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Aandeel Akzo Nobel AEX:AKZA.NL, NL0013267909

  • 62,760 26 apr 2024 17:35
  • +0,840 (+1,36%) Dagrange 61,920 - 63,080
  • 485.877 Gem. (3M) 414,5K

Akzo Nobel NV (AKZO) - 2023

224 Posts
Pagina: «« 1 ... 5 6 7 8 9 ... 12 »» | Laatste | Omlaag ↓
  1. forum rang 9 nine_inch_nerd 11 september 2023 10:33
    UBS herhaalt advies voor Akzo Nobel
    11 september 2023 om 09:15
    De analisten van UBS hebben zich maandag opnieuw positief uitgelaten over Akzo Nobel. UBS herhaalde het advies kopen voor de aandelen van Akzo Nobel.

    Ook het koersdoel van 93,00 EUR werd door de analisten herhaald. Dat betekent dat de analisten verwachten dat de aandelen van Akzo Nobel met 27% kunnen stijgen vanaf de huidige koers van 73,46 EUR. Daarmee is UBS heel wat positiever dan de gemiddelde analist, die de koers van Akzo Nobel met 13% ziet stijgen tot 82,58 EUR.
  2. forum rang 9 nine_inch_nerd 11 september 2023 13:12
    Koppers (KOP) Extends Railroad Contract With Favorable Terms
    Thu, September 7, 2023 at 3:56 PM GMT+2
    Koppers Holdings Inc. KOP has made significant strides in securing its financial future amid inflation and supply chain disruptions. The company has agreed to amend its contract with one of its Class I railroad customers, extending the current agreement term from 2026 to 2030. This extension comes with favorable pricing adjustments, marking a crucial development in Koppers' ongoing efforts to mitigate the impact of input cost inflation on its operations.

    The amendment marks the fourth Class I railroad customer with which KOP has reached an agreement this year with higher pricing. These agreements reflect a proactive approach to addressing the challenges posed by inflation and supply chain disruptions on its rail business, which have been further exacerbated by the pandemic and global geopolitical events, including the war in Ukraine.

    The latest amendment and extension represent a pivotal step toward restoring the company's profitability to an acceptable level, the company noted. The company has witnessed a significant decline in the profitability of its treated wood products over the past five years. The price adjustments in its existing agreements provide a much-needed boost to this segment of the business and acknowledge the importance of a healthy supplier base for the industry.

    While these contract amendments are a positive development, the company noted that there is more work to be done in convincing others of the need to pay fair value for products like crossties, aligning with current market conditions.

    Koppers’ strategic efforts to improve contract terms with Class I railroad customers amid challenging conditions reflect a commitment to long-term sustainability and profitability. These favorable adjustments provide a solid foundation for the company's continued success in the rail industry, offering benefits to both Koppers and its valued customers.

    The company’s shares have rallied 70% in the past year compared with 3.8% growth of its industry.

    Koppers remains focused on expanding and optimizing its business and making progress toward its long-term financial goals. Its revenues climbed around 15% year over year in the second quarter, driven by record sales from the Railroad and Utility Products and Services (“RUPS”) and Performance Chemicals segments on higher pricing and volumes. The Carbon Materials and Chemicals segment also delivered higher sales on price increases.

    Sales from the RUPS segment climbed around 15% year over year to $234.4 million in the second quarter. Sales were driven by higher prices in several markets and increased volumes for crossties and utility poles.

    Koppers currently has a Zacks Rank #4 (Sell).

    Better-ranked stocks worth a look in the basic materials space include Carpenter Technology Corporation CRS, Hawkins, Inc. HWKN and Akzo Nobel N.V. AKZOY.

    The Zacks Consensus Estimate for current fiscal-year earnings for CRS is currently pegged at $3.48, implying year-over-year growth of 205.3%. Carpenter Technology currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

    Carpenter Technology has a trailing four-quarter earnings surprise of roughly 10%, on average. The stock has rallied around 85% in a year.

    Hawkins currently carries a Zacks Rank #1. It has a projected earnings growth rate of 18.9% for the current year.

    Hawkins has a trailing four-quarter earnings surprise of roughly 25.6%, on average. HWKN shares are up around 60% in a year.

    Akzo Nobel currently carries a Zacks Rank #1. The Zacks Consensus Estimate for AKZOY's current-year earnings has been revised 2.9% upward over the past 60 days.

    The Zacks Consensus Estimate for current fiscal-year earnings of Akzo Nobel is currently pegged at $1.44, implying year-over-year growth of 67.4%. AKZOY shares have gained around 25% in a year.


    finance.yahoo.com/news/koppers-kop-ex...
  3. forum rang 9 nine_inch_nerd 11 september 2023 16:57
    AkzoNobel (AKZOY) Up 17% YTD: What's Driving the Stock?
    Mon, September 11, 2023 at 12:54 PM GMT+2
    AkzoNobel N.V.’s RS shares have gained 17% year to date. The company has also outperformed its industry’s decline of 1.6% over the same time frame. Moreover, it has topped the S&P 500’s 15.9% rise over the same period.

    Let’s dive into the factors behind this Zacks Rank #1 (Strong Buy) stock’s price appreciation.

    What’s Going in AkzoNobel’s Favor?

    AkzoNobel remains exposed to pressure on volumes from the ongoing macro-economic uncertainties. However, it is taking actions to manage margins, improve operational efficiency, reduce costs, normalize working capital and de-leverage its balance sheet.

    The company is also taking measures to improve its operations, grow through strategic acquisitions and deliver innovative solutions to customers. Its vast geographic footprint and leading positions in many market segments provide it opportunities for growth amid a challenging macro-economic landscape. AKZOY further expanded its significant presence in Latin America with the acquisition of Colombia-based paints and coatings company, Grupo Orbis in 2022. It also has a strong foothold in the South Asia Pacific region.

    Moreover, AkzoNobel sees its cost-cutting actions to mitigate the sustained pressure from inflation in operating costs this year. Lower raw material costs are also expected to favorably impact AKZOY’s profitability in 2023. The company’s supply-chain improvement initiatives and actions to manage working capital are expected to drive cash generation and strengthen its balance sheet.

    Over the past two months, the Zacks Consensus Estimate for AkzoNobel for 2023 has increased around 2.9%. The consensus estimate for 2024 has also been revised 3.7% upward over the same time frame. The favorable estimate revisions instill investor confidence in the stock.

    The Zacks Consensus Estimate for earnings for 2023 for AkzoNobel is currently pegged at $1.44, reflecting an expected year-over-year growth of 67.4%. Earnings are also expected to register a 16% growth in 2024.


    finance.yahoo.com/news/akzonobel-akzo...
  4. AKKIE 12 september 2023 12:51
    Ik zie bij News PPG staan:

    Shares of German drug-packaging maker Gerresheimer fall nearly 8% as brokerage J.P.Morgan cuts Q3 sales forecast
    Stock hits the bottom of German mid-cap index <.MDAXI> and is on track for its worst day since June 2022
    The brokerage lowers its revenue estimates for the group's plastics & devices division by 6%, citing falling resin prices, and for primary packaging glass (PPG) unit by 10% on a tough prior year comp
    Sees PPG sales growth in low-single-digit range, below its prior estimate of 12%, and compared to 21.6% in Q1 and 9.2% in Q2
    "Margin improvement should follow with improving volumes and mix, although we see limited upside to mid-term guidance," JPM adds
    Gerresheimer's stock is one of the worst performers in the STOXX Europe 600 <.STOXX>

    Q3 turnover declines...

    Maar dit gaat helemaal niet over PPG.

    Zou Akzo worden afgerekend over een verkeerd aan PPG gekoppeld artikel.....
  5. AKKIE 12 september 2023 12:58
    quote:

    AKKIE schreef op 12 september 2023 12:51:

    Ik zie bij News PPG staan:

    Shares of German drug-packaging maker Gerresheimer fall nearly 8% as brokerage J.P.Morgan cuts Q3 sales forecast
    Stock hits the bottom of German mid-cap index <.MDAXI> and is on track for its worst day since June 2022
    The brokerage lowers its revenue estimates for the group's plastics & devices division by 6%, citing falling resin prices, and for primary packaging glass (PPG) unit by 10% on a tough prior year comp
    Sees PPG sales growth in low-single-digit range, below its prior estimate of 12%, and compared to 21.6% in Q1 and 9.2% in Q2
    "Margin improvement should follow with improving volumes and mix, although we see limited upside to mid-term guidance," JPM adds
    Gerresheimer's stock is one of the worst performers in the STOXX Europe 600 <.STOXX>

    Q3 turnover declines...

    Maar dit gaat helemaal niet over PPG.

    Zou Akzo worden afgerekend over een verkeerd aan PPG gekoppeld artikel.....
    Ik heb zojuist speculatief wat calls sept opgepakt....
  6. forum rang 9 nine_inch_nerd 12 september 2023 13:09
    quote:

    NeverEver schreef op 12 september 2023 12:57:

    Further drop or recovery after US markets open???
    Beleggers zien de futures (van de overkant) ook al, dus de invloed hiervan speelt nu ook al. Tevens zal het algemeen de beurs beïnvloeden waaronder dus ook Akzo. Maar niet specifiek alleen gericht op Akzo. De daling nu t.o.v. andere fondsen is wel een feit en is even niet duidelijk.

    Toevallig gisteren nog een P70.00 geschreven (dec '26). :) Zie je hoe dingen gaan....
  7. forum rang 9 nine_inch_nerd 12 september 2023 14:10
    Op twitter gevonden:

    Asian Paints, Berger Paints, Kansai Nerolac Paints, Akzo Nobel, and Indigo Paints, command a substantial 90% market share within the paint industry.
    The Indian paint industry is likely to see slower growth in the current financial year after two years of scorching performance


    Paint industry growth to soften this year, say analysts from CareEdge Ratings
  8. forum rang 9 nine_inch_nerd 12 september 2023 14:14
    Paint industry growth to soften this year, say analysts from CareEdge Ratings
    paint


    The Indian paint industry is likely to see slower growth in the current financial year after two years of scorching performance in FY22 and FY23, indicated an analysis by CareEdge Ratings.

    After growing at nearly 20% a year in the last two years, revenue growth is likely to moderate to 9-10% this year, even as operating margins are likely to improve by 1 to 2% due to lower raw material prices.

    “The price hike of 15–20% in FY23 and around 2.5% in Q1FY24 undertaken by major players in the paint industry also contributes to the anticipated increase,” noted the analysts from CareEdge Ratings.

    The prices of raw materials which account for nearly 50-60% of total sales have remained high during FY22 and FY23 due to the supply disruptions during the Covid-19 pandemic followed by the Ukraine-Russia war impacting the crude oil prices.

    However, the prices of raw materials have started cooling from the second half of FY 2023.
    Prices of titanium dioxide, which contributes around 55-60% of the total cost of raw materials, declined by 30% year-on-year in the March-June quarter in 2023.

    Further, with the decrease in the crude oil prices the raw material prices too softened.

    “With the prices of paints staying firm and input costs softening, the industry is expected to witness an expansion in profit margins in FY24 in the range of 1-2%,” said analysts from CareEdge.

    The Indian paint industry is dominated by organised players, constituting approximately 70% of the total market share. As of the end of FY23, the organised market is valued at Rs 62,000 crore, the report noted.

    Asian Paints, Berger Paints, Kansai Nerolac Paints, Akzo Nobel, and Indigo Paints, command a substantial 90% market share within the paint industry.

    The top five industry players have demonstrated remarkable growth, registering a robust Compound Annual Growth Rate (CAGR) of 14-15% over the past five years (FY19-FY23).

    This growth trajectory notably accelerated during FY22 and FY23 aided by recovery in demand from key user industries, which rebounded after the initial pandemic induced setback.

    Increase in competition

    The paint industry has seen the entry of several new business conglomerates, including Grasim Industries, Pidilite, and the JSW Group, who have joined the competitive landscape, challenging the established players.

    “Even as the newcomers are equipped with robust financial and industrial footing, it is still anticipated that they will require a significant period, estimated at five to seven years, to establish their presence in the market and secure a meaningful market share from the established industry leaders,” the report said.

    The top five industry players possess a substantial dealer network spanning the entire country in terms of distribution and market outreach. For example, prominent players like Nippon and JSW Paints, Indigo Paints, allocate nearly 15-20% of their sales budget towards advertising.

    Meanwhile, Asian Paints allocate approximately 5% of their sales budget.

    Achieving parity will demand substantial time and investment from the new entrants.

    “Housing sector growth and demand for repainting amid growing aspirations among people will be the major growth drivers for decorative paints. On the supply side, the industry is expected to augment capacity by 20% in the next three to four years, driven by the capex undertaken by the new and existing players. Hence, the competitive intensity is poised to escalate in the long haul,” said Yogesh Shah, Senior Director, CareEdge Ratings.

    Increase in demand

    The paint industry is expected to post a significant growth with the increase in demand from real estate.

    “The real estate sector accounts for about 70% of the total paint demand. The demand from real estate is expected to be robust in FY24 on expectation of significant project completion, and increased government spending on affordable housing and infrastructure,” said CareEdge Ratings.

    Residential housing sales are expected to increase by 10% in the top fifteen cities during 2024.

    Demand from repainting, which accounts for 80% of total decorative paint demand, is expected to pick up due to factors such as a growing population, an increase in rental homes and growth in the income levels of consumers.
  9. forum rang 9 nine_inch_nerd 12 september 2023 14:20
    Dat bericht t.o.v. eerdere berichten deze week

    Indian paint industry to grow 9-10% in FY24: CareEdge
    Over the next 3-4 years, the industry is expected to augment its capacity by 20% of the current levels
    www.indianchemicalnews.com/chemical/i...
    realty.economictimes.indiatimes.com/n...
  10. sjaak1918 12 september 2023 15:54
    Lagere verwachtingen:

    Shares in Akzo Nobel drop 5%, after losing up to 7.3%, on track for its worst day in 3 and a half years
    Fears about potentially lower volumes in H2 and investor concerns on Q3 volumes might be dragging the stock down, said an analyst who did not want to be named
    "The company recognizes the macro-economic headlines in recent weeks and we still expect to deliver on our Q3 and full year earnings guidance," AkzoNobel tells Reuters in an e-mail response
    Up to the previous session's close, shares were up 17.5%?YTD
    (Reporting by Michal Aleksandrowicz, Victor Goury-Laffont)

    ((michal.aleksandrowicz@tr.com))
  11. forum rang 6 mercurius-adept 12 september 2023 16:14
    quote:

    sjaak1918 schreef op 12 september 2023 15:54:

    Lagere verwachtingen:
    ...
    "The company recognizes the macro-economic headlines in recent weeks and we still expect to deliver on our Q3 and full year earnings guidance," AkzoNobel tells Reuters in an e-mail response
    ...
    hmm dus 25 juli de outlook licht verhoogd, en nu vandaag dus nog maar eens bevestigd....dat laat wel heel weinig ruimte voor falen??
  12. forum rang 10 voda 12 september 2023 16:51
    Aandeel AkzoNobel onder druk

    Onderneming op twee events aanwezig.

    (ABM FN-Dow Jones) Het aandeel AkzoNobel staat dinsdag stevig onder druk. De koers daalt met 5,5 procent, zonder dat er nieuws is. Ook bij sectorgenoten is er geen richtinggevend nieuws, volgens kenners.

    Op de eigen website meldt AkzoNobel wel dat het vandaag aanwezig is op de 'Food Ingredients & Chemicals Conference' van zakenbank Berenberg in Londen.

    En tegelijk is het bedrijf vandaag ook aanwezig op de 'Autumn Conference' van Kepler Cheuvreux in Parijs.

    Door: ABM Financial News.

    info@abmfn.nl

    Redactie: +31(0)20 26 28 999
224 Posts
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