Core Viewpoint - LyondellBasell Industries is experiencing a stock decline due to a prolonged cyclical downturn in the plastics, chemicals, and refining sectors [1] Group 1: Company Overview - LyondellBasell Industries is a leading player in the plastics, chemicals, and refining industries [1] - The company has been navigating challenges that have led to a decline in stock performance over the past few years [1] Group 2: Market Context - The company is currently facing a prolonged cyclical downturn, impacting its financial performance and stock value [1]

Group 1 - LyondellBasell Industries (NYSE: LYB) is identified as a cyclical stock that is likely near a cyclical low, currently trading at $57.75 with a 9.5% dividend yield, indicating a potential investment opportunity [1] - The investment strategy focuses on GARP (growth at a reasonable price) stocks while also exploring other opportunities, with no specified time horizon for holding investments [1] - The analyst has developed market-beating algorithms using Python to identify attractive investment opportunities, demonstrating a proactive approach to portfolio management [1] Group 2 - The analyst has a background in writing and editing for financial news, which aids in understanding market trends and investor interests [1] - There is an emphasis on providing accurate and useful information, highlighting the prevalence of misinformation in the market [1]

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework emphasizes identifying companies with durable business models, mispriced cash flow potential, and intelligent capital allocation [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability and simplicity [1] Group 2 - Research coverage targets underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing actionable insights and a strong filter for relevant information in equity analysis [1]

Core Viewpoint - LyondellBasell Industries N.V. (NYSE: LYB) is considered a compelling contrarian buy primarily due to its valuation, despite existing risks associated with the investment thesis [1]. Group 1: Company Overview - LyondellBasell is positioned as an attractive investment opportunity based on its current market valuation [1]. Group 2: Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1]. - The analyst has a background as a former Vice President at Barclays, leading teams in model validation and stress testing, which contributes to a deep expertise in both fundamental and technical analysis [1]. Group 3: Research Approach - The research approach combines rigorous risk management with a long-term perspective on value creation, emphasizing macroeconomic trends, corporate earnings, and financial statement analysis [1].

Core Viewpoint - LyondellBasell Industries N.V. (LYB) has announced a quarterly dividend increase, marking its 15th consecutive year of dividend growth, reflecting a commitment to shareholder value and disciplined capital allocation [1][2]. Financial Performance - In the first quarter, LYB exceeded its long-term cash conversion target, investing $483 million in capital expenditures and returning $543 million to shareholders through dividends and stock buybacks [3]. - LYB's stock has declined by 43.2% over the past year, compared to a 29.6% decline in the industry [3]. Market Outlook - For the second quarter, LYB anticipates improved seasonal demand across most business segments, with easing U.S. natural gas and ethane feedstock prices and lower crude oil costs benefiting operations in Europe and Asia [4]. - Oxyfuels margins are expected to rise due to widening gasoline crack spreads during the summer driving season [4]. - In Europe, rapid capacity reductions are projected to improve the regional supply-demand balance, supported by a more constructive economic and regulatory environment [5]. - Global demand for packaging is expected to remain firm, benefiting essential sectors such as food, healthcare, and daily consumer goods [5].

Core Points - LyondellBasell announced a quarterly dividend of $1.37 per share, marking a $0.03 increase from the previous quarter [1] - The dividend will be paid on June 9, 2025, with an ex-dividend and record date of June 2, 2025 [1] Company Overview - LyondellBasell is a leader in the global chemical industry, focusing on sustainable living solutions [2] - The company emphasizes advanced technology and investments to support a circular and low carbon economy [2] - LyondellBasell is one of the largest producers of polymers and a leader in polyolefin technologies, providing innovative products for various applications [2]

Group 1 - The article emphasizes the importance of building foundational knowledge and learning skills during the early years of the education system [1] Group 2 - The company promotes a portfolio strategy that focuses on high dividend yields, targeting a return of 9-10% [5] - The service aims to simplify retirement investing by providing a model portfolio that generates strong returns without the need for selling assets [5] - A month-long paid trial is offered at $49, with an additional 5% discount as an incentive for potential investors [5]

Houston, May 06, 2025 (GLOBE NEWSWIRE) -- LyondellBasell (NYSE: LYB) announced today that LYB International Finance III, LLC, its wholly-owned subsidiary, priced a public offering (the “Offering”) of $500,000,000 aggregate principal amount of 6.150% Guaranteed Notes due 2035 (the “Notes”). The Notes will be fully and unconditionally guaranteed by LyondellBasell. The Offering is expected to close on May 15, 2025, subject to the satisfaction of customary closing conditions. The net proceeds of the Offering ar ...

Group 1: Dividend Stocks Appeal - Investors are shifting focus to dividend stocks as growth in the technology sector becomes uncertain, with dividends providing total return and mitigating downside risk [1] - The Coca-Cola Company (KO) stock has increased by approximately 17% over the last 12 months, and with a dividend yield of 2.12%, the total return approaches 20% [2] - Several high-yield dividend stocks are currently trading near their 52-week lows but have potential growth catalysts for 2025, allowing investors to collect dividends while waiting [3] Group 2: AES Corporation - AES Corporation (AES) has a dividend yield of 6.99% and an annual dividend of $0.70, with a 12-year track record of dividend increases and a 4.40% annualized 3-year dividend growth [4] - The company operates power plants and distributes electricity, utilizing a variety of fuels, including coal and renewable energy projects [5][6] - Despite potential risks to federal funding for renewable projects, earnings are considered undervalued by at least 20%, with analysts predicting a stock price increase of over 35% alongside a 6.95% dividend yield [7] Group 3: Pfizer Inc. - Pfizer Inc. (PFE) offers a dividend yield of 7.05% and an annual dividend of $1.72, with a 16-year history of dividend increases and a 2.50% annualized 3-year dividend growth [9] - The company faces challenges, including the discontinuation of an obesity drug candidate and potential revenue loss of $18 billion due to patent expirations, but it has a strong pipeline bolstered by the acquisition of Seagen [10] - Analysts forecast a stock price gain of around 22% in the next 12 months, with a dividend protected by a 58% payout ratio based on current-year estimates [11] Group 4: LyondellBasell Industries - LyondellBasell Industries (LYB) has a dividend yield of 9.20% and an annual dividend of $5.36, with a 13-year track record of dividend increases and a 5.88% annualized 3-year dividend growth [12] - The company is a major producer of plastics and resins, but faces challenges from tariffs and a slowing economy, impacting its short-term outlook [13][14] - Despite a high payout ratio of 165.43%, the company has shown no signs of cutting dividends, which have increased by an average of 5.5% over the last three years [12][14]

Group 1 - LyondellBasell is a global leader in the chemical industry, recognized as a top producer of plastics, chemicals, and refined products [1] - The company operates a diverse portfolio of operations worldwide, indicating a strong market presence [1] Group 2 - The analyst expresses a focus on undervalued and disliked companies with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - There is an emphasis on long-term value investing, with occasional interest in deal arbitrage opportunities [1]