Valhi (VHI) faces headwinds from lower TiO2 prices and destocking on volumes, pressuring its chemical segment despite a positive perimeter effect from a joint venture buyout. Operating income declined due to falling TiO2 prices, stable input costs and general operating leverage on lower industrial volumes. A higher CAPEX commitment and weak market environment have reduced the NAV discount to just 4%.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AI Ana-Maria Ignat Covestor Ltd | 64 | $771.2 | $927.36 | $156.16 | 20.25% |
Kevyn Hill Hilltop National Bank | 12 | $206 | $173.88 | -$32.12 | -15.59% |
| Chemicals Industry | Materials Sector | Michael S. Simmons CEO | NYSE Exchange | 918905209 CUSIP |
| US Country | 3,050 Employees | 4 Jun 2026 Last Dividend | 2 Jun 2020 Last Split | 4 Jun 1986 IPO Date |
Valhi, Inc. is a diverse conglomerate operating across the globe with business interests spanning chemicals, component products, and real estate management and development. With operations in Europe, North America, the Asia Pacific, and other international markets, the company is known for its innovative products and solutions catering to a wide range of industries. Established in 1932 and headquartered in Dallas, Texas, Valhi, Inc. operates as a subsidiary of Contran Corporation, marking a significant presence in its various fields of operation. The company's expertise in manufacturing, real estate development, and investment in marketable securities and other ventures showcases its versatile business acumen and strategic growth initiatives.
Under the umbrella of its chemicals business, Valhi, Inc. specializes in the production and marketing of titanium dioxide pigments (TiO2). These pigments are integral for industries requiring white inorganic pigments and find extensive use in applications across paint, plastics, decorative laminate, and paper manufacturing sectors. Valhi, Inc. markets its TiO2 products under the renowned KRONOS brand, leveraging a network of agents and distributors to reach a global client base.
This segment of Valhi, Inc. focuses on the manufacturing of mechanical and electrical cabinet locks alongside other locking mechanisms. These components find applications in various fields including ignition systems, mailboxes, file cabinets, desk drawers, tool storage cabinets, vending and cash containment machines, secured narcotics boxes for inventory and access control, medical cabinetry security, electronic circuit panels, storage compartments, and gas station security. Additionally, it produces stainless steel exhaust components, gauges, throttle controls, wake enhancement systems, trim tabs, and associated hardware and accessories, mainly catering to performance and ski/wakeboard boats.
Valhi's real estate arm offers a comprehensive suite of services including utility services to industrial and municipal clients, ownership of real properties, and land development for commercial, industrial, and residential purposes. Besides physical real estate and utility provisioning, this segment actively involves in investing in marketable securities and other ventures, demonstrating Valhi, Inc.'s strategic diversification into investment and asset management.