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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 23,470 23 apr 2024 17:35
  • -0,640 (-2,65%) Dagrange 23,400 - 24,100
  • 3.800.729 Gem. (3M) 2,4M

Arcelor Mittal december

829 Posts
Pagina: «« 1 ... 25 26 27 28 29 ... 42 »» | Laatste | Omlaag ↓
  1. forum rang 4 inbetween 17 december 2019 09:35
    Goedemorgen, en zoals zo vaak: het hebben van de zaak (handelsdeal) is het einde van het vermaak. Vanaf vandaag komt de realiteit weer boven water en elk negatief bericht wordt uitvergroot en gaat voor daling zorgen. Maar laten we niet vergeten, het was een mooi 2e halfjaar met diverse lange ritten van 11,60 - 12,00 voor diegenen die cash hadden. Straks alle jaarcijfers met vooruitzichten 2020, ben benieuwd. Succes allen.
  2. jodu 17 december 2019 10:23
    JP Morgan ziet het volledig zitten voor staal in 2020 :

    ** JP Morgan says steel equities' performance in 2019 was
    inhibited by weak industrial activity, the trade war, pricing
    and elevated input costs, but European steel outperformed in H2
    as macro data appears to have normalised
    ** JPM says it remains constructive on steel into 2020,
    saying industrial activity should continue to improve, pricing
    in key regions is already tracking higher and raw materials will
    be less of a cost headwind
    ** However, it cautions that heading into H2 the market may
    start to price in increasing odds of a recession and the fiscal
    pulse from stimulus may wear off
    ** "We forecast average 2020 margins to expand 1-2%-pt vs
    2019, with stainless steel outperforming," JPM says
    ** The brokerage upgrades SSAB and Evraz
    to "neutral" from "underweight", downgrades voestalpine AG
    to "underweight" from "neutral" and keeps Salzgitter
    at "underweight"
    ** It remains "overweight" on Severstal and MMK

    ** Its top pick remains ArcelorMittal , with an
    "overweight" rating
  3. forum rang 10 voda 17 december 2019 12:59
    'Arcelor bezorgd over toegang haven Liberia'

    Gepubliceerd op 17 dec 2019 om 12:48 | Views: 78

    ArcelorMittal 12:39
    16,29 -0,37 (-2,21%)

    MONROVIA (AFN/BLOOMBERG) - ArcelorMittal heeft de Liberiaanse regering gevraagd om garanties voor ongehinderde toegang tot de haven van Buchanan in het Afrikaanse land. Dat schrijft de lokale krant Front Page Liberia.

    In de brief aan de Liberiaanse minister Nathaniel McGill uitte Scott Lowe, baas van ArcelorMittal Liberia, zijn bezorgdheid dat een recente concessieovereenkomst tussen de regering en de lokale partij Prista Oil Group het concessiegebied van ArcelorMittal in de haven verstoort. Het staalconcern wil in totaal 1,5 miljard dollar investeren in de haven als onderdeel van plannen om de export van ijzererts daar op te krikken. In de brief schrijft ArcelorMittal investeringen achter te zullen houden totdat de garanties binnen zijn. Een woordvoerder van ArcelorMittal weigerde verder commentaar te geven.
  4. [verwijderd] 17 december 2019 14:36
    quote:

    ramp 2017 schreef op 16 december 2019 20:39:

    Alz we morgen even boven de 17 komen verkoop ik de helft maar weer gevalletje hoogte vrees , als ing en rd er morgen weer zoo. Sprongtje bij doen mag ook een ander ze hebben . Weg geven voor een prijs waarbij je een positief rendement hebt mag toch eel

    Helaas mop geen 17 vandaag , niet treuren komt ook weer
  5. forum rang 10 voda 17 december 2019 16:28
    ArcelorMittal and Nippon Steel Complete Acquisition of Essar Steel

    ArcelorMittal announces that it has completed the acquisition of Essar Steel India Limited and simultaneously established a joint venture with Nippon Steel Corporation, called ArcelorMittal Nippon Steel India Limited, which will own and operate ESIL. ArcelorMittal holds 60 per cent of AM/NS India, with Nippon Steel holding the balance. Mr Aditya Mittal, President and CFO of ArcelorMittal, has been appointed Chairman of AM/NS India and Mr Dilip Oommen has been appointed AM/NS India’s CEO.

    AM/NS India is an integrated flat steel producer, and the largest steel company in western India. Its current level of annualised crude steel production is 7.5 million tonnes. It also has iron ore pellet facilities in the east of India, with current annual capacity of 14 million tonnes per annum. AM/NS India’s plans include

    An intention to increase finished steel shipments to 8.5 million tonnes over the medium-term. This will be achieved by initially completing ongoing capital expenditure projects and infusing expertise and best practice to deliver efficiency gains, and then through the commissioning of additional assets, while simultaneously improving product quality and grades to realise better margins;

    A long-term aspiration to increase finished steel shipments to between 12 and 15 million tonnes through the addition of new iron and steelmaking assets, in order that AM/NS India can play an active role and fully benefit from the anticipated growth in the Indian steel industry.

    Mr Aditya Mittal said “India is a large and strategic market and we are delighted to be here. Our aim is to create sustainable and long-term value by becoming a leading steel manufacturer in the country. Essar Steel has quality facilities which provide us with immediate and substantial production capacity, and we also gain an excellent platform for further growth, across both volume and product quality. This acquisition gives us the opportunity to contribute to India’s expansion in infrastructure and urbanization in the coming decades. To do this, we have in place a targeted capital expenditure plan designed to build on our combined management strength, operational expertise, commitment to safe, sustainable steelmaking and industry-leading research and development. Through our proven partnership with Nippon Steel, we are confident that AM/NS India will create significant value for shareholders, our business partners, employees and communities in India.”

    Source : Strategic Research Institute
  6. forum rang 10 voda 17 december 2019 16:29
    Fitch Ratings Global Steel Outlook Is Negative on Looming Overcapacity

    Muted global steel demand growth and increasing supply linked to earlier investments in capacity will continue to weigh on the industry in 2020, Fitch Ratings says. While we expect a moderate recovery in the coming 12 months, the impact already seen on steelmakers' capacity utilisation and margins, particularly in Europe, and persistent downside risks led to the negative sector outlook. Downside risks are linked to geopolitical tensions and political uncertainty in some countries, as well as progressive environmental reforms in China coinciding with a managed slowdown of growth ambitions.

    Steel companies proceeded with investments to increase capacity and/or debottleneck existing assets over 2017-2018, which were highly profitable years for the industry. These capacity additions and upgrades were initiated before trade tensions started affecting growth at the beginning of 2019. However, as economic conditions have weakened in 2019, supply expansion is now running ahead of demand growth. Many producers have increased exports to maintain output and counteract weak domestic demand. But countries that typically are net importers, including the US and some countries in southeast Asia, have expanded production and are also experiencing weak sentiment and lower economic growth.

    Oversupply looms large. Steel margins remain low and producers in some regions are now assessing options to curtail capacity. That is easier in regions with sufficient electric arc furnace (EAF) capacity (for example North America), as costs associated with idling production are lower than for the blast furnace route. As a result, the adjustment is more difficult and costly in Europe where the share of EAF capacity is low. Although some production cuts have been made, CRU believes more are needed in Europe before margins can materially recover.

    We anticipate the main steel-consuming sectors in western Europe will remain under pressure in 2020. The auto sector is likely to see a low-single-digit decline in new vehicle sales due to structural changes, including uncertain electric vehicle adoption rates, and cyclical weaknesses. However, we expect incremental demand in construction and mechanical engineering. We forecast overall demand growth of around 1%, an improvement from a 4% decline projected in 2019. Trade tensions and Brexit uncertainty add to downside risks. Upside could come from fiscal stimulus.

    The full implementation of a 6% European steel supply cut towards end-2019 (announced and partially executed) could help rebalance the market. As a result of temporary capacity curtailments and decreasing raw material prices we expect steel margins on average to improve in 2020 from the lows experienced in 2H19. However, carbon prices increased significantly in 2018-2019, and CO2 has become an important marginal cost item in EU steelmakers' cost structures. As a result, the modelled EBITDA margin is forecast to be negative in 2020 for production not covered by free CO2 allowances.

    Source : Strategic Research Institute
  7. forum rang 10 voda 17 december 2019 16:32
    Mr Longobardo will lead ArcelorMittal Kryvyi Rih

    Starting from 2020, Mr Mauro Longobardo will become new CEO of ArcelorMittal Kryvyi Rih, he has previously lead ArcelorMittal Tubular Products Jubail. Mr Mauro Longobardo, who will be officially appointed as CEO of ArcelorMittal Kryvyi Rih from January 1, 2020, will report to Mr Vijay Goyal. Mr Longobardo has a long employment sheet. In particular, from 2002 to 2006 he worked for Tenaris Italy in the area of quality, technology and product development. He then moved to Argentina, where he oversaw different manufacturing sites at the local plant. In 2010, he was transferred to Dubai, to the position of Worldwide Coordination Director for OCTG. He also worked as Commercial Director and Regional Manager for some prospective countries in the Middle East. From 2013 to 2015, Mr Mauro joined Chelpipe as deputy CEO for strategy, technology and development in the Russian Federation. After that, he joined Interpipe, becoming Chief Operating Officer, based in Ukraine. Mr Longobardo joined the Group in February 2018, as Chief Executive Officer of ArcelorMittal Tubular Products Jubail.

    Mr. Longobardo graduated in Materials Engineering from the Polytechnic University of Milan, Italy. He holds the ACE from MIT Sloan School Boston. He also received accelerated education at International School of Business and Management the AMP from Argentina University Buenos Aires.

    Mr Paramjit Kahlon, current CEO of ArcelorMittal CIS, will work until the end of 2019 then he will leave the Group.

    Source : Strategic Research Institute
  8. forum rang 10 voda 17 december 2019 16:34
    ArcelorMittal Kryvyi Rih Investing in Gas Cleaning of Three Converters

    ArcelorMittal Kryvyi Rih will continue the environmental modernization of converter shop. The company has signed a contract with Danieli Corus Netherlands for the reconstruction of gas cleaning installations of converters No 1-3. Updating of gas cleaning of all six converters is one of the key environmental projects of the plant, the total cost of which will exceed USD 135 million. Of this, the company has already invested USD 65 million in converters No 4–6 in 2015–2017, new gas cleaning by SMS Siemag German company were installed. Besides, the water cooling system of the exhaust converter gas at these three converters was switched to a closed cycle, thanks to this it was possible to reduce the consumption of chemically purified water and electricity by several times.

    Similar projects will be implemented at the converters No 1–3. For them it is planned to install new gas cleaning in 2021–2022, the company will invest another USD 70 million. After that, dust emissions from all six converters will be less than 50 mg/m3, that will help to reduce the environmental load.

    At the moment, Danieli Corus is developing the basic engineering of the project, its representatives have already held technical negotiations with the specialists of ArcelorMittal Kryvyi Rih, they have sent a package of documentation for consideration. Directly in the converter shop, the specialist of the supplier company has already started working, a permanent workplace has been defined for him. Next year, Danieli Corus will begin preparing detailed engineering. The supply of equipment for the first of three gas treatment plants is scheduled for January 2021. A stop for the reconstruction of the first of the three converters is planned for the end of 2021.

    Source : Strategic Research Institute
829 Posts
Pagina: «« 1 ... 25 26 27 28 29 ... 42 »» | Laatste |Omhoog ↑

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