Core Viewpoint - LyondellBasell (NYSE: LYB) is being highlighted as a potential investment opportunity for income investors looking to deploy new capital in the market [1] Group 1 - The focus is on identifying high-yield investment opportunities for individual investors, with an emphasis on making complex concepts easy to understand [2] - The analysis aims to provide clear, actionable insights to help investors achieve better returns, supported by expert research [2] Group 2 - The article expresses a beneficial long position in LyondellBasell shares, indicating confidence in the company's performance [3]

Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1: Analyst Background - Vladimir Dimitrov has experience as a strategy consultant and has worked with major global brands [1] - He graduated from the London School of Economics and focuses on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]

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 ...