#chemicals

5개의 글

July 25, 2026

Samhwa Paints (000390) Stock Outlook 2026: From Coatings Cycle to Heat-Dissipation Optionality

Samhwa Paints Industrial (KRX 000390) 2026 stock outlook. A deep qualitative read on this top-tier Korean architectural and industrial coatings maker: its moat and limits, how the resin-solvent-titanium-dioxide raw-material spread drives margins, the smartphone and EV-battery heat-dissipation material growth option, KCC vs Noroo vs Chokwang competitive comparison, construction demand cycle, and low-PBR value characteristics.

Samhwa Paints 000390 coatings stocks

July 21, 2026

Kukdo Chemical (007690) Stock Outlook 2026: World-Scale Epoxy and the Spread Cycle That Decides Everything

Kukdo Chemical (KRX 007690) 2026 stock outlook. A committed look at its world-leading epoxy resin capacity, electronic-materials (semiconductor EMC, PCB), wind-blade, EV and coatings demand, the BPA/ECH raw-material spread cycle, Chinese oversupply, and its low-PBR, dividend-paying materials-cyclical profile.

Kukdo Chemical 007690 epoxy resin

July 16, 2026

CE (Celanese) Stock Outlook 2026: A Leveraged Bet on Deleveraging and a Chemical Cycle Turn

Celanese (CE) 2026 stock outlook. A deep qualitative look at the cost-advantaged Acetyl Chain, Engineered Materials, the debt taken on for DuPont's M and M deal, the dividend cut, asset sales, and what an auto and industrial recovery would mean.

CE Celanese US Stocks

July 8, 2026

Lotte Fine Chemical (004000) Stock Outlook 2026: Pharma-Grade Cellulose Specialty vs. Commodity Chemical Cycles

Lotte Fine Chemical (KOSPI: 004000) 2026 stock analysis: high-margin food-and-pharma cellulose derivatives (HECELLOSE, AnyCoat) versus commodity chlor-alkali and ammonia cycles, UREX diesel-exhaust fluid, green hydrogen and carbon-free ammonia optionality, net-cash balance sheet, dividend appeal, and Lotte Group risk for foreign investors.

Lotte Fine Chemical 004000 Korea Stocks

June 29, 2026

Kumho Petrochemical (011780) Stock Outlook 2026: NB Latex Leadership and Buyback-and-Burn vs the Chemical Downcycle

Kumho Petrochemical (KRX:011780) 2026 stock outlook. We break down its world-leading NB latex position, the synthetic rubber, synthetic resin, phenol-derivatives and fine-chemical portfolio, aggressive share buybacks and cancellation, chemical-cycle risk, dividends, and what global investors should track.

011780 Kumho Petrochemical Korea Stocks