Core Insights - BASF SE has inaugurated the expansion of its Alkyl Polyglucosides (APG) production facility in Bangpakong, Thailand, enhancing its regional manufacturing capacity for sustainable surfactants in Asia [1][10] - The expansion aims to strengthen BASF's supply capabilities in key growth geographies, allowing for greater agility and flexibility in serving customers across personal care, home care, and industrial sectors [2][10] - This investment aligns with BASF's earlier announcement in June 2023 regarding the expansion of APG capacity in both Bangpakong and Cincinnati, aimed at reducing cross-regional volume flows and enhancing responsiveness to local markets [5][6] Global Production Footprint - The new facility in Thailand complements BASF's existing global APG production footprint, which includes sites in Düsseldorf (Germany), Jinshan (China), and Cincinnati (USA) [3] - A new APG production line in Cincinnati is scheduled to come online in 2026, further expanding BASF's production capabilities [3] Product Characteristics - APGs are bio-based and readily biodegradable surfactants derived from 100% natural, renewable feedstocks, making them versatile for a wide range of applications due to their non-ionic nature [4] Market Positioning - The inauguration of the plant underscores BASF's long-term commitment to sustainable surfactant chemistry and its strategy to localize production closer to its Asian customer base, enabling quicker responses to market growth and evolving demands for green, bio-based chemical solutions [6] - BASF's shares have increased by 16% year to date, contrasting with a 28.3% decline in its industry [8]

Core Insights - Linyi Trade City from Shandong province hosted a successful quality product expo in Ghana, leading to agreements worth 16.8 million yuan ($2.36 million) with five local enterprises [1] - The expo showcased a variety of building materials and products that cater to the needs of the Ghanaian market, attracting buyers from neighboring countries due to their high quality and affordability [2] - The event highlighted the potential for Linyi's products to fill gaps in the local market, particularly in the chemical products sector, which is currently inefficient in Ghana [3] Market Potential - The Linyi merchant delegation explored Accra and Tema, identifying opportunities for establishing overseas warehouses and integrating supply chains, indicating significant investment potential [4] - The delegation's visit to the Jinyi Industrial Park reinforced confidence in Linyi's expansion into West Africa, with local officials expressing eagerness for investment and collaboration [5] - Accra's government is prepared to assist Linyi enterprises in expanding their market presence, emphasizing a strong partnership [6]

Core Insights - The article emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations in investment strategies [1] - The energy sector, particularly oil and gas supermajors, mid-cap, and small-cap exploration and production companies, is highlighted as a primary focus area for research [1] - The analysis of Free Cash Flow and Return on Capital is deemed essential for gaining deeper insights into investment opportunities [1] Industry Focus - The energy sector is a key area of interest, including oilfield services firms and various other industries such as mining, chemicals, and luxury goods [1] - The article suggests that while some growth stocks may warrant premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1]

Kyndryl Holdings Inc. (NYSE:KD) is one of the cheap US stocks to buy according to analysts. On November 18, Kyndryl announced the expansion of its collaboration with Dow (NYSE:DOW), which is a global leader in materials science. The expanded agreement focuses on modernizing Dow’s infrastructure applications by using AI and automation to enhance operational agility and accelerate innovation across Dow’s technology stack. The collaboration builds on a relationship that has spanned ~2 decades, during which K ...

Sasol's CEO says the company may spin off its international chemicals business as soon as 2028 https://t.co/PF4ReNXI9I ...

Core Insights - The article emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations in investment strategies [1] - It highlights the significance of analyzing Free Cash Flow and Return on Capital for deeper investment insights beyond basic profit and sales analysis [1] - The author acknowledges that while some growth stocks may deserve premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1] Industry Focus - The energy sector, particularly oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms, is a primary area of focus for investment analysis [1] - The analysis also extends to various other industries, including mining, chemicals, and luxury goods, indicating a broad approach to sector evaluation [1]

Core Insights - LyondellBasell Industries (LYB) is currently navigating a challenging period due to industry headwinds, but it presents intriguing investment opportunities for value-focused investors [1]. Company Analysis - The company has been identified as a potential investment due to its low valuation and the presence of near-term catalysts that could drive growth [1]. - The investment horizon for potential investors in LYB is suggested to range from one quarter to two years, indicating a medium-term outlook for recovery and growth [1]. Industry Context - The chemical industry, in which LyondellBasell operates, is facing various headwinds that have impacted company performance, highlighting the need for careful analysis and strategic investment decisions [1].

Group 1 - Westlake Corporation (NYSE:WLK) has been identified as one of the worst-performing stocks following a dip, with BMO Capital reducing its price target from $91 to $83 while maintaining a "Market Perform" rating after the company's Q3 earnings and revenue miss [1] - The company's net sales decreased by $279 million, or 9%, to $2,838 million in Q3 2025 compared to $3,117 million in Q3 2024, with average sales prices dropping by 5% year-over-year due to lower prices for various products, including PVC resin and polyethylene [2] - Westlake reported a net loss of $782 million, or $6.06 per share, and an EBITDA of ($431) million in Q3 2025, significantly impacted by a non-cash charge of $727 million for impairing goodwill related to its North American chlorovinyls business [3] Group 2 - The company is taking measures to address the current downturn in its commodity platforms and the delayed recovery in the housing market [1] - Despite the challenges faced by Westlake, there are suggestions that certain AI stocks may present greater upside potential and less downside risk compared to WLK [4]

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 investments [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 - Zyryanov acknowledges that some growth stocks may deserve their premium valuations, highlighting the need for investors to investigate whether the market's current opinions are accurate [1]

Accessibility StatementSkip Navigation WILMINGTON, Del., Nov. 18, 2025 /PRNewswire/ --Â DuPont (NYSE: DD) announced today the early results of its previously announced tender offer (the "Tender Offer") to purchase for cash up to $739,256,000 aggregate principal amount (the "Maximum Tender Amount") of its 5.419% Notes due 2048 issued on November 28, 2018 (the "2048 Notes"). The Tender Offer is being made pursuant to the terms and conditions set forth in the Offer to Purchase, dated November 3, 2025 (the "Off ...