What is the main investment thesis for Huntsman Corporation (HUN) according to Hidden Rock Capital's Newsletter?

The main investment thesis is that Huntsman Corporation (HUN) represents a high-beta cyclical recovery opportunity, with its underlying business deemed structurally intact and capable of resilient cash generation despite a recent cyclical downturn and a significant stock decline over the past five years; the case hinges on the extreme cyclicality of its earnings, and a mid-cycle valuation implies a potential 3x upside from its current share price.

Why does Hidden Rock Capital view Huntsman Corporation as undervalued despite its poor recent stock performance?

Hidden Rock Capital views Huntsman Corporation as undervalued because, although the stock has declined significantly over the past five years due to cyclical headwinds, the company's fundamental business remains structurally sound and continues to generate resilient cash flow; the firm attributes the low valuation to temporary cyclical weakness rather than permanent deterioration, and estimates that a return to mid-cycle earnings would justify a share price approximately three times higher than current levels.

Is Huntsman Corporation (HUN) A Good Stock To Buy Now?

Jun 13, 2026

Hidden Rock Capital's newsletter highlights Huntsman Corporation (HUN) as a high-beta cyclical recovery opportunity, projecting a potential 3x upside based on resilient cash flow and mid-cycle valuation.