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 underappreciated equities are favored, some growth stocks may justifiably hold premium valuations, necessitating thorough market analysis [1] Industry Focus - The energy sector, particularly oil and gas supermajors, mid-cap, and small-cap exploration and production companies, is a primary focus area for investment analysis [1] - The article also covers a variety of other industries, including mining, chemicals, and luxury goods, indicating a broad analytical approach [1]

Market Overview - The stock market experienced rapid rotation of hot sectors, with over 3,000 stocks rising, while the total trading volume in the Shanghai and Shenzhen markets was 2.6 trillion yuan, a decrease of 177.1 billion yuan compared to the previous trading day [1] Company Performance - Tianfu Communication (300394) expects a net profit of 1.881 billion to 2.150 billion yuan for 2025, representing a year-on-year growth of 40% to 60%, driven by the acceleration of the AI industry and global data center construction [2] - Zhite New Materials (300986) announced a stock price increase of 211.27% from January 5 to January 21, 2026, leading to a halt for review due to significant deviation from fundamentals [3] - Dajin Heavy Industry (002487) forecasts a net profit of 1.05 billion to 1.20 billion yuan for 2025, with a year-on-year increase of 121.58% to 153.23%, attributed to rapid growth in overseas offshore wind power projects [3] - Demingli (001309) anticipates a net profit of 650 million to 800 million yuan for 2025, reflecting an increase of 85.42% to 128.21%, supported by advancements in storage solutions and improved sales margins due to AI demand [4] External Market Influence - The US stock market saw all three major indices rise by over 1%, with the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16%, indicating a strong performance in storage concept stocks [5]

PITTSBURGH--(BUSINESS WIRE)--PPG (NYSE:PPG) today announced that it was recognized by Fortune magazine on its World's Most Admired Companies List for the 18th year in a row. The list, considered the ultimate corporate reputation indicator, identifies the largest, best-regarded companies across 51 industries as voted on by industry peers. PPG ranked No. 2 in the chemicals industry, retaining its spot for the third consecutive year. In the individual categories, PPG earned its highest marks in gl. ...

Key Takeaways BASF will present a wide portfolio of sustainable performance materials at PlastIndia 2026 in Delhi, Feb 5-10.BASF's showcase traces the plastics journey across Make, Use and Recycle, underscoring circularity.BASF highlights polymer expertise, added Ultramid PA capacity, and India-made Ultradur FR and HR grades.BASF SE (BASFY) recently announced its participation in PlastIndia 2026, to be held from Feb. 5-10,in New Delhi, India. It is set to present a wide portfolio of sustainable performance ...

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 simple 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]

新华财经北京1月21日电金属闪耀、橡胶聚酯回暖……国内商品期货市场周三（1月21日）强势企稳回升。截至收盘时，碳酸锂、锡分别涨超7%、5%，高居 涨幅排行前两位；沪金盘中飙升超4%，历史性触及1100元／克上方。另外，化工板块多品种展现进一步回暖态势，PTA、平片、短纤等品种震荡收涨1%及 以上，橡胶强势止步"四连阴"，而丁二烯橡胶则更是大涨超3%，领涨化工品。相比之下，玻璃、纯碱、焦煤等品种延续疲态，领跌21日商品市场。 截至下午收盘时，综合衡量市场表现的中证商品期货价格指数收报1685.53点，较上一交易日上涨10.20点，涨幅0.61%；中证商品期货指数收报2324.89点， 较上一交易日上涨14.06点，涨幅0.61%。 碳酸锂一度涨超8% 金、锡异动拉升 继昨日强势涨停之后，今日（1月21日）碳酸锂期货再度大涨，盘中一度涨超8%，尾盘收涨超7%。从上周的高位重挫到本周的深V反转，碳酸锂波动幅度之 大凸显了其价格的活跃性，反转的原因在于从宁德时代枧下窝矿环评结果推测，短期复产的概率较低，同时，下游电池抢出口提升碳酸锂短期需求，贸易商 抢购加剧了货源的紧张。 不过，需要注意的是，昨日中国电池工业协会发文 ...

智通财经1月21日讯，三大指数集体收跌，创业板指一度跌超2%。沪深两市成交额2.78万亿，较上一个 交易日放量694亿。盘面上，全市场超3100只个股下跌。从板块来看，化工板块逆势爆发，十余只成分 股涨停，红宝丽、山东赫达、维远股份、红墙股份涨停。贵金属概念延续强势，湖南白银涨停。房地产 板块表现活跃，大悦城、城投控股涨停。AI应用端局部走高，佳云科技（维权）、粤传媒、浙文互联 涨停。下跌方面，算力硬件、商业航天等板块跌幅居前。其中商业航天概念股集体大跌，神剑股份4连 跌停，航天动力2连跌停。截至收盘，沪指跌0.01%，深成指跌0.97%，创业板指1.79%。 在今日的券商晨会上，中信建投认为，国产算力板块热度提升带动半导体设备板块；国盛证券认 为，"天量"居民存款到期，权益市场再迎增量资金；中金公司认为，关注房地产板块交易型机会。 中信建投：国产算力板块热度提升带动半导体设备板块 在行业扩产整体放缓大背景下，国产化驱动下的渗透率提升依然是设备板块后续增长的重要来源。未来 设备国产化率将实现快速提升，头部整机设备企业 2025 年订单有望实现 20-30%以上增长，零部件、尤 其是卡脖子零部件国产化进程有望加 ...

Strategic collaboration establishes a framework to integrate automated experimentation and advanced chemistry workflows to accelerate research and discovery in Life Science and Electronics SINGAPORE and SHANGHAI, Jan. 20, 2026 /PRNewswire/ -- Merck, a leading science and technology company, and ChemLex, a Singapore-headquartered innovation company pioneering AI-driven automated chemical synthesis, today announced the signing of a Memorandum of Understanding (MOU) to explore a strategic collaboration in ev ...

H.B. Fuller Company ( FUL ) has underperformed the broad market by a wide margin in the last 12 months. The stock has declined 3%, whereas the S&P 500 ( SP500 ) has rallied 17% overI am a chemical engineer with a MS in Food Technology and Economics, and a MENSA member. I am the author of the book "Investing in Stocks and Bonds: The Early Retirement Project" (2024):I am also the author of the book "Mental Math: How to perform math calculations in your mind".I am also the author of 2 other mathematics books ( ...

Core Viewpoint - iShares U.S. Basic Materials ETF (IYM) offers targeted exposure to U.S. companies in chemicals, metals and mining, packaging, and forest products, allowing investors to express views on upstream industrial inputs [1] Investment Strategy - The strategy tracks a market-cap-weighted basket of basic-materials equities, focusing on liquidity and sector breadth while acknowledging concentration and cyclicality [1] - Returns are linked to commodity price trends, capital-expenditure cycles, inventory restocking, and global manufacturing activity, with profitability sensitive to energy costs and currency fluctuations [1] Market Conditions - The fund is positioned to benefit during early-to-mid economic expansions when demand for raw inputs increases, serving as a satellite for inflation beta and a thematic tilt towards infrastructure and industrial upcycles [1] - It may be suitable for allocators using sector-rotation strategies or multi-asset managers seeking real-asset sensitivity within equities [1] Challenges - The fund may face challenges during late-cycle slowdowns and disinflationary phases, with a significant risk stemming from concentrated sector exposure that can exacerbate drawdowns when commodity prices decline [1]