研究报告Research Report 29 Feb 2024 雅宝 (ALB US) 具有良好价值的锂生产商；股价与当前现货价格大致相同 [观Ta点bl聚e焦_yeImneveis1t]m ent Focus [Table_Info] （本报告为 2024 年 2 月 28 日发布的英文报告的翻译版。） 维持优于大市Maintain OUTPERFORM 将FY24-26的盈利下调15%/年；目标价格下调15% 评级 优于大市OUTPERFORM 现价 128.59美元 我们认为雅保的价值在于当前现货价格的普遍定价。我们预测中 目标价 170.00美元 期内公司锂价将逐步回升，低成本生产增长强劲。我们对这一积 极观点的主要阻力在于 1. 2024 年第一季度锂价环比下降 31%，可 市值 151.0亿美元 能进一步下调；2. 存货去库存，尤其是在中国，可能需要时间；3. 日交易额 (3个月均值) 3.8447亿美元 全球成本最低的锂资产之一的 Greenbushes 降产似乎不寻常，但我 已发行股份 117.40mn 们看到减产加速，中国更严格的环境措施限制产量，以及强劲的 自由流通股 (%) 100% （ ...

Albemarle (ALB) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this specialty chemicals company have returned -3.2% over the past month versus the Zacks S&P 500 composite's +2.9% change. The Zacks Chemical - Diversified industry, to which Albemarle belongs, has gained 7.8% over this period. Now the key question is: Where could the stock be headed in the near term?While media ...

CHARLOTTE, N.C., March 6, 2024 /PRNewswire/ -- Albemarle Corporation (NYSE: ALB) ("Albemarle" or the "Company"), a global leader in providing essential elements for mobility, energy, connectivity, and health, announced that it has priced its previously announced offering (the "Offering") of 40,000,000 depositary shares ("Depositary Shares"), each representing a 1/20th interest in a share of Series A Mandatory Convertible Preferred Stock of the Company ("Preferred Stock"), at a public offering price of $50 p ...

Albemarle Corporation (ALB) announced the commencement of an offering of $1.75 billion in depositary shares. Each depositary share represents a 1/20th interest in a share of Series A Mandatory Convertible Preferred Stock of the company in an underwritten registered public offering. Additionally, Albemarle anticipates granting the underwriters a 30-day option to purchase up to an additional $262.5 million of depositary shares, subject to market and other conditions.The net proceeds from the offering will be ...

Albemarle (ALB -11.79%) stock slumped by double digits this morning and was trading 13.4% lower as of 10:40 a.m. ET Tuesday. The world's largest lithium producer is raising money to fund growth capital expenditures among other things, and the market believes it's a sign of how difficult the business environment remains for lithium companies.A move to bolster liquidity amid challengesAlbemarle said it plans to sell $1.75 billion worth of depositary shares, each representing 1/20th interest in mandatory conve ...

If you’re searching for ultra-reliable dividend stocks to buy, look no further. Investors understand that securing one’s future reliability is paramount. It’s very difficult to build a retirement portfolio without accounting for volatility and mitigating its risks. Thus, investors choose to put their capital into reliable stocks. And few asset classes are as reliable as dividend stocks overall.First of all, firms that choose to pay a dividend tend to be stable in general. In order to pay a reliable dividend ...

CHARLOTTE, N.C., March 4, 2024 /PRNewswire/ -- Albemarle Corporation (NYSE: ALB) ("Albemarle" or the "Company"), a global leader in providing essential elements for mobility, energy, connectivity, and health, today announced that, subject to market and other conditions, it has commenced an offering (the "Offering") of $1.75 billion of depositary shares ("Depositary Shares"), each representing a 1/20th interest in a share of Series A Mandatory Convertible Preferred Stock of the Company ("Preferred Stock"), i ...

Shares of Albemarle (ALB -4.90%), the world's largest lithium producer, rose by an impressive 20.1% in February, according to data provided by S&P Global Market Intelligence. That rise was powered by a combination of its fourth-quarter earnings report (which it released on Valentine's Day), an uptick in the price of lithium, and the earnings report and commentary of the world's second-largest lithium producer, Sociedad Quimica y Miera de Chile (SQM -4.97%), aka SQM.Falling prices, rising volumeThere's very ...

Everyone loves a sale. That’s as true in a supermarket as it is in the stock market. Consumers and investors are always on the lookout for goods, services, and equities that are fundamentally undervalued. This led us to create our list of overlooked value stocks. It’s also essentially the definition of a value stock: One that trades below levels associated with its underlying fundamentals. The reason that a given stock ends up undervalued is usually perception. the market perceives one or more confounding f ...

Shares of Albemarle (ALB 3.38%) are flying high this week and were up 17.8% through 10:30 a.m. ET Friday, according to data provided by S&P Global Market Intelligence.Albemarle already released its fourth-quarter numbers in mid-February. But given that it's a commodity stock, Albemarle's share prices are typically driven more by lithium prices than the company's operational numbers. Right now, nearly every major player in the industry expects the lithium market to recover, and that could hugely favor Albema ...