Core Viewpoint - A class action lawsuit has been filed against Dow Inc. and certain officers for alleged violations of federal securities laws during the specified Class Period [1][2]. Group 1: Class Definition - The lawsuit seeks to recover damages for all individuals and entities that purchased or acquired Dow securities between January 30, 2025, and July 23, 2025 [2]. Group 2: Case Details - The complaint alleges that Dow's management made materially false and misleading statements regarding the company's business and financial condition [3]. - Specific allegations include overstating Dow's ability to handle macroeconomic and tariff-related challenges, underestimating the negative impacts of competitive pressures, and failing to disclose the oversupply of products in global markets [3]. Group 3: Next Steps - Investors who suffered losses in Dow have until October 28, 2025, to request to be appointed as lead plaintiff in the case [4].

Group 1 - Dow Inc. is a $17.5 billion chemicals company facing challenges due to declining chemical prices [2] - The company is actively working to right-size its portfolio and improve its financial positioning [2] - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes analyzing 10Ks, analyst commentary, market reports, and investor presentations [2]

Core Insights - Dow has received an additional $540 million from Macquarie Asset Management's increased investment in Diamond Infrastructure Solutions, raising its stake from 40% to 49%, bringing total proceeds from the transaction to approximately $3 billion [1][7]. Group 1: Partnership and Investment - The expanded partnership with Macquarie Asset Management indicates strong trust and alignment, leading to a long-term, value-driven collaboration [2]. - Dow and Macquarie Asset Management will enhance the growth of Diamond Infrastructure Solutions, providing services across various sectors, including energy, environment, infrastructure, and pipelines, to over 70 existing and new customers [3]. Group 2: Recent Developments - In May 2025, Diamond announced a partnership with Again, a Danish climate tech startup, to establish the first U.S.-based CO₂ transformation facility at its Texas City site [4]. - Diamond and Third Pillar Solar have agreed for exclusive access to Diamond's Texas reservoir system to explore the potential deployment of up to 500MW of floating solar [4]. Group 3: Company Overview - Dow is a leading materials science company with a focus on high-growth markets such as packaging, infrastructure, mobility, and consumer applications, achieving sales of approximately $43 billion in 2024 [5].

Core Viewpoint - The Dow class action lawsuit alleges that Dow Inc. and its executives made misleading statements regarding the company's financial health and ability to manage macroeconomic challenges, leading to significant losses for investors during the specified class period [1][3]. Group 1: Lawsuit Details - The class action lawsuit seeks to represent purchasers of Dow Inc. securities from January 30, 2025, to July 23, 2025 [1]. - The lawsuit is captioned Sarti v. Dow Inc., No. 25-cv-12744 (E.D. Mich.) and charges Dow and its executives with violations of the Securities Exchange Act of 1934 [1][3]. Group 2: Allegations Against Dow - The lawsuit claims that Dow overstated its ability to mitigate macroeconomic and tariff-related challenges, as well as its financial flexibility to support dividends [3]. - It is alleged that Dow failed to disclose the true impact of competitive pressures, softening global sales, and product oversupply on its business [3]. - Following a downgrade by BMO Capital on June 23, 2025, Dow's stock price fell by over 3% [4]. Group 3: Financial Performance - On July 24, 2025, Dow reported a non-GAAP loss per share of $0.42, significantly worse than the expected loss of approximately $0.17 to $0.18 per share, with net sales of $10.1 billion, a 7.3% year-over-year decline [5]. - Dow's CEO attributed the disappointing results to a challenging earnings environment and announced a dividend cut from $0.70 to $0.35 per share, leading to a stock price drop of over 17% [5]. Group 4: Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased Dow securities during the class period to seek appointment as lead plaintiff in the lawsuit [6]. - The lead plaintiff represents the interests of all class members and can select a law firm to litigate the case [6]. Group 5: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [7][8]. - The firm has been ranked 1 in securing monetary relief for investors in securities class action cases for four out of the last five years [7].

Group 1 - The article discusses the rising valuations in the market and highlights the quality factor as a focus for investors with lower risk appetites, particularly those with contrarian views on high-performing sectors like technology and AI capital expenditures [1] - Vasily Zyryanov, an individual investor, emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations, particularly in the energy sector, including oil and gas supermajors and exploration companies [1] - Zyryanov advocates for a comprehensive analysis that includes Free Cash Flow and Return on Capital, suggesting that these metrics provide deeper insights beyond simple profit and sales analysis [1] Group 2 - The article acknowledges that while some growth stocks may warrant their premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1]

Group 1 - The article discusses the investment strategies of Vasily Zyryanov, focusing on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales to gain deeper insights into investment opportunities [1] - The research covers a wide range of industries, particularly the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] Group 2 - The article highlights that while Zyryanov favors underappreciated and misunderstood equities, he also recognizes that some growth stocks may warrant their premium valuations [1] - The primary goal for investors is to investigate whether the market's current opinions on valuations are accurate [1]

Core Viewpoint - The Dow class action lawsuit alleges that Dow Inc. and its executives made misleading statements regarding the company's financial health and ability to manage macroeconomic challenges, leading to significant losses for investors during the specified class period [1][3]. Group 1: Lawsuit Details - The class action lawsuit seeks to represent purchasers of Dow Inc. securities from January 30, 2025, to July 23, 2025 [1]. - The lawsuit is filed against Dow, its subsidiary, and certain top executives for violations of the Securities Exchange Act of 1934 [1][3]. - Allegations include overstating Dow's ability to mitigate macroeconomic and tariff-related challenges and understating the negative impacts on its business [3]. Group 2: Financial Performance and Market Reaction - On June 23, 2025, BMO Capital downgraded Dow's stock from "Market Perform" to "Underperform," reducing the price target from $29.00 to $22.00, citing weakness in key markets [4]. - Following this downgrade, Dow's stock price fell by over 3% [4]. - On July 24, 2025, Dow reported a non-GAAP loss per share of $0.42, significantly worse than the expected loss of approximately $0.17 to $0.18, with net sales of $10.1 billion, a 7.3% year-over-year decline [5]. - Dow's CEO attributed the disappointing results to a challenging earnings environment and announced a dividend cut from $0.70 to $0.35 per share, leading to a stock price drop of over 17% [5].

Group 1 - BASF SE (BASFY) will showcase its VALERAS portfolio at K 2025, focusing on plastic circularity, durability, and carbon transparency through its additive solutions and services [1][8] - The company will introduce two innovations, Tinuvin NOR112 for organic farming and a new hindered amine light stabilizer (HALS) solution, enhancing greenhouse film performance against agrochemicals [2][8] - Innovations such as Tinuvin NOR 211 AR and 112 AR are designed to withstand strong sunlight, heat, and chemicals while being cost-effective, with Tinuvin NOR 356 offering exceptional durability [2][3] Group 2 - K 2025 will also serve as a platform for BASFY to engage with industry partners and internal experts to address challenges and explore solutions [4] - Successful partnerships highlighted include a closed-loop agricultural packaging solution with Cleanfarms and McKenzie/Snyder, a collaboration with Shouman Group in Egypt's plasticulture market, and a partnership with Takazuri Ltd. for climate-resilient roofing in Eastern Africa [4][8] Group 3 - BASFY stock has increased by 10.6% over the past year, contrasting with a 19.2% decline in the industry [6] - BASFY currently holds a Zacks Rank 1 (Strong Buy), indicating strong market performance [7]

Market Overview - A-shares experienced a volatile trading day following a significant increase on August 25, with the Shanghai Composite Index closing down 0.39% at 3868.38 points, while the Shenzhen Component Index rose 0.26% [1] - The market saw strong performance in sectors such as poultry, pork, gaming, chemicals, and consumer electronics, while sectors like medical services and rare earth permanent magnets faced declines [1] Sector Performance - The pork concept stocks remained strong, with Aonong Bio (603363) hitting the daily limit [1] - The gaming sector was active, with 37 Interactive Entertainment (002555) also reaching the daily limit [1] - The chemical sector showed continued activity, with Baiao Chemical (603360), Yuntu Holdings (002539), and Haiyang Technology (603382) all hitting the daily limit [1] - Consumer electronics stocks were lively, with companies like GoerTek (002241) reaching the daily limit [1] - In contrast, the medical services sector led the declines, with Sunlight Nuohuo and Hite Bio (300683) among the biggest losers [1] - The rare earth permanent magnet sector also faced downward pressure, with AVIC TianDa and Baosteel (600010) leading the declines [1] Huawei Concept Stocks - Huawei concept stocks collectively rose, with the Huawei Kunpeng Index and Huawei Harmony Index both increasing over 2% [2] - Notable performers included Junyi Digital (301172) which achieved a 20% limit up, and Aerospace Hongtu which surged over 10% [2] - The Harmony Index saw stocks like Tuwei Information (002261) hitting the daily limit, along with other companies such as Runhe Software (300339) and Changshan Beiming (000158) following suit [2] Upcoming Developments - On August 25, during the Harmony Intelligent Travel autumn product launch, SAIC and Huawei announced the pre-sale of their first model under the "Shangjie" brand, the H5 [2] - Huawei is set to release a new AI SSD product on August 27, which may significantly impact the existing landscape of China's AI storage market [2]

Group 1 - The article discusses the investment strategies of Vasily Zyryanov, focusing on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales analysis to gain deeper insights into investment opportunities [1] - The research covers a wide range of industries, particularly the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] Group 2 - The article highlights that while Zyryanov favors underappreciated and misunderstood equities, he also recognizes that some growth stocks may warrant their premium valuations [1] - The primary goal for investors is to investigate whether the market's current opinions on valuations are accurate [1]