Celanese Corp

• Why Methanol May Be the Next Big Chemical Story

  By Paula Wendland - February 26, 2013 | Tickers: CE, EMN, MEOH

  Due to changes in the global supply/demand balance and the increasing popularity of this versatile chemical in Asia, industry insiders expect a positive pricing environment for methanol into 2015 and beyond.  Approximately two-thirds of the world’s methanol production is converted to formaldehyde used in building materials, such as plywood, foams and paints.  The remaining third of the supply has a role in home heating and cooking, as a fuel additive, and as a feedstock for plastic production.  While the revival of the homebuilding sector across the US should drive demand for methanol over the remainder of the business cycle, the greatest pricing pressure should come from Chinese buyers hoping to cushion the blow of high crude oil costs and to feed the nation’s many newly-constructed methanol-to-olefins (MTO) plants.

• Acquisition Targets in the Chemical Industry

  By Zain Abbas - January 30, 2013 | Tickers: CE, CYT, MOS, VAL

  Recently, Citigroup came up with a 3C theme to play the chemical sector in 2013. 3C stand for Commodities, Construction and Consolidation. In this article, I will only focus on the third C, i.e. consolidation. Consolidation accelerated in chemicals during 2012 due to:

  1) Cheap financing which made many deals accretive and attractive;

  2) Opportunities to cut costs in a slow growth environment; and

  3) Strong balance sheets that more »

• The Argument for and Against LNG Exports

  By Erin McBride - January 15, 2013 | Tickers: AA, CE, EMN, NUE, DOW

  In short, this situation is thus: The United States has a lot of natural gas and needs to decide what to do with it. One side (the petroleum industry) wants to turn it into liquefied natural gas (LNG) and export it.  The other side (big manufacturing companies) wants to keep it at home and use it in manufacturing. 

  The Department of Energy (DOE) is currently considering a dozen applications to more »

• Midsize Chemical: Best of Both Worlds or Indecisive Junk?

  By Chris Hodge - January 8, 2013 | Tickers: ASH, CE, EMN, FMC

  Some people really hate anything mid-size. After all, the likelihood of this size range suddenly leaping into multi-bagger territory is fairly small. But at the same time these types of companies don't tend to have a huge and dedicated staff who are totally convinced that the company is an invincible juggernaut. So you're kind of stuck. The company probably won't niche down and wedge itself into a more »

• Will This Fiery Stock Sizzle in 2013?

  By Neha Chamaria - December 17, 2012 | Tickers: CE, DD, EMN, HUN, DOW |

  Some stocks don’t even pause to catch a breath. Look at Eastman Chemical’s (NYSE: EMN) wild ride in 2012 – I have lost count of the new highs it created this year. And there’s no stopping it -- the stock hit $65.07 last week -- an all-time high for Eastman.

  Many are sulking over the missed opportunity, and the question that’s troubling them is: Will Eastman do an more »

• Betting on a Global Recovery with Chemicals

  By Meena Krishnamsetty - November 2, 2012 | Tickers: CE, DD, EMN, FMC, DOW

  Eastman Chemical (NYSE: EMN) was up over 12% last week as earnings beat expectations. The company posted EPS of $1.57, while consensus estimates were at $1.42 a share. The chemical industry should see positive demand in the future as global growth is expected to rise 2.6% in 2013, up from a projected growth of 2.4% in 2012.

  With a beta of 2.0, the company will more »

• This Stock’s on Fire - Don’t Miss It!

  By Neha Chamaria - November 1, 2012 | Tickers: CE, DD, EMN, XOM, DOW

  If you have been following my articles, you wouldn’t have missed this stock’s run up. When Eastman Chemical (NYSE: EMN) hit a 52-week high in August, I felt like it was just the beginning. Since then, Eastman’s shares are up more than 10%, making gains on solid numbers and raising full-year outlook.

  So what’s fueling the optimism; and more importantly, will it be sustained? I’ve more »

• This Chemical Company is Good for Income Investors

  By Anh HOANG - October 31, 2012 | Tickers: BASFY.PK, CE, EMN

  Most of the time, George Eastman is well known for being an innovator of roll film and a founder of Eastman Kodak. For a long time, Eastman Kodak had been an extremely successful wealth creator for investors. However, after a digital camera was invented, Kodak lost its moat and nearly sunk into oblivion. In contrast to the significant decline of Kodak, another legacy of George Eastman, Eastman Chemical (NYSE: EMNmore »)

• Multi Billion Dollar GMT Capital’s Top Stock Picks

  By Meena Krishnamsetty - September 25, 2012 | Tickers: APC, CNQ, CE, FLEX, UAL

  GMT Capital, a fund that was founded in 1990 by Thomas Claugus, filed its 13F for the second quarter last month, disclosing a number of its long equity positions.  Claugues, equipped with a MBA from Harvard Business School, keeps his fund focused on long-term value. Read on to see the top five holdings listed on the 13F or see our longer list of GMT's favorite stocks.

  GMT’s top more »

• This Chemical Stock Is on a Roll – Don’t Miss It

  By Neha Chamaria - August 28, 2012 | Tickers: CE, DD, EMN, HUN, DOW

  I always find a 52-week high or a 52-week low situation interesting. While most perceive it to be an almost certain sell or buy time, respectively, I think it throws up an opportunity to see if the particular stock truly deserves to be where it is, and what’s next.

  I have been watching Eastman Chemical’s (NYSE: EMN) run up closely. The stock has gained a whopping 41% in more »

• 5 Likely Takeover Target in Chemicals

  By Michael French - January 28, 2012 | Tickers: AXLL, CE, CF, EMN, FMC, HUN, ROC 130817C00060000, SOA.DL, WLK

  Eastman Chemical (NYSE: EMN) just announced the $4.7 billion purchase of Solutia (UNKNOWN: SOA.DL), which makes performance and nylon products used by automotive and architectural customers. The deal is expected to expanding Eastman Chemical’s specialty plastics and wood applications businesses and give it increased exposure to emerging markets.

  The friendly deal follows a $1.03 billion hostile bid by Westlake Chemical (NYSE: WLK) for Georgia Gulf (NYSE: AXLLmore »)