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COVID19 Disruptions Delay NMDC Nagarnar Steel Plant Commissioning PTI reported that state-owned National Mineral Development Corporation's steel plant at Nagarnar in Chhattisgarh is facing delays in commissioning due to disruptions caused by the COVID19 pandemic. The steel plant, which had missed its completion schedule earlier as well, is now expected to take one more year to start production. NMDC's outgoing Chairman & Managing Director Mr N Baijendra Kumar told PTI, "Due to Covid-19 outbreak, workers have gone back to villages and as there are travel restrictions, experts are unable to travel to India to carry out certain trials at the site. Apart from labour issues, there are other factors like machinery used in the plant has to be imported. After the Covid-19 outbreak, experts from European countries like Denmark and Austria could not come to conduct certain trials required before commissioning the plant. Plant was to be completed in July 2020, but now it will take another one year". NMDC is setting up its first steel plant having capacity of 3 million tonnes per annum at Nagarnar in Bastar district of Chhattisgarh at a cost of about Rs 20,000 crore. NMDC was first expected to commence steel production at its Nagarnar plant in July 2019, but failed to do so and then the commissioning deadline was shifted to 2020. Source : STRATEGIC RESEARCH INSTITUTE
BHP Short Term Outlook for Commodities Bulk Commodity Prices Diverged - Australian mining giant BHP said that exchange traded commodity prices have recovered slightly from their March & April 2020 lows. Bulk commodity prices have diverged, with iron ore higher than in April 2020 while metallurgical coal prices are lower. Across the suite of commodities, a combination of economic supply-side curtailments and COVID-19 induced supply-side disruptions have served as a partial offset to the lower demand. Steel Excluding China - BHP maintains view that steel production excluding China could contract by a double-digit percentage in the 2020 calendar year. BP estimates that capacity utilisation excluding China fell to between 50 and 60 per cent across the June quarter. Steel makers from other regions, including Europe, the Americas, India and Japan have cut production. This reflects logistical difficulties created by COVID-19, eg inter-state labour availability in India, as well as collapsing demand in downstream industries, such as automotive eg Europe and Japan. Steel China - In China, blast furnace utilisation rates have increased from around 80 per cent earlier in February 2020 to above 90 per cent in June 2020. Daily rebar transactions were above normal seasonal levels for much of the June 2020 quarter, helping support a crude steel run-rate of 1,117 Mtpa in June 2020, +4.5 per cent year-on-year. Year-to-date annualised production is seen at 1.004 million tonnes. Finished inventories have fallen as downstream activity has improved. BHP believes that if China can avoid a second wave of COVID-19 steel and pig iron production can both rise in the 2020 calendar year versus the prior year. Iron Ore - The Platts 62% Fe Iron Ore Fines price index has been resilient so far. This reflects solid Chinese pig iron production of +4.1 per cent year-on-year in June and the impact of constrained Brazilian exports. Meanwhile, preliminary shipping data suggest Australian exports hit a record of 1,072 Mtpa in June 2020. Weakness ex-China is less consequential for price formation in iron ore than in other commodities. Metallurgical Coal - The Platts Premium Low-Volatile Metallurgical Coal price index has been under downward pressure through the June 2020 quarter. Negative demand impacts from COVID-19 lockdowns in the major importing regions of Europe, India and developed Asia have been the major influence on the market. Chinese demand, on the other hand has been firm. However, China s coal import policy remains a key uncertainty. As demand disruption excluding China accelerated early in the June quarter, prices traded below the lows seen in the second half of the 2019 calendar year. They have since stabilised at these levels. The geographic diversification of metallurgical coal demand is a long term advantage but an impediment under today's unique circumstances. Developments in both supply and demand imply that lower quality products may face headwinds for an extended period. Premium coking coals exhibit attractive medium-term fundamentals. Thermal Coal - The energy coal market is in a difficult state. The GCNewc 6000kcal price recently fell below the levels reached during the 2015/16 downturn. Wood Mackenzie has estimated that at late June 2020 spot prices around two-thirds of seaborne supply was likely to be earning negative margins. Short term increases in producer currencies and diesel prices have amplified cost challenges. An uplift in power demand across developed Asia as re-starts progress could help to stabilise the market. China's policy in respect of energy coal imports remains a key uncertainty. Copper - Copper prices fell sharply in March 2020 amidst depressed macro investor sentiment. They have since rebounded, first on improving sentiment towards pro-growth assets, and more recently on news of supply challenges in South America due to COVID-19. In terms of demand fundamentals, our view is that the decline in excluding China copper demand will be less severe than for steel. Conversely, in China, copper demand could be marginally weaker than steel in the 2020 calendar year, based partly on copper's greater exposure to indirect exports from China (approximately 20 per cent versus approximately 10 per cent for steel). Copper also benefits less than steel from transport and non-power utilities infrastructure, which are benefitting from strong policy support. On the supply side, Peru and Chile have experienced difficulty in containing COVID-19, with flow-on impacts to copper operations and the broader supply chain. This has led to a material tightening of the copper concentrate balance, with treatment and refining charges moving lower in response. Scrap availability has also been constrained. Crude Oil - After crashing in March 2020, crude oil prices exhibited considerable volatility in April 2020. However, conditions improved in May and June 2020, as the early impact of global supply cuts, China's demand recovery and activity restarts in the US and Europe took some pressure off global storage. Large and small producers alike have announced sharp cuts in capital spending in response to the price decline. In North America, rigs targeting oil have declined by more than 70 per cent, to a level last seen before the shale boom. We believe that the most significant risks to the physical market have passed. However, a return to pre-COVID-19 demand levels is not expected to occur before the end of the 2021 calendar year. Source : STRATEGIC RESEARCH INSTITUTE
'Flink lager bedrijfsresultaat ArcelorMittal' Gepubliceerd op 27 juli 2020 16:18 | Views: 143 ArcelorMittal 16:08 9,78 -0,09 (-0,95%) AMSTERDAM (AFN) - Het bedrijfsresultaat van staalconcern ArcelorMittal is in het tweede kwartaal waarschijnlijk een stuk lager uitgevallen dan in de voorgaande periode. Dat komt naar voren uit een consensus van analistenschattingen die ArcelorMittal op de eigen website heeft gepubliceerd. De cijfers worden donderdag naar buiten gebracht. Volgens de consensus bedraagt het bedrijfsresultaat (ebitda) 482 miljoen dollar tegen 967 miljoen dollar in het eerste kwartaal. ArcelorMittal heeft zelf voor het tweede kwartaal een prognose uitgesproken voor een ebitda in een bandbreedte van 400 miljoen tot 600 miljoen dollar. Het bedrijf waarschuwde bij de cijfers over het eerste kwartaal al dat de staalmarkt fors werd geraakt door de lockdownmaatregelen tegen het coronavirus. Het staalconcern snijdt in de kosten en investeringen om de crisis het hoofd te bieden en verlaagde de productie. Het dividend werd geschrapt. Op basis van een analistenschatting van persbureau Bloomberg zou de omzet op 10,9 miljard dollar uitkomen. Dat was 14,8 miljard dollar in de voorgaande periode.
Indian Crude Steel Production Recovery Continues in June According to the Ministry of Steel, steel sector in India has started showing signs of improvement and in the month of June the country's crude steel production stood at 6.8 million tonne, up 17.7% higher over May, 2020 but down by 27.2 per cent over June 2019. It noted that economic activities, after hitting the nadir in April 2020 due to spread of COVID-19 pandemic and nationwide lockdown, have started showing signs of improvement from May 2020. On the output of steel, it said the production has shown a consistent improvement after witnessing a decline in April this fiscal. The ministry further said the production of finished steel in June 2020 at 5.9 million tonne, was up 15.6 per cent compared to 5.1 million tonne in May 2020. However, on year-on-year basis, the output of finished steel in June 2020 was lower by 33.3 per cent. The ministry also said while ensuring increase in production of steel and its consumption, it is also necessary to identify and address the challenges the users face in terms of adopting domestic steel products. Source : STRATEGIC RESEARCH INSTITUTE
China to Tighten Steel Capacity Swap Plan Reuters reported that Jiangsu Iron and Steel Association vide a notice said that China is planning stricter rules for steel capacity swaps, which were stopped at the beginning of the year, and will also expand the key areas in which they are used. The draft guidelines for the revised plan have expanded the number of key polluted regions, which typically face stricter regulations; to include Fenwei Plain and other polluted cities in Shandong and Henan provinces. The proposal is for the capacity swap ratio in the key polluted areas to be no lower than 1.5 to 1, against 1.25 to 1 in the previous version introduced in 2018. The swap ratio in other regions is required to be no lower than 1.25 to 1, versus a commitment to swap with reduced capacity previously. The government will exclude capacity at zombie firms and ferroalloy makers from swapping. The notice also forbids new or expanded steel projects within 1 kilometre of the main and tributary streams of the Yangtze River. China has been working for years to cut manufacturing capacity to reduce oversupply and shutter older, lower spec, and more highly polluting plants. Swaps are designed to allow firms wishing to start new plants to exchange fresh capacity for closures elsewhere. However, Beijing called off new swaps in January after finding some Chinese steel mills had expanded production capacity under the guise of using the programme. Source : STRATEGIC RESEARCH INSTITUTE
JSW Steel Sees Recovery from COVID19 Lockdowns Indian steel giant JSW Steel while announcing Q1 results said that “In India, economic activities are picking up across the board, reflecting improved business sentiment on the back of easing of lockdown restrictions. Large pockets of activity & industries are heading towards gradual stabilization. However, localized lockdowns driven by the resurgence of COVID-19 cases remains a key risk to sustain the pace of recovery. The rural economy is holding up well, aided by limited pandemic impact vs urban areas, good monsoon, and a large part of stimulus measures directly focused on increasing rural income and consumption. Lower crude oil prices, a favorable trade balance, ongoing normal monsoon and accommodative stance of the central bank are key positives for the economy. India is well placed to reap benefits from global supply chain realignments currently underway. Workforce remobilization and constrained liquidity remain key challenges for the core sectors of the economy, even though there are signs of returning labor force driven by aspirations of higher income. Overall, targeted access to credit and liquidity, favourable policies, and measures to support global supply chain realignments are likely to aid steady domestic economic recovery, notably from the second half of FY2O21.” It added “Indian Crude steel production declined by 41.6% YoY during the quarter and finished steel consumption was lower by 55% YoY due to a nationwide lockdown in the month of April and subsequent gradual relaxations in May. While domestic demand remained subdued during Q1 of FY2021, India emerged as a major steel exporter with export volumes of 5.54 million tonnes during the quarter, implying a 3x increase over the same period last year.” Source : STRATEGIC RESEARCH INSTITUTE
Danieli QSP Technology Sets Sail for Nucor Gallatin USA On July 10th, 2020, BBC Pearl cargo operations were completed for the delivery of steel production machinery to Danieli & C USA client, Nucor Gallatin. An unprecedented effort of shipping 3,000 tonnes of materials that is 10,000 cubic meters in volume, in a single batch set a record not only in Danieli, but in the entire national and regional supply chains of equipment produced in Italy, primarily in Danieli’s workshops. This is one of the major orders conducted by Danieli in terms of volumes of 15,000 tonnes. The exported equipment is set to completely transform Nucor’s plant thanks to the adoption of Danieli’s Quality Strip Production technology. These technologies will allow doubling the plant’s annual production rate and obtaining higher quality steels, thanks to the adoption of a new caster and the modernization of the rolling mill, which is to be revamped while still running, underlying Danieli’s prowess. The improvements will enable Nucor to strengthen their leadership in the commercial steel markets and enter the higher-end segment with a boost in profitability and efficiency. Plant emissions will be reduced, particularly in the Fume Treatment Plant thanks to optimized energy consumption (-30%), contributing to the final goal of producing truly Green Metal. Source : STRATEGIC RESEARCH INSTITUTE
Ms Tracy A Atkinson Elected to US Steel Board of Directors United States Steel Corporation announced that Ms Tracy A Atkinson has been elected to the company's Board of Directors. Ms Atkinson retired from State Street Corporation in March 2020 after advancing through a series of leadership roles during her 12 years with the company. She joined State Street in 2008 as an Executive Vice President and held several roles during her tenure, including Chief Compliance Officer, Treasurer and Chief Administration Officer. Prior to joining State Street Corporation in 2008, Ms Atkinson served in various leadership positions at MFS Investment Management from 2004 to 2008, most recently as Senior Vice President, Treasurer and Chief Financial Officer – mutual funds, and as a partner at PricewaterhouseCoopers from 1999 to 2004, having joined the firm in 1988. Ms Atkinson holds a bachelor’s degree in accounting from the University of Massachusetts and is a certified public accountant. She currently serves on the board of directors of Raytheon Technologies, and previously served on the board of Raytheon Company from 2014 until the closing of the merger between Raytheon Company and United Technologies Corporation. Source : STRATEGIC RESEARCH INSTITUTE
US Steel Production Capacity Utilizaion Climbs to 59% American Iron and Steel Institute reported that in the week ending on July 25, 2020, US’s domestic raw steel production was 1,320,000 net tons while the capability utilization rate was 58.9 percent. Production was 1,847,000 net tons in the week ending July 25, 2019 while the capability utilization then was 79.4 percent. The current week production represents a 28.5 percent decrease from the same period in the previous year. Production for the week ending July 25, 2020 is up 1.1 percent from the previous week ending July 18, 2020 when production was 1,306,000 net tons and the rate of capability utilization was 58.3 percent. Adjusted year-to-date production through July 25, 2020 was 44,553,000 net tons, at a capability utilization rate of 66.1 percent. That is down 20 percent from the 55,707,000 net tons during the same period last year, when the capability utilization rate was 80.9 percent. Broken down by districts, here's production for the week ending July 25, 2020 in thousands of net tons: North East: 133; Great Lakes: 471; Midwest: 129; Southern: 524 and Western: 63 for a total of 1320. Source : STRATEGIC RESEARCH INSTITUTE
Maciej Gwozdz President Business Area Europe to resign from Outokumpu Outokumpu announced that Maciej Gwozdz, President, business area Europe has decided to resign from Outokumpu to take a new position in another company. He will continue to work in Outokumpu in his current position until the end of September. His successor will be appointed in due course. CEO Heikki Malinen said “Mac has had important roles in Outokumpu during the past four years, first as head of business area Europe’s operations and since 2018 as President of the business area. During this period, Outokumpu’s position as the leading stainless steel company in Europe has strengthened further, and our operational efficiency and productivity have reached new heights. I want to thank Mac already now for his strong leadership and valuable input in developing the whole company. I wish him all success in his future endeavors.” Source : STRATEGIC RESEARCH INSTITUTE
TeraPlast Group to sell Steel Division to Kingspan Group TeraPlast Group has entered an agreement with Ireland's Kingspan Group for the sale of its Steel division; the agreement is still subject to a set of customary suspensive conditions, including approval by the relevant competition bodies. The deal will also be subjected to the final approval of the TeraPlast shareholders' Extraordinary General Meeting. The Steel division is worth an estimated 410 million lei, and the final price will be established by adjusting this figure with the net debt and the working capital, based on an agreed formula. The transaction does not include payment in stake or other financial instruments and does not determine changes in the TeraPlast shareholdership. The transaction concerns the entire participation of TeraPlast Group parent company TeraPlast SA in the subsidiaries TeraSteel SA, TeraSteel DOO Serbia and Wetterbest SA. TeraSteel is the leader on the local sandwich panel market and, together with TeraSteel Serbia, is one of the top exporters in the Central and Eastern European market. The company's metal tiles division which operates under the Wetterbest brand holds the second position on the Romanian market. The Steel division generated 578 million lei of the TeraPlast Group consolidated turnover in 2019 and contributed over 50 million lei to the Group's EBITDA. Source : STRATEGIC RESEARCH INSTITUTE
Viatnamese Hoa Phat Reports Record Q2 Profit VN Express reported that steelmaker Hoa Phat reported its highest ever second quarter net profit of VND 2.8 trillion (USD 121 million), up 34 percent year-on-year. Vietnam’s biggest producer of construction steel also reported a 30 percent rise in first-half profit to VND 5 trillion (USD 217 million). The company attributed the surge in profits to rising sales. It sold over 1.5 million tonnes of construction and rolled steel in the first half, up 12.4 percent year-on-year. Exports rose 67 percent to 203,000 tonnes. Source : STRATEGIC RESEARCH INSTITUTE
Belarusian Steel Mill BMZ to Increase Export BelTA reported that the Belarusian steel mill BMZ is increasing export as BMZ is resuming normal operation. Steel output is expected to increase by 18% in July in comparison with the previous month. As a major exporter BMZ has felt the coronavirus' impact on the world economy. The pandemic has hit sales of hardware items hardest, sales of such an expensive product as metal cord. Due to quarantine measures many European consumers have noticeably reduced consumption or have put on hold the execution of the existing contracts. Markets are recovering little by little. As a result, BMZ expects to increase metal cord production in July by more than 70% in comparison with the previous month to over 5,400 tonnes. The production of bronzed bead wire and steel wire is expected to increase substantially as well. In H1 2020 BMZ made 1.25 million tonnes of steel, which was converted into rolled steel products, hot-rolled pipes, metal cord, and various kinds of wire. More than 80% of the metal products was exported. The exports were shipped to 49 countries. The largest importers included Russia, Israel, Lithuania, Germany, and Netherlands. This year the company has been able to penetrate the Italian market of bronze bead wire and the Kenyan market of cast bars. Export to Austria, Spain, Poland, Finland, France, and Switzerland increased by more than 50% in comparison with the same period of last year in physical terms and monetary terms. Sales in the USA, Singapore, Burkina Faso, Ghana, and Kenya increased considerably. Source : STRATEGIC RESEARCH INSTITUTE
Hoa Sen Group Chairman Mr Le Phuoc Vu Deepenes Buddhist Faith Le Phuoc VuVN Express recently reported that steelmaker Hoa Sen Group’s chairman Mr Le Phuoc Vu has deepened his Buddhist faith, undergoing a ceremony to take refuge in the Three Jewels. The ceremony is an important step for one who accepts Buddhism. It does not require a person to become a renunciate and stay full time in a pagoda. However, it was not clear what the implication of this ceremony would be for Hoa Sen Group’s business. A spokesperson of the company told VnExpress Friday that Vu still plays an important role in the company, and that he will participate in an extraordinary general meeting next month to answer shareholders’ questions on issuing shares to strategic investors. Nguyen The Minh, head of retail research at brokerage Yuanta Vietnam, said that at the moment, it was not possible to estimate the impact Vu's ceremony will have on the operation and price of Hoa Sen’s HSG shares, as the group's management has not come out with any official announcement on the chairman's role. It is likely that there is a short term effect based on sentiments of individual investors who might worry that Vu may cut back on his role, exerting some selling pressure on the stock. The Three Jewels of Buddhism are the Buddha, the Dharma and the Sangha – the Enlightened One, the teachings of the Enlightened One and monastic order that practices the teachings. Source : STRATEGIC RESEARCH INSTITUTE
US Steel Imports in H1 Shrink by 21% YoY Based on preliminary Census Bureau data, the American Iron and Steel Institute reported that the US imported a total of 1,391,000 net tons of steel in June 2020, including 1,310,000 net tons of finished steel down 23.0% and down 12.7%, respectively, vs. May final data. Through the first six months of 2020, total and finished steel imports are 12,387,000 net tons and 8,632,000 net tons, down 20.8% and 26.2%, respectively, vs. the same period in 2019. Annualized total and finished steel imports in 2020 would be 24.8 and 17.3 million net tons, down 11.3% and 18.0%, respectively, vs. 2019. Finished steel import market share was an estimated 21% in June and is estimated at 19% over the first six months of 2020. Key finished steel products with a significant increase in imports in June compared to May are line pipe up 30% and sheets and strip hot dipped galvanized up 23%. In June the largest volumes of finished steel imports from offshore were from South Korea 187,000 net tons down 19% from May final, Germany 79,000 net tons up 22%, Taiwan 65,000 net tons down 22%, Japan 61,000 net tons down 41% and China 39,000 net tons up 13%. For the first six months of 2020, the largest offshore suppliers were South Korea 1,124,000 net tons down 23% vs. the same period in 2019, Japan 434,000 net tons down 40%, Germany 377,000 net tons down 39%, Taiwan 333,000 net tons down 36% and Turkey 323,000 net tons up 66%. Source : STRATEGIC RESEARCH INSTITUTE
Roestvrijstaalbedrijf Aperam voelt gevolgen coronacrisis Gepubliceerd op 29 juli 2020 07:16 | Views: 78 Aperam 28 jul 24,80 0,00 (0,00%) LUXEMBURG (AFN) - Roestvrijstaalproducent Aperam heeft in het tweede kwartaal een lager bedrijfsresultaat behaald, onder druk van een gedaalde verkoop door de coronacrisis. Het bedrijf had al gewaarschuwd voor een lagere winstgevendheid. Aperam had te kampen met het stilleggen van fabrieken en een zwakkere vraag vanuit de auto-industrie door de virusuitbraak. Het aangepaste bedrijfsresultaat (ebitda) kwam uit op 49 miljoen euro tegen 70 miljoen euro in het eerste kwartaal. De omzet bedroeg 818 miljoen euro tegen 1 miljard euro in de eerste drie maanden. De verschepingen van roestvrijstaal daalden met 14 procent op kwartaalbasis tot 376.000 ton. Aperam gaf aan voor het derde kwartaal op een vergelijkbaar resultaat te rekenen als in het tweede kwartaal. Volgens het bedrijf begint de vraag aan te trekken, maar ligt die nog altijd flink onder het normale niveau. Om de crisis het hoofd te bieden wordt door het bedrijf in de kosten gesneden.
Winstdaling Aperam FONDS KOERS VERSCHIL VERSCHIL % BEURS Aperam 24,80 0,00 0,00 % Euronext Amsterdam (ABM FN-Dow Jones) Aperam heeft in het tweede kwartaal van 2020 de winst op kwartaalbasis zien dalen, maar verwacht een stabilisering in het derde kwartaal. Dit bleek woensdag voorbeurs uit de kwartaalcijfers van de fabrikant van roestvast staal. De omzet daalde op kwartaalbasis van 1,05 miljard naar 818 miljoen euro. De EBITDA kwam uit op 49 miljoen euro, waar dit een kwartaal eerder nog 70 miljoen euro was. Onder de streep restte een nettowinst van 21 miljoen euro tegen 29 miljoen euro in het eerste kwartaal. In totaal rekenden 13 analisten vooraf op een EBITDA van 42 miljoen euro. De schattingen liepen daarbij uiteen tussen 37 miljoen en 49 miljoen euro. Bij de cijfers over het eerste kwartaal waarschuwde Aperam al voor een daling van de aangepaste EBITDA als gevolg van lagere volumes. De levering van staal daalde op kwartaalbasis met 14 procent, zo liet Aperam weten. Wel dacht Aperam voorafgaand aan de cijfers dat het nog altijd een positieve vrije kasstroom zou genereren in het tweede kwartaal en dit werd bevestigd in de cijfers woensdagochtend. De operationele kasstroom bedroeg 57 miljoen euro tegen 63 miljoen euro in het eerste kwartaal. De vrije kasstroom voor dividend was 34 miljoen euro, beduidend meer dan de 18 miljoen euro een kwartaal eerder. De schuld liep conform verwachting op. Eind maart was die 108 miljoen euro en eind juni 123 miljoen euro. Outlook Aperam verwacht voor het lopende derde kwartaal een EBITDA vergelijkbaar met het resultaat in het tweede kwartaal. De schulden zullen pieken in het derde kwartaal, mede vanwege seizoensgebonden effecten. Voor heel 2020 mikken analisten inmiddels op een EBITDA van 234 miljoen euro. Dat is lager dan de 243 miljoen euro waarop nog werd gerekend voor de cijfers over het eerste kwartaal. Door: ABM Financial News.info@abmfn.nl Redactie: +31(0)20 26 28 999 © Copyright ABM Financial News B.V. All rights reserved.
Beursblik: winst Aperam hoger dan verwacht FONDS KOERS VERSCHIL VERSCHIL % BEURS Aperam 25,66 0,86 3,47 % Euronext Amsterdam (ABM FN-Dow Jones) Aperam heeft in het tweede kwartaal van dit jaar een hogere EBITDA geboekt dan verwacht. Dit stelden analisten van JPMorgan Cazenove woensdag. Aperam boekte een EBITDA van 49 miljoen euro, waar JPMorgan mikte op 42 miljoen euro. Dit had vooral te maken door betere prestaties bij Stainless & Electrical, waar de kosten beter onder controle werden gehouden en Aperam hogere prijzen wist te vragen. De solide EBITDA-prestaties waren ook terug te zien in de kasstroom, aldus JPMorgan, wijzend op de vrije kasstroom van 34 miljoen euro waar de Amerikaanse zakenbank mikte op slechts 4 miljoen euro. Aperam verwacht voor het lopende derde kwartaal een EBITDA vergelijkbaar met het resultaat in het tweede kwartaal. De schulden zullen pieken in het derde kwartaal, mede vanwege seizoensgebonden effecten. JPMorgan noemde de outlook "acceptabel", maar de verwachtingen voor de staalleveringen en de vrije kasstroom hadden "iets" beter gekund. JPMorgan Cazenove heeft een Overwogen advies op Aperam. Het aandeel koerste vanochtend 2,3 procent hoger op 25,37 euro. Door: ABM Financial News.info@abmfn.nl Redactie: +31(0)20 26 28 999 © Copyright ABM Financial News B.V. All rights reserved.
'Solide resultaten voor Aperam' Gepubliceerd op 29 juli 2020 10:35 | Views: 542 Aperam 11:18 25,46 +0,66 (+2,66%) AMSTERDAM (AFN) - Roestvrijstaalbedrijf Aperam heeft in het tweede kwartaal solide resultaten behaald, hoewel het bedrijfsresultaat (ebitda) met 30 procent daalde als gevolg van de coronacrisis. Dat schrijven analisten van ING die erop wijzen dat Aperam de gemiddelde verwachting van analisten overtrof. De verwachtingen van Aperam voor het derde kwartaal zijn zoals verwacht aan de voorzichtige kant. Dat is deels te verklaren door seizoensinvloeden, maar ook door het feit dat de EU zijn importquota niet heeft aangepast. Dat kan leiden tot meer prijsdruk door geïmporteerd roestvrijstaal in de tweede jaarhelft. ING heeft een buy-advies voor Aperam met een koersdoel van 26 euro. Het aandeel van de roestvrijstaalmaker stond woensdag rond 10.15 uur 1,7 procent in de plus op 25,21 euro.
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DNC
Dockwise
DPA Flex Group
Draka Holding
DSC2
DSM
Duitse aandelen
Dutch Star Companies ONE
Duurzaam Beleggen
DVRG
Ease2pay
Ebusco
Eckert-Ziegler
Econocom Group
Econosto
Edelmetalen
Ekopak
Elastic N.V.
Elia
Endemol
Energie
Energiekontor
Engie
Envipco
Erasmus Beursspel
Eriks
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EUR/USD
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Eurocastle
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Euronav
Euronext
Euronext
Euronext.liffe Optiecompetitie
Europcar Mobility Group
Europlasma
EVC
EVS Broadcast Equipment
Exact
Exmar
Exor
Facebook
Fagron
Fastned
Fingerprint Cards AB
First Solar Inc
FlatexDeGiro
Floridienne
Flow Traders
Fluxys Belgium D
FNG (voorheen DICO International)
Fondsmanager Gezocht
ForFarmers
Fountain
Frans Maas
Franse aandelen
FuelCell Energy
Fugro
Futures
FX, Forex, foreign exchange market, valutamarkt
Galapagos
Gamma
Gaussin
GBL
Gemalto
General Electric
Genfit
Genmab
GeoJunxion
Getronics
Gilead Sciences
Gimv
Global Graphics
Goud
GrandVision
Great Panther Mining
Greenyard
Grolsch
Grondstoffen
Grontmij
Guru
Hagemeyer
HAL
Hamon Groep
Hedge funds: Haaien of helden?
Heijmans
Heineken
Hello Fresh
HES Beheer
Hitt
Holland Colours
Homburg Invest
Home Invest Belgium
Hoop Effektenbank, v.d.
Hunter Douglas
Hydratec Industries (v/h Nyloplast)
HyGear (NPEX effectenbeurs)
HYLORIS
Hypotheken
IBA
ICT Automatisering
Iep Invest (voorheen Punch International)
Ierse aandelen
IEX Group
IEX.nl Sparen
IMCD
Immo Moury
Immobel
Imtech
ING Groep
Innoconcepts
InPost
Insmed Incorporated (INSM)
IntegraGen
Intel
Intertrust
Intervest Offices & Warehouses
Intrasense
InVivo Therapeutics Holdings Corp (NVIV)
Isotis
JDE PEET'S
Jensen-Group
Jetix Europe
Johnson & Johnson
Just Eat Takeaway
Kardan
Kas Bank
KBC Ancora
KBC Groep
Kendrion
Keyware Technologies
Kiadis Pharma
Kinepolis Group
KKO International
Klépierre
KPN
KPNQwest
KUKA AG
La Jolla Pharmaceutical
Lavide Holding (voorheen Qurius)
LBC
LBI International
Leasinvest
Logica
Lotus Bakeries
Macintosh Retail Group
Majorel
Marel
Mastrad
Materialise NV
McGregor
MDxHealth
Mediq
Melexis
Merus Labs International
Merus NV
Microsoft
Miko
Mithra Pharmaceuticals
Montea
Moolen, van der
Mopoli
Morefield Group
Mota-Engil Africa
MotorK
Moury Construct
MTY Holdings (voorheen Alanheri)
Nationale Bank van België
Nationale Nederlanden
NBZ
Nedap
Nedfield
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Nedsense Enterpr
Nel ASA
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Neopost
Neovacs
NEPI Rockcastle
Netflix
New Sources Energy
Neways Electronics
NewTree
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NIBC
Nieuwe Steen Investments
Nintendo
Nokia
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Nokia OYJ
Novacyt
NOVO-NORDISK AS
NPEX
NR21
Numico
Nutreco
Nvidia
NWE Nederlandse AM Hypotheek Bank
NX Filtration
NXP Semiconductors NV
Nyrstar
Nyxoah
Océ
OCI
Octoplus
Oil States International
Onconova Therapeutics
Ontex
Onward Medical
Onxeo SA
OpenTV
OpGen
Opinies - Tilburg Trading Club
Opportunty Investment Management
Orange Belgium
Oranjewoud
Ordina Beheer
Oud ForFarmers
Oxurion (vh ThromboGenics)
P&O Nedlloyd
PAVmed
Payton Planar Magnetics
Perpetuals, Steepeners
Pershing Square Holdings Ltd
Personalized Nursing Services
Pfizer
Pharco
Pharming
Pharnext
Philips
Picanol
Pieris Pharmaceuticals
Plug Power
Politiek
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PostNL
Priority Telecom
Prologis Euro Prop
ProQR Therapeutics
PROSIEBENSAT.1 MEDIA SE
Prosus
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Qrf
Qualcomm
Quest For Growth
Rabobank Certificaat
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Recticel
Reed Elsevier
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RoodMicrotec
Roularta Media
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Royal Dutch Shell
RTL Group
RTL Group
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Schuitema
Seagull
Sequana Medical
Shurgard
Siemens Gamesa
Sif Holding
Signify
Simac
Sioen Industries
Sipef
Sligro Food Group
SMA Solar technology
Smartphoto Group
Smit Internationale
Snowworld
SNS Fundcoach Beleggingsfondsen Competitie
SNS Reaal
SNS Small & Midcap Competitie
Sofina
Softimat
Solocal Group
Solvac
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Sopheon
Spadel
Sparen voor later
Spectra7 Microsystems
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Spyker N.V.
Stellantis
Stellantis
Stern
Stork
Sucraf A en B
Sunrun
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SVK (Scheerders van Kerchove)
Syensqo
Systeem Trading
Taiwan Semiconductor Manufacturing Company (TSMC)
Technicolor
Tele Atlas
Telegraaf Media
Telenet Groep Holding
Tencent Holdings Ltd
Tesla Motors Inc.
Tessenderlo Group
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Teva Pharmaceutical Industries
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TIE
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TITAN CEMENT INTERNATIONAL
TKH Group
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Univar
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Value8
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Wave Life Sciences Ltd
Wavin
WDP
Wegener
Weibo Corp
Wereldhave
Wereldhave Belgium
Wessanen
What's Cooking
Wolters Kluwer
X-FAB
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Xior
Yatra Capital Limited
Zalando
Zenitel
Zénobe Gramme
Ziggo
Zilver - Silver World Spot (USD)