Added to YB: 2025-11-04
Pitch date: 2025-11-02
LYB [neutral]
LyondellBasell Industries N.V.
+59.78%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
LyondellBasell Industries N.V. operates as a chemical company in the United States, Germany, Mexico, Italy, Poland, France, Japan, China, the Netherlands, and internationally.
Market Cap
$14.9B
Pitch Price
$43.86
Price Target
N/A
Dividend
11.81%
EV/EBITDA
9.80
P/E
-11.48
EV/Sales
0.70
Sector
Chemicals
Category
turnaround
Chemical Rebound Begins: What LyondellBasell’s Q3 Signals for Huntsman
LYB (earnings): Q3 beat expectations w/ polyethylene demand recovering in US/EU after 2yr decline, signaling destocking cycle complete. 21M tonnes ethylene capacity cuts by 2028 (~10% supply) should tighten market. Cost discipline + capacity rationalization setting up sector recovery. Positive read-through for HUN position targeting 2026 upturn.
Read full article (4 min)