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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 23,830 19 apr 2024 17:35
  • +0,030 (+0,13%) Dagrange 23,440 - 23,880
  • 2.845.773 Gem. (3M) 2,4M

Juni 2017 Arcelor Mittal

5.219 Posts
Pagina: «« 1 ... 202 203 204 205 206 ... 261 »» | Laatste | Omlaag ↓
  1. [verwijderd] 22 juni 2017 09:30
    quote:

    Deskundige belegger schreef op 21 juni 2017 19:35:

    [...]

    Ik verwacht dat AM morgen in de ochtend in het rood staat maar uiteindelijk in het groen de dag afsluit.

    Verder begreep ik dat binnenkort mogelijk nieuws naar buiten wordt gebracht dat AM fabriek gaat bouwen in Afrika omdat ze daar komende jaren veel vraag naar staal verwacht (voornamelijk voor de infra)
    De rood klopt, nu hopen dat het uiteindelijk toch de dag in het groen afsluit.
  2. jessebrown 22 juni 2017 09:59
    Het aandeel is in de greep van de Iron-ore door beurshandelaren traden deze lui op
    de koers van deze commodetie
    ander nieuws heeft nauwelijks invloed,en als dan door diverse grote zakenbanken
    zich steeds negatiever uitlaten over de prijs vooruitzichten voor deze grondstof
    (Morgan Stanly)heeft het al over 40 $/ton in 2018,dan gaat de herhaling van 2015
    weer in beeld komen,ik begrijp dan ook niet dat de grote mijnbouw bedrijven de
    productie niet gaan verlagen om verdere prijsval te voorkomen.
  3. jessebrown 22 juni 2017 10:37
    Germany’s Biggest Steelmaker Set to Unveil a Future Beyond Steel
    By Tino Andresen
    2017 M06 20 00:00 GMT+2 2017 M06 20 11:33 GMT+2
    Thyssenkrupp seeks to transform itself with elevator prototype
    Profit share from steel sinks as earnings from technology grow

    An elevator shaft at Thyssenkrupp Elevator's testing tower in Rottweil, Germany. Photographer: Thomas Lohnes/Getty Images
    It is a mark of the transformation going on at Thyssenkrupp AG that the most profitable operation at Germany’s biggest steel company is producing elevators not metal.

    The industrial giant, with roots dating to 1811, has poured research into its elevator unit to turn what was a sideline into a primary business. The strategy is Thyssenkrupp’s bid to survive in an international steel market flooded with cheap imports from Chinese rivals.

    In the past six years, Thyssenkrupp has earned more from elevators than steel as the market for metals weakened. The company’s investments are pushing the elevator industry into new areas, with innovations like the first model to move sideways as well as up and down, and moving walkways that levitate on magnets. Other manufacturers are taking note.

    “We’ve managed to stimulate competition, in some cases to the point where our concepts are taken over or adapted,” Andreas Schierenbeck, the elevator unit’s chief executive officer, said in an interview at its main office in Essen, Germany. “That’s good. If you’re being copied, you’re doing something right.”

    In one example, Thyssenkrupp’s twin system, where two cars travel independently in the same shaft, led others to push alternatives such as double-decker elevators. Such rivalry can also help increase acceptance of the new technology by architects and builders, wary of installing costly machinery that lacks a proven track record, as well as developing a necessary market for equipment and maintenance suppliers.

    Chinese Rivals

    While the elevator business has been growing for a decade, and earnings are rising, steel revenue has been dropping as competition from China slashed prices and eroded profit. While Thyssenkrupp has recovered from three years of losses that ended in 2014, the materials division including steel made up 28 percent of total earnings last fiscal year, down from 40 percent just before CEO Heinrich Hiesinger took the helm in January 2011.

    Almost a decade after the global financial crisis, demand for European steel is still about a quarter below 2008 levels. More than 75,000 jobs, or about one in five, have gone in that period. At the same time, China is exporting record amounts.

    Thyssenkrupp isn’t alone in seeking creative answers to market woes. Voestalpine AG, Austria’s once state-owned steelmaker, is focused on making components for the auto and aerospace industries, and even branching out into systems for monitoring railroads.

    Volatile Business

    As steel margins declined at Thyssenkrupp, Hiesinger has sought to rely less on the volatile business and build up other areas including the elevator operation.

    The company agreed in February to sell its Brazilian steel plant to Ternium SA, drawing a line under the worst investment in its history. It completes Thyssenkrupp’s exit from its Steel Americas unit, following 8 billion euros ($9 billion) of losses from a decision to expand in the region in 2005.

    The producer has also been in talks with Tata Steel Ltd. for over a year on placing their European steel businesses into a joint venture.

    Such transactions set the German company on a path that would see it changed fundamentally, according to Independent Research GmbH analyst Sven Diermeier.

    “Ultimately, it will mean that Thyssenkrupp will become an industrial goods company that holds a stake in a steel joint venture,” he said from Frankfurt.

    The company could potentially spin off the venture in an initial public offering and sell the Materials Services division that includes managing steel supply, warehousing and inventory, according to a Credit Suisse Group AG report this month.
  4. jessebrown 22 juni 2017 11:07
    Dit bericht over Thyssenkrupp doet het aandeel 2,5 % stijgen in Frankfurt,het is
    ook alles zeggend,de pure staal productie wordt al vele jaren gedomineerd door
    over productie en daardoor vrijwel altijd prijsdruk gelijk aan de oliesector,het
    voornemen van deze grote Duitser om staal los te koppelen in een joint venture zet de koers op 52wkn hoog 24,75
    De bijkoop van mij gisteren om te middelen is ook weer fout geweest,waardoor de verliezen nog weer groter zijn geworden,maar als het Infra plan in de VS en ook
    het terugbrengen van de Iron-ore productie niet gaat gebeuren,zie ik op korte
    termijn geen tricker om hoger te gaan,waar ik gisteren de ijdele hoop had,met
    het opveren van de olieprijs en ook het sterk opveren van AM van de nieuwe low
    eergisteravond in de VS vanaf 19,59 $ gaf dat even vertrouwen dat het ergste voorbij zou zijn en hoopte op een rebound richting 19 Euro om daar de helft
    te verkopen,dit is inmiddels achterhaalt en blijft hopen voor betere tijden,en
    mijn beleggings ervaring leert dat hoop een slechte parameter is om in een aandeel te zitten (of aan te schaffen)maar gelijk als velen hier op het forum
    nooit verwacht dat de snelle omslag in deze sector,van zeer positief in het begin van het jaar,om weer in een negatieve spiraal te komen waar overproductie
    de markt domineert.
  5. jessebrown 22 juni 2017 11:43
    Off The Wire
    UPDATE 1-China steel extends losses to third day, iron ore sheds gains
    Reuters Reuters
    Thursday June 22, 2017 3:53 AM
    Kitco NewsShare this article:
    * Steel demand outlook shaky amid summer lull

    * Coking coal curbs gains after hitting near one-month top

    * China plans to improve iron ore price index

    (Adds China iron ore index plan, updates prices)

    By Manolo Serapio Jr

    MANILA, June 22 (Reuters) - Chinese steel futures gave up early gains to end lower for a third session in a row on Thursday as the outlook for demand in the world's top consumer remained weak amid the summer lull.

    Hot weather and rains in China typically slow construction activity during summer, curbing demand for steel.

    "Our view is that demand is entering a seasonally weak period but supply will remain quite high and that will put prices under pressure," said Kevin Bai, analyst at CRU consultancy in Beijing.

    But Bai said spot steel prices could be affected by "short-term speculative behavior in the futures market" which had been quite volatile in recent sessions.

    The most-active rebar on the Shanghai Futures Exchange closed down 1 percent at 3,031 yuan ($444) a tonne, after rising as high as 3,123 yuan. The construction steel product touched a three-week high on Monday.

    As steel retreated, the most-traded iron ore on the Dalian Commodity Exchange ended 0.1 percent lower at 425.50 yuan a tonne, after climbing as much as 2.9 percent during the session.

    Iron ore for delivery to China's Qingdao port increased 0.7 percent to $56.82 a tonne on Wednesday, the strongest level since June 2, according to Metal Bulletin.

    China is planning improvements to an iron ore price index it launched six years ago, looking to better reflect market dynamics in the world's biggest user of the steelmaking raw material and increase usage by market participants. China has been pushing for a greater say in pricing iron ore in the global market where buyers and sellers mostly use dollar-denominated index prices from providers such as S&P Global Platts and Metal Bulletin.

    Steelmaking coal futures also came off the session's highs on Thursday. Coking coal on the Dalian exchange ended up 1.6 percent at 1,032.50 yuan per tonne. Earlier in the session, it hit 1,058 yuan, its highest since May 26.

    Coke rose 1.6 percent to settle at 1,621.50 yuan, off the intraday peak of 1,655 yuan. ($1 = 6.8322 Chinese yuan)

    (Reporting by Manolo Serapio Jr.; Editing by Richard Pullin and Sherry Jacob-Phillip
5.219 Posts
Pagina: «« 1 ... 202 203 204 205 206 ... 261 »» | Laatste |Omhoog ↑

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