Latest news with #LyondellBasellIndustriesN.V
Yahoo
3 days ago
- Business
- Yahoo
LyondellBasell in Exclusive Talks to Sell Four European Assets to AEQUITA
LyondellBasell Industries N.V. (NYSE:LYB) has announced it has reached an agreement and entered exclusive negotiations with AEQUITA to sell select olefins and polyolefins assets and operations in Europe. These assets, previously identified as part of LYB's strategic review, are located in Berre (France), Münchsmünster (Germany), Carrington (UK), and Tarragona (Spain). A factory worker monitoring a conveyor belt of specialty chemicals being produced. The deal includes both integrated and standalone facilities, along with central support functions based in Rotterdam and other locations. These sites form a sizable olefins and polyolefins platform well-positioned near key customers and connected to essential infrastructure. Peter Vanacker, LyondellBasell Industries N.V. (NYSE:LYB)'s chief executive officer, made the following comment: 'This contemplated transaction is a significant step in LYB's transformation to Grow and Upgrade our Core. We are committed to operate our assets safely and reliably throughout this process and will continue to support our customers, employees and other key stakeholders. Europe remains a core market for LYB and one we will continue to participate in following this transaction with more of a focus on value creation through establishing profitable leadership in circular and renewable solutions.' The transaction is expected to close in the first half of 2026, pending consultation with employee representatives and regulatory approvals. Citi and J.P. Morgan Securities LLC are serving as financial advisors, with Linklaters LLP acting as legal counsel for LyondellBasell. LyondellBasell Industries N.V. (NYSE:LYB) is a global leader in the chemical industry, focused on advancing sustainable solutions and supporting a circular, low-carbon economy through innovation and investment. While we acknowledge the potential of LYB as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: and Disclosure. None.
Yahoo
17-05-2025
- Business
- Yahoo
Shareholders 32% loss in LyondellBasell Industries (NYSE:LYB) partly attributable to the company's decline in earnings over past three years
Many investors define successful investing as beating the market average over the long term. But if you try your hand at stock picking, you risk returning less than the market. We regret to report that long term LyondellBasell Industries N.V. (NYSE:LYB) shareholders have had that experience, with the share price dropping 45% in three years, versus a market return of about 58%. And the ride hasn't got any smoother in recent times over the last year, with the price 41% lower in that time. The falls have accelerated recently, with the share price down 22% in the last three months. This could be related to the recent financial results - you can catch up on the most recent data by reading our company report. While the stock has risen 5.0% in the past week but long term shareholders are still in the red, let's see what the fundamentals can tell us. Our free stock report includes 4 warning signs investors should be aware of before investing in LyondellBasell Industries. Read for free now. While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. LyondellBasell Industries saw its EPS decline at a compound rate of 45% per year, over the last three years. In comparison the 18% compound annual share price decline isn't as bad as the EPS drop-off. So the market may not be too worried about the EPS figure, at the moment -- or it may have previously priced some of the drop in. The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image). It's good to see that there was some significant insider buying in the last three months. That's a positive. That said, we think earnings and revenue growth trends are even more important factors to consider. Before buying or selling a stock, we always recommend a close examination of historic growth trends, available here.. When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. We note that for LyondellBasell Industries the TSR over the last 3 years was -32%, which is better than the share price return mentioned above. And there's no prize for guessing that the dividend payments largely explain the divergence! LyondellBasell Industries shareholders are down 37% for the year (even including dividends), but the market itself is up 13%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Longer term investors wouldn't be so upset, since they would have made 6%, each year, over five years. It could be that the recent sell-off is an opportunity, so it may be worth checking the fundamental data for signs of a long term growth trend. It's always interesting to track share price performance over the longer term. But to understand LyondellBasell Industries better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 4 warning signs with LyondellBasell Industries (at least 1 which is concerning) , and understanding them should be part of your investment process. There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap companies that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
25-04-2025
- Business
- Yahoo
LyondellBasell to Report Q1 Earnings: What's in the Offing?
LyondellBasell Industries N.V. LYB is scheduled to report first-quarter 2025 earnings on April 25, before the opening company surpassed the Zacks Consensus Estimate in two of the last four quarters, missed once and reported in-line results on the other occasion, with the average earnings surprise being 0.2%.LYB stock has lost 42.3% in the past year compared with the Zacks Chemicals Diversified industry's 26.3% decline. Image Source: Zacks Investment Research Let's see how things are shaping up for this announcement. The Zacks Consensus Estimate for the to-be-reported quarter's revenues is pegged at $7,593 million, indicating a decline of around 23.5% from the prior-year reported the Olefins and Polyolefins – Americas division, the consensus estimate stands at $2,737.8 million, suggesting a year-over-year decline of 4.6%. The same for the Olefins and Polyolefins – Europe, Asia & International division is pegged at $2,550.7 million, implying a 7.1% decrease from last year's LYB's Advanced Polymer Solutions segment, the Zacks Consensus Estimate for first-quarter revenues is $948.4 million, suggesting a 1.7% decline year over consensus estimate for the Intermediaries and Derivatives segment's revenues is pinned at $2,472.9 million, suggesting a 4.4% decrease from the year-ago reported same for the Technology segment's revenues is pegged at $175.4 million, suggesting an 8.6% fall from a year ago. LYB is expected to have faced margin pressures from higher ethane and natural gas prices in the first quarter. The company expects increased ethane and natural gas costs in the quarter due to higher winter energy demand, along with slight gains in product volumes as seasonal slowdowns ease and export markets remain at the company's O&P-Americas facilities are projected to run at around 80% capacity during the first quarter, primarily due to scheduled maintenance at the Channelview olefin assets and disruptions caused by Winter Storm Enzo. Reduced rates and asset shutdowns associated with Enzo are likely to have adversely impacted production volumes and margins. LYB is expected to have benefited from demand gains across most product categories in the first quarter. The company expects to benefit from moderate demand improvements across most of its businesses as customers start restocking following year-end inventory reductions. Furthermore, octane premiums are anticipated to rise with the conclusion of the winter season. Our proven model does not conclusively predict an earnings beat for LyondellBasell this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But that's not the case ESP: Earnings ESP for LYB is -11.7%. This is because the Most Accurate Estimate stands at 32 cents, while the Zacks Consensus Estimate is pegged at 36 cents. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Rank: LyondellBasell currently carries Zacks Rank #5 (Strong Sell).(Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) LyondellBasell Industries N.V. price-eps-surprise | LyondellBasell Industries N.V. Quote Here are some companies in the basic materials space you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this quarter:Methanex Corporation MEOH, slated to release earnings on April 30, has an Earnings ESP of +4.74% and carries a Zacks Rank #3. The consensus estimate for MEOH's earnings for the first quarter is currently pegged at $1.25. You can see the complete list of today's Zacks #1 Rank stocks Inc. ATI, slated to release earnings on May 1, has an Earnings ESP of +2.46% and carries a Zacks Rank #3 at present. The consensus mark for ATI's first-quarter earnings is currently pegged at 58 Gold Corporation KGC, scheduled to release first-quarter earnings on May 6, has an Earnings ESP of +13.21%. The Zacks Consensus Estimate for Kinross Gold's earnings for the first quarter is currently pegged at 21 cents. KGC currently carries a Zacks Rank #2. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ATI Inc. (ATI) : Free Stock Analysis Report Kinross Gold Corporation (KGC) : Free Stock Analysis Report Methanex Corporation (MEOH) : Free Stock Analysis Report LyondellBasell Industries N.V. (LYB) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
11-04-2025
- Business
- Yahoo
Jim Cramer Warns Against LyondellBasell (LYB): 'Worldwide Weakness Makes It Untouchable'
We recently published a list of . In this article, we are going to take a look at where LyondellBasell Industries N.V. (NYSE:LYB) stands against other stocks that Jim Cramer discusses. On Friday, Jim Cramer, the host of Mad Money, expressed concern over President Donald Trump's focus on the long-term benefits of tariffs as he argued that the short-term consequences are far more severe. 'The president is fixated on the long term when he talks about trillions of dollars that the tariffs will bring in. He says the tariffs will allow us to fund both tax cuts and a lower budget deficit. Putting aside whether that's going to be true or not, I don't think we have the full luxury right now of focusing on the potential long-term benefits because the short-term is a horror show.' READ ALSO Jim Cramer's Game Plan: 10 Stocks in Focus and 10 Stocks on Jim Cramer's Radar Recently Cramer highlighted that the tariffs are excessive and poorly executed and also lack the reciprocal nature needed for a fair trade policy. He noted that it has triggered unnecessary chaos in the markets. He further criticized the stock market's current state and noted that it is far from functioning properly. He pointed to the struggles of private equity firms, whose stock values are plummeting. Cramer mentioned that these companies, which hold a significant number of highly levered businesses, had been planning to bring them public under Trump's administration. However, he said that due to the current market turmoil, there are growing concerns that these initial public offerings might be canceled altogether. He added: 'If we want to get out of this mess, we need some signs that the president understands the need for a functioning market.' Cramer also stressed that while the U.S. may be experiencing low unemployment, it might not last if short-term issues are not addressed. He commented that the public does not elect their leaders to look only toward long-term outcomes but also to manage immediate challenges. Cramer urged Trump to adjust his approach and form better trade relationships with countries that are open to trade negotiations. 'The President needs to make a commitment… to help companies that want to avoid the tariffs. He needs to call world leaders and say that they can roll back some of the tariffs that he's putting on them, but, they gotta play ball. Mr. President, don't cause a crash. It will be your legacy and it can easily be avoided.' For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 4. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A factory worker monitoring a conveyor belt of specialty chemicals being produced. Number of Hedge Fund Holders: 46 A caller asked if Cramer would recommend accumulating some shares of LyondellBasell Industries N.V. (NYSE:LYB) and he replied: 'Here's the problem, this, and I'm going to do a twofer, this and Dell, they need China to get stronger. They need worldwide growth and we've got China getting weaker. We've got worldwide weakness and that unfortunately makes it so we can't take it. We can't take some down.' LyondellBasell (NYSE:LYB) is a chemical company that produces and markets a wide range of products, including olefins, polyolefins, polypropylene, advanced polymers, and refined petroleum products. The company also develops chemical technologies and provides solutions for various industries. Alluvium Asset Management stated the following regarding LyondellBasell Industries N.V. (NYSE:LYB) in its Q4 2024 investor letter: 'LyondellBasell Industries N.V. (NYSE:LYB), the chemical and plastics manufacturer, reported disappointing, albeit not surprising results and was down 21.3% over the quarter. Market conditions remain poor, and this did cause us to make some minor changes to our valuation (which decreased by 5%). Still, at the current price of around 10 times earnings (which are at a cyclical low) it offers a 7% after tax dividend yield, and is well positioned to benefit from increasing demand as the supply side consolidates. We bought more to maintain a position of 4.7%.' Overall, LYB ranks 5th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of LYB as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than LYB but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
