18 July 2025 | 5:51PM BST GS Equity Radar Multi-asset GOAL 2H outlook, mixed reactions and key research from the week This week we revisited the cross-asset outlook with our GOAL 2H webcast with Christian Mueller-Glissmann and colleagues from equities, FX, rates, commodities and credit (replay here). After a major roundtrip in sentiment since February, GS's Risk Appetite Indicator is back to somewhat more bullish levels, and Christian is tactically (3M) Neutral in his asset allocation and modestly pro-risk ...

Company Overview - Kronos Worldwide, Inc. (NYSE: KRO) is an unintegrated western producer of titanium oxide (TiO₂), indicating that it does not own its own titanium ore mines [1] - The company is currently considered fairly valued but has limited upside optionality due to its lack of vertical integration [1] Investment Philosophy - The investment approach focuses on buying businesses for less than their intrinsic worth, emphasizing a decent margin of safety [1] - The strategy often involves contrarian investing, identifying opportunities in unpopular companies or industries [1] Research and Analysis - The company publishes detailed write-ups on equities of interest to provide insights and analysis, particularly for those that lack adequate coverage [1]

Group 1 - Albemarle's stock closed at $77.07, reflecting a +1.76% change, outperforming the S&P 500's daily loss of 0.01% [1] - Over the past month, Albemarle's shares have appreciated by 27.51%, significantly exceeding the Basic Materials sector's gain of 1.67% and the S&P 500's gain of 5.37% [1] Group 2 - Albemarle is set to release its earnings report on July 30, 2025, with projected earnings of -$0.83 per share, indicating a year-over-year decline of 2175% [2] - The consensus estimate for revenue is $1.23 billion, down 13.67% from the prior-year quarter [2] Group 3 - For the full year, analysts expect earnings of -$2.02 per share and revenue of $4.86 billion, representing changes of +13.68% and -9.54% respectively from last year [3] Group 4 - Recent changes to analyst estimates for Albemarle reflect evolving short-term business trends, with positive revisions indicating a favorable outlook on business health and profitability [4] Group 5 - The Zacks Rank system, which assesses estimated changes, currently ranks Albemarle as 4 (Sell), with the consensus EPS estimate having moved 24.78% lower over the past month [6] Group 6 - The Chemical - Diversified industry, part of the Basic Materials sector, holds a Zacks Industry Rank of 228, placing it in the bottom 8% of over 250 industries [7]

On July 10, 2025, Robert J Martsching, VP, Corporate Controller, executed multiple insider transactions totaling 9,546 shares in H.B. Fuller Company (FUL -1.85%), resulting in post-transaction holdings of 14,979 shares.Transaction summaryMetricValueShares Traded9,546Transaction Value$613,851, as reported in the Form 4 transaction.Post-Transaction Shares14,979Post-Transaction Value$963,208, as of July 10, 2025.YTD Performance29.0% one-year total return on a calendar year basisKey questionsHow does the transa ...

Investors in Element Solutions Inc. (ESI) need to pay close attention to the stock based on moves in the options market lately. That is because the Aug 15, 2025 $15 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could als ...

AD HOC ANNOUNCEMENT PURSUANT TO ART. 53 LR Muttenz, 18 July 2025 Clariant, a sustainability-focused specialty chemical company, today announced that on 16 July 2025, the company received a claim for damages against four companies, including Clariant, from LyondellBasell with the court of Amsterdam, The Netherlands. The claim alleges damages totaling to around EUR 1.6 billion in relation to infringement of competition law on the ethylene purchasing market which was sanctioned by the European Commission in Ju ...

KUALA LUMPUR, Malaysia, July 17, 2025 (GLOBE NEWSWIRE) -- Graphjet Technology (“Graphjet” or “the Company”) (Nasdaq:GTI), a leading developer of patented technologies to produce graphite and graphene directly from agricultural waste, announced that Mr. Chris Lai, the CEO/CFO of Graphjet has attended the previously reported hearing with the Hearing Panel on July 17, 2025 and has together with the Company’s attorney presented the Company’s case to the Hearing Panel. During the hearing, Mr. Chris Lai made a c ...

Group 1 - Select Water Solutions, Inc. will release its 2025 second quarter financial results on August 5, 2025, after market close [1] - A conference call to discuss the financial results is scheduled for August 6, 2025, at 11:00 a.m. Eastern Time [1] - The conference call will be accessible via phone or live over the Internet, with a replay available until August 20, 2025 [1] Group 2 - Select Water Solutions is a leading provider of sustainable water and chemical solutions to the energy industry [2] - The company emphasizes safe and environmentally responsible management of water throughout the lifecycle of a well [2] - Select Water Solutions aims to conserve and protect the environment through responsible water resource management [2]

BALTIMORE, July 17, 2025 (GLOBE NEWSWIRE) -- Adams Natural Resources Fund, Inc. (NYSE: PEO) announces the Fund’s investment returns for the first half of 2025. The total return on the Fund’s net asset value for the first half of 2025 was 2.3%, with dividends and capital gains reinvested. The comparable figures for the S&P Energy Sector and the S&P 500 Materials Sector were 0.8% and 6.0%, respectively. Our benchmark, which is comprised of the S&P 500 Energy Sector (80%) and the S&P 500 Materials Sector (20%) ...

Group 1 - The stock of Minerals Technologies Inc. (MTX) is experiencing significant attention due to high implied volatility in the options market, particularly the Aug. 15, 2025 $85 Call option [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant change in the stock's price, potentially due to an upcoming event [2] - Minerals Technologies currently holds a Zacks Rank 3 (Hold) in the Chemical – Specialty industry, which is in the top 23% of the Zacks Industry Rank, indicating a relatively stable outlook [3] Group 2 - Over the past 60 days, no analysts have increased earnings estimates for the current quarter, while one analyst has decreased the estimates, leading to a reduction in the Zacks Consensus Estimate from $1.51 to $1.42 per share [3] - The high implied volatility may indicate a trading opportunity, as options traders often seek to sell premium on options with high implied volatility, hoping the stock does not move as much as expected by expiration [4]