Arcelor Mittal « Terug naar discussie overzicht

Sector draad

386 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 ... 16 17 18 19 20 » | Laatste
[verwijderd]
0

Wednesday, January 10, 2007

Editor's Choice
Analysts: More deals on the horizon in steel sector - Mexico
Published: Tuesday, January 9, 2007 17:49 (GMT -0400)

After the sale of Mexican steel operation Sicartsa by Grupo Villacero to Europe's Arcelor Mittal, analysts believe that more deals can be expected in the consolidation process underway in Mexico's steel sector.

www.bnamericas.com/story.jsp?sector=8...
[verwijderd]
0
Analyst sees uptick in steel pricing
By Tom Stundza
Purchasing
January 10, 2007



ADVERTISEMENT

Warm winter melts crude oil

Soybean prices may double

Manufacturing has returned to growth

More >>

Analyst Mike Willemse at CIBC World Markets believes hot-rolled sheet prices have stabilized in the $550-$500/ton range. Since he believes that “steel sector fundamentals are likely to improve throughout the first half of this year,” he projects hot-rolled sheet at a top of $600/ton over the next few months.

Although steel prices have stabilized, “average prices are likely to be down in the first quarter relative to the fourth quarter,” he acknowledges. Still, his price forecast is more bullish than the recent Purchasingdata.com outlook of a $495 average in the first quarter versus $597 in the final quarter of 2006. Purchasingdata.com, which suggests a 6% decline for carbon and alloy steel in 2007 prices when compared with 2006 transaction levels, is heavily weighted toward buyers’ views—which are downright bearish since they are expecting a big influx of low-priced imports.

Not so bearish is the CIBC World Markets outlook.“While declining service center inventories throughout the first half should lead to gradual price increases for sheet products,” Willemse writes to clients this week, “we do not believe sheet prices will increase beyond $600/ton.” Reason: Steel producers would likely be concerned over attracting a surge in imports if prices rise too high, “as had occurred in mid-2006 when sheet prices approached $650/ton.”
[verwijderd]
0
Mittal, South African Government Talks May End Soon (Update1)

By Carli Lourens

Jan. 10 (Bloomberg) -- Mittal Steel South Africa Ltd., Africa's biggest steelmaker, may conclude government talks over a new pricing model in the next ``few weeks,'' a state official said.

``Both sides now really want to wrap up,'' Pretoria, South Africa-based Department of Trade and Industry Chief Director Nimrod Zalk said in a telephone interview today. ``We'll be trying to move to finality over the next few weeks.''

Former Trade and Industry Minister Alec Erwin supported the 2004 takeover of the steelmaker, then called Iscor, by Mittal Steel Co. on condition the company lowered steel prices in South Africa to promote industrialization. The talks started more than two years ago. Mittal Steel South Africa's profit rose to a record 5.07 billion rand ($690 million) in 2005 on surging steel prices.

The government held several meetings ``towards the end of last year'' with Mittal's new chief executive officer, Rick Reato, Zalk said.

``We have narrowed it down to a particular model,'' Zalk said. ``We're now at the point where the devil is in the detail.''

The talks reached a logjam last year after Mittal and the Department of Trade and Industry accused each other of stalling. Zalk declined to comment on former Mittal Steel South Africa CEO Davinder Chugh's approach to the talks.

Reato's approach is co-operative and constructive, he said.

Mittal Steel South Africa spokesman Tami Didiza didn't immediately respond to a telephone call or an e-mailed request for comment.

Mittal posted ``massive profits'' by charging excessive prices that contravened competition laws, legal representatives of Harmony Gold Mining Co. and DRDGold Ltd. told South Africa's Competition Tribunal on Nov. 29 in a separate case.

The gold-mining companies asked the tribunal to impose a penalty equivalent to 10 percent of sales by the South African steelmaker, which is 52 percent owned by Arcelor Mittal.

Shares of Mittal Steel South Africa gained 72 cents to 97.22 rand in Johannesburg. The stock has risen 58 percent in the past year, valuing the company at 43.3 billion rand.
[verwijderd]
0
Vers van de staalpers:

WORLD AVERAGE STAINLESS STEEL PRICES - LATEST FORECASTS FROM MEPS

In the short term we forecast stainless steel prices moving even higher, due to further nickel price rises on the LME during December. This gain will impact on transaction values into the second quarter of 2007. March should be the highest month with cold rolled 304 transaction figures reaching almost $US4,900 per tonne and grade 316 figures topping $US7,300 per tonne. In the longer term, we expect stainless selling values to decline as nickel prices reduce and the US economic slowdown begins to take its toll on stainless consumption in the US, which will affect exports into the region from Asia and the EU. There is a levelling out from across the regions as the US peaks in February, EU in March and Asia in March/April.

The US dollar is in decline, and has caused the price of nickel, which is traded in dollars, to increase further than we anticipated in our last forecast. Moreover new nickel projects due to come on stream in 2007 have now been delayed until 2008. Furthermore the El Niño weather pattern led to reduced power supply at Indonesian mills and this has affected production. All this has caused nickel prices to reach new record highs during December. Stocks are still at critically low levels, with the general strike in New Caledonia still ongoing and no end is currently in site. Eramet is reported to have lost around 50 tonnes per day since the strike began back in September. Consequently, nickel price volatility may continue in the near term. There are also further threats looming as Xstrata begin new labour negotiations with the Local 598 union at the Sudbury mill in Ontario. Historically these have not gone to plan and strikes have inevitably ensued. Although the latest reports are that both sides are optimistic about the outcome. The current contract expires on the 1st February 2007.

We are anticipating the nickel supply shortage to continue into 2007. However, stainless demand may begin to drop off in the new calendar year. This in turn will mean less demand for nickel and we should see stocks increase. Our annual nickel forecast is around 7.3% above the consensus figure from other analysts made during the final quarter of 2006
-----------------------------------------------

EU AVERAGE CARBON STEEL PRICES - LATEST FORECASTS FROM MEPS

In the flat products category, MEPS forecast for the next twelve months are little changed from the predictions in November. We continue to believe that the impact of low strip mill prices in the South of the region will percolate northwards over the coming months. Plate values continue to be firm for the superior grades but are likely to slip in the first half of 2007 due to competition from foreign sources. The current price reductions in the strip mill sector are likely to extend well into the middle of next year as customers re-evaluate their inventory levels and import volumes rise due to the strengthening Euro currency versus the US dollar.

In the second half of 2007, we expect the inventory depletion phase to have run its course. Lower prices should make the EU market less attractive to importers. Furthermore, the domestic mills will have implemented output cuts in an effort to bring supply and demand nearer into equilibrium. A price pick up is anticipated towards the end of the third quarter - after the Summer break. Selling values should rise to the end of the year with an improved supply-demand balance.

Bar and rod product prices in Euros are heading downwards for seasonal reasons. However, raw material costs are moving in the opposite direction. As a consequence, the rate of decline in the MEPS - EU Average Long Products Carbon Steel Price over the next few months is forecast to slow down and bottom out in the second quarter of next year. However, the price decrease outlined above is unlikely to affect the medium sections category. Demand continues to be firm. Supply remains tight. Far East competition is quite modest at the moment but could intensify as next year progresses.

As the weather improves in the Springtime we expect our average long products price to increase in line with better demand. This is likely to continue to near to the end of 2007.

[verwijderd]
0
AK Steel (AKS) Reports Q4 Earnings
01-23-2007 08:41:31 AM

AK Steel (NYSE: AKS) repoerts Q4 loss of $0.45 vs. consensus of $0.19 (may not be comparable). Revenues were $1.58 billion vs. $1.47 billion consensus.

AK Steel said it expects shipments in the first quarter of 2007 to be comparable to the 2006 fourth-quarter level. The company anticipates that its first-quarter 2007 average per-ton selling prices will be 4% to 5% higher than in the fourth quarter of 2006. The higher per-ton selling prices are expected to be partially offset by higher raw material costs, compared to fourth- quarter 2006 levels. The company said it expects to generate an operating profit in the first quarter of 2007 of between $60 and $65 per ton.
[verwijderd]
0
UPDATE 2-AK Steel's operating results send stock up

NEW YORK, Jan 23 (Reuters) - AK Steel Holding Corp. (AKS.N: Quote, Profile , Research) on Tuesday posted a fourth-quarter operating profit that beat Wall Street expectations, driving its shares up more than 5 percent.

However, charges for its retiree health care benefit plans, resulted in a net loss of $49.3 million, or 45 cents per share, compared with a loss of $41.5 million, or 38 cents per share, a year earlier, the Middletown, Ohio-based company said.

On an operating basis, AK Steel reported fourth-quarter adjusted income before income taxes of $34.5 million, but gave no per-share figure.

Charles Bradford, an analyst at Soleil Securities, said the company beat his expectations and "more importantly" gave strong first-quarter targets.

Bradford estimated that assuming a 33 percent tax rate, AK Steel earned 21 cents per share last quarter. Analysts polled by Reuters Estimates on average were expecting the company to earn 19 cents per share.

The company's stock gained 86 cents, or 5.9 percent, to $17.76 in opening trade in the New York Stock Exchange.

In its earnings release, the steelmaker said net sales rose to $1.58 billion from $1.38 billion

Excluding a noncash charge of $133.2 million, the company said adjusted operating profit was $51.3 million, compared with $83.5 million a year earlier.

AK Steel said it expects to generate a first-quarter operating profit of $60 to $65 per ton.

Shipments are expected to be comparable with those of the previous quarter, while average per-ton selling prices are expected to be 4 percent to 5 percent higher. Higher raw material costs are expected to particially offset the improved sales price, the company said.

Separately, it said it would redeem $225 million of its $450 million outstanding senior notes due February 15, 2009, and incur a non-cash pre-tax charge of about $4 million in the first quarter.
It also plans to obtain an $850 million, five-year revolving credit line to replace two existing credit line totaling $700 million.

AK steel expects to realize a net, pre-tax interest-related benefit of $10 million in 2007 from the debt pay-down and the new credit line.
[verwijderd]
0
Prima resultaten Nucor:

AP
Nucor 4Q Profit Up 20 Percent
Thursday January 25, 9:24 am ET
Nucor 4th-Quarter Profit Climbs on Stronger Sales Prices As Shipment Volume Remains Flat

CHARLOTTE, N.C. (AP) -- Steel maker Nucor Corp. said Thursday its fourth-quarter profit increased 20 percent, due to stronger sales prices as shipment volume remained flat.
Earnings rose to $408.2 million, or $1.35 per share, from $341 million, or $1.09 per share, in the year-earlier quarter.

Sales rose 8 percent to $3.47 billion from $3.21 billion, as total tons shipped remained flat year over year while the average sales price per ton rose 8 percent.

Analysts forecast earnings of $1.13 per share and $3.34 billion in sales, according to a Thomson Financial poll.

The company forecast "solid" earnings in the first quarter due to healthy demand and margins.

Groet
Coert
[verwijderd]
0
yahoo.reuters.com/news/articlehybrid....

Nog wat meer info. Belangrijk is dat de markt er voor 2007 beter uitziet dan verwacht dus dat zal nog wel tot herwaarderingen van te angsthasige analisten leiden.

Groet
Coert
[verwijderd]
0
A unit of Japan's second-large steel maker is in negotiations with South Korea's Hyundai Steel Co. (004020.KS: Quote, Profile , Research) about a possible business alliance, the Nikkei business daily said on Monday.
[verwijderd]
0
Azie: indices sluiten verdeeld
Beursnieuws van dit fonds per
Amsterdam (BETTEN BEURSMEDIA NEWS) - De belangrijkste aandelenbeurzen in Azie zijn maandag verdeeld gesloten. Overnamegeruchten in de metaalsector zetten de staalproducenten hoger. Maar chipproducenten ondermijnden het sentiment na dalende prijzen.

Posco steeg 2% op de Koreaanse hoofdindex. De tweede staalproducent van de wereld wordt genoemd als mogelijke overnameprooi. Het bedrijf is in gesprek met branchegenoot Arcelor Mittal over nauwere samenwerking tussen de bedrijven. Posco zou ook een verdediging aan het opwerpen zijn tegen een mogelijk vijandige overname.
De op een na grootste staalproducent van Japan, JFE Holdings, en het Koreaanse Hyundai Steel wisselen met elkaar van gedachten over het vormen van een alliantie op het gebied van onder meer technologie voor hoogwaardige staal voor de autoindustrie. JFE en Hyuandai Steel wonnen beide 1,6%. Volgens een analist bevestigden deze geruchten de trend van mondiale reorganisaties binnen deze sector.

Ook andere staalproducenten in de regio profiteerden van de ontwikkelingen in de sector. Het Japanse staalbedrijf Nippon Steel kreeg er 1% bij. De grootste van Australie, BlueScope Steel, klom 1,6%.

De Japanse 225-Nikkei eindigde 0,3% hoger op 17.470,46 punten. De Kospi-index in Korea noteerde een verlies van 0,6% op 1.363,10 punten. In Hongkong eindigde de Hang Seng-index 0,2% onder de het slot van vrijdag.


[verwijderd]
0
Hyundai steel in talks with ThyssenKrupp, JFE
Mon Jan 29, 2007 6:55am ET

SEOUL/TOKYO (Reuters) - Hyundai Steel Co. (004020.KS: Quote, Profile , Research), South Korea's second-biggest steel maker, said on Monday it is in talks with Japan's No.2 maker JFE Steel Co. and Germany's ThyssenKrupp (TKAG.DE: Quote, Profile , Research) to broaden ties, but no details have been set.

today.reuters.com/news/articlenews.as...
[verwijderd]
0
Arcelor Mittal, Posco Executives to Meet
Monday January 29, 8:35 am ET
By Kelly Olsen, AP Business Writer
Arcelor Mittal Executive to Meet Head of South Korean Steelmaker Posco

SEOUL, South Korea (AP) -- An executive of Arcelor Mittal, the world's largest steelmaker, and the head of South Korea's Posco plan to meet this week in Seoul about possible future cooperation, a Posco spokeswoman said Monday.

Roland Junck, a top executive of Arcelor Mittal, will meet Posco's chief executive officer Lee Ku-taek on Friday, said spokeswoman Ko Min-jin.

"They are going to have a general discussion about which areas they can cooperate in the future," Ko said of the meeting.

But possible mergers and acquisitions won't be on the agenda. "I can clearly say that there is not going to be any discussion on that topic at all," she said.

Junck is currently a member of Arcelor Mittal's management board, Ko said, though formerly served as the company's chief executive.

Pohang, South Korea-based Posco is the world's third-largest steelmaker after Arcelor Mittal and Japan's Nippon Steel Corp.

Mittal Steel Co. NV, based in the Netherlands, and Luxembourg-based Arcelor SA agreed to combine last summer, and their merger is expected to be completed by May, subject to negotiations with competition authorities in Europe and the United States. Arcelor Mittal is set to have its headquarters in Luxembourg.

The merger has focused attention on consolidation and building cooperative relationships within the global steel industry.

Nippon Steel and Posco said in October that they had agreed to reinforce their capital and business ties.

Posco's Lee said earlier this month that his company will seek bigger size, higher quality, lower costs and active strategic partnership with global rivals in what he called the best way to avoid becoming a takeover target.

Separately Monday, Japanese steel maker JFE Steel Corp. and South Korea's Hyundai Steel Co. said they are considering expanding their alliance, though added no details have been decided.

The company's share price has jumped 52 percent in the past year on its solid earnings, takeover potential and low valuation compared with its peers, analysts said.

Posco, whose shares are 62 percent owned by foreign investors, has taken various steps to protect itself from potential unwanted takeover interest such as by cementing ties with friendly domestic shareholders and the relationship with Nippon Steel, said Ha Suk-won, an analyst at Kyobo Securities in Seoul.

Shares in Posco rose 2 percent Monday to close at 325,000 won ($346), a record high.
[verwijderd]
0
US Steel presteert sterker dan verwacht in 4ekw 2006
Beursnieuws van dit fonds per
Amsterdam (BETTEN BEURSMEDIA NEWS) – Het staalconcern US Steel heeft in het vierde kwartaal van 2006 een nettowinst behaald van USD 297 miljoen, tegen USD 109 miljoen in hetzelfde kwartaal een jaar eerder. Per aandeel steeg de winst van USD 0,85 naar USD 2,50, waar analisten gemiddeld rekenden op een winst van USD 2,21 per aandeel.

De omzet steeg in de verslagperiode van met 8,8% tot USD 3,77 miljard. In het derde kwartaal van 2006 bedroeg de nettowinst USD 417 miljoen, of USD 3,42 per aandeel, op een omzet van USD 4,1 miljard.
US Steel sprak bij de publicatie van de cijfers over het derde kwartaal al de verwachting uit dat de operationele resultaten in het vierde kwartaal zouden dalen ten opzichte van een kwartaal eerder, door de verminderde winstgevendheid in het segment voor platgewalst staal.
Bestuursvoorzitter John P. Surma van het staalbedrijf verwacht dat de resultaten in het eerste kwartaal van 2007 verder zullen dalen ten opzichte van het afgelopen kwartaal. De onderneming profiteerde in het vierde kwartaal vooral van de hogere metaalprijzen.

Over geheel 2006 kwam de nettowinst van US Steel uit op USD 1.374 miljoen, tegen USD 910 miljoen in 2005.

Eigenlijk zou US Steel de resultaten over het vierde kwartaal dinsdag publiceren.

(c) BETTEN BEURSMEDIA NEWS (tel: +31 20 710 1756; fax: +31 20 710 1875)


[maandag 29 januari 2007, 23:18u.]
[verwijderd]
0
Nippon Steel boekt 33% meer winst in derde kwartaal30 jan 2007, 08:00 uur
Amsterdam (BETTEN BEURSMEDIA NEWS) - Nippon Steel, na Arcelor Mittal de grootste staalproducent ter wereld, heeft in het derde kwartaal van het boekjaar 2006/07 de nettowinst met 33% zien stijgen dankzij hogere staalprijzen en een hogere afzet.

De nettowinst steeg van JPY 74,4 miljard naar JPY 99,3 miljard (ca. EUR 628,6 miljoen), waarbij de omzet opliep van JPY 952,7 miljard naar JPY 1.083 miljard. Het bedrijfsresultaat kwam met JPY 169,0 miljard hoger uit dan de JPY 128,0 miljard die het bedrijf drie maanden geleden voorspelde, onder meer dankzij een verbetering van prijzen en productmix.

De omzet uit de productie van staal steeg van JPY 762,3 miljard naar JPY 904,5 miljard. Het bedrijfsresultaat uit staalproductie nam toe van JPY 109,0 miljard tot JPY 148,5 miljard.

Nippon Steel produceerde 8,94 miljoen ton staal in het op 31 december 2006 afgesloten derde kwartaal tegen 8,34 miljoen een jaar eerder. De prijs per ton staal nam op jaarbasis toe van JPY 75.600 tot JPY 76.300 (ca. EUR 483,2).

Voor het gehele boekjaar voorspelt Nippon Steel een nettowinst van JPY 310 miljard op een omzet van JPY 4.150 miljard. In het voorgaande boekjaar lag de nettowinst op JPY 344 miljard en bedroeg de omzet JPY 3.906 miljard.

(c) BETTEN BEURSMEDIA NEWS (tel: +31 20 710 1756; fax: +31 20 710 1875)

[verwijderd]
0
Tata Steel boekt 41% winststijging in 3e kwartaal 2006/07 30 jan 2007, 12:12 uur
Amsterdam (BETTEN BEURSMEDIA NEWS) - Tata Steel heeft over het derde kwartaal van het fiscale boekjaar 2006/07 een nettowinst geboekt van INR 10,63 miljard (EUR 186 miljoen). Dat betekent een stijging van 41% ten opzichte van het derde kwartaal in 2005. Dat heeft het Indiase staalbedrijf dinsdag bekendgemaakt.

Tata Steel dankt de winststijging zowel aan een stijging van de staalprijs als aan hogere verkopen aan de auto-industrie.

De omzet steeg in dezelfde periode met 20% naar IND 50,38 miljard. De divisie staal droeg daar voor INR 39,8 miljard aan bij. De operationele kosten stegen in de rapportageperiode met 16,5% naar INR 26,86 miljard.

Tata Steel is met zijn Braziliaanse sectorgenoot CSN in een overnamestrijd verwikkeld rondom Corus. Tata heeft een prijs van 500 pence per aandeel geboden terwijl CSN een bod van 515 pence heeft uitstaan. Om de biedingsstrijd tot een snel einde te brengen, wordt Corus vanmiddag geveild.

(c) BETTEN BEURSMEDIA NEWS (tel: +31 20 710 1756; fax: +31 20 710 1875)

[verwijderd]
0
Alcan boekt minder winst dan verwacht
Publicatiedatum: 31/01/2007 [13:50]

AMSTERDAM (FD.nl/Betten) - Alcan, de op e e n na grootste producent van aluminium ter wereld, heeft in het vierde kwartaal van 2006 minder winst gemaakt dan verwacht. Inclusief bijzondere posten kwam de winst per aandeel op jaarbasis uit op $ 1,12. Analisten gepolst door Bloomberg gingen uit van $ 1,26.

De winst werd gedrukt door hogere kosten voor ruwe materialen en energie, een eenmalige buitengewone post en de negatieve impact van een sterkere Canadese dollar, aldus het Canadese aluminiumbedrijf woensdag in een persbericht.

Exclusief bijzondere posten bedroeg de nettowinst $ 406 mln, tegen $ 205 mln een jaar eerder. In het voorgaande kwartaal lag de winst nog op $ 461 mln. De operationele cashflow steeg tot $ 1,1 mrd in het kwartaal, een record.

De omzet liep op van $ 5,0 mrd tot $ 6,2 mrd, waar analisten uitgingen van $ 5,5 mrd. Het totale verkochte volume aluminium daalde van 1,10 mln ton naar 1,09 mln ton. De gemiddelde verkoopprijs nam daarbij toe van $ 2.092 per ton naar $ 2.712 per ton, tegen $ 2.598 in het voorgaande kwartaal.

Voor 2007 denkt Alcan dat het aluminiumverbruik wereldwijd met ongeveer 6,7% zal toenemen, bij een verwachte toename van de wereldproductie van 7,8%. Alcan denkt dat in 2007 het aanbod iets groter zal zijn dan de vraag.

(c) Het Financieele Dagblad in samenwerking met Betten Beursmedia News (contact: webred@fd.nl/ 020-5928456)

[verwijderd]
0
Rio Tinto H2 profit up on high prices
Thu Feb 1, 2007 4:00am ET

By James Regan

SYDNEY (Reuters) - Rio Tinto Ltd./Plc.'s (RIO.AX: Quote, Profile , Research) (RIO.L: Quote, Profile , Research) second-half net profit rose 25 percent, driven by higher prices for commodities such as iron ore, aluminum and copper, and said capacity was fully stretched as it tries to meet demand.

Rio, which mines and refines materials used in everything from skyscrapers to bathroom taps, has benefited from booming commodity prices in recent years fueled by supply shortages tied in large part to China's rapid economic growth.

today.reuters.com/news/articlenews.as...
386 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 ... 16 17 18 19 20 » | Laatste
Aantal posts per pagina:  20 50 100 | Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Detail

Vertraagd 6 mrt 2025 11:43
Koers 30,880
Verschil +0,710 (+2,35%)
Hoog 32,080
Laag 30,780
Volume 2.692.006
Volume gemiddeld 2.867.370
Volume gisteren 9.002.030

EU stocks, real time, by Cboe Europe Ltd.; Other, Euronext & US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: Infront