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DOW Launches Polymer Processing Aid Solution for Safer Packaging
ZACKS· 2025-09-30 14:20
Core Insights - Dow Inc. has launched DOWSIL 5-1050 Polymer Processing Aid (PPA) as a safer alternative to fluoropolymer-based PPAs for film packaging, addressing the industry's demand for high-quality films [1][9] - The new PPA is designed to mitigate melt fracture and die lip buildup, enhancing the manufacturing process and product quality [1][9] Company Overview - Dow is a key player in the chemical industry, alongside DuPont, Eastman Chemical, and Air Products, with extensive experience in compounding and extrusion [2] - The company focuses on sustainable innovations by integrating silicone additives into plastics [2] Product Details - DOWSIL 5-1050 PPA is supplied as a masterbatch with a silicone additive in a polyethylene carrier, facilitating its use in extrusion processes [3] - The product complies with EU and FDA safety regulations, ensuring its suitability for food packaging [3] - It has demonstrated effectiveness at an industrial scale, reducing downtime and scrap while improving film surface quality and visual appeal [3][4] Market Context - The packaging industry is transitioning away from fluoro-based PPAs, creating a demand for compliant alternatives like DOWSIL 5-1050 [4] - Dow's strategic initiatives are aimed at navigating industry challenges, including the emergence of new market entrants that are causing oversupply [5] Competitor Insights - DuPont projects consolidated net sales of approximately $12,850 million and adjusted EPS of about $4.40 for the third quarter of 2025 [6] - Eastman Chemical anticipates a challenging macroeconomic environment but expects to benefit from cost-reduction initiatives and higher revenues from its methanolysis facility [7] - Air Products is focusing on near-term projects and has updated its adjusted EPS guidance for fiscal 2025 to a range of $11.90 to $12.10 [8]
A Look Into DuPont de Nemours Inc's Price Over Earnings - DuPont de Nemours (NYSE:DD)
Benzinga· 2025-09-29 18:02
Looking into the current session, DuPont de Nemours Inc. (NYSE: DD) shares are trading at $76.89, after a 0.93% spike. Moreover, over the past month, the stock went up by 1.45%, but in the past year, decreased by 12.55%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. Evaluating DuPont de Nemours P/E in Comparison to Its PeersThe P/E ratio measures the current share price to the company's EPS. It is used by lon ...
Deadline Alert: Tronox Holdings PLC (TROX) Shareholders Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit
Globenewswire· 2025-09-29 16:00
LOS ANGELES, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming November 3, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Tronox Holdings PLC (“Tronox” or the “Company”) (NYSE: TROX) common stock between February 12, 2025 and July 30, 2025, inclusive (the “Class Period”). IF YOU SUFFERED A LOSS ON YOUR TRONOX INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS T ...
Methanex Expands Methanol Bunkering Ops Via Partnerships
ZACKS· 2025-09-29 13:01
Core Insights - Methanex Corporation (MEOH) has announced new strategic partnerships to expand methanol bunkering operations in the ARA region and South Korea [1][4]. Group 1: Partnerships and Collaborations - The company is collaborating with TankMatch in the ARA region for barge-to-ship methanol bunkering, building on a prior arrangement between OCI Global and UniBarge [2]. - In South Korea, Methanex is partnering with Alpha Maritime and Hyodong Shipping to facilitate last-mile bunkering operations [2]. Group 2: Strategic Importance - These partnerships enhance Methanex's role in the marine energy transition, enabling safe and reliable methanol fueling in two of the world's busiest trade corridors [3]. - The company leverages its expertise in local bunkering operations and a reliable global supply chain to provide a fully integrated methanol fuel solution [3]. Group 3: Safety and Compliance - Methanex has developed a comprehensive safety package and technical guidance for bunkering operators and shipping companies, utilizing its experience with methanol-fueled tankers through its subsidiary, Waterfront Shipping [3]. - As demand for low-carbon methanol increases, Methanex is expanding its logistics and supply chain to meet regulatory requirements and ensure high shipping standards [4]. Group 4: Market Performance - MEOH's shares have decreased by 2% over the past year, contrasting with the industry's decline of 27.3% [4]. - The company currently holds a Zacks Rank 1 (Strong Buy), indicating positive market sentiment [5].
摩根士丹利资本支出追踪,数据中心与其他领域对比_ MS Capex Tracker, Data Center vs Everything Else
摩根· 2025-09-29 03:06
Investment Rating - The industry view is rated as Attractive [7] Core Insights - The MS Capex Tracker indicates that US next twelve months (NTM) capital expenditure intentions have accelerated to +20% through Q3, up from +10% at the start of the year, primarily driven by Data Center investments [3][4] - The report highlights a significant positive rate of change in capital expenditure, particularly from US Hyperscalers, which aligns with the "Data Center vs Everything Else" theme [3] - There is potential for manufacturing capital expenditure to increase further into 2026 due to improved tariff policies, supporting the $10 trillion reshoring thesis [3][4] - The report identifies key companies well-positioned for growth, including Trane Technologies (TT), Eaton Corporation (ETN), Johnson Controls International (JCI), Vertiv Holdings (VRT), Rockwell Automation (ROK), and Acuity Inc. (AYI) [3] Summary by Relevant Categories Capital Expenditure Trends - NTM capital expenditure leaders include Hyperscalers (+78%), Tech Hardware (+20%), Utilities (+18%), and Aerospace (+12%) [9] - Laggards in capital expenditure include IT (-14%), Chemicals (-9%), Automotive (-7%), Food & Beverage (-6%), Semiconductors (-4%), and Energy (-3%) [9] Rate of Change in Capital Expenditure - The rate of change for NTM capital expenditure shows leaders such as Hyperscalers (+38%) and Tech Hardware (+20%), while laggards include Chemicals (-16%) and IT (-16%) [12]
X @Bloomberg
Bloomberg· 2025-09-26 23:38
Braskem bondholders are rushing to form a group after the Brazilian petrochemical company hired advisers to review its capital structure — a step that caught investors by surprise and sent its dollar notes tumbling on Friday https://t.co/BBFNSRNCi9 ...
GFLW: Competitive Returns, AUM Growth Continues, Buy Rating Maintained
Seeking Alpha· 2025-09-26 14:16
Group 1 - The article discusses the Buy rating assigned to the VictoryShares Free Cash Flow Growth ETF (NASDAQ: GFLW) in June, highlighting its potential for investment [1] - The author emphasizes the importance of Free Cash Flow and Return on Capital in evaluating investment opportunities, particularly in the energy sector and other industries [1] - The author believes that while some growth stocks warrant premium valuations, it is crucial for investors to analyze whether the market's current opinions are justified [1]
BASFY to Exit Hydrosulfites Business and Shut Production Facility
ZACKS· 2025-09-26 13:46
Core Viewpoint - BASF SE (BASFY) is exiting the hydrosulfites business and closing the Ludwigshafen production facility as part of a strategic review to optimize its production setup [1][3][7] Group 1: Business Strategy - The decision to phase out the supply of various hydrosulfites reflects BASF's commitment to long-term growth and value creation potential [2] - The closure of the Ludwigshafen facility is part of a broader strategy to streamline operations and optimize the company's portfolio, focusing on profitability and long-term value creation [3][7] Group 2: Employee Impact - Approximately 65 employees currently working in the hydrosulfites business will receive support in finding new positions within the BASF Group during the transition [2][7] Group 3: Market Performance - BASFY's shares have declined by 5.3% over the past year, while the industry has experienced a larger decline of 27.3% [3]
X @Bloomberg
Bloomberg· 2025-09-26 12:40
Braskem hired financial and legal advisers to find ways to optimize its capital structure as it grapples with the effects of a downturn in the petrochemicals sector and fallout from a years-long environmental disaster https://t.co/vL3x5PqkRO ...
ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Dow Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – DOW
Globenewswire· 2025-09-26 02:20
Core Viewpoint - Rosen Law Firm is reminding investors who purchased Dow Inc. securities between January 30, 2025, and July 23, 2025, about the upcoming lead plaintiff deadline on October 28, 2025, for a class action lawsuit [1][2]. Group 1: Class Action Details - Investors who bought Dow securities during the specified class period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the court to serve as lead plaintiff by the deadline [2]. - The lawsuit alleges that Dow made false and misleading statements regarding its financial flexibility and the impact of macroeconomic factors on its business [4]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions [3]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company at the time, and has consistently ranked highly in securities class action settlements since 2013 [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering funds for clients [3].