Arcelor Mittal « Terug naar discussie overzicht

Arcelor december 2023

164 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 » | Laatste

Omlaag ↓

voda 22 december 2023 17:47

Hoe deed Arcelor het deze week t.o.v. de andere AEX fondsen? (+4.51%) Weer een uitstekende week dus. Op de 1e plek!!

Bijlage:

voda 22 december 2023 17:47

En de maandstaat: (+17.00%)

Bijlage:

voda 22 december 2023 17:48

En de YTD staat: (+6.14%)

Bijlage:

voda 23 december 2023 09:33

Beursupdate: AEX op Wall Street

Door ABM Financial News op vrijdag 22 december 2023
Views: 5.966

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

Aegon (-0,63%)
ArcelorMittal (-0,21%)
ASML (-0,02%)
ING Groep (+0,44%)
Philips (-0,44%)
RELX (-0,01%)
Royal Dutch Shell (-0,03%)
Unilever (-0,17%)

Euro/dollar: 1,1010

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 785,45 punten, zijn geëindigd op 785,16 punten.

Bron: ABM Financial News

lefreaks 23 december 2023 10:38

quote:
voda schreef op 22 december 2023 17:47:
En de maandstaat: (+17.00%)

Bedankt voor de moeite weer, voda.
En ook bij de maandstaat staan we bovenaan...
Daaruit blijkt maar weer dat experts ook maar gewoon mensen zijn... ;-))

Top & flop

De topper in december wordt volgens de beursexperts ASML. Verder zien de experts het zitten in NN Group, Ahold Delhaize en Prosus.

Philips is met stip het aandeel dat beleggers moeten mijden, aldus de experts. Daarnaast is er ook weinig enthousiasme over ArcelorMittal, KPN en Wolters Kluwer.

mvliex 1 23 december 2023 20:04

Een premium artikel

Door Ivo Breukink op vrijdag 22 december 2023
PREMIUM
ArcelorMittal: China dominant in de staalsector

China is veruit het belangrijkste land in de staalsector. Zes van de tien grootste staalbedrijven ter wereld komen ervandaan en vermoed wordt dat deze bedrijven staatssteun ontvangen.

De Chinese staalsector heeft te lijden van de problematische vastgoedmarkt en de tegenvallende economie in het land, wat ook direct gevolgen heeft voor staal wereldwijd en dus voor ArcelorMittal.

www.iex.nl/Premium/Adviezen/787501/Ar...

gerard45 24 december 2023 14:52

bij business class was een analist die positief was over de grondstoffen sector

wellicht wat voor arcelor

voda 27 december 2023 06:39

Beursupdate: AEX op Wall Street

Door ABM Financial News op dinsdag 26 december 2023
Views: 5.072

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

Aegon (-0,73%)
ArcelorMittal (-0,42%)
ASML (+1,05%)
ING Groep (+0,89%)
Philips (-0,25%)
RELX (-0,01%)
Royal Dutch Shell (+0,15%)
Unilever (-0,38%)

Euro/dollar: 1,1041

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 785,45 punten, zijn geëindigd op 785,84 punten.

Bron: ABM Financial News

voda 27 december 2023 06:51

Steel Surge: Global Production Insights
By Strategic Research Institute on Dec 27, 2023 04:18 am

Synopsis:

World steel production, recorded at 145.5 million metric tons in November 2023, witnessed a 3.3% upsurge compared to the same period in 2022. Africa, Asia, Europe, and America showcased diverse growth trends, reflecting the dynamic landscape of global steel manufacturing.

Article:

The latest statistics from the World Steel Association (worldsteel) reveal an encouraging trend in global steel production. November 2023 witnessed a notable uptick, with a cumulative output of 145.5 million metric tons, marking a significant 3.3% surge from November 2022.

Regionally, Africa led the charge with a 3.1% increase, producing 1.8 million metric tons in November 2023. Asia and Oceania followed closely, contributing 104.8 million metric tons, up by 2.2%. The EU (27) and Europe, Other exhibited growth rates of 3.2% and an impressive 22.2%, respectively. The Middle East recorded a 4.0% increase, amounting to 4.8 million metric tons. North America and Russia, among others, contributed 8.9 million tons (up by 3.1%) and 7.4 million tons (a remarkable surge of 14.8%), respectively. However, South America experienced a slight downturn of 0.6%, producing 3.5 million metric tons.

The comprehensive data provides insights into the top ten steel-producing nations. China, maintaining its dominance, produced 76.1 million metric tons in November 2023, exhibiting a modest 0.4% increase. India emerged as a significant contributor, producing 11.7 million metric tons, marking an impressive 11.4% growth. Meanwhile, Japan, the United States, Russia, South Korea, and others displayed varying growth and contraction rates, underscoring the shifting dynamics within the global steel industry.

Conclusion:

The surge in global steel production, notably in diverse regions and top-producing nations, mirrors the dynamic nature of the industry. While some nations exhibit remarkable growth, others navigate through fluctuations, reflecting the multifaceted challenges and opportunities influencing the global steel landscape.

Bron Steelguru (via email)

Zie ook:

worldsteel.org/media-centre/press-rel...

Bijlage:

voda 27 december 2023 06:51

dss+: ArcelorMittal's Global Safety Overhaul
By Strategic Research Institute on Dec 27, 2023 04:07 am

Synopsis:

ArcelorMittal, a global steel leader, partners with dss+ for an extensive safety audit across its 350 sites. This third-party assessment aims to bolster safety practices, mitigate risks, and prevent accidents. The audit, spanning nine months, underscores the company's commitment to enhancing safety measures.

Article:

ArcelorMittal, a prominent figure in the steel industry, has embarked on a significant safety initiative by collaborating with dss+, a renowned sustainable operations consultancy. The goal is to conduct a comprehensive safety audit across ArcelorMittal's extensive global network of more than 350 sites.

This initiative stems from the company's pledge, announced alongside its third-quarter financial results, to engage in an independent safety audit. The objective is to identify existing gaps, fortify safety procedures, and foster a safety-centric culture to preempt serious accidents.

he selection of dss+ followed a stringent selection process, recognizing their unparalleled expertise and ability to navigate ArcelorMittal's expansive international footprint. The audit, expected to span nine months, will encompass multifaceted assessments, including Fatality Prevention Standards audits and assessments of process risk management.

The audit's primary aim is to bolster ArcelorMittal's safety protocols, ensuring comprehensive coverage of health and safety systems, governance, and data management. Anticipated recommendations from this exhaustive audit are slated for publication in September 2024.

Aditya Mittal, ArcelorMittal's CEO, emphasized the significance of this collaboration and the company's commitment to integrating the audit's insights for substantial safety enhancements. He reiterated the company's dedication to ongoing safety improvements while eagerly anticipating the audit's outcomes.

Conclusion:

ArcelorMittal's collaboration with dss+ underscores their unwavering commitment to safety. This comprehensive audit, spanning their extensive global operations, reflects their dedication to fortifying safety measures and fostering a culture prioritizing safety across their vast network.

Bron Steelguru (via email)

mvliex 1 27 december 2023 11:38

FD / abonnement

26 dec
Amerikaanse politiek fel tegen overname U.S. Steel door Nippon

gerard45 27 december 2023 18:38

even een polletje

Wat gaat nu de koers doen? gaan we nu geleidelijk verder omhoog door de 30 heen en verder, of is dit een tijdelijke opleving in gewoon een teleurstellende toestand

de redenen waarom het omhoog kan
-schuld is over de jaren heen drastisch afgebouwd
-de druk om aandeelhouders waarde te creeren wordt alsmaar groter en gaat tot resultaat leiden
-door inkoop programma dikken de aandelen in
-staalprijs loop toch beetje bij beetje iets op
-alle problemen en ellende zijn onderhand toch wel een keer opgelost en gaan uit het bedrijf
-arcelor mittal loopt voor op het gebied van 'groen staal' dit moet toekomst zijn
-inport maatregelen goedkoop chinees staal

redenen waarom het omlaag kan
-management heeft door de jaren heen er nooit wat van gebakken waarom zullen ze dat nu en in toekomst wel doen
-ze hebben altijd schijt gehad aan de aandeelhouder dus waarom nu wel om aandeelhouder geven
-china, wat gaat daar de economie doen, of gaan ze ons overspoelen met goedkoop gesubsidieerd staal.
-rente is hoog
-kosten/investeringen die nodig zijn voor groen staal
-arbeids ongelukken,

wie wat te melden heeft hierover,,, reageer maar

03har 28 december 2023 04:36

Vergeet ILVA niet
Vandaag en morgen zal de beslissing vallen.
Volgens mij heeft Arcelor geen interesse meer en staan de volgende kopers, JSW steel, al aan de deur.
Is dat goed of slecht, zeg het maar.
Vergeleken met de (mogelijke) US steel deal, was ILVA een koopje.
Alleen de bekledingslijnen (Genua en N. Ligure) zijn meer dan het dubbele waard.

03haR

voda 28 december 2023 06:37

Beursupdate: AEX op Wall Street

Door ABM Financial News op woensdag 27 december 2023
Views: 5.411

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

Aegon (-0,6%)
ArcelorMittal (+0,1%)
ASML (+0,5%)
ING Groep (+0,2%)
Philips (+0,0%)
RELX (-0,0%)
Royal Dutch Shell (-0,1%)
Unilever (-0,1%)

Euro/dollar: 1,1103

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 786,84 punten, zijn geëindigd op 786,78 punten.

Bron: ABM Financial News

gerard45 28 december 2023 11:22

quote:
03har schreef op 28 december 2023 04:36:
Vergeet ILVA niet
Vandaag en morgen zal de beslissing vallen.
Volgens mij heeft Arcelor geen interesse meer en staan de volgende kopers, JSW steel, al aan de deur.
Is dat goed of slecht, zeg het maar.
Vergeleken met de (mogelijke) US steel deal, was ILVA een koopje.
Alleen de bekledingslijnen (Genua en N. Ligure) zijn meer dan het dubbele waard.

03haR

ja ilva ook idd

en zo zijn er misschien meer dingen aan te voeren, noem ze maar op

en voor de rest de overige punten?
welke conclusie moet je er nu uit trekken,, positief of negatief met betrekking tot korte termijn/ lange termijn

03har 28 december 2023 12:27

@gerrd,

Plus ook nog de miljard die de verkoop van Kazakstan opbracht.
Verder is de intrinsieke waarde behoorlijk gestegen terwijl aantal aandelen fors omlaag gebracht is dat de aandeel waarde wel omhoog moet.

voda 29 december 2023 06:05

Beursupdate: AEX op Wall Street

Door ABM Financial News op donderdag 28 december 2023
Views: 4.681

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

Aegon (-0,5%)
ArcelorMittal (-0,2%)
ASML (-0,1%)
ING Groep (+0,2%)
Philips (-0,1%)
RELX (+0,1%)
Royal Dutch Shell (-0,5%)
Unilever (-0,1%)

Euro/dollar: 1,1062

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 787,04 punten, zijn geëindigd op 786,32 punten.

Bron: ABM Financial News

voda 29 december 2023 08:27

China Baowu Acquires Shandong Steel: @140 Million Metric Tons
By Strategic Research Institute on Dec 29, 2023 12:01 pm

Synopsis

China Baowu Steel Group finalized an investment deal with Shandong province to acquire a 49% stake in Shandong Iron and Steel. Additionally, Baoshan Iron and Steel Co. will hold 48.61% in SD Steel Rizhao Co. This acquisition aims to strengthen China's steel sector by merging capabilities, with China Baowu boasting 130 million metric tons in output and Shandong Iron and Steel holding a capacity exceeding 20 million metric tons.

Article:

In a pivotal development for China's steel industry, China Baowu Steel Group Corporation inked definitive investment pacts with the Shandong provincial government, culminating in the acquisition of a substantial 49% stake in the state-owned Shandong Iron and Steel Group Co., Ltd.

The agreements delineate that China Baowu, a prominent steel manufacturer headquartered in Shanghai, will secure a formidable 49% ownership in Shandong Iron and Steel. Concurrently, Baoshan Iron and Steel Co., Ltd., a pivotal entity within China Baowu, will clinch a significant 48.61% stake in SD Steel Rizhao Co., Ltd.

China Baowu, with an impressive steel output surmounting 130 million metric tons in 2022, positions itself as a stalwart within the industry. Conversely, Shandong Iron and Steel boasts a commendable production capacity exceeding 20 million metric tons. This strategic acquisition stands as a milestone in the trajectory of China's steel sector, aligning with aspirations for enhanced quality and consolidation.

The consolidation of these steel entities signifies a concerted effort to fortify China's domestic steel industry, amalgamating their prowess and resources. This move is anticipated to propel the steel sector towards achieving a paradigm of high-quality development, fostering technological advancements and operational synergies.

This acquisition underscores a strategic alignment to boost China's steel manufacturing landscape, leveraging the combined capabilities of two major players. The melding of resources is poised to optimize production efficiencies, promote innovation, and contribute significantly to the national steel industry's evolution.

Conclusion

China Baowu's acquisition of a substantial stake in Shandong Iron and Steel marks a pivotal step in bolstering China's steel sector. The merger aims to harness collective strengths, with China Baowu's extensive output combined with Shandong Iron and Steel's significant capacity, enhancing the industry's overall quality and consolidation.

Bron Steelguru (via email)

voda 29 december 2023 08:33

Eten de Chinezen dat ijzer bij hun ontbijt? :-)

India's Soaring Iron Ore Exports
By Strategic Research Institute on Dec 29, 2023 11:52 am

Synopsis

India's iron ore exports to China surged dramatically by 400%, reaching approximately 24.75 million metric tons between April and November of fiscal year 2023-24, as per government data. This export surge to China constitutes the highest volume in five years, representing 94% of India's total iron ore exports. Smaller quantities were also shipped to South Korea, Malaysia, and Indonesia.

Article

India has witnessed a remarkable upsurge in its iron ore exports to China, marking an astounding 400% increase during the April-November period of fiscal year 2023-24. Government data sourced on December 28 revealed an impressive export figure of approximately 24.75 million metric tons, significantly eclipsing the corresponding period in the previous year.

According to government sources, this exponential surge in iron ore exports to China constitutes a historic milestone, recording the highest volume achieved in the past five years. Remarkably, these exports to China accounted for a staggering 94% share of India's total iron ore exports during this period.

While the lion's share was directed to China, smaller volumes found their way to other destinations such as South Korea, Malaysia, and Indonesia. Although comparatively lesser in quantity, these secondary exports reflect a diversification in India's iron ore export markets, offering a slight spread in destination channels.

The substantial spike in iron ore exports signifies a robust trade relationship between India and China, particularly in the sphere of raw materials. This surge also showcases India's pivotal role as a significant supplier of iron ore to meet China's industrial demands.

This surge in iron ore exports not only delineates a remarkable increase in trade volume but also underscores India's ability to respond to global market demands, particularly in crucial commodities like iron ore.

Conclusion

India has experienced an exceptional surge in iron ore exports to China, with a 400% increase between April and November of fiscal year 2023-24. This substantial spike, marking the highest volume in five years, underlines India's pivotal role as a major supplier to China. While most exports were directed to China, smaller quantities were also shipped to South Korea, Malaysia, and Indonesia, showcasing India's diversification in its iron ore export destinations.

Bron Steelguru (via email)

mvliex 1 29 december 2023 14:36

STEELBENCHMARKER PRICES December 25, 2023

Dollars per Metric Tonne -- Pct Change
(net ton) [gross ton] {Euros}

Region: USA, East of the Mississippi
Hot-rolled band: 1146 (1039) 3%
Cold-rolled coil: 1425 (1293) 10%
Standard plate: 1615 (1465) 2%
Shredded scrap*: 453 [460] 2%
#1 Heavy melting scrap: 367 [373] 4%
#1 Busheling scrap: 495 [503] 9%

Region: Mainland China***
Hot-rolled band: 486 0%
Cold-rolled coil: 576 0%
Rebar: 475 0%
Standard plate: 486 1%

Region: Western Europe
Hot-rolled band: 755 {684} 3%

Region: World Export Market
Hot-rolled band: 605 2%

To receive SteelBenchmarker graphic and tabular price history, register as a "provider" at www.steelbenchmarker.com.
NOTES: E-mailed December 28, 2023 at 9:00 a.m. to Non-Provider Receivers. The first price release was for April 10, 2006.
If a product is not listed or a price is not indicated, fewer than ten (10) price inputs were received at this time.
Prices are: USA -- FOB mill; Western Europe and China -- Ex-works; and World Export Market -- FOB port of export. For USA steel scrap -- delivered to the steel plant. *For shredded scrap the region is "for all but the West Coast".
For product specifications go to www.steelbenchmarker.com/specifications.
*** SteelHome's non-steelbenchmarker derived average price for each product is the determinant of the Chinese ex-works benchmark price. It is published for comparative purposes.

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