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Best Growth Stocks to Buy for Oct. 17th
ZACKS· 2025-10-17 14:31
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today Oct. 17th:Ultrapar Participacoes (UGP) : This major Brazilian industrial group which is one of the largest distributors of liquefied petroleum gas in Brazil and a leading producer of petrochemicals and chemical, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 33.3% over the last 60 days.Ultrapar Participacoes has a PEG ratio of 1 ...
“滑板之城”惠州:竞技广东经济第五城|粤动21城
(原标题:"滑板之城"惠州:竞技广东经济第五城|粤动21城) 南方财经记者郑康喜 惠州报道 在奥运会和全运会的引领下,滑板开始在中国演变为"竞技引领、街头为本"的新潮流运动。越来越多的 城市发力培育滑板队伍、建造滑板公园、举办滑板赛事。 这股热潮蔓延至广东时,惠州已具备发展基础:长期参与轮滑运动人口近20万人,参与滑板运动的人口 近2万人。随着广东省滑板基地落户,惠州借势打造 "滑板之城" 。 更关键的是,惠州在产业端拥有优势——占据了全球滑板高端市场35%~40%的制造份额。依托这一优 势,它以制造为基、赛事为纽带,串联"制造+文旅"的融合发展模式。 今年11月,全国滑板精英将齐聚惠州角逐第十五届全运会金牌。引入滑板这类青年潮流文化标志性赛 事,惠州想向世界传递哪些转型新故事? 实际上,滑板虽小,却是连接制造与城市活力的纽带。对于惠州来说,滑板这项兼具激情、个性与潮流 的运动,完美地充当了惠州向海而兴、 包容进取精神的放大器。"滑板之城"背后,是惠州寻求转型、 善抓机遇的城市性格,也是惠州突围广东经济第五城的转型模式。 这一以体育承载城市性格、产业融合与文化能量的实践,将为众多寻求转型的中国工业城市,提供一 ...
Best Growth Stocks to Buy for Oct. 14th
ZACKS· 2025-10-14 14:26
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today Oct. 14th:Ultrapar Participacoes (UGP) : This major Brazilian industrial group which is one of the largest distributors of liquefied petroleum gas in Brazil and a leading producer of petrochemicals and chemical, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 33.3% over the last 60 days.Ultrapar Participacoes has a PEG ratio of 1 ...
Corporate Blowups Are Rattling Investors in Emerging Markets
Yahoo Finance· 2025-10-13 09:35
Vehicles enter the Braskem petrochemical plant in Duque de Caxias, Brazil. Corporate bond routs from Sao Paulo to Istanbul are signaling to investors that the standout run in emerging markets may be starting to show some cracks. Most Read from Bloomberg In Brazil, trouble at chemical giant Braskem SA has money managers bracing for a potential debt restructuring and waste-management firm Ambipar Participacoes e Empreendimentos SA is on the verge of filing for bankruptcy. In Turkey, a government probe into ...
What Will Warren Buffett's Last Deal Mean for the Future of Berkshire Hathaway?
The Motley Fool· 2025-10-13 07:35
Core Insights - Warren Buffett's likely final acquisition is the purchase of Occidental Petroleum's petrochemical unit, OxyChem, for $9.7 billion, marking his first major deal since 2022 [1][3] - The acquisition is seen as a win-win for both Berkshire Hathaway and Occidental Petroleum, enhancing Berkshire's portfolio while aiding Occidental in its debt reduction efforts [2][6] Company Overview - OxyChem is a leader in its sector, producing essential commodity chemicals for various industries, which positions it for steady cash flows even in volatile markets [4] - The acquisition is expected to contribute approximately $325 million in annual EBITDA starting next year due to recent investments in facility upgrades [4] Financial Position - Berkshire Hathaway holds nearly 265 million shares of Occidental Petroleum, valued at over $11 billion, making it a significant part of its investment portfolio [5] - The cash position of Berkshire Hathaway reached nearly $344 billion by the end of the second quarter, providing ample resources for future acquisitions [7][8] Future Strategy - Incoming CEO Greg Abel will inherit a strong cash position, allowing for potential large-scale acquisitions or shareholder returns [9][10] - The company has not returned cash to investors this year, maintaining its focus on strategic acquisitions rather than dividends or share repurchases [8] Long-term Outlook - The acquisition of OxyChem strengthens Berkshire Hathaway's financial foundation and positions it for future growth under new leadership [11][12] - Buffett's disciplined cash management has left the company well-prepared for future opportunities, ensuring flexibility in its strategic direction [12]
投资者考察要点:去杠杆是普遍共识-Investor trip takeaways_ deleveraging is the universal mantra
2025-10-13 01:00
Summary of Key Takeaways from Brazilian Corporates Conference Call Industry Overview - **Investor Trip**: BofA's 12th Brazil investor trip highlighted a stark sectoral divide and a defensive corporate posture among Brazilian corporates, with a focus on deleveraging and liquidity preservation in a challenging environment [1][2][3] - **Corporate Bond Performance**: Brazilian corporate bonds (EBRZ index) have underperformed with a total return of +3.5% YTD compared to LatAm (+8.9%) and EM (+7.5%) [1] Core Themes - **Deleveraging Strategy**: Companies are prioritizing deleveraging due to increased leverage and high local interest rates (15%), leading to postponed investments and accelerated asset sales [3][4] - **Sectoral Divide**: Sectors like Oil & Gas services, protein, and logistics are performing well, while industrial sectors such as steel and petrochemicals face margin compression due to low-cost imports, particularly from China [4][11] Credit Events and Market Sentiment - **Contagion Fears**: Recent credit events at Ambipar and Braskem have heightened investor scrutiny on balance sheets, potentially leading to a broader repricing of risk [2][4] - **Investor Preferences**: There is a growing emphasis on transparent governance and conservative financial policies among investors [2] Sector-Specific Insights - **Pulp & Paper**: The sector is navigating a downturn in pulp prices, with Suzano taking a leadership role through capacity cuts and diversification into consumer tissue [10] - **Metals & Mining**: The steel market is under pressure from Chinese oversupply, impacting CSN and Gerdau, while Vale remains focused on shareholder returns [11] - **Banking**: A bifurcation in credit quality is evident, with Itaú managing risks effectively while Banco do Brasil faces challenges in its agribusiness portfolio [12][51] - **Oil & Gas**: Petrobras is balancing investments with shareholder returns amid volatile Brent prices, while companies like Acelen are experiencing operational momentum [13][26] - **Agribusiness**: Adecoagro is facing significant margin squeezes despite high production volumes, with a focus on strategic acquisitions [19][37] Financial Health and Projections - **Banco do Brasil**: NPLs in agribusiness have reached 3.5%, prompting increased provisions to R$56 billion, with government intervention expected to stabilize the situation [51][52] - **Braskem**: The company is in crisis management mode, facing a prolonged downturn and cash burn estimated at $1 billion for 2025 [55][57] - **Acelen**: The refinery reported a significant reduction in operating costs from over $12/bbl in 2022 to $7.8/bbl in 1H25, with a positive outlook for diesel prices [26][27][33] Strategic Initiatives - **Acelen Renewables**: Plans for a $3 billion refinery project to produce sustainable aviation fuel and hydrotreated vegetable oil are underway [36] - **Adecoagro's Acquisition**: The acquisition of a stake in Profertil is seen as strategically beneficial despite potential near-term credit pressures [39][40] Conclusion - The Brazilian corporate landscape is characterized by a defensive posture, aggressive deleveraging strategies, and a clear sectoral divide influenced by both domestic and global economic factors. Investors are increasingly cautious, focusing on governance and financial health as key determinants for future investments.
Strong industrial demand to drive Asia’s PTA capacity additions by 2030
Yahoo Finance· 2025-10-10 16:08
Asia is poised to spearhead global purified terephthalic acid (PTA) capacity additions by 2030 mainly due to escalating demand from the packaging and textile industries. The region maintains its status as a global manufacturing hub, driven by high consumer demand for PTA-based products such as polyester fibres and PET packaging. Asia is anticipated to add a PTA production capacity of 28.8 million tonnes per annum (mtpa) between 2025 and 2030 from nine planned and four announced projects. China, India and ...
Aramco puts on hold 3 chemicals expansion projects: Report
ArgaamPlus· 2025-10-09 19:43
Logo of Saudi Aramco, which is prioritizing investment in international refining and chemical facilities Saudi Aramco has put three chemicals expansion projects on hold as weaker oil prices squeeze local spending and it prioritizes international investments, according to Bloomberg, citing people familiar with the situation.   The company is delaying the start of major engineering and design work on the facilities, according to people with knowledge of the situation, who asked not to be named because the i ...
We Disagree With Mr. Market On Occidental Petroleum
Seeking Alpha· 2025-10-09 14:21
Retirement is complicated and you only get one chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Occidental Petroleum Corporation (NYSE: NYSE: OXY ) is a major petrochemical firm, with an almost $45 billion market capitalization. That's after the major ...
Braskem Reinforces Its Leadership in Sustainable Solutions at K Fair 2025
Businesswire· 2025-10-08 08:00
ROTTERDAM, Netherlands & PHILADELPHIA--(BUSINESS WIRE)-- #braskem--Braskem, a global petrochemical company that develops sustainable chemical and plastic solutions to improve people's lives, is participating in K 2025 – the world's largest international plastics and rubber industry trade fair – with a robust portfolio of sustainable solutions. At the event held in Germany from October 8 to 15th, the company reaffirms its leadership in biopolymers production and promotes the transition to a carbon-neutral. ...