Mooie start.
Aperam is genoeg in hoekje gedrukt.
42,40 afsluiten om morgen over de .50 te handelen en uiteindelijk weer in de 43 te begeven geeft een beter waarde van het aandeel.
48 zal er nog niet in zitten omdat de meeste willen eerst de outlook horen over 4e KW.
Op dit moment begint het wel te lopen in steel business and lopen de prijzen op, maar gevaar ligt op de loer als vraag vanuit China niet verder wordt aangeboord en onze Donald Duck (DD) Trump niet begint met zijn hervormingen.
Dat de economische raad is opgeheven zegt iets over de haalbaarheid van zn plannen.
Zelf denk ik dat het goed is als Amerika begint aan de weder opbouw want het ziet er niet uit. Verouderde bruggen, waardeloze JFK, verouderde spoorwegen net.
Maar DD Trump is meer bezig met zn ego dan land te besturen. Tijd voor impeachment dan kunnen de koersen van aperam, arcelor, thyssen....verder omhoog.
3 artikelen.
STEEL NEWS
Taiwan’s China Steel Corp. will open new prices this week
It is understood that Taiwan’s China Steel Corporation (CSC) planned on August 25th, to open new prices for the fourth quarter of this year. Although the price is expected to increase, but the distributors still hope the increase of steel price will remain steady. However, it is expected the price will increase by US$50/ton from US$30-40/ton.
Meanwhile, China steel market price has increased strongly, mainly due to the international steel market prices to adjust upward trend. Therefore, Taiwan’s CSC continues to discuss their existing clients to increase steel prices, in order to offset the increase of raw materials and international prices.
News Date 21 Aug 2017 15:50:05
2e
According to the World Bureau of Metal Statistics (WBMS) data statistics showed that global nickel supply shortage was 60,300 tons for the first six months of this year; while the global nickel supply shortage was 71,000 tons in 2016.
In January-June of this year, global nickel production was 899,000 tons, down by 38,000 tons compared with the same period of last year. The production of nickel in China's smelters/refineries decreased by 28,000 tons compared with the same period of last year; the apparent consumption fell by 142,000 tons compared with the same period of last year, due to Russia to cut its nickel imports.
News Date 18 Aug 2017 13:29:24 reported by Jack
Colombia en Turkey hebben 1e helft 2017 ook minder geexporteerd. Zo blijft vraag en aanbod in stand.
3e artikel.
China's stainless steel prices to soar beyond expectation
In July 2017, China’s stainless steel market has successfully enlarged its profit scale, and steel mills’profit surged to RMB1,000/ton. Therefore, China’s steelmakers received more orders of July and August, with a monthly output expectation of 2 million tons. After the continuous dropping for last three months, China’s stainless steel prices finally started climbing in June.
However, since LME nickel price increased dramatically last Friday, and steel mills suspended to sell out one after another, China’s stainless steel prices started a new wave of price increase. TISCO, for example, increased RMB600/ton for their 304 CR products, closing at RMB14,900/ton on July 15th.
Besides, other related steel mills increased from RMB200/ton to RMB500/ton respectively. On July 14th, some big steel distributors were still underselling products, and traders were reluctant to buy, but the crazy LME nickel price pushed up China’s stainless steel price immediately.
Now, most private-owned steel mills have achieved their maximum capacity for August, and the future orders are arranged at late August or early September.
News Date 20 Jul 2017 12:45:17 reported by Jas