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Arcelor oktober 2023

457 Posts, Pagina: « 1 2 3 4 5 6 ... 13 14 15 16 17 18 19 20 21 22 23 » | Laatste

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mvliex 1 24 oktober 2023 11:47

quote:
Wollin schreef op 24 oktober 2023 10:49:
Ik vind dezedaling weer zeer opvallend 't.o.v. alle andere aandelen.
Wat vreemd weer Na gisteren

Ik hoop dat je geniet van het volgen van de koers ook nog andere leuke dingen doet op een dag!

Wollin 24 oktober 2023 12:24

Zolang we rood staan op een dag, blijf ik als een havik erop zitten helaas.
Ik verlies meer p/dag dan dat ik maandelijks verdien op mijn werk.
Zolang er geen herstel is moet ik blijven opletten

voda 24 oktober 2023 14:19

Weer afname mondiale staalproductie

Na maanden van stijging.

(ABM FN-Dow Jones) De mondiale staalproductie is na de stijgingen in juli en augustus in september weer gedaald. Dit bleek dinsdag uit cijfers van brancheorganisatie World Steel Association.

In totaal vervaardigden de 63 staalproducerende landen vorige maand 149,3 miljoen ton staal, een afname van 1,5 procent op jaarbasis. In augustus steeg de productie nog met 2,2 procent en juli steeg de productie zelfs met meer dan 6 procent.

In China, wereldwijd met afstand de grootste fabrikant van staal, daalde de productie in september met 5,6 procent. Maar in de VS steeg de productie met bijna 3 procent tot 6,7 miljoen ton.

In Duitsland steeg de productie afgelopen maand ook, met 2,9 procent, maar in de hele Europese Unie was er een daling van 1,1 procent.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999

voda 24 oktober 2023 14:20

Hier het originele bericht:

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

Wollin 24 oktober 2023 15:53

quote:
voda schreef op 24 oktober 2023 14:19:
Weer afname mondiale staalproductie

Na maanden van stijging.

(ABM FN-Dow Jones) De mondiale staalproductie is na de stijgingen in juli en augustus in september weer gedaald. Dit bleek dinsdag uit cijfers van brancheorganisatie World Steel Association.

In totaal vervaardigden de 63 staalproducerende landen vorige maand 149,3 miljoen ton staal, een afname van 1,5 procent op jaarbasis. In augustus steeg de productie nog met 2,2 procent en juli steeg de productie zelfs met meer dan 6 procent.

In China, wereldwijd met afstand de grootste fabrikant van staal, daalde de productie in september met 5,6 procent. Maar in de VS steeg de productie met bijna 3 procent tot 6,7 miljoen ton.

In Duitsland steeg de productie afgelopen maand ook, met 2,9 procent, maar in de hele Europese Unie was er een daling van 1,1 procent.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999

Denk je dan ook dat de cijfers zullen tegen vallen?
Maar de outlook zal dan weer goed zijn.

03har 24 oktober 2023 20:59

De cijfers van Nucor liegen er niet om, zie ook zijn ranking vorige tov andere staal bedrijve.
Let wel, Nucor is vwb grondstoffen minder afhankelijk van erts en meer van HBI en schrot.

03haR

Nucor reports decreased net earnings in Q3
Tuesday, 24 October 2023 20:32:59 (GMT+3) | San Diego

Nucor Corporation announced consolidated net earnings $1.14 billion for the third quarter of 2023, compared to consolidated net earnings of $1.46 billion for the second quarter of 2023 and $1.69 billion for the third quarter of 2022.

Nucor's consolidated net sales decreased 8 percent to $8.78 billion in the third quarter of 2023 compared with $9.52 billion in the second quarter of 2023 and decreased 16 percent compared with $10.50 billion in the third quarter of 2022.

In a press release, the company said average sales price per ton in the third quarter of 2023 decreased 3 percent compared with the second quarter of 2023 and decreased 14 percent compared with the third quarter of 2022.

A total of 6,240,000 tons were shipped to outside customers in the third quarter of 2023, a 5 percent decrease from the second quarter of 2023 and a 3 percent decrease from the third quarter of 2022, Nucor said. Total steel mill shipments in the third quarter of 2023 decreased 4 percent as compared to the second quarter of 2023 and decreased 2 percent as compared to the third quarter of 2022.

Steel mill shipments to internal customers represented 20 percent of total steel mill shipments in the third quarter of 2023 and the second quarter of 2023, compared with 22 percent in the third quarter of 2022, Nucor said. Downstream steel product shipments to outside customers in the third quarter of 2023 decreased 4 percent from the second quarter of 2023 and decreased 12 percent from the third quarter of 2022.

Overall operating rates at the company's steel mills decreased to 77 percent in the third quarter of 2023 as compared to 84 percent in the second quarter of 2023 and 77 percent in the third quarter of 2022.

As for an outlook, the company said it expects earnings in the fourth quarter of 2023 to decrease compared to the third quarter of 2023 due primarily to lower pricing across all three operating segments, and, to a lesser extent, decreased volumes.

In the steel mills segment, Nucor expects the decrease in realized pricing to be most pronounced at its sheet mills. In the steel products segment, the company expects decreased earnings due to moderating average selling prices at most of the product groups within the steel products segment and lower volumes. Earnings for the raw materials segment are expected to decrease in the fourth quarter of 2023 as compared to the third quarter of 2023 due to lower pricing for raw materials and planned outages at Nucor’s DRI facilities.

voda 25 oktober 2023 06:46

Beursupdate: AEX op Wall Street

Door ABM Financial News op dinsdag 24 oktober 2023
Views: 4.730

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

Aegon (-0,77%)
ArcelorMittal (+0,54%)
ASML (+0,80%)
ING Groep (0,00%)
Philips (+0,13%)
RELX (+0,27%)
Royal Dutch Shell (-0,51%)
Unilever (-0,02%)

Euro/dollar: 1,0593

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 721,73 punten, zijn geëindigd op 721,59 punten.

Bron: ABM Financial News

03har 25 oktober 2023 12:23

POSCO’s operating profit falls in Q3 due lower sales prices
Wednesday, 25 October 2023 12:21:00 (GMT+3) | Istanbul

South Korean steelmaker Pohang Iron and Steel Co. (POSCO) has announced its consolidated financial results for the third quarter this year.

The company reported an operating profit of KRW 1.19 trillion ($886.05 million) in the given quarter, down by 9.8 percent compared to the second quarter, due to a decline in sales prices. In the third quarter, POSCO’s revenue decreased by 10.3 percent quarter on quarter to KRW 18.96 trillion ($14.03 billion), while its net profit amounted to KRW 550 billion ($407.47 million), decreasing by 7.1 percent compared to the previous quarter.

In the third quarter this year, POSCO produced 9.31 million mt of crude steel, rising by 5.2 percent both quarter on quarter and year on year, while its finished steel sales decreased by 0.6 percent compared to the previous quarter and were up by five percent year on year to 8.3 million mt.

03har 25 oktober 2023 12:28

Baosteel (China) is de grootste staalproducent van de wereld,!
03haR

Baosteel’s net profit down 11.76% in Jan-Sept, despite 5.5% rise in crude steel output
Wednesday, 25 October 2023 11:50:51 (GMT+3) | Shanghai

Major Chinese steelmaker Baoshan Iron & Steel Co., Ltd (Baosteel), a listed subsidiary of the state-owned China Baowu Group, has issued its financial report for the first nine months this year, stating that its operating revenue amounted to RMB 255.017 billion ($35.5 billion) in the given period, down 8.35 percent year on year, while its net profit came to RMB 8.35 billion ($1.2 billion), down 11.76 percent year on year.

In the given period, Baosteel produced 37.026 million mt of pig iron and 39.816 million mt of crude steel, up 6.2 percent and 5.5 percent, respectively, while it sold 38.968 million mt of finished steel, rising by 4.9 percent, all year on year.

In the July-September period, Baosteel registered an operating revenue of RMB 85.162 billion ($11.9 billion), down 9.97 percent year on year, while it posted a net profit of RMB 3.798 billion ($0.53 billion) in the same period, up 127.1 percent year on year. In the given period, Baosteel produced 12.755 million mt of pig iron and 13.873 million mt of crude steel, up 8.4 percent and 10.8 percent, respectively, while it sold 13.405 million mt of finished steel, rising by 2.7 percent, all year on year.

mvliex 1 25 oktober 2023 12:36

"Staalmaker ArcelorMittal wint een half procent, de Zweedse concurrent SSAB boekt na onverwacht goede kwartaalcijfers 7% op de beurs."

www.telegraaf.nl/financieel/633732285...

voda 26 oktober 2023 06:31

Beursupdate: AEX op Wall Street

Door ABM Financial News op woensdag 25 oktober 2023
Views: 5.384

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

Aegon (-1,39%)
ArcelorMittal (-0,91%)
ASML (-1,57%)
ING Groep (-0,36%)
Philips (-0,88%)
RELX (-0,21%)
Royal Dutch Shell (+0,02%)
Unilever (-0,30%)

Euro/dollar: 1,0570

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 722,24 punten, zijn geëindigd op 720,03 punten.

Bron: ABM Financial News

voda 26 oktober 2023 09:44

Baosteel's Profit Dips Amid Output Surge
By Strategic Research Institute on Oct 26, 2023 11:26 am

Synopsis

Chinese steel company Baosteel reported an 11.76% decrease in net profit for the first nine months of 2023, even as crude steel output rose by 5.5%. The company had an operating revenue of $35.5 billion, marking an 8.35% drop year on year. Despite this, steel production and sales saw growth.

Article

Baoshan Iron & Steel Co., Ltd (Baosteel), a major player in China's steel industry, recently released its financial report for January-September 2023. According to the report, Baosteel saw its operating revenue fall to $35.5 billion, a decline of 8.35% compared to the same period last year. Meanwhile, the company's net profit also took a hit, dropping 11.76% year on year to $1.2 billion.

Despite these financial setbacks, Baosteel’s production metrics tell a different story. During the same nine-month period, the company produced 37.026 million metric tons of pig iron and 39.816 million metric tons of crude steel. These figures represent increases of 6.2% and 5.5%, respectively, year on year. The company also saw its finished steel sales rise by 4.9%, totaling 38.968 million metric tons.

The third quarter of 2023 also offered mixed signals. Baosteel reported an operating revenue of $11.9 billion, down 9.97% year on year. Surprisingly, the net profit for this quarter stood at $0.53 billion, marking a sharp increase of 127.1% compared to the same period last year. Production of pig iron and crude steel went up by 8.4% and 10.8% respectively, while finished steel sales rose by a modest 2.7%.

These contradictory trends, rising production and sales alongside falling profits and revenues, raise questions about Baosteel's overall strategy and market conditions. One possibility is that the company is grappling with increased operational costs or reduced pricing power in a competitive market.

Whatever the underlying reasons, these financial figures serve as an important indicator of challenges facing not just Baosteel but the steel industry at large. Increased production does not necessarily equate to higher profits, particularly if costs are escalating or market conditions are unfavorable.

The fact that Baosteel, a subsidiary of state-owned China Baowu Group, is facing such fluctuations suggests that even industry giants are not immune to market volatilities. This serves as a wake-up call for the industry to examine the factors affecting profitability closely, even when production metrics seem favorable.

Conclusion

Baosteel's mixed financial performance in the first nine months of 2023 highlights the complex landscape of the steel industry. While production and sales have seen growth, this has not translated into increased profits or revenue. The situation demands a closer look into the operational strategies and market dynamics influencing one of China’s steel behemoths.

Bron Steelguru (via email)

Wollin 26 oktober 2023 10:28

Weer daling en aperam een mooie plus.
Zou toch mooi zijn te herstellen boven de 21

Wollin 26 oktober 2023 12:39

AEX heeft AM alweer ingehaald.
Verder herstel AM is nog ver weg

tempus fugit 26 oktober 2023 14:03

Deutsche Bank herhaalt advies voor Arcelor Mittal
Gepubliceerd door Trivano.com op 25 oktober 2023 om 13:29
De analisten van Deutsche Bank hebben zich woensdag opnieuw positief uitgelaten over Arcelor Mittal. Deutsche Bank herhaalde het advies kopen voor de aandelen van Arcelor Mittal.

Ook het koersdoel van 33,00 EUR werd door de analisten herhaald. Dat betekent dat de analisten verwachten dat de aandelen van Arcelor Mittal met 58% kunnen stijgen vanaf de huidige koers van 20,94 EUR.

Wollin 26 oktober 2023 14:26

Dit vind ik een mooi bericht

Wollin 26 oktober 2023 15:25

Analisten verwachten een stijging van 58% en AM doet helemaal niets met dit nieuws.

03har 26 oktober 2023 15:37

Invitalia accuses ArcelorMittal of lack of transparency regarding Acciaierie d’Italia
Thursday, 26 October 2023 16:21:25 (GMT+3) | Istanbul

Invitalia, an Italian government agency for inward investment promotion and enterprise development, which has a minority stake of 38 percent in Italian steelmaker Acciaierie d’Italia, has accused its partner Luxembourg-based steelmaker ArcelorMittal, which has a 62 percent share, of not complying with the agreements between the parties, and of a lack of information and transparency regarding the economic, equity and financial situation of the company, recent corporate decisions, and missed payments, according to local media reports.

The company has also complained about the lack of updates on the steel production plan and on the cash necessary to meet the commitment for four million mt of steel production. Given the troubled situation of Acciaierie d’Italia, which faces liquidity problems, Invitalia is asking to at least know the updated financial situation of the company.

03har 26 oktober 2023 16:40

ECB verhoogt rente niet, voor het eerst na tien stijgingen
Economie De inflatie is nog steeds te hoog, vindt de Europese Centrale Bank, maar een rente van 4 procent is voorlopig hoog genoeg. Daarmee komt een eind aan een lange reeks rentestijgingen

Wollin 26 oktober 2023 17:43

Het is gelukt, boven de 21.
Nu een keer een dag met procenten omhoog richting 22

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