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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

Laatste koers (eur) Verschil Volume
23,950   -0,220   (-0,91%) Dagrange 23,900 - 24,410 1.778.550   Gem. (3M) 2,3M

Arcelor Mittal Augustus 2024

254 Posts
Pagina: «« 1 2 3 4 5 6 ... 13 »» | Laatste | Omlaag ↓
  1. forum rang 6 christo1 2 augustus 2024 20:17
    The EU's impending anti-dumping investigation into four steel exporters could affect more than half of the bloc's hot-rolled coil (HRC) imports.

    Next week the commission is expected to officially initiate an investigation into HRC imports from Egypt, Japan, India and Vietnam, in response to a petition from European producers' association Eurofer.

    In January-May this year, these four sellers accounted for about 51pc of the EU's nearly 4.3mn t of HRC imports; in both April and January of this year, when quarterly quotas reset, they accounted for more than 58pc. This suggests that nearly 2.2mn t of this year's HRC imports could be affected by the investigation, which would create a much more captive market for domestic steelmakers.

    It is not clear whether dumping will be proven, and market sources suggest this will be difficult in some cases, particularly for Vietnam and Egypt, as domestic prices in Vietnam are regularly below its export deals, they said. But even fairly small duties can affect trade flow, as evidenced by Turkey's reduced competitiveness in the EU in recent years, although aggressive Chinese prices have also had a major impact on this volume of late.

    "Importing coil is becoming impossible," a service centre source said, suggesting end-manufacturers would buy finished parts from these countries instead of steel, undermining the steelmakers that the investigation is meant to protect.

    "By standing on the necks of European manufacturers like this, the commission is going to kill consumption in Europe," a trading firm posted on social media. An executive with one trading firm said the commission should exempt low emission steel "if they really care about CBAM [the carbon border adjustment mechanism]".

    Despite the potential outsize effect of the investigation, physical prices have not moved, given the current market malaise and the typical duration of EU investigations. Since Argus broke the news of the investigation on 25 July, the benchmark northwest EU HRC index fell by €14.75/t to €605/t on Thursday.

    The typical timeline for EU anti-dumping cases now is for provisional duties at eight months and definitive measures after 14 months, assuming dumping is proven.

    A steelmaking executive said the dumping case "should support" prices headed into the fourth quarter of this year and the first of next year, by which time service centres' will have destocked and have to return to market.

    So far, Japan, Vietnam and India have been informed of the case, according to market participants and diplomatic notes seen by Argus.

    Mvg
  2. forum rang 10 voda 3 augustus 2024 09:11
    Beursupdate: AEX op Wall Street

    (ABM FN-Dow Jones) Op Wall Street zijn vrijdag vier van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten, waaronder zwaargewichten ASML, Unilever en Shell.

    Aegon (-0,25%)
    ArcelorMittal (-0,44%)
    ASML (+0,62%)
    ING Groep (-0,25%)
    Philips (-0,01%)
    RELX (+0,95%)
    Royal Dutch Shell (+0,10%)
    Unilever (+0,82%)

    Euro/dollar: 1,0913

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 878,91 punten, zijn geëindigd op 879,82 punten.

    Bron: ABM Financial News
  3. forum rang 5 03har 3 augustus 2024 09:45
    Vrijdag kwam de pijn grotendeels uit Amerika, zie het dagstaatje van de collega’s van Arcelor.
    Amerikanen dubbel zoveel gezakt als Arcelor, Europese staalmakers viel mee.
    Zie ook de uitleg over ebitda verlies Q2 t.g.v. de Mexico staking.
    Deze cijfers zijn het verlies H1/Q2, door de opstart problemen zoals ik eerder heb uitgelegd zal dit nogmaals is Q3 terug komen in H2/Q3.

    03haR.

    The illegal 57-day blockade of part of the ArcelorMittal facilities in Mexico by the Mining Union of Congressman Napoleón Gómez Urrutia impacted an 11.7 percent reduction in steel shipments, a reduction of $185 million in billing and a loss of $100 million in EBITDA, according to ArcelorMittal's global quarterly report, analyzed by SteelOrbis.
    “Sales in 2Q 2024 decreased by 5.5 percent to $3.2 billion, as compared to $3.3 billion in 1Q 2024 primarily on account of a 11.7 percent decrease in steel shipments, primarily flat products, impacted by an illegal blockade at our Mexican operations,”
  4. forum rang 10 voda 3 augustus 2024 10:28
    Qarmet's Converter Overhaul: Steelmaking Giant's Bold Move for Future Efficiency

    Synopsis: Kazakhstan's Qarmet, formerly ArcelorMittal Temirtau, has shut down its Basic Oxygen Furnace vessel No. 1 for a major overhaul. The company plans to complete the repairs in 90 days, aiming to boost production capacity and efficiency.
    Updated on :
    Saturday, August 3, 2024

    In a significant move that underscores its commitment to long-term operational excellence, Kazakhstan's leading steelmaker Qarmet has embarked on a major overhaul of its Basic Oxygen Furnace vessel No. 1. This strategic decision, announced by the company formerly known as ArcelorMittal Temirtau, marks a crucial step in enhancing its steelmaking capabilities and ensuring sustainable production for years to come.

    The ambitious project, slated to span 90 days, involves a comprehensive refurbishment of the converter. At the heart of this overhaul is the replacement of the converter body, a critical component in the steelmaking process. This extensive renovation is not merely a routine maintenance procedure but a proactive measure to address long-standing issues with the vessel. Ruslan Esilbayev, Director of Steelmaking at Qarmet, emphasized the timely nature of this repair, stating, BOF vessel No.1 has been in need of repair for a long time.

    Voor meer, zie link:

    www.oreaco.com/steel/qarmets-converte...
  5. forum rang 6 Op en Neer 3 augustus 2024 16:35
    Nederlandse aandelentips van de profi's
    De favoriet voor de maand is ASML. Na de flinke koersdalingen werd dit aandeel met stip gekozen als de opper-topper. Daarna volgt BESI, die vorige maand nog bij de floppers stond (toen koers -24% in 1 maand). De lijst met toppers wordt volgemaakt met Adyen en Heineken. De floppers lijst wordt aangevoerd door Arcelor Mittal. Dan volgen Wolters, Unilever en Philips.
  6. gerard45 3 augustus 2024 18:54
    quote:

    Tralie B schreef op 3 augustus 2024 16:35:

    Nederlandse aandelentips van de profi's
    De favoriet voor de maand is ASML. Na de flinke koersdalingen werd dit aandeel met stip gekozen als de opper-topper. Daarna volgt BESI, die vorige maand nog bij de floppers stond (toen koers -24% in 1 maand). De lijst met toppers wordt volgemaakt met Adyen en Heineken. De floppers lijst wordt aangevoerd door Arcelor Mittal. Dan volgen Wolters, Unilever en Philips.
    dat interesseert aditya helemaal niks, hier gaat die wel goed op

    www.youtube.com/watch?v=ADMXgIerXQc
  7. gerard45 3 augustus 2024 22:31
    quote:

    Brando schreef op 3 augustus 2024 21:23:

    Ik ben wel benieuwd hoe jullie er naar kijken, maar ik heb het gevoel dat de koers onevenredig hard gekelderd is. Volgens mij heeft het ook deels te maken met de algehele staat van de markt (oa de cijfers vanuit de VS) en de mogelijke escalatie tussen Iran en Israël.
    niet vergeten mittal creert aandeelhouders waarde door buyback's 50% van de fcf, en die is negatief
254 Posts
Pagina: «« 1 2 3 4 5 6 ... 13 »» | Laatste |Omhoog ↑

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