60，成交转弱 玻璃产销：沙河161，湖北146，华东107，华南107 | | | | | | 纯 碱 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 2025/11/19 2025/11/25 2025/11/26 周度变化 日度变化 | | | | | | 2025/11/19 2025/11/25 2025/11/26 周度变化 日度变化 | | | | 沙河重碱 | 1130.0 | 1140.0 | 1140.0 | 10.0 | 0.0 | SA05合 约 | 1257.0 | 1242.0 | 1241.0 | -16.0 | -1.0 | | 华中重碱 | 1150.0 | 1150.0 | 1150.0 | 0.0 | 0.0 | SA01合约 | 1182.0 | 1173.0 | 1175.0 | -7.0 | 2.0 | | 华南重碱 | 1350.0 | 1350.0 | 1350.0 | 0.0 | 0.0 | SA09合约 | 1325 ...

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 accurate [1] Industry Focus - The research primarily concentrates on the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] - The analysis also extends to various other industries such as mining, chemicals, and luxury goods [1]

Key Takeaways BASF launched a high-performance dispersant line in Nanjing using CFRP technology.The expansion enhances local supply reliability, flexibility and supports China's coatings sector.The plant offers lower-carbon dispersants and marks BASF's long-term commitment in China.BASF SE (BASFY) has commissioned a new high-performance dispersant production line at the Jiangbei New Material Technology Park in Nanjing, China. This expansion uses Controlled Free Radical Polymerization (CFRP) technology, enab ...

Key Points LyondellBasell has been facing a slump in the chemicals sector. Alexandria Real Estate has been seeing declining occupancy rates. ConAgra is also seeing profits fall though its dividend looks secure. 10 stocks we like better than LyondellBasell Industries › If you're thinking of buying dividend stocks, you're not alone. The S&P 500 just had its most substantial pullback since the Liberation Day tariffs crash, and there are plenty of macro-level signs that the economy is in trouble. Th ...

Core Insights - Stepan Company (SCL) has completed the sale of its subsidiary Stepan Philippines Quaternaries, Inc. (SPQI) to Masurf, Inc., a subsidiary of Musim Mas Holdings Pte. Ltd. [1][8] - The transaction aligns with SPQI's previously announced Asset Transfer Agreement, allowing Stepan to focus on its core operations while entering into a tolling agreement with Masurf to continue servicing SPQI customers in Southeast Asia [2][3][8] - The company expressed confidence in SPQI's performance under Masurf's management and the contributions of the local team in the Philippines [4] Financial Performance - SCL's shares have decreased by 40.7% over the past year, compared to a 25.5% decline in the industry [6] - The Zacks Rank for SCL is currently 3 (Hold), indicating a neutral outlook [7] - In contrast, other companies in the Basic Materials sector, such as Kinross Gold Corporation (KGC), Fortuna Mining Corp. (FSM), and Harmony Gold Mining Company Limited (HMY), have shown stronger performance with significant share price increases over the past year [7][9]

Core Insights - BASF SE (BASFY) has expanded its operations in India by introducing Ultradur specialty grades, including flame-retardant and hydrolysis-resistant variants, demonstrating its commitment to high-performance engineered plastics tailored to local market needs [1][8] Group 1: Product Features and Market Response - The introduction of localized Ultradur products is a response to increased demand, facilitating faster deliveries, improved supply reliability, and greater flexibility for customers in India [2][8] - Ultradur is characterized by its exceptional performance, combining dimensional stability with mechanical strength, making it suitable for precision components [2][3] - The product's enhanced flame retardancy, durability, rigidity, and resistance to heat, chemicals, and weathering make it ideal for applications in electric vehicles, connectors, electronics, and industrial sectors [3][8] Group 2: Financial Performance - BASFY's shares have appreciated by 19.2% over the past year, contrasting with a 25.5% decline in the industry [5] - In comparison, other companies in the Basic Materials sector, such as Kinross Gold Corporation (KGC), Fortuna Mining Corp. (FSM), and Harmony Gold Mining Company Limited (HMY), have shown significant stock performance, with KGC's shares rising by 162.7% in the past year [6][7][9]

With today's note, I would like to offer a reassessment of the Convergence Long/Short Equity ETF ( CLSE ), an actively managed vehicle I have assigned a Buy rating to in June of this year.Vasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to the energy sector (oil & gas supermajors, mi ...

For three decades, I have watched investors chase the latest hot stock, the newest tech darling, and the most hyped IPO. Meanwhile, a sleepy corner of the market has been quietly minting fortunes.I’m talking about corporate spin-offs, those unloved stepchildren distributed to shareholders who often sell them without a second thought.They have beaten the market for 30 years with remarkable consistency.Save 50% On Benzinga Pro This Black FridayThis Black Friday, step up to the same tools used by professionals ...

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]

ACCRA, Ghana, Nov. 24, 2025 (GLOBE NEWSWIRE) -- Linyi Trade City from East China's Shandong province hosted a quality product expo in Ghana in early November, sowing the seeds of win-win collaboration and paving the way for Linyi's expansion in the West Africa market. The expo has attracted thousands of professional African buyers for future development, with agreements signed with five Ghanaian enterprises on-site, reaching an intended amount of 16.8 million yuan ($2.36 million). Covering a 3,000-square-me ...