BFFAF News and Press, Basf Se Ord From 11/15/22

Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore fu...

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. US-China relations remain tense but so far don...

Summary Disappointing performance in the Chemicals and Materials divisions. We are lowering our expectation for Q4 EBIT. A new €500m saving plan was announced. BASF is still trading at a depressed valuation, with 70% of the company's total EBIT in no...

Summary Headwinds in Europe have driven BASF's valuation below the lows seen during both the Great Recession of 2008/2009 and the COVID crisis of spring 2020. The current myopic outlook ignores the fact that BASF has a global footprint and naively assumes Europe will never regain ...

The following slide deck was published by BASF SE in conjunction with their 2022 Q3 earnings call. For further details see: BASF SE 2022 Q3 - Results - Earnings Call Presentation

BASF SE (BASFY) Q3 2022 Earnings Conference Call October 26, 2022 05:00 ET Company Participants Stefanie Wettberg - Investor Relations Martin Brudermuller - Chairman Hans Engel - Chief Financial Officer Conference Call Participants Christian Faitz - K...

Summary The Energy Transitions Commission estimates that decarbonizing the global economy will require a $50 trillion investment in sustainable infrastructure through 2050. One area worth keeping an eye on is the commodity chemicals industry, which uses natural-gas-fired “c...

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. US inflation is softening in July but continues to...

Summary We're revisiting DuPont de Nemours, Inc., now yielding over 2.5% with one of the more significant chemical companies in the world. We're now down 20% from my last article - and the undervaluation is starting to reach almost ridiculous levels for DuPont. DuPont is mostl...

Summary The deepening EU energy crisis is starting to bring down the continent's entire investment environment. A few investment opportunities may emerge, since not all companies are fundamentally affected. Nokia may be one of those exceptions since it mostly produces telecom...