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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 23,860 19 apr 2024 17:17
  • +0,060 (+0,25%) Dagrange 23,440 - 23,840
  • 2.013.177 Gem. (3M) 2,4M

JANUARI 2023

163 Posts
Pagina: «« 1 ... 4 5 6 7 8 9 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 26 januari 2023 06:14
    Beursupdate: AEX op Wall Street

    Door ABM Financial News op woensdag 25 januari 2023
    Views: 2.570

    (ABM FN-Dow Jones) Op Wall Street zijn woensdag vijf van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten.

    Aegon (+0,07%)
    ArcelorMittal (+0,41%)
    ASML (+1,16%)
    ING Groep (-0,21%)
    Philips (-0,50%)
    RELX (+0,35%)
    Royal Dutch Shell (-0,20%)
    Unilever (+0,29%)

    Euro/dollar: 1,0917

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 741,34 punten, zijn geëindigd op 741,60 punten.

    Bron: ABM Financial News
  2. forum rang 10 voda 26 januari 2023 07:59
    ArcelorMittal to Show Sustainable Solution for Construction at BAU

    Strategic Research Institute
    Published on :
    26 Jan, 2023, 5:40 am

    ArcelorMittal Europe Long Products will present a wide range of products: from façade solutions to supporting structures and roof structures for photovoltaic systems at world's leading trade fair for the construction industry BAU, which takes place from 17 to 22 April in Munich in Germany. ArcelorMittal Europe Long Products Chief Marketing Officer Mr Tapas Rajderkar said "This year, our focus is on Sustainable Building with Steel. Reducing the CO2 footprint low-carbon steel plays an important role in the construction sector. Production methods are changing and the use of renewable energies and scrap are on the rise. As a durable, infinitely recyclable, but also very versatile material steel is suitable for any application in the construction industry. And it is an important material for the energy transition, because low-carbon steel is needed for wind power or photovoltaics.”

    With the Granite product family, ArcelorMittal offers a range of organically coated steels for building envelopes with more than 120 colors and textures that come with a warranty of up to 40 years. Since the beginning of the year, ArcelorMittal has been using a novel coating process one. The electric blasting technology for curing paints requires almost no solvents and reduces greenhouse gas emissions. For façade substructures, Solar mounting structures, but also for cable trays, composite floors and many other applications is Magnelis metallic coated steel three times more corrosion resistant than normal galvanized steel. Both products are available as XCarb recycled and produced from renewable sources.

    ArcelorMittal has, among other things, focused on the installation of photovoltaic modules specializes in roofs and presents its portfolio at BAU. Whether in the renovation of existing buildings or for new construction: The Ondatherm solar roof panel offers a simple and fast installation for photovoltaic systems is also robust and offers a high level of thermal insulation. For the assembly of the modules, customers and builders have various flexible solutions.

    ArcelorMittal will also present its solutions for load-bearing structures at BAU. The Cofraplus 80 composite ceiling profiles are approved as prefabricated steel slabs by the building authorities and have a significantly lower CO2 balance. For structural applications, HISTAR high-strength steels offer cost and material savings. The weather-resistant steel grade Arcorox with natural corrosion protection has a long service life and is already successfully used in bridge construction.

    At BAU, the focus will be on sustainability, circular economy and ArcelorMittal's XCarb range. It brings together all the Group's manufacturing processes, products, initiatives and innovation projects focused on Reduction of CO2 emissions.

    XCarb steel made from recycled and renewable material is used in electric arc furnace using 100% green electricity and up to 100% scrap, reducing the carbon footprint of steel buildings is significantly reduced. Emissions can be up to 300 kilograms of CO2 per tonne, compared with more than two tons of conventionally produced steel. In the construction of an industrial hall, for example, recycled and steel produced with green electricity saves as many tons of CO2 as the entire building envelope and the load-bearing structure required steel tonnage without changing the construction method or the established construction process become.
  3. forum rang 10 voda 26 januari 2023 14:38
    Omzet en winst omlaag bij Nucor

    Verbetering in eerste kwartaal verwacht.

    (ABM FN-Dow Jones) Nucor heeft in het vierde kwartaal de omzet en winst op jaarbasis zien afnemen. Dat maakte de staalfabrikant uit het Amerikaanse North Carolina donderdagmiddag bekend.

    De netto-omzet daalde van 10,36 miljard naar 8,72 miljard dollar, een afname van circa 16 procent. De gemiddelde verkoopprijs daalde afgelopen kwartaal met 7 procent op kwartaalbasis.

    De nettowinst bedroeg 1,53 miljard dollar, of 4,89 dollar per aandeel. Een jaar eerder was dit 2,25 miljard dollar of 7,97 per aandeel, inclusief een fiscale meevaller van 0,24 dollar per aandeel.

    In het derde kwartaal bedroeg de winst per aandeel 7,28 dollar.

    De markt rekende voor het laatste kwartaal van het jaar op 4,27 dollar winst per aandeel, aldus FactSet.

    Outlook

    Nucor voorziet voor het eerste kwartaal een hogere operationele winst dan in het vierde kwartaal, maar verwacht ook een daling van het nettoresultaat door het wegvallen van belastingvoordelen in het laatste kwartaal van 2022.

    De koers van het aandeel Nucor noteerde donderdag in de elektronische handel voorbeurs in New York 2,6 procent hoger.

    Door: ABM Financial News.

    info@abmfn.nl

    Redactie: +31(0)20 26 28 999
  4. forum rang 10 voda 26 januari 2023 15:26
    Alweer 2 dagen oud...

    ArcelorMittal South Africa slashes forecast for 2022 profit
    Jan. 24, 2023 9:52 AM ET ArcelorMittal S.A. (MT)By: Carl Surran, SA News Editor1 Comment

    Steel sheet coils
    SlobodanMiljevic/E+ via Getty Images

    ArcelorMittal (NYSE:MT) warned Tuesday its FY 2022 profit at its South African operations will drop by 60%-65% on lower steel prices, weaker demand and higher coal and transport prices, as well as poor rail service, a two-week strike over wages and South Africa's worst-ever power cuts.

    ArcelorMittal South Africa (MT) said it expects headline earnings per share - the main profit measure for South African companies - of 2.15-2.45 rand/share for the year, down from 6.15 rand/share previously.

    The South African operations' declining profit fall is in sharp contrast to the 22% rise in headline earnings it reported at its half-year, although it warned then of the threat posed by a deteriorating global economic outlook.

    ArcelorMittal (MT) shares are valued at a significant discount compared to U.S. peers, which opens substantial potential upside, Insight Analytics writes in an analysis posted recently on Seeking Alpha.
  5. forum rang 7 mvliex 1 26 januari 2023 15:30
    Calculating The Intrinsic Value Of ArcelorMittal S.A. (AMS:MT)
    Simply Wall St
    Thu, January 26, 2023 at 5:48 AM GMT+1

    How far off is ArcelorMittal S.A. (AMS:MT) from its intrinsic value? Using the most recent financial data, we'll take a look at whether the stock is fairly priced by taking the expected future cash flows and discounting them to their present value. The Discounted Cash Flow (DCF) model is the tool we will apply to do this. Don't get put off by the jargon, the math behind it is actually quite straightforward.

    We generally believe that a company's value is the present value of all of the cash it will generate in the future. However, a DCF is just one valuation metric among many, and it is not without flaws.

    ........................................

    The total value, or equity value, is then the sum of the present value of the future cash flows, which in this case is US$26b. To get the intrinsic value per share, we divide this by the total number of shares outstanding. Compared to the current share price of €28.7, the company appears about fair value at a 3.2% discount to where the stock price trades currently. Valuations are imprecise instruments though, rather like a telescope - move a few degrees and end up in a different galaxy. Do keep this in mind.
    .........................................

    SWOT Analysis for ArcelorMittal
    Strength

    Debt is not viewed as a risk.

    Weakness

    Earnings growth over the past year underperformed the Metals and Mining industry.

    Dividend is low compared to the top 25% of dividend payers in the Metals and Mining market.

    Opportunity

    Good value based on P/E ratio and estimated fair value.

    Threat

    Annual earnings are forecast to decline for the next 3 years.

    Looking Ahead:
    Whilst important, the DCF calculation ideally won't be the sole piece of analysis you scrutinize for a company. The DCF model is not a perfect stock valuation tool. Rather it should be seen as a guide to "what assumptions need to be true for this stock to be under/overvalued?" If a company grows at a different rate, or if its cost of equity or risk free rate changes sharply, the output can look very different. For ArcelorMittal, we've compiled three fundamental aspects you should explore:

    Risks: Case in point, we've spotted 1 warning sign for ArcelorMittal you should be aware of.
    Future Earnings: How does MT's growth rate compare to its peers and the wider market? Dig deeper into the analyst consensus number for the upcoming years by interacting with our free analyst growth expectation chart.
    Other Solid Businesses: Low debt, high returns on equity and good past performance are fundamental to a strong business. Why not explore our interactive list of stocks with solid business fundamentals to see if there are other companies you may not have considered!

    PS. Simply Wall St updates its DCF calculation for every Dutch stock every day, so if you want to find the intrinsic value of any other stock just search here.

    finance.yahoo.com/news/calculating-in...
  6. forum rang 7 mvliex 1 26 januari 2023 15:53
    STEELBENCHMARKER PRICES January 23, 2023

    Dollars per Metric Tonne -- Pct Change
    (net ton) [gross ton] {Euros}

    Region: USA, East of the Mississippi
    Hot-rolled band: 812 (737) 6%
    Cold-rolled coil: 1041 (945) -3%
    Standard plate: 1714 (1555) 5%
    Shredded scrap*: 420 [427] 5%
    #1 Heavy melting scrap: 333 [338] -4%
    #1 Busheling scrap: 434 [441] 5%

    Region: Mainland China***
    Hot-rolled band: 524 3%
    Cold-rolled coil: 584 2%
    Rebar: 517 3%
    Standard plate: 531 4%

    Region: Western Europe
    Hot-rolled band: 758 {698} 8%

    Region: World Export Market
    Hot-rolled band: 646 4%

    To receive SteelBenchmarker graphic and tabular price history, register as a "provider" at www.steelbenchmarker.com.
    NOTES: E-mailed January 26, 2023 at 9:00 a.m. to Non-Provider Receivers. The first price release was for April 10, 2006.
    If a product is not listed or a price is not indicated, fewer than ten (10) price inputs were received at this time.
    Prices are: USA -- FOB mill; Western Europe and China -- Ex-works; and World Export Market -- FOB port of export. For USA steel scrap -- delivered to the steel plant. *For shredded scrap the region is "for all but the West Coast".
    For product specifications go to www.steelbenchmarker.com/specifications.
    *** SteelHome's non-steelbenchmarker derived average price for each product is the determinant of the Chinese ex-works benchmark price. It is published for comparative purposes.
  7. forum rang 5 christo1 26 januari 2023 20:21
    De staalprijzen zijn in Europa/NAFTA/India/Brazilië langzaam aan het aantrekken tov vorig kwartaal, denk dat we in het vorig kwartaal het diepste hebben gezien van de neerwaartse cyclus, alles wijst erop.

    Autoproductie stijgt zowel in Europa en NAFTA.

    Ik zit juist wat met vraagtekens ivm VAMA in China.

    China wil in Europa redelijk wat elektrische voertuigen slijten die geproduceerd zijn in China dus, wat kan VAMA daarin betekenen?

    Ik denk wel dat Europa wel zal ingrijpen dat China niet de Europese markt kan overspoelen tenzij chinese autofabrikanten ook fabrieken in Europa vestigen en dus lokaal staal en batterijen gaan verbruiken die aan de CO2 normen voldoen, want een chinese auto zal niet in de nabije toekomst met CO2 arm staal gebouwd worden in China waar Europa om vraagt.

    Nucor heeft toch behoorlijke resultaten gezien de afgelopen marktsituatie, arcelormittal zal het wel minder goed doen is mijn verwachting maar 2023 kan zeker een keerpunt zijn.

    Weet er iemand al de annual contract prijzen in Europa die tussen afnemers en producenten worden/zijn afgesloten.

    In Amerika is dit reeds gedaan met Cleveland cliffs aan goede prijzen.
  8. aandeeltje! 26 januari 2023 22:20
    Zo’n waardering is nogal mechanisch en niet gebaseerd op een echte analyse van de ontwikkeling cashflow. Er zitten gewoon ‘standaard’ groeifactoren (%) in. Niet dat ik het misschien anders zou doen.
    Er zijn zoveel factoren en ontwikkelingen die een rol spelen…
    Het gemiddelde koersdoel is hoger, die analisten maken ook zo’n modelletjes uiteraard.
    Och het is maar net hoe het sentiment zit. Meestal denkt men in groei, dan zit je historisch en long run gemiddeld wel goed….
  9. forum rang 10 voda 27 januari 2023 06:39
    Beursupdate: AEX op Wall Street

    Door ABM Financial News op donderdag 26 januari 2023
    Views: 6.286

    (ABM FN-Dow Jones) Op Wall Street zijn donderdag vijf van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten.

    Aegon (-0,61%)
    ArcelorMittal (+1,27%)
    ASML (+1,43%)
    ING Groep (+0,09%)
    Philips (+0,22%)
    RELX (-0,25%)
    Royal Dutch Shell (+0,64%)
    Unilever (-0,00%)

    Euro/dollar: 1,0891

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 747,21 punten, zijn geëindigd op 749,06 punten.

    Bron: ABM Financial News
  10. forum rang 5 03har 27 januari 2023 08:37
    ArcelorMittal invests $36 million in steel decarbonisation disruptor Boston Metal

    Largest initial investment to date through XCarb® Innovation Fund
    ArcelorMittal (the ‘Company’) today announces it has invested $36 million in Boston Metal. The transaction is the Company’s largest single initial investment to date through its XCarb® Innovation Fund. The fund, launched in March 2021, targets investing in the best and brightest technologies that hold the potential to play a meaningful role in the decarbonisation of the steel industry, a process ArcelorMittal intends to lead.

    ArcelorMittal’s investment has led a $120 million Series C fundraising round undertaken by Boston Metal. Other participants in the round include Microsoft’s Climate Innovation Fund and SiteGround Capital, who join Boston Metal’s existing shareholder register which features the likes of Breakthrough Energy Ventures, mining majors Vale and BHP, BMW i Ventures and several cleantech venture capital funds.

    Founded in 2013, Boston Metal is developing and commercialising a patented Molten Oxide Electrolysis (MOE) platform for decarbonising primary steelmaking. MOE uses electricity to produce molten steel through a direct, one-step process. The MOE cell is capable of processing a wide range of iron ore grades through high temperature electrolysis, producing relatively impurity-free liquid steel with no accompanying CO2 emissions. As a fully customisable steel manufacturing solution, the modular MOE cells can be scaled until desired production capacity is reached. Boston Metal has raised over $200 million in three fundraising rounds and grown from a team of eight employees in 2018 to over 100 today. It is targeting commercialisation of its technology by 2026.

    Commenting, Aditya Mittal, CEO, ArcelorMittal, said:

    “In Boston Metal, we are investing in a team that has made impressive progress over a relatively short period of time, developing a technology that has exciting potential to revolutionise steelmaking. In our extensive discussions with them, we have been impressed by the passion and vision they have to contribute to the decarbonisation of steelmaking. They are an exciting and welcome addition to the XCarb® Innovation Fund’s portfolio.”

    Tadeu Carneiro, Chairman and CEO, Boston Metal, added:

    “We believe we have the experienced team, strong financial backing, and the innovative technology required to disrupt the industry. ArcelorMittal’s support further reinforces our capacity to lead the green steel revolution.”

    Since its launch ArcelorMittal’s XCarb® Innovation Fund has now committed to investments in six companies covering a range of decarbonisation technologies – renewable energy, long-term battery storage, carbon capture and re-use, hydrogen electrolysis, nuclear energy and now direct electrolysis. The Fund is also an anchor partner in Breakthrough Energy’s Catalyst program, having committed to investing $100 million over a five-year period. For more information on the Fund go to corporate.arcelormittal.com/climate-a...
  11. SteelFollower 27 januari 2023 10:49
    Het regent de laatste tijd nieuwsberichten maar zie geen duidelijke signalen die de huidige koersontwikkeling kunnen staven. Sinds jaarwisseling is er in 1 maand tijd al bijna 5 euro bijgekomen wat nog niet eerder is gebeurd. Het lijkt nu op een stoomlocomotief die niet te stoppen is maar ik durf nu niet meer in te stappen uit angst voor een gezonde correctie terug naar 25. Zou zomaar kunnen, gewoon omdat niks te rijmen valt met deze opwaartse koerstrend terwijl het inkoopprogramma die in mei zou aflopen nog niet is afgerond, en zeker niet realiseerbaar met deze koers of ze moeten tijdelijk een flinke val maken om weer terug te veren. Wellicht dat een nieuwe renteverhoging, oorlog in Oekraine of recessie in US dit zal aanzwengelen....
  12. forum rang 5 christo1 27 januari 2023 11:01
    Indië gaat het komende decennium groeien als kool, nu heeft arcelormittal niet de boot gemist in Indië zoals in China(verschil is dat China hun staats staalbedrijven voorop stelde en Indië de vrije markt laat werken)

    Ik zie een groot potentieel het komende decennium voor arcelormittal in Indië met hun joint venture met Nippon steel.

    Arcelormittal heeft ook nog recent in indië Uttam Galva Steels ingelijfd wat een kers op de taart is.

    Als nu nog Europa zich herpakt(ziet er naar uit van wel) is de nabije toekomst rooskleurig voor arcelormittal niettegenstaande de set back in Oekraïne.

    Voor de NAFTA/Brazilië maak ik me geen zorgen.
  13. forum rang 5 03har 27 januari 2023 20:02
    27 January 2023 18:00 CET
    ArcelorMittal announces the publication of its fourth quarter 2022 sell-side analyst consensus figures

    ArcelorMittal today announces the publication of its fourth quarter 2022 sell-side analysts’ consensus figures.
    The consensus figures are based on analysts’ estimates recorded on an external web-based tool provided and managed by an independent company, Visible Alpha.

    To arrive at the consensus figures below, Visible Alpha has aggregated the expectations of sell-side analysts who, to the best of our knowledge, cover ArcelorMittal on a continuous basis. This is currently a group of approximately 15 brokers.

    The listed analysts follow ArcelorMittal on their own initiative and ArcelorMittal is not responsible for their views. ArcelorMittal is neither involved in the collection of the information nor in the compilation of the estimates.

    4Q’22 consensus estimates

    EBITDA ($m) $1,257
    Net income ($m) $358
    Earnings per share ($) $0.38

    corporate.arcelormittal.com/media/pre...
163 Posts
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