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Arcelor juni 2023

248 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 10 11 12 13 » | Laatste

Omlaag ↓

voda 16 juni 2023 17:49

En de maandstaat: (+6.95%)

Bijlage:

voda 16 juni 2023 17:49

En de YTD staat: (+4.82%)

Bijlage:

voda 17 juni 2023 06:08

Beursupdate: AEX op Wall Street

Door ABM Financial News op vrijdag 16 juni 2023
Views: 4.611

(ABM FN-Dow Jones) Op Wall Street zijn vrijdag zes van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten. RELX won 0,3 procent, ASML sloot vlak, terwijl Aegon met een verlies van 1,0 procent de sterkste daler was.

Aegon (-1,0%)
ArcelorMittal (-0,2%)
ASML (0,0%)
ING Groep (-0,3%)
Philips (-0,1%)
RELX (+0,2%)
Royal Dutch Shell (-0,6%)
Unilever (-0,2%)

Euro/dollar: 1,0938

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 772,72 punten, zijn geëindigd op 771,27 punten.

Bron: ABM Financial News

voda 17 juni 2023 06:34

ArcelorMittal: Executing Properly On Market Profile Normalization

ArcelorMittal: Executing Properly On Market Profile Normalization
Jun. 16, 2023 11:59 AM ET ArcelorMittal S.A. (MT)

Summary
- ArcelorMittal benefited from the improved steel market conditions to deliver strong results in Q1 2023.

- With the CSP acquisition and two furnaces coming online in Europe, the company is strongly positioned for profitability improvement in the challenging second quarter.

- The valuation discount compared to U.S. peers expanded, which opens a 2x fundamental potential for MT stock.

The destocking cycle has come to an end, which could give a positive tailwind to the steel industry. Against this backdrop, I believe it’s worth considering an investment in ArcelorMittal S.A. (NYSE:MT). My previous piece suggested that MT could rebound after passing this point, and indeed, the improved market and demand profile is reflected accordingly in the first quarter financial performance. Going forward, the macro headwinds are still in place to restrict the demand from steel-using sectors, but MT is well positioned to deliver above cyclical growth. In particular, the company is reinforcing its business model with CSP acquisition and strategic investment projects, which gives a reasonable assurance that MT could go through the challenging second quarter with a profitability gain and explore the gradually improving market conditions to deliver resilient financial performance going forward.

Financial overview
The first quarter of 2023 was marked by the end of the destocking cycle peak, which supported apparent steel consumption growth and steel spreads rebound. The improved market conditions were reflected accordingly in the company’s financial results, where total sales reached $18.5 billion, making a 9.5% sequential increase, thanks to the 10.1% increase in steel shipments.

Q1 financial results
Q1 financial results (company earnings release)

Segment-wise, it’s worth noting the NAFTA segment, which registered a solid performance of 14.6% QoQ growth in revenue to $3.35 billion. Shipments were 21.6% higher compared to Q4’22 and benefited from overall consumption improvement in the US, strong flat operations in Mexico and Canada as well as increased slab volumes sourced for Calvert. The Brazil segment contributed $3.07 billion (+6.0% QoQ) to the consolidated revenue on a strong shipment growth of 11.3%, partially benefiting from the acquisition of CSP. Despite the Europe segment being hindered by the operating challenges during the quarter, the revenue advanced by resilient 8.2% from the previous quarter on 14% higher shipments following the improved activity of steel using sectors. The revenue from ACIS and Mining segments both reported double-digit growth on improved production in Ukraine and recovery of South Africa’s shipments.

The positive top-line performance of the main segments and JVs didn’t bypass operating efficiency. EBITDA for the quarter reached $1.82 billion, where the $26 EBITDA/tone gain compared to the last quarter resulted in a profitability improvement by 240bps up to 9.8%. Bottom-line, net profit for the period amounted to $1.1 billion, or EPS of $1.27 compared to $0.30 in the previous quarter, which included $1 billion impairment charges.

Outlook and forecasts
It only costed for MT to enter into the post-destocking cycle to showcase strong financial results. The first quarter exhibited some positive trends indeed, but the market environment is still not the most favorable one. The company’s financials are still in the red zone when compared to the respective period of last year, which is fair enough due to the elevated steel prices in 2022. However, the market conditions are improving, and in order to get some vision on whether the company could maintain such positive trends seen in the recent quarter going through the year, we can turn to steel using sectors dynamic.

Despite the war-related disruptions and macro headwinds, the blend of favorable development in engineering, construction and transportation through 2022 led to a positive output dynamic in the EU. The trend of weak demand conditions so far is expected to be present in 2023 as well, bringing uncertainty to the global industrial prospects. Real steel consumption is projected to increase marginally (+0.3%) this year, where only the second quarter is about to see a decrease. In the meantime, the apparent steel consumption is expected to decrease (-1.0%) in 2023 overall mainly on weak first half of the year. However, the mentioned developments (increase in the real and decrease in apparent steel consumption) are actually supportive for the steel industry and could accelerate the withdrawal of accumulated inventories. And although this could provide for a positive momentum in the steel sector, the ongoing macro uncertainty is set to continue restricting the growth prospects over the next few quarters.

In particular, the construction industry is currently experiencing bearish developments and is forecasted to stagnate in 2023 by 1.6% due to the construction materials bottleneck and overall economic slowdown in the EU. On the opposite side, the automotive sector’s output is expected to increase by 1.2% and become the main contributor amid the steel-using sectors. The reasoning behind this could be a strong double-digit growth in new car registrations since the beginning of the year, because of the improvement of semiconductor availability.

Voor veel meer, zie de link:

seekingalpha.com/article/4611978-arce...

03har 18 juni 2023 06:26

Steel Dynamics expects higher net earnings in Q2

Friday, 16 June 2023 19:47:34 (GMT+3) | San Diego
Steel Dynamics, Inc. today provided second quarter 2023 earnings guidance in the range of $4.78 to $4.82 per diluted share. Comparatively, the company's sequential first quarter 2023 earnings were $3.70 per diluted share, and prior year second quarter earnings were $6.44 per diluted share.
In a press release, the company said second quarter 2023 profitability from its steel operations is expected to be significantly stronger than sequential first quarter results, based on significant metal spread expansion across the platform as realized selling values more than offset moderately higher scrap costs.

Nucor announces positive expectations for Q2 earnings

Friday, 16 June 2023 19:48:27 (GMT+3) | San Diego
Nucor Corporation today announced guidance for its second quarter ending July 1, 2023. Nucor expects second quarter earnings to be in the range of $5.45 to $5.55 per diluted share. Nucor reported net earnings of $4.45 per diluted share in the first quarter of 2023 and $9.67 per diluted share in the second quarter of 2022.

voda 19 juni 2023 08:58

ArcelorMittal Luxembourg to Invest in New Electric Arc Furnace

ArcelorMittal has announced its commitment to decarbonization through the investment in a new electric arc furnace at its Belval site. This strategic move is part of a series of projects outlined in a memorandum of understanding signed between ArcelorMittal Luxembourg and the Ministry of the Economy in September last year. The Luxembourg government is actively supporting this investment with subsidies totaling approximately 15 million euros, highlighting its commitment to advancing sustainable and low-carbon steel production.

The new electric arc furnace at the Belval site is a key project resulting from the MoU. Its implementation will not only improve energy efficiency but also boost steel production capacity in Luxembourg by nearly 15%, reaching an annual output of 2.5 million metric tons of steel. By replacing the existing EAF, which has been operational since 1997, and investing in other areas of the Belval steel plant, ArcelorMittal Luxembourg aims to achieve self-sufficiency in crude steel production to meet the demand for finished rolled products within the Grand Duchy. This includes supplying the ArcelorMittal Rodange site's Mill A exclusively with steel produced by the new EAF, supporting the production of a wide range of rails and niche products.

The use of electric furnaces in steel production provides multiple advantages, including the ability to utilize recycled scrap and operate with renewable energy sources. Compared to conventional steel production methods involving blast furnaces, electric furnaces can reduce CO2 emissions by a factor of six. This environmentally friendly approach aligns with the circular economy principles and contributes to the overall sustainability of the steel industry.

Construction of the new electric furnace in Belval is scheduled to commence this year, with commissioning expected in 2025.

The CEO of ArcelorMittal Europe, Mr. Geert van Poelvoorde, expressed enthusiasm for the project, highlighting its significance as the first concrete manifestation of the MoU signed with the Luxembourg government. He emphasized that this investment signifies a major step forward in ArcelorMittal's decarbonization strategy and acknowledges the strong support from the Luxembourg government.

Mr. Sanjay Samaddar, CEO of ArcelorMittal Europe Long Products, emphasized the role of government support in facilitating the modernization of installations, improving operational energy efficiency, and reducing carbon footprints. He underscored the Group's commitment to investing in the future of the Luxembourg steel industry, which possesses unique expertise in high-value-added products.

Mr. Pierre Jacobs, CEO of ArcelorMittal Luxembourg Long Products, welcomed the news of the new electric arc furnace and its positive impact on steelmaking operations in Luxembourg. While acknowledging the challenge of meeting the facility's operational deadline, he expressed confidence in the company's capabilities and motivated teams to successfully overcome it.

ArcelorMittal last week designated SARRALLE as the partner of choice for the much-anticipated modernization of its Steel Plant located at the prestigious Belval facilities in Luxembourg. The extensive order encompasses a range of critical services, including engineering and supply, installation, commissioning support, and process automation. Notable components of the upgrade project include the installation of a groundbreaking 155-tonne DC Electric Arc Furnace, the revamping of the Fumes Exhaust System through SARRALLE Bluesky-Plant, the upgrade of the Material Handling System, the implementation of a new 145-tonne Vacuum Degasser, the enhancement of the 6-strand Continuous Casting Machine, and the upgrade of the Water Treatment Plant to accommodate the new requirements.

The novel Electric Arc Furnace will encompass SARRALLE's cutting-edge safety technologies, including Automatic Slag Door, EBT Sand Feeding, EBT emergency opening device, and EBT cleaning, ensuring optimal operational safety and efficiency.

Bijlage:

voda 19 juni 2023 09:10

"Weekly Chronicle." This evolution signifies our unwavering commitment to delivering the most comprehensive and insightful market intelligence to you. (week 24 - 2023, bladeren via de rechterkant in het midden)

heyzine.com/flip-book/aa270d88a7.html

France 22 19 juni 2023 12:51

Hoeveel procent vd omzet wordt behaald in India?

Iemand?

mvliex 1 19 juni 2023 14:56

quote:
France 22 schreef op 19 juni 2023 12:51:
Hoeveel procent vd omzet wordt behaald in India?

Iemand?

Staat m.i. niet in de gepubliceerde rapportages.

mvliex 1 19 juni 2023 15:49

ver the period 29 May to 2 June 2023 a total of 2,467,205 shares were bought at a weighted average price of EUR 23.59. The detailed statement of this purchase is available at the following link: PDF. Thereby, the Company achieved 6.69% of its total target.

corporate.arcelormittal.com/investors...

De week erna niet meer gekocht. Zeker te duur....
;-)

lefreaks 19 juni 2023 16:22

quote:
mvliex 1 schreef op 19 juni 2023 15:49:
De week erna niet meer gekocht. Zeker te duur....
;-)

Meestal zijn deze data dinsdagochtend bijgewerkt dus ik denk dat de secretaresse dit die ochtend op haar (of zijn) wekelijkse "to do" lijstje heeft staan... ;-))

03har 19 juni 2023 16:53

quote:
France 22 schreef op 19 juni 2023 12:51:
Hoeveel procent vd omzet wordt behaald in India?

Iemand?

AM/NS wordt gerapporteerd door Nipponsteel en is daardoor ‘moeilijk’ in de AM rapportage te vinden.

AM ebitda/ton was in Q1 ‘23 ongeveer $ 126
Voor zover ik kan vinden over AMNS 60/40
AM/NS ebitda/ton was in Q1 ‘23 ongeveer $ 189, dus substantieel (49%) meer.
Shipment AM/NS was ongeveer 7,1 MTA in ‘22 doch zoals gezegd gerapporteerd door Nippon.
Deze productie zit dus niet in het (gerapporteerde) jaar volume van Arcelor.

03haR

Wollin 20 juni 2023 09:36

Goede morgen,
Ik heb weer het plukje teruggekocht wat ik op 26,22 heb verkocht.
Toch goede beslissing geweest

Tijgie 20 juni 2023 10:12

quote:
Wollin schreef op 20 juni 2023 09:36:
Goede morgen,
Ik heb weer het plukje teruggekocht wat ik op 26,22 heb verkocht.
Toch goede beslissing geweest

Ja zeker goed gedaan, niet verwacht dat MT zo ver door de steunen (25,85 en 25,57) heen zou zakken... Ik ben er te vroeg ingestapt rond 26,20
Ik vind dat MT erg zwak oogt de laatste dagen, de koers zakt behoorlijk weg op laag volume. Zo begrijp ik ook niet waarom de koers vorige week even sterk opliep naar 26,85, iemand een idee waarom dit piekte en ook snel weer ingeleverd is?

Wollin 20 juni 2023 10:25

Best wel weer kans dat hij de 24,5 terug pakt komende dagen.
Dan pak ik er weer een plukje bij.
Bij 24 gaat het grote geld er weer op
Maar ik zei al dat die AEX veel te hoog staat en dat bij een correctie hij AM mee gaat trekken naar beneden

voda 20 juni 2023 10:45

ArcelorMittal Berislav ramping up limestone shipments to AMKR after restarting production

interfax.com/newsroom/top-stories/91422/

econoom48 20 juni 2023 12:55

quote:
Tijgie schreef op 20 juni 2023 10:12:
[...]
Ja zeker goed gedaan, niet verwacht dat MT zo ver door de steunen (25,85 en 25,57) heen zou zakken... Ik ben er te vroeg ingestapt rond 26,20
Ik vind dat MT erg zwak oogt de laatste dagen, de koers zakt behoorlijk weg op laag volume. Zo begrijp ik ook niet waarom de koers vorige week even sterk opliep naar 26,85, iemand een idee waarom dit piekte en ook snel weer ingeleverd is?

was naar aanloop van FED rentebesluit, zie je wel vaker dat voor zo een besluit koersen opeens flink omhoog worden geduwd

voda 21 juni 2023 06:39

Beursupdate: AEX op Wall Street

Door ABM Financial News op dinsdag 20 juni 2023
Views: 5.055

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

Aegon (-0,8%)
ArcelorMittal (+0,1%)
ASML (+0,5%)
ING Groep (-0,1%)
Philips (+0,1%)
RELX (-0,1%)
Royal Dutch Shell (+0,6%)
Unilever (-0,4%)

Euro/dollar: 1,0938

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 763,09 punten, zijn geëindigd op 763,36 punten.

Bron: ABM Financial News

voda 21 juni 2023 07:08

Twee fabrieken Tata Steel onder verscherpt toezicht: ’Problemen stapelen zich op’
Updated Gisteren, 15:58
Gisteren, 15:43
in FINANCIEEL

ZAANDAM (ANP) - De twee cokesgasfabrieken van Tata Steel in de IJmond komen per direct onder verscherpt toezicht te staan. Dat laat de Omgevingsdienst Noordzeekanaalgebied (OD NZKG) weten. Die ziet dat de problemen bij de vervuilende installaties „zich opstapelen.”

www.telegraaf.nl/financieel/140154847...

mvliex 1 21 juni 2023 13:09

Door ABM Financial News op woensdag 21 juni 2023

Mondiale staalproductie verder omlaag

(ABM FN-Dow Jones) De mondiale staalproductie is na de daling in april ook in mei afgenomen. Dit bleek woensdag uit cijfers van brancheorganisatie World Steel Association.

In totaal vervaardigden de 63 staalproducerende landen vorige maand 161,6 miljoen ton staal, een daling van 5,1 procent ten opzichte van mei 2022. In april daalde de productie met 2,4 procent.

In China, wereldwijd met afstand de grootste fabrikant van staal, daalde de productie in mei met 7,3 procent tot 90,1 miljoen ton.

In de VS daalde de productie met 2,3 procent naar 6,9 miljoen ton en in Japan met 5,2 procent naar 7,6 miljoen ton.

In Duitsland steeg de productie afgelopen maand met 0,2 procent, maar in de hele Europese Unie was er een daling van 11,2 procent.

Bron: ABM Financial News

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Detail

Vertraagd	30 apr 2024 17:39
Koers	23,590
Verschil	-0,460 (-1,91%)
Hoog	23,960
Laag	23,540
Volume	2.340.129
Volume gemiddeld	2.514.768
Volume gisteren	2.081.041

ArcelorMittal nieuws

01 mei	Lagere winst ArcelorMittal verwacht
23 apr	Mondiale staalproductie daalt toch weer
16 apr	Deutsche Bank haalt ArcelorMittal van...	1
12 apr	Video: cyclische aandelen bieden kansen
09 apr	World Steel Organisation ziet vraag n...
22 mrt	Mondiale staalproductie in de lift
12 mrt	ArcelorMittal neemt groot belang in V...
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