Professional
Added to YB: 2026-04-27
Pitch date: 2026-03-31
LYB [neutral]
LyondellBasell Industries N.V.
-17.7%
current return
Author Info
No bio for this author
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
$79.16
Price Target
N/A
Dividend
11.81%
EV/EBITDA
9.80
P/E
-11.48
EV/Sales
0.70
Sector
Chemicals
Category
value
Conventum - Alluvium Global Fund Portfolio Holding: LyondellBasell Industries N.V.
LYB (trimmed position): Plastics producer returned 88.3% on Strait of Hormuz catalyst disrupting polyethylene/polypropylene markets via material trapped & feedstock shortages. Mgmt detailed operating leverage to rising prices. Sold down from 4.4% to 3.1% weighting after rally exceeded valuation, though had cut valuation 33% over 3yrs on cyclicality misjudgment.
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