Methanex: Portfolio High-Grading Creates A Reliability Premium

Impact · against what's priced in

Methanex shows strong fundamental improvement and significant valuation discounts that could trigger a price correction. The combination of asset optimization through the OCI acquisition and a tightening global methanol market provides a catalyst for upward re-rating.

MEOH+0.60

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In context

The company has improved cash flow predictability and asset quality by acquiring OCI Global's methanol business and idling inefficient plants, while trading at a low P/E of 6.98.

Read from the article alone

• valuation
• cash flow
• MEOH
• acquisition
• chemicals
• industrial gas
• methanol
• supply chain

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