A lot has happened since my last analysis on LyondellBasell back in late April. The company has lost over 7.6% in stock price while returning a total negative 3.1%. With Dow recently cuttingAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unl ...

We came across a bullish thesis on LyondellBasell Industries N.V.  on Lasse’s Substack by Lasse. In this article, we will summarize the bulls’ thesis on LYB. LyondellBasell Industries N.V. 's share was trading at $54.19 as of September 3rd. LYB’s trailing and forward P/E were 115.30 and 11.40, respectively according to Yahoo Finance. Vacancylizm/Shutterstock.com LyondellBasell (LYB), a top-three global producer of polyethylene and polypropylene, benefits from being one of the lowest-cost operators in No ...

公司技术投资与能力提升 - 利安德巴塞尔工业公司在苏州技术中心新增实验室挤出线和升级加工车间 增强聚丙烯化合物和工程塑料的复合能力[1] - 苏州技术中心配备最先进的挤出机 先进产品分析和性能测试能力 专注于轻量化塑料车身面板 阻燃技术 可持续材料 特种树脂和颜色材料饰面解决方案的创新[2] - 该中心自2013年成立以来一直培育以客户为中心的创新 今年初被苏州市政府认定为"外资研发中心" 并强化了公司在亚太地区的创新网络 包括马来西亚Senai和Port Klang以及印度Vadodara技术中心的投资[3] 公司财务表现与同业对比 - 公司股价在过去一年下跌36.3% 而行业同期下跌18.6%[4] - 莫赛克公司2025年每股收益共识预期为3.17美元 较上年增长60.10% 过去一年股价上涨36.3%[7][8] - 卡朋特技术公司当前财年每股收益共识预期为9.51美元 同比增长27.14% 过去四个季度均超预期 平均超出8.38% 过去一年股价大涨70.5%[8] - 阿维诺银金矿业公司当年每股收益共识预期为11美分 过去四个季度均超预期 平均超出141.67% 过去一年股价飙升328.4%[9]

Investors love blue-chip stocks that pay fat dividends, but high yield alone doesn’t guarantee a safe income stream.Below are the top large-cap U.S. stocks with the highest yields, followed by why some may be value traps rather than treasure chests.According to Benzinga Pro, the top high-yield large caps are:LyondellBasell Industries LYB: 9.88% yield.United Parcel Service, Inc. UPS: 7.75% yield.Pfizer, Inc. PFE: 6.92% yield.Altria Group, Inc. MO: 6.39% yield.Verizon Communications Inc. VZ: 6.25% yield.Also ...

Houston, Texas-based LyondellBasell Industries N.V. (LYB) is one of the leading plastics, chemical, and refining companies globally. Its products are used in electronics, automotive parts, packaging, construction materials, and biofuels. With a market cap of $17.5 billion, LyondellBasell’s operations span North America, Europe, Indo-Pacific, and internationally. Companies worth $10 billion or more are generally described as "large-cap stocks." LYB fits right into that category, with its market cap exceedi ...

Key Takeaways LyondellBasell joins with Shiseido, Futamura and Iwatani to create bio-based packaging films.New Shiseido Cle de Peau Beaute packaging will use LYB's CirculenRenew polypropylene polymer.Iwatani aims to handle 100,000 tons of bioplastics by 2027, supporting LYB's bio-PP promotion.LyondellBasell Industries N.V. (LYB) has announced a partnership with Futamura Chemical, Iwatani Corporation and Shiseido to jointly develop an innovative bio-based film packaging solution. The new packaging series for ...

宏观经济环境影响 - 过去几年宏观经济环境对企业施加下行压力 主要源于为对抗通胀而提高利率导致的成本上升 [1] 分析师背景与投资理念 - 分析师为iREIT+Hoya Capital投资集团贡献内容 专注于高质量蓝筹股 BDC和REITs的股息投资 [2] - 采用买入并持有策略 注重质量而非数量 计划在未来5-7年内通过股息补充退休收入 [2] - 目标受众为工薪阶层和中产阶级 帮助构建高质量派息公司的投资组合 [2] 信息披露 - 分析师未持有任何提及公司的股票 期权或类似衍生品头寸 且未来72小时内无相关建仓计划 [3] - 分析内容仅代表个人观点 未获得除Seeking Alpha外任何形式的报酬 [3] - 与提及股票的公司不存在任何业务关系 [3]

财务表现 - 2025年第二季度净收入为1.15亿美元，低于一致预期的2.67亿美元[2] - 营收为76.58亿美元，同比下降27%，环比基本持平[5] - 经调息税折摊前利润为7.15亿美元，同比下降46%，环比增长24%[5] 资本支出与股息 - 2025财年资本支出指引从19亿美元下调至17亿美元[2] - 2026财年资本支出指引从17亿美元下调至14亿美元[2] - 季度股息每股增加0.03美元[1] 业务板块表现 - 烯烃及聚烯烃（美洲）板块息税折摊前利润为3.18亿美元，低于预期但环比改善[2] - 中间体及衍生物板块息税折摊前利润为2.9亿美元，超预期[2] - 技术业务板块息税折摊前利润为3400万美元，显著高于预期[3] 风险提示 - 投入成本上升和化工产品需求下降是主要风险[4]

行业现状 - 化工行业正经历历史上最严重的下行周期之一 [1] - LyondellBasell Industries处于该下行周期的中心位置 [1] 分析师背景 - 分析师Vladimir Dimitrov曾担任品牌和无形资产估值领域的战略顾问 [2] - 分析师在伦敦金融城工作期间曾与科技、电信和银行业的一些全球最大品牌合作 [2] - 分析师毕业于伦敦经济学院 [2] - 分析师专注于寻找具有可持续长期竞争优势且价格合理的业务 [2]

行业分析 - 特种化学品制造商近期面临关税和贸易争端带来的不利因素 [1] - 行业领头羊LyondellBasell Industries N V (NYSE LYB)同样受到这些争端的影响 争端自4月开始 [1] 投资服务 - Envision Early Retirement投资集团提供经过验证的解决方案 通过动态资产配置实现高收入和高增长 同时隔离风险 [1] - 服务包括两个模型投资组合 一个用于短期生存/提款 另一个用于积极的长期增长 [1] - 其他功能包括通过聊天直接讨论想法 每月更新所有持仓 税务讨论 以及根据请求对股票代码进行评论 [1] 分析师背景 - Sensor Unlimited拥有经济学博士学位 专注于金融经济学 [2] - 过去十年一直从事抵押贷款市场 商业市场和银行业的研究 [2] - 撰写关于资产配置和ETF的文章 特别是与整体市场 债券 银行和金融行业以及房地产市场相关的ETF [2]