Huntsman: A Perspective For The Board

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About: Huntsman Corporation (HUN)
by: Nima Karamlou

Summary

Huntsman's stock price is down 31% YTD despite being attractively positioned as a dominant diversified chemical player.

We loved what management suggested during investor day. The company delivered on its turnaround plans, and has articulately outlined a path to an even brighter future in 2020.

But. we want to see moves that will catalyze a rerating more in-line with peer averages.

Below, an overview, valuation, and strategic options evaluation are considered.

This presentation is intended to serve as a guidebook for potential investors and followers of Huntsman. We look forward to hearing comments from you all

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.