Westlake: Capacity Capitulation Bottoming Out Market (Rating Downgrade)

Group 1 - Westlake (WLK) is facing volume and pricing pressure in its performance and essential materials segment, including chlorovinyls, PVC resin, and polyethylene [2] - The company has undertaken significant supply shutdowns to improve EBITDA and respond to market conditions [2] Group 2 - The Value Lab focuses on long-only value investment ideas, targeting a portfolio yield of about 4% and has performed well over the last five years [1] - The Valkyrie Trading Society is a team of analysts that share high conviction investment ideas, aiming for non-correlated and outsized returns in the current economic environment [2]