Dow Inc., LyondellBasell thiab Westlake Tau Txais 'Petrochemical Recession' Downgrades

Ntawv loj

Dow Inc.

yog ib qho ntawm peb cov khoom lag luam tshuaj uas KeyBanc tau txo qis, ceeb toom tias "petrochemical kev lag luam yuav muaj rau peb."

Aleksey Yefremov txiav nws qhov kev ntaus nqi ntawm Dow (ticker: DOW) Tshuag rau Kev Nyuaj Siab los ntawm Sector Weight nrog rau cov nqi qis hauv khw muag khoom ntawm $ 45. Tus kws tshuaj ntsuam kuj tau txo qis ob qho tib si

LyondellBasell Kev Lag Luam

(LUB) and

Westlake

(WLK) cov khoom lag luam rau qis qis los ntawm Sector Nyhav, thiab teeb tsa tus nqi lub hom phiaj ntawm $ 73 thiab $ 90, raws li, uas tseem nyob hauv qab qhov twg cov khoom lag luam tam sim no. Yefremov hais txog qhov poob qis hauv cov nqi polyethylene, Dow qhov kev txiav txim siab txiav cov khoom siv polyethylene, thiab kev xav tau tsis muaj zog hauv kev lag luam polyethylene vim yog vim li cas rau nws txoj kev txav.

Petrochemical khoom muaj xws li yas, tshuaj pleev ib ce thiab khoom siv. Polyethylene yog cov yas uas feem ntau tsim.

"Ntxiv rau kev txhim kho cov khoom lag luam, kev thov thoob ntiaj teb kuj tseem poob qis, piv rau qhov muaj zog [lub quarter thib ob] khiav tus nqi," Yefremov tau sau rau hauv daim ntawv tshawb fawb. "Cov neeg tsim khoom tab tom ntsib tus nqi hluav taws xob ntau dua tsis yog nyob hauv Europe xwb, tab sis rau qib qis dua hauv Asmeskas"

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Cov ntawv xov xwm sau npe

Rov Ntsuam Xyuas & Saib Ua Ntej

Txhua hnub zwj hnub yav tsaus ntuj peb nthuav tawm cov xov xwm muaj txiaj ntsig zoo ntawm kev ua lag luam txhua hnub thiab piav qhia qhov yuav tshwm sim tag kis.

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Yefremov kuj tau sau tias cov thawv ntim thoob ntiaj teb tau poob qis, uas yog "zoo li yuav pab txo qis hauv Asmeskas cov nqi khoom lag luam uas cov neeg tsim khoom nyiam dhau 12 txog 18 lub hlis dhau los." Vim tias tag nrho cov no, Yefremov tau hais tias nws pom "kev pheej hmoo qis dua rau cov khoom lag luam nyob rau lub sijhawm ze."

"Peb cia siab tias [lub quarter thib plaub 2022] cov nyiaj tau los thiab cov nyiaj tau los nce mus txog 'trough' lossis 'kev poob qis' theem, thaum peb txav mus rau qhov kev kwv yees li xyoo 2023, "Yefremov kuj tau sau.

Rau Dow tshwj xeeb, Yefremov tau hais txog cov khoom lag luam tshuaj cov khoom lag luam tshaj tawm tsis ntev los no hauv tsab ntawv cov neeg siv khoom uas nws npaj yuav txiav cov nqi lag luam thoob ntiaj teb polyethylene los ntawm 15%. Yefremov hais tias nws ntseeg LyondellBasell thiab

Westlake

"zoo li yuav ua raws li kev txo qis polyethylene thiab lwm yam kev tsim khoom."

Dow Tshuag yog 3.4% qis dua rau $ 52.62 hauv hnub Monday sawv ntxov kev lag luam, piv nrog 0.7% poob hauv

S&P 500 qhov ntsuas
.
Los rau hnub Monday trading, Tshuag tau poob 4% xyoo no. Shares ntawm LyondellBasell yog 3.0% qis dua hnub Monday thaum Westlake poob 2.6%.

Sau rau Angela Palumbo ntawm [email tiv thaiv]