2026, at 06:00 EST/midday CET [1] Group 1 - The conference call will take place at 09:00 EST/15:00 CET and will be available to the public and media in listen-only mode [1] - A live conference call US Toll-Free Dial-In Number is provided as 1 888 770 7292, and the UK Toll-Free Dial-In Number is 0800 358 0970, with an access code of 6877110 [1] - A live webcast will also be available for listening at the company's website [1]

Core Viewpoint - The article discusses the competitive landscape of the global electronic gases market, highlighting the dominance of companies from Europe, the United States, and Japan in this sector [3]. Group 1: Major Companies in Europe and the United States - Linde Group (Germany/Ireland) is a leading industrial gas company with a projected revenue of $33 billion for the fiscal year 2024, where electronic gases account for approximately $3 billion, or 9% of its total revenue [6]. - Air Liquide (France) anticipates a revenue of €27.058 billion for the fiscal year 2024, with electronic gases contributing around €2.4 billion, also representing 9% of its total revenue [6]. - Air Products and Chemicals (USA) reported a total revenue of $12.6 billion in 2023, focusing on the sale of industrial gases and specialty gases [6]. - Merck KGaA (Germany) has a strong position in high-purity electronic specialty gases, particularly in the semiconductor processing sector [6]. - Entegris (USA) expects a revenue of $3.2 billion in 2024, with its electronic gas revenue scale unspecified [6]. - Messer Group (Germany) has a projected revenue of €4.5 billion in 2024, with electronic gas revenue details not disclosed [6]. - Solvay (Belgium) is a leading producer of advanced materials and specialty chemicals, including electronic chemicals [6]. - REC Silicon (Norway) is a major producer of high-purity polysilicon and silane gases, with a projected revenue of $140 million in 2024 [6]. Group 2: Major Companies in Japan - Taiyo Nippon Sanso is Japan's largest industrial gas and air separation equipment manufacturer, with a projected revenue of ¥1.31 trillion for the fiscal year 2024 [7]. - Resonac (formerly Showa Denko) has electronic gas products including high-purity gases, with an expected revenue of ¥1.39 trillion in 2024 [7]. - Kanto Denka is a major supplier of fluorinated gases, focusing on semiconductor cleaning and etching processes, with an overall revenue of approximately ¥380 billion in 2023 [7]. - Sumitomo Seika offers a wide range of electronic specialty gases, with a projected revenue of ¥150 billion for the fiscal year 2025 [7]. - Iwatani Corporation specializes in rare gases and semiconductor specialty gases, contributing significantly to the electronic gas market [7]. - Central Glass focuses on high-purity fluorinated gases for semiconductor manufacturing [7]. - ADEKA Corporation has a strong position in high-end fluorinated chemicals and electronic functional materials [7]. - Daikin Industries is a major supplier of fluorinated electronic specialty gases, with significant production capacities [7]. Group 3: Major Companies in South Korea - Daesung Industrial Gases is a key supplier of electronic specialty gases, with a projected revenue of approximately 1.48 trillion KRW (around $1.12 billion) for the fiscal year 2024 [8]. - SK Specialty focuses on semiconductor gases, with major products including trifluorine and hexafluorotungsten, serving major clients like Samsung and SK Hynix [8]. - Wonik Materials is a leading manufacturer of electronic specialty gases, with a focus on ammonia and nitrous oxide [8]. - Foosung specializes in fluorinated electronic gases, particularly hexafluorotungsten and trifluorine [8]. - Hyosung TNC has a strong position in the electronic specialty gas market, particularly in trifluorine [8]. Group 4: Major Companies in China - TEAN is the largest domestic electronic specialty gas company, with a revenue of 1.695 billion CNY in 2024, covering over 80 products [9]. - Yingde Gases is a leading independent industrial gas producer, with a revenue of 16.1 billion CNY in 2021 [9]. - Jiangsu Nanda Optoelectronic Materials is a leading manufacturer of phosphine and arsine, with a revenue of 1.506 billion CNY in 2024 [9]. - Wu Hua Chemical Technology Group is a major supplier of fluorinated electronic gases, with significant production capacities [9]. - Guangdong Huate Gas is a comprehensive service provider of electronic bulk gases, with a projected revenue of 1.84 billion CNY in 2024 [9].

Group 1 - The article discusses the author's focus on uncovering high-yield investment opportunities for individual investors, emphasizing the importance of breaking down complex concepts into actionable insights [1] - The author has a background in professional prop trading, which informs their approach to investment analysis [1] Group 2 - The article includes a disclosure stating that the author has a beneficial long position in the shares of LIN, indicating a personal investment interest [2] - It clarifies that the article reflects the author's own opinions and is not influenced by compensation from any company mentioned [2] Group 3 - The article contains a general disclaimer about past performance not guaranteeing future results and states that no specific investment advice is being provided [3] - It notes that the views expressed may not represent those of Seeking Alpha as a whole, highlighting the independent nature of the authors [3]

Group 1 - Shareholders of Worldline approved a two-stage capital increase of approximately 500 million euros ($584 million) [1]

Core Insights - Linde plc (NASDAQ:LIN) is recognized as one of the top hydrogen and fuel cell stocks to invest in for 2026, with BMO Capital maintaining an Outperform rating and a price target of $501, citing strong growth potential [1] - Mizuho also reaffirmed an Outperform rating with a price target of $495, indicating a projected combined trendline EPS growth of 8-12%, driven by price and productivity enhancements as well as capital allocation measures [3] Company Overview - Linde plc is a global leader in industrial gases and engineering, operating the largest liquid hydrogen capacity and distribution system worldwide, with key products including green hydrogen, hydrogen refueling solutions, and innovative hydrogen storage and transportation technology [4] Financial Performance - Linde's recent business review suggests the company can sustain or exceed its EPS growth target of over 10%, with significant price and productivity benefits highlighted during discussions on AI [2] - The company's backlog has remained steady, with expectations for growth by the end of 2026 [3]

Core Insights - Linde is currently in Phase 9 of its 18-phase Adhishthana cycle, indicating potential risks are building beneath the surface [1] - The stock's recent behavior suggests rising downside pressure, making hedging increasingly important [1] Weekly Chart Analysis - Linde's stock formed a Cakra structure between Phases 4 and 8, which typically has bullish implications, but the recent setup deviated from this ideal [2][3] - The stock attempted multiple premature breakouts during the Cakra formation, weakening the integrity of the pattern [3] - Upon entering Phase 9, instead of a clean breakout, Linde experienced a breakdown, leading to a decline of over 15% since October 6 [5] Monthly Chart Analysis - On the monthly chart, Linde is in Phase 10, where a well-defined Cakra formed and broke out cleanly in Phase 9, resulting in a rally of over 193% [6] - The early part of Phase 10 supported bullish momentum, but recent pullbacks suggest potential structural changes [7] Structural Implications - The Himalayan Formation, which follows a Cakra breakout, consists of three legs: ascent, peak, and descent, with Phase 10 being critical for peak formation [8] - Linde marked its all-time high within Phase 10, raising the possibility of a structural peak being in place [10] Investor Outlook - With a Cakra breakdown on the weekly charts and signs of a potential peak on the monthly timeframe, Linde's risk profile has shifted [11] - Investors should consider hedging long exposure, as downside risks appear to be increasing [11] - New investors may want to wait for clearer confirmation of whether a peak has formed before initiating positions [11]

Core Insights - The article compares Quaker Chemical (KWR) and Linde (LIN) to determine which stock is more attractive to value investors [1] Group 1: Zacks Rank and Earnings Outlook - Quaker Chemical has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Linde has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank emphasizes stocks with positive revisions to earnings estimates, suggesting that KWR has an improving earnings outlook [3] Group 2: Valuation Metrics - KWR has a forward P/E ratio of 19.57, compared to LIN's forward P/E of 26.08, indicating KWR may be undervalued [5] - KWR's PEG ratio is 1.56, while LIN's PEG ratio is significantly higher at 3.29, suggesting KWR offers better value relative to its expected EPS growth [5] - KWR's P/B ratio is 1.76, whereas LIN's P/B ratio is 4.99, further supporting KWR's valuation advantage [6] Group 3: Value Grades - KWR has a Value grade of A, while LIN has a Value grade of D, indicating that KWR is perceived as a better investment option for value investors [6]

Core Viewpoint - Linde plc is identified as a strong investment opportunity in the hydrogen sector, with UBS maintaining a Buy rating and a price target of $500 based on projected earnings growth and capital allocation strategies [1][2]. Group 1: Earnings and Growth Projections - UBS expects Linde's EPS to grow over 10% in the coming year, driven by 4-6% growth from management actions and another 4-6% from capital allocation, excluding macro growth benefits [1]. - With a 1-2% growth in industrial production, Linde's EPS growth could potentially rise into the low-to-mid teens, indicating strong future performance [2]. Group 2: Market Position and Backlog - Mizuho has lowered its price target for Linde to $495 from $520 but maintains an Outperform rating, citing stable project backlog and expected growth by the end of 2026 [3]. - Linde's focus on high-potential areas such as clean energy projects, electronics, and commercial space launches presents significant growth potential for the stock [3]. Group 3: Company Overview - Linde plc operates as a global industrial gases and engineering company, holding the largest liquid hydrogen capacity and distribution system worldwide [4]. - The company's primary products include green hydrogen produced through electrolysis, hydrogen refueling solutions, and advanced technologies for hydrogen storage and transportation [4].

Group 1 - Linde plc (NASDAQ:LIN) is recognized as one of the best non-US stocks to buy according to hedge funds, with a recent Buy rating from BMO Capital and a price target of $501 [1] - BMO Capital's bullish sentiment is supported by Linde's potential to maintain and exceed EPS growth of 10%, particularly in its core electrical segment and new space application areas [2] - Despite a share price decline of over 8% in the past six months, BMO views this as a buying opportunity [2] Group 2 - RBC Capital also reiterated a Buy rating after attending Linde's investor event, where management presented its Growth6 strategy aimed at supporting double-digit EPS growth despite macroeconomic challenges [3] - The Growth6 strategy is designed to be non-macro-dependent, addressing issues such as European de-industrialization and global trade restrictions [3] - RBC remains cautious due to weak industrial production, which could negatively impact EPS by 1%-3% due to volume headwinds [3]

Group 1 - Linde plc (NASDAQ:LIN) has experienced a significant pull-back of 20% from its highs in August to its lows last week, indicating a challenging period for the stock [1] - Despite being somewhat cyclical due to its industrial clients, Linde possesses strong pricing power and a consistent track record of earnings growth [1] - Recent insider buying and positive outcomes from investor and analyst meetings have contributed to a rebound in the stock price [1] Group 2 - Linde is recognized as a leading industrial gas company supplying atmospheric and process gases, including oxygen, nitrogen, hydrogen, and specialty gases [2] - The company has faced a particularly difficult year, with notable declines in stock performance, prompting calls for more proactive communication from management [2] - While Linde is acknowledged for its long-term success, there are suggestions that certain AI stocks may present better investment opportunities with higher upside potential and lower downside risk [2]