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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

Laatste koers (eur) Verschil Volume
20,190   +0,190   (+0,95%) Dagrange 20,100 - 20,290 221.476   Gem. (3M) 2,6M

Juni 2017 Arcelor Mittal

5.219 Posts
Pagina: «« 1 ... 56 57 58 59 60 ... 261 »» | Laatste | Omlaag ↓
  1. [verwijderd] 6 juni 2017 11:27
    Eens even kijken naar de prijsontwikkeling van ArcelorMittal, ijzer erts en staal... in de maand mei:

    ArcelorMittal: -11,2% (prijsdaling in euro)

    Iron ore: -7,9% (prijsdaling in $)
    Staal: -7,6% (prijsdaling in INR)

    (Tsja, dit beeld zal afgelopen niet echt verander zijn lijkt me... gezien de daling van de staalbedrijven in India vorige week - ArcelorMittal volgt opnieuw)

    Bronnen:
    www.iex.nl/Aandeel-Koers/11895/Arcelo...
    www.finanzen.nl/grondstoffen/ijzerert...
    www.business-standard.com/article/eco...

    Citaat uit 3de bron:

    "According to a recent ICRA report, prices of hot rolled coil (HRC), the benchmark for flat steel, corrected by around Rs 2,750 a tonne in May. HRC prices after the correction is around Rs Rs 36,000 a tonne.

    However, the price correction was not a cause for worry yet, because raw material prices had also been revised downwards. Iron ore prices in the global market had come down from a high of $90 a tonne to $60 a tonne while private miners in Odisha were understood to have reduced prices by Rs 150-200 a tonne."

    PS. Dit alles met de kanttekening dat China wel een heel ander beeld geeft t.a.v. de prijsontwikkeling van staal, hier wordt beschreven dat de prijs van staal afgelopen maanden juist flink is gestegen in termen van Chinese Yuan:
    assets.bwbx.io/images/users/iqjWHBFdf...

    Bron: www.bloomberg.com/news/articles/2017-...

    (Helaas zien we in India dus een heel ander beeld: zowel ijzer erts als staal daalt in prijs)
  2. Kogovus 6 juni 2017 11:29
    ArcelorMittal chairman and CEO, Lakshmi N. Mittal, responds to The Italian Minister of Economic Development signing decree to transfer Ilva to AM Investco
    Lakshmi N. Mittal, chairman and CEO of ArcelorMittal, said:
    “I am very pleased that AM Investco, our consortium together with Marcegaglia and Banca Intesa Sanpaolo, has been recognised as a good owner for Ilva. I would like to take this opportunity to assure all stakeholders that we recognise the trust that has been placed in us. We will work with all interested parties to ensure a stronger, better and cleaner future for Ilva, its employees and the regions in which it operates. Our plan is supported by a significant investment programme that will enable the company to improve its product mix, win back market share and address the environmental issues. Our teams are excited to have the opportunity to help Ilva re-establish its position as Italy’s premier steel company. Our focus will now be on finalising the sales purchase agreement and starting discussions with various stakeholders.”
    Antonio Marcegaglia, chairman and CEO, Marcegaglia, said:
    "As an industrial partner of the winning consortium we will be driven by a collaborative spirit and will commit ourselves to enabling every stakeholder can benefit from this extraordinary opportunity: the relaunch of Ilva, Europe’s largest steel asset."
  3. Toekomstbeeld 6 juni 2017 11:32
    quote:

    Martijn van M schreef op 6 juni 2017 11:27:

    PS. Dit alles met de kanttekening dat China wel een heel ander beeld geeft t.a.v. de prijsontwikkeling van staal, hier wordt beschreven dat de prijs van staal afgelopen maanden juist flink is gestegen in termen van Chinese Yuan:
    assets.bwbx.io/images/users/iqjWHBFdf...

    Bron: www.bloomberg.com/news/articles/2017-...

    (Helaas zien we in India dus een heel ander beeld: zowel ijzer erts als staal daalt in prijs)
    Gelukkig dan maar dat AM (nu nog) zo weinig in India doet. Overigens is dat voor De echte Believers allemaal bekende info. Maar toch bedankt dat je nog eens benadrukt dat de prijzen in China van de staalproducten gestegen zijn.
  4. forum rang 4 Diegy 6 juni 2017 11:35
    quote:

    trixxx schreef op 6 juni 2017 11:17:

    #ArcelorMittal: naar underperform van buy en naar 17,50 van 35 euro - Bank of America Merril Lynch
    Zo hé dat is een enorme Downgrade. Als de Amerikanen wakker zijn zullen ze wel massaal gaan dumpen. Best kan dat goldman Sachs hun koersdoel eerdaags ook fors naar beneden gaan bijstellen.
  5. jessebrown 6 juni 2017 11:37
    What U.S. Steel's Rough May Could Mean for June PART 6 OF 7
    What US Steel Investors Are Watching in June
    By Mark O'Hara | Jun 2, 2017 12:37 pm EDT
    US steel investors
    In previous parts of this series, we looked at steel companies’ May price actions. In this part, we’ll look at the key data points that steel investors will be watching out for in June.

    What US Steel Investors Are Watching in June

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    Chinese exports
    China’s May trade data is scheduled for June 8. Chinese steel exports have been among the biggest challenges for the global steel industry (MT) (X). However, we saw a sharp yearly fall in Chinese steel exports in the first four months of the year as strong domestic demand prevented China’s rising steel production from flooding international markets.

    That said, we also saw Chinese steel production hit a monthly record last month, while the country’s demand indicators including manufacturing PMI (purchasing managers’ index) and car sales showed signs of moderation.

    Demand indicators
    Meanwhile, China’s most recent manufacturing PMI has given divergent signals. While the official PMI came in better than expected, the Caixin survey, which focuses on small and medium enterprises, showed contraction. To be sure, steel investors will be watching Chinese demand indicators closely for a sense of the country’s steel demand (NUE) (AKS).

    Specifically, investors will be eyeing China’s May real estate, fixed asset investments, and car sales data, as these sectors are among the biggest steel consumers (XLB). If we see an increase in Chinese exports amid softening domestic demand, it could hamper the steel industry’s recovery.

    Meanwhile, trade actions have helped the US steel industry protect itself from the onslaught of Chinese steel exports—at least in their direct form. At the same time, we’ve seen a gradual increase in US steel imports as other countries have filled the gap. For this reason, attentive steel investors will be following May US steel import data, which should be released on June 23.

    In the next and final part of this series, we’ll discuss which steel stocks markets are eying more bearishly than others.

    1M
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    YTD
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    Click Ticker Above to Show/Hide on Graph
    X
    AKS
    MT
    NUE
    XLB
    May 22rd
    Jun 5th
    $19
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    PART 7
    What U.S. Steel's Rough May Could Mean for June PART 7 OF 7
    Steel Investors Are Most Bearish on These Stocks
    By Mark O'Hara | Jun 2, 2017 12:37 pm EDT
    Bearish steel investors
    In the previous part of this series, we examined the key events that steel investors will be monitoring in June. In this final part of our series, we’ll discuss short positions in steel stocks (XME).

    Remember, short interest tells us the number of shares that have been sold short. This data is released every two weeks. From short interest, we derive a ratio of days it would take investors to cover their short positions, or short interest divided by the average daily traded volume. This days-to-cover ratio helps us standardize short interest, as more liquid companies tend to have higher absolute short interest.

    Steel Investors Are Most Bearish on These Stocks

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    Days to cover
    According to the latest update on May 15, 2017, U.S. Steel’s (X) days-to-cover or short interest ratio stood at 0.93. This ratio has risen from the previous update, when U.S. Steel’s short interest ratio was 0.81 on April 28. Nucor (NUE) and Steel Dynamics (STLD) had a short interest ratios of 2.29 and 2.82, respectively, on May 15. AK Steel’s (AKS) short interest ratio was 2.29 on the same day.

    ArcelorMittal (MT), the world’s largest steelmaker, has seen a steep increase in its short interest. The stock’s short interest ratio stood at 5.5 on May 15, as compared to 1.57 on April 28. Based on the most recent update, MT has the highest short interest ratio among the steel stocks that we’ve been covering in this series.

    What can we infer?
    It’s worth noting that while a higher short interest ratio indicates bearish sentiment, it could also trigger a short squeeze in the case of a positive news flow. Investors will recall that many bears were caught unaware in 1Q17, when rising steel prices triggered a steep rally in steel stocks.

    You can read Market Realist’s series Analyzing the Steel Industry’s Demand-Supply Balance in 2Q17 to explore recent steel industry indicators.
  6. andrejes 6 juni 2017 11:38
    Aminvestco wint biedingsstrijd om staalfabriek Ilva

    Investeerdersgroep met ArcelorMittal betaalt 1,8 miljard euro.

    (ABM FN-Dow Jones) Investeerdersgroep Aminvestco, waar ArcelorMittal deel van uit maakt, heeft de bieding gewonnen die de Italiaanse overheid had uitgeschreven voor de overname van staalfabriek Ilva. Dit bevestigde een woordvoerder van ArcelorMittal dinsdag tegenover ABM Financial News.

    De woordvoerder stelde dat Aminvestco door de Italiaanse minister Carlo Calenda van Economische Ontwikkeling is verkozen om Ilva over te nemen. De investeerdersgroep betaalt volgens het ministerie 1,8 miljard euro voor de Italiaanse staalfabriek en zal bovendien 2,4 miljard euro investeren in onder meer het milieuvriendelijker maken van de fabriek.

    Aminvestco zal rond de tafel zitten met de Italiaanse regering om te spreken over de voorwaarden waaronder de transactie zal plaatsvinden. De woordvoerder van ArcelorMittal benadrukte dat het zodoende nog niet zeker is dat beide partijen tot een overeenkomst zullen komen.

    Aminvestco bestaat uit onder meer ArcelorMittal, Marcegaglia en Banca Intesa.

    Op een rood Damrak koerste het aandeel ArcelorMittal dinsdagochtend 3,0 procent lager op 18,23 euro.

    Door: ABM Financial News.

    info@abmfn.nl

    Redactie: +31(0)20 26 28 999

    Copyright ABM Financial News. All rights reserved

    (END) Dow Jones Newswires

    June 06, 2017 05:22 ET (09:22 GMT)

    *Binck is niet aansprakelijk voor informatie verschaft door derden
  7. forum rang 4 moneypocket 6 juni 2017 11:43
    quote:

    Diegy schreef op 6 juni 2017 11:35:

    [...]
    Zo hé dat is een enorme Downgrade. Als de Amerikanen wakker zijn zullen ze wel massaal gaan dumpen. Best kan dat goldman Sachs hun koersdoel eerdaags ook fors naar beneden gaan bijstellen.
    Wel zeer goede timing om deze downgrade nu de wereld in te slingeren. Wat een slapers daar...Indien deze bank 50% downgrade geeft qua koersdoel vraag ik mij werkelijk af onder welke steen deze analisten liggen, haha!
5.219 Posts
Pagina: «« 1 ... 56 57 58 59 60 ... 261 »» | Laatste |Omhoog ↑

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