Linde plc

Middle East tensions intensify pessimism in chemicals

04/03/26 -"The Middle East conflict has driven oil and gas prices higher, pressuring chemical companies through elevated feedstock and energy costs. Upstream and commoditised segments (acrylics, monomers, ..."

PDF page sample
Pages
48
Language
English
Published on
04/03/26
Download
You may also be interested by these reports :
04/03/26
Symrise reported a robust FY2025 performance and is strengthening its foundations as demand gradually normalises. Through the ONE SYM transformation ...
04/03/26
The Middle East conflict has driven oil and gas prices higher, pressuring chemical companies through elevated feedstock and energy costs. Upstream ...
25/02/26
We have updated our model to incorporate the latest developments, including the divestment of ANH at c.7x EV/EBITDA (vs. consensus at 9x EV/EBITDA). ...
24/02/26
Lanxess (ADD, Germany) has been a painful equity story, as we highlighted in our idea kicker 18 months ago. Our anticipations of macroeconomic ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO