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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 23,800 18 apr 2024 17:35
  • +0,290 (+1,23%) Dagrange 23,560 - 23,960
  • 2.676.573 Gem. (3M) 2,4M

ArcelorMittal Juni 2021

1.242 Posts
Pagina: «« 1 ... 26 27 28 29 30 ... 63 »» | Laatste | Omlaag ↓
  1. SteelFollower 16 juni 2021 17:31
    quote:

    *voetnoot schreef op 16 juni 2021 17:25:

    Waarschijnlijk is dit de oorzaak:

    businessam.be/nieuwe-covid-uitbraken-...
    Waarom denk je dat want AM is niet zo actief in China zelf omdat ze daar zelf al staal produceren tegen dumpprijzen dus ik zie geen direct verband, eerder voordeel voor AM omdat China dan minder snel staal kan exporteren naar andere landen welk gat AM zou kunnen invullen.
  2. forum rang 7 *voetnoot 16 juni 2021 18:06
    quote:

    SteelFollower schreef op 16 juni 2021 17:31:

    [...]

    Waarom denk je dat want AM is niet zo actief in China zelf omdat ze daar zelf al staal produceren tegen dumpprijzen dus ik zie geen direct verband, eerder voordeel voor AM omdat China dan minder snel staal kan exporteren naar andere landen welk gat AM zou kunnen invullen.
    Het gaat meer om het wereld-tekort aan containers.
  3. KijKhumGaaN.... 16 juni 2021 18:57
    (MT) DCF Fair Value Target: $78.14 (on 16/06/2021 $30,30 now)

    _
    Discounted cash flow (DCF) is a valuation method used to estimate the value of an investment based on its expected future cash flows. DCF analysis attempts to figure out the value of an investment today, based on projections of how much money it will generate in the future.
    _
  4. forum rang 10 voda 17 juni 2021 06:54
    Beursupdate: AEX op Wall Street

    Door ABM Financial News op woensdag 16 juni 2021
    Views: 5.284

    (ABM FN-Dow Jones) Op Wall Street zijn woensdag drie van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. ING was met een winst van 1,3 procent de sterkste stijger. RELX was met een verlies van 0,7 procent de sterkste daler.

    Aegon (+0,1%)
    ArcelorMittal (-0,4%)
    ASML (-0,4%)
    ING Groep (+1,3%)
    Philips (-0,2%)
    RELX (-0,7%)
    Royal Dutch Shell (+0,3%)
    Unilever (-0,2%)

    Euro/dollar: 1,20111

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 733,50 punten, zijn geëindigd op 734,27 punten.
  5. forum rang 10 voda 17 juni 2021 07:58
    China Crude Steel Production in May 2021 at New Monthly Record

    China’s crude steel output hit a monthly record in May 2021, rising 1.6% MoM from April 2021 following resilient downstream demand and firm profit margins, despite a steep drop in margins towards the end of the month. According to latest National Bureau of Statistics data, China produced 99.45 million tonnes of crude steel in May 2021, compared with 97.85 million tonnes of output in April 2021 and was 7.7% higher than in May 2020. However, average daily output of 3.206 million tonnes crude steel in May fell by 1.6% MoM from 3.261 million tonnes in April. In the first five months of 2021, China produced 473.1 million tonnes of crude steel, up 13.9% YoY, which translate to average monthly production of 94.62 million tonnes to take annualized figure of 1.135 billion tonnes for 2021, up by about 7% YoY as compared to 1.065 billion tonnes in 2020.

    However, contrary to continued surge in crude steel production in China since May 2020, a report in Global Times has highlighted that China's largest steel producing Hebei Province has continued to reduce excess capacity with the number of steel production enterprises reduced from 107 to 68 and steel production capacity has been reduced from a peak of 320 million tonnes to less than 200 million tonnes. Hebei Daily reported that “The province is on track to achieve its goal of withdrawing iron and steel production from the city and relocating 150,700 workers with a resettlement rate of 100%.”

    Source - Strategic Research Institute
  6. forum rang 10 voda 17 juni 2021 07:59
    China Steps Up Campaign to Control Iron Ore Prices

    Bloomberg, citing people with knowledge of the matter, reported that China has stepped up its campaign to rein in commodity prices and reduce speculation in a bid to ease the threat to its pandemic rebound from soaring raw material costs. The State owned Assets Supervision and Administration Commission has ordered state owned enterprises to control risks and limit their exposure to overseas commodities markets and companies have been asked to report their futures positions for Sasac to review. It’s unclear what could have triggered Sasac’s latest order but the regulator hasn’t ruled out further measures, including those that target specific companies under its control. The government had already asked domestic firms, including steel mills, commodities merchants and brokerages, to reduce bullish bets on local futures markets for highly volatile raw materials like iron ore and coal.

    China has accelerated its efforts in recent weeks to curb the inflationary pressures that threaten its economic recovery from the pandemic. The surge in iron ore prices has raised concerns about market speculation with Chinese officials, who have been ramping up measures to cool the market down. Government inspections aim to stop speculation and irregularities. China Iron and Steel Association proposed an industry self-review initiative last month, urging the iron and steel industry to strengthen market order to further promote high-quality development of the industry while vowing steel enterprises will adjust their export strategies to safeguard the domestic supply.

    Global Times separately reported that China Iron and Steel Association Vice President Mr Luo Tiejun held a meeting with the Nippon Steel's China Chief Representative on 15 June. The two parties held a friendly exchange on issues such as controlling production capacity, raw material prices, regulating iron ore pricing mechanisms and steel market trends in the second half of the year. Exchanges and working in partnership on steel and iron ore market between China and Japan are conducive to clamping down on global soaring prices of iron ore and a more reasonable pricing mechanism is one measure which could address under pressure supply chains. Given current China Australia souring ties, diversifying the sources of supply for much needed iron ore has become part of China's long term strategy to fend off the risks of too much reliance on any single source.

    China’s National Development and Reform Commission in May briefing had directed that Chinese firms should boost domestic exploration for iron ore, widen their sources of imports and explore overseas ore resources. China has been ramping up efforts to reduce trade risks. One conspicuous case is the reduction of Australian coal imports. In 2020, China imported 300 million tonnes of coal in total, of which 78.09 million tonnes were from Australia, accounting for 26%, second only to Indonesia accounting for 46%. This year, Mongolia has become China's biggest supplier of coking coal after China banned imports of Australian coal. While an outright ban would be almost unimaginable, various forms of restrictions, delays or increased administrative burdens on Australian iron ore imports cannot be ruled out.

    Japan imported around 99 million tonnes of iron ore in 2020, decreasing for the sixth year in a row. On the other hand, China's imports were nearly tenfold of that, with more than 80% sourced from Australia and Brazil. China's imports of iron ore from Australia accounted for 61% of China's total imports in 2020. The latest data from China's customs authority showed that China's imports of iron ore in January to May 2021 surged by 6% YoY to 472 million tonnes.

    Driven by strong demand recovery & margins, Chinese steel mills are continuing to produce steel at record levels, thus needing additional volumes of imported iron ore. As a result, average iron ore prices in May & June have surged to USD 212 CFR China & USD 222 CFR China, more than double of USD 94-103 CFR in May & June 2020.

    Source - Strategic Research Institute

    Voor veel meer, zie de nieuwsdraad.
  7. forum rang 10 voda 17 juni 2021 08:13
    ArcelorMittal Liberia Plans Restart of Phase 2 Expansion Project

    Liberian Senate President Pro Tempore Mr Albert Tugbe Chie, a geologist, visited to the ArcelorMittal Liberia’s mining operations in Tokadeh in Nimba County and inspected ongoing preparatory work for the resumption of construction of a concentrator and other state of the art mining infrastructures. Mr Albert Chie expressed optimism about the transformational impact that the ArcelorMittal Liberia expansion project will have on the country’s economy and the many benefits to be accrued in jobs, revenue generation, and other critical areas and pledged to work with other legislators to support the AML expansion project and plan for the future. He said “Government sees this as a ground breaking investment that will provide many jobs and training for Liberians to take up major technical and professional roles within the company.”

    ArcelorMittal Liberia’s Acting Chief Executive Officer Mr Johannes Heystek emphasized AML’s readiness to accelerate on going progress on the expansion project and assured of the company’s commitment to increasing investment in Liberia as a strategic partner to the country. He said ArcelorMittal Liberia is excited by the visit of the President Pro Tempore and expressed the hope that as someone with a rich mining and geological expertise, he would be an ambassador for the expansion project.

    ArcelorMittal Liberia plans to restart the expansion of its iron-ore operations in Liberia this year. The Phase 2 project was brought to a halt when on-site contracting companies pulled out with the onset of the Ebola crisis in West Africa in 2014. ArcelorMittal recently completed a revised feasibility study for the modular build of a 15 million tonne concentrator, with aligned mine, concentrator, rail and port capacity. About USD 800 million would be required to complete the brownfield project. First concentrate is expected in the fourth quarter of 2023.

    ArcelorMittal Liberia has been operating a five-million-tonne direct shipping ore project since 2011 and started an expansion to 15-million tonnes a year in 2013.

    Source - Strategic Research Institute
  8. [verwijderd] 17 juni 2021 09:10
    quote:

    max2 schreef op 16 juni 2021 21:37:

    Dat de staalprijzen nu een tijdje lager zijn daar ligt het niet aan: een jaar geleden op 800 dollar, naar 1900 in maart 2021, en nu een beetje teruggezakt naar ruim 1700, dus bijna nog het dubbele van een jaar geleden.
    Alles telt mee , staalprijzen , Fed , koers gaat gewoon terug helaas
  9. forum rang 7 Hopper58 17 juni 2021 09:37
    Op boerse.de:

    "0210617 – NEW YORK (dpa-AFX Analyser) - Die US-Investmentbank Goldman Sachs hat die Einstufung für ArcelorMittal auf "Buy" mit einem Kursziel von 36 Euro belassen. Untermauert von hohen Rohstoffpreisen und einem disziplinierten Kapitalmanagement verspricht sich Analyst Jack O'Brien in einer am Donnerstag vorliegenden Branchenstudie in diesem Jahr von Metall- und Minenwerten den stärksten Free Cashflow seit mehr als zehn Jahren. Er sieht deshalb die Chance, dass die Rückflüsse an die Aktionäre positiv überraschen"
  10. [verwijderd] 17 juni 2021 09:44
    quote:

    Service schreef op 17 juni 2021 09:20:

    5e dag op rij de grootste daler
    Ruim 10% van de koers ingeleverd
    Wereldwijd positief sentiment zorgt voor stijgende beurzen
    Gepubliceerd op 17 June 2021 07:30

    Door Royce Tostrams

    Het succes van het vaccinatieprogramma zorgt ervoor dat het virus wordt teruggedrongen en de economie steeds verder open gaat. Veel bedrijven hebben zich het afgelopen jaar goed weten aan te passen aan de omstandigheden, waardoor ook het aantal faillisementen beperkt is gebleven.

    Verwacht wordt dat de economie straks weer op volle toeren gaat draaien, zodra alle beperkingen zijn opgeheven. Ook voor de beursgenoteerde bedrijven betekent dit gunstige tijden. De beurs loopt echter gemiddeld een half jaar voor op de laatste economische cijfers, waardoor een deel van de potentiële winsten al in de koersen is verwerkt.

    Vooralsnog liggen de technische plaatjes er sterk bij en verwachten beleggers ook voor de langere termijn stevige economische groei. Ik bekijk het langetermijn-technische beeld van de AEX-index, de Euro Stoxx 50 en de MSCI World Index.

    AEX-index vormt hogere top
1.242 Posts
Pagina: «« 1 ... 26 27 28 29 30 ... 63 »» | Laatste |Omhoog ↑

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