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ArcelorMittal LU1598757687

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Januari 2021 ArcelorMittal

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  1. [verwijderd] 6 januari 2021 11:52

    • [verwijderd]

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    quote:

    Hans2021 schreef op 6 januari 2021 11:29:

    Dit aandeel heeft een onstuitbare drang naar boven. Komt er wel een correctie ?
    Jazeker onvermijdelijk .
    Ik heb gisteren een technische analyse gemaakt en de RSI is tot een niveau gekomen dat een daling bijna moet . Een te hoge RSI duid op overwaardering .
    Een normale correctie tot 17-18 zal plaatsvinden volgens mij :)
    Maar niemand weet dit uiteraard zeker , alleen probeer ik wel zelf mijn werk te doen en houd ik mij bezig met grafiekjes en waarderingen :)
    Begrijp mij niet verkeerd , Long kan Arcelor zeker verder stijgen ;)
  3. Archie Steelman 6 januari 2021 13:01

    • Archie Steelman

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    (Trivano.com) - Op 6 januari 2021 hebben de analisten van Morgan Stanley hun beleggingsadvies voor ArcelorMittal (MT; ISIN: LU1598757687) herhaald. Het advies van Morgan Stanley voor ArcelorMittal blijft "overweight".

    Het koersdoel wordt door de analisten verhoogd van 21,00 EUR naar 22,50 EUR.
  4. Archie Steelman 6 januari 2021 14:09

    • Archie Steelman

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    Hierbij de mening van Manisha Chatteriee gisteren over de aankoop van US Steel ten opzichte van de aankoop van ArcelorMittal
    Better Buy: US Steel vs. ArcelorMittal
    A slowdown in demand and accompanying sharp decline in domestic steel prices during the first half of 2020 delivered a severe blow to steel producing companies. However, with a revival in demand and upswing in steel prices that came with the resumption of industrial activity in the second half of 2020, steel producers such as United States Steel (X) and ArcelorMittal (MT) are strategically positioned to gain. But let’s find out which of these two stocks is a better buy now.
    By Manisha Chatterjee Stock News

    Jan 5, 2021
    United States Steel Corporation and ArcelorMittal are the world’s leading companies in the steel manufacturing and production space. X operates primarily through three segments — Flat-Rolled Products (Flat-Rolled), U.S. Steel Europe (USSE) and Tubular Products (Tubular). MT mainly operates through five segments — NAFTA, Europe, Brazil, Africa, and Commonwealth of Independent States (ACIS), and Mining.
    With the resumption of operations across several steel-consuming sectors in the second half of last year, companies in the steel production space are expected to gain in the coming months. Both X and MT are strategically positioned to benefit from an anticipated vaccine-driven full economic recovery and President-elect Joe Biden’s expected infrastructure spending.
    While X has returned 110.6% over the past five years, MT has gained 97.6%. In terms of past-year performance, X is a clear winner with 59.6% returns versus MT’s 41.6%. But which of these two stocks is a better pick now? Let’s find out.

    7 Best ETFs for the NEXT Bull Market
    Latest Movements
    X announced in December that it had completed the sale of its non-core real estate asset, the Keystone Industrial Port Complex (KIPC), in Fairless Hills, Pennsylvania, for which it received roughly $160 million in cash. Earlier that month, the company announced that it had exercised its call option to acquire the remaining equity of Big River Steel. In the words of David B. Burritt, President and CEO of United States Steel Corporation, “We are acquiring Big River Steel, the cornerstone of our ‘Best of Both’ strategy.”
    The company announced the closing of a $63.4 million issue of Environmental Improvement Revenue Bonds with a green bond designation on November 24. X is expected to use the proceeds to partially fund work related to its newly constructed, technologically advanced electric arc furnace (EAF) steelmaking facility at its Fairfield, Alabama, operations.
    In December, MT announced the extension of the conversion date to January 31, 2024 for $1 billion privately placed mandatory convertible bonds (MCB). The MCB was issued in December 2009 by one of its wholly owned Luxembourg subsidiaries. The company announced on December 15 that it had entered a separate, privately negotiated exchange agreements with a limited number of holders of the Company’s 5.50% Mandatorily Convertible Subordinated Notes due 2023.
    MT also announced in December that it had signed a binding agreement with Invitalia, an Italian state-owned company, to create a public-private partnership. The first investment is expected to be made by this month. It will provide Invitalia with joint control over the company’s subsidiary, AM InvestCo. On December 9, MT announced the close of the sale of ArcelorMittal USA to Cleveland-Cliffs for a combination of cash and stock.
    Recent Financial Results
    X’s net sales increased 11.9% sequentially to $2.3 billion for the third quarter ended September 30, 2020. While net sales from flat-rolled products increased 16.9% sequentially to $1.8 billion, net sales from its United States’ Steel Europe segment increased 22.8% sequentially to $496 million. Total steel shipments increased more than 19% sequentially to 3,016 (thousands of net tons).
    MT’s sales for the third quarter ended September 30, 2020 increased 20.9% sequentially to $13.3 billion. Operating income increased 141.8% year-over-year to $718 million. While crude steel production increased 19.4% sequentially to 17.2 Mt, steel shipments increased 18.2% sequentially to 17.5 Mt. Iron ore shipped at market price increased 16.7% year-over-year to 9.8 Mt.
    Expected Financial Performance
    Analysts expect X’s revenue to increase 0.2% for the quarter ending March 31, 2021, and 19.2% in 2021. The company’s EPS is expected to grow 4.7% for the quarter ended December 31,2020, and 95.2% in 2021. Moreover, its EPS is expected to grow at a rate of 8% per annum over the next five years.
    In comparison, the market expects MT’s revenue to increase 17.8% for the quarter ending March 31, 2021, and 9.7% in 2021. The company’s EPS is expected to grow 122.7% for the quarter ended December 31, 2020 and 234.9% in 2021. Moreover, MT’s EPS is expected to grow at a rate of 272.2% per annum over the next five years.
    Thus, MT has an edge over X here.
    Profitability
    MT’s trailing-12-month revenue is 5.46 times X’s.Moreover, MT is more profitable with a gross margin of 3.6% versus X’s 1.3%.
    Valuation
    In terms of trailing-12-month P/S, MT is currently trading at 0.46x, 48.4% more expensive than X, which is currently trading at 0.31x. However, MT is less expensive both in terms of trailing-12-month EV/S (0.61x versus 0.72x), and trailing-12-month price to book (0.79x vs 1.07x).
    In terms of trailing-12-month price/cash flow, MT’s 4.36x is lower than X’s 26.98x.
    POWR Ratings
    While X is rated “Buy” in our proprietary POWR Ratings system, MT is rated “Strong Buy.” Here are how the four components of overall POWR Rating are graded for X and MT:
    X has a “B” for Trade Grade, Buy & Hold Grade, and Industry Rank, and a “C” for Peer Grade. It is currently ranked #12 of 29 stocks in the Steel industry.
    MT holds an “A” for Trade Grade, Buy & Hold Grade, and Peer Grade, and a “B” for Industry Rank. It is currently ranked #1 in the same industry.
    The Winner
    Both X and MT are good investment bets considering their market dominance and growth potential with the expected economic recovery. However, MT appears to be a better buy based on its higher revenue and earnings growth potential, and reasonable valuation.

  6. Archie Steelman 6 januari 2021 14:16

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    ARCELORMITTAL FINED €150,000 FOR RIVER POLLUTION IN FRANCE
    NEWS • BUSINESS • 06.01.2021

    Luxembourg steel giant ArcelorMittal has been hit with a €150,000 fine following a double pollution of the river Fensch on 8 March and 12 August 2019.
    The two directors also prosecuted in this case, from the Florange site and one of the coking plants, were released.
    The case was brought before the court of Thionville in November 2020, when the public prosecutor's office demanded a "dissuasive" sentence in line with the company's resources, i.e. €300,000. The steelmaker was accused of having delayed compliance with the standards of the Environmental Code despite allegedly being aware of the risk.
    ArcelorMittal acknowledged the pollution of 8 March, resulting from a clean-up operation of the coking plant, it denied any responsibility in the episode of 12 August, attributing it to heavy weather condition.
    The firm pleaded for acquittal and argued that the company was undergoing a “continuous improvement process on environmental issues”. This point was disputed by the commune of Florange and the Val de Fensch conurbation community, which criticised the steelmaker for its inaction in the face of repeated pollution episodes, as well as by the French State, which had given the steelmaker formal notice to bring the coking plant's installations up to standard.
    €150,000 fine and €10,000 in damages
    The court ruled and sentenced the company to a €150,000 fine for “discharging a harmful substance into groundwater” on 12 August 2019 and “operating an installation classified as not complying with a formal notice” over a period from 2 August to 27 November, 2019. The steelmaker will also have to pay €10,000 in damages to two environmental protection associations (France Nature Environnement and Lorraine Nature Environnement), which filed a civil claim alongside the Florange town hall.
    At the origin of the complaints, the mayor of Florange, Rémy Dick (LR), said he was very satisfied with a judgment that sets an example and gives real credibility to elected officials in demanding results in environmental matters.
    In Florange, ArcelorMittal employs more than 2,000 people. The coking plant at the heart of the controversy, which employed 170, was closed at the end of April.

  7. Archie Steelman 6 januari 2021 14:22

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    Minister of Steel apprised about AM/NS India’s expansion plans during visit to Hazira
    Company outlines expansion plans in Odisha to achieve the goal of Mission Purvodaya
    Constructionweek Online
    05 Jan 2021
    ArcelorMittal Nippon Steel (AM/NS) India, a joint venture between ArcelorMittal and Nippon Steel – two of the world’s leading steel companies – welcomed Dharmendra Pradhan, Minister for Petroleum & Natural Gas and Steel, at its Hazira manufacturing facility.
    In his maiden visit to ArcelorMittal Nippon Steel’s plant, Pradhan visited various units of the manufacturing facility. The leadership made a presentation on the company’s future plans and its ambitions to significantly enhance contribution to the Atmanirbhar Bharat’s vision.
    Pradhan said, “ArcelorMittal Nippon Steel is an integrated steel manufacturer, creating smarter and sustainable steels for a wide spectrum of steel-consuming industries in India. The company has plans to expand its capacity at Hazira and is actively engaging to come up with a steel plant in Odisha.”
    “I am happy that AM/NS India has evinced interest for expanding its investment in Odisha, especially in the areas of value added & special steels. Eastern India, especially Odisha, will play a pivotal role in driving national economic growth making India a $5 trillion economy & achieving the vision of a self-reliant India,” added Pradhan.
    Dilip Oommen, CEO, AM/NS India, said, “It is encouraging to receive the government’s support to deliver on our promise of providing better steel to New India. AM/NS India is confident of sustainably meeting the growing steel demand through various products and significantly contribute to the Prime Minister’s vision of an Atmanirbhar Bharat.”
    AM/NS India recently celebrated its first anniversary since the acquisition of Essar Steel. Moving forward, AM/NS India’s long-term production intention is to expand upstream and downstream capacity in a phased manner, and make a notable contribution to the country’s steel needs by providing a spectrum of diversified and superior products.

  9. Archie Steelman 6 januari 2021 14:27

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    Steel industry enters 2021 on upward trajectory
    Despite the stubbornness of COVID-19, vaccines and infrastructure spending are creating optimism in the steel sector.
    January 6, 2021
    Brian Taylor
    Ferrous International Recycling News
    Several statistical measures point to global steel production levels entering 2021 with positive momentum, as national economies rebound from declines in activity caused by COVID-19. A correlating upward price pressure on ferrous scrap has been plain to see.
    As new 2021 calendars were placed on walls and desks, vaccination programs got underway in nations around the world. Securities and commodities buyers and speculators largely took this as a positive signal, placing upward price pressure on nearly every kind of metal.
    In the steel sector, the combination of a return of economic activity—even in places where COVID-19 was still part of the fabric of life—and government infrastructure spending have caused mill output to reach pre-COVID-19 levels in many parts of the world.
    Figures from the Brussels-based World Steel Association (Worldsteel) for November 2020 steel production portray a world where the output of most nations had reached or surpassed pre-pandemic levels.
    Among the nations that raced past their November 2019 steel output levels were China, Turkey, India and the combined European Union market region.
    Another example of the steelmaking revival is in Latin America, where steel output in Brazil and Mexico (the region’s largest producers) have returned to pre-pandemic levels. Latin America also provides an example, along with China and India, of a place where infrastructure spending has helped prompt the rebound.
    For scrap recyclers, the impacts of a return to pre-pandemic steel output are clear to see. In the United States, November scrap price increases were followed by an $80 per ton average price rise. Recyclers in the U.S. pointed to slowly rising domestic demand and steady-to-surging export demand.
    Adding more price pressure could be the return of Chinese steelmakers to the global ferrous scrap market. Five People’s Republic of China government agencies have issued a memo signing off on standards and procedures allowing a dozen grades of imported ferrous scrap to be relabeled from “waste” to “resource” and cleared at ports.
    The returning acceptance of scrap imports ties into the growth of state-owned steelmakers adding electric arc furnace (EAF) steel capacity. As one example, on Jan. 5, Reuters reported a subsidiary of Baowu Steel—among China’s largest steelmakers—has started up a 2.8 million metric tons per year EAF mill in Anhui Province, China.
    “Many feel it may be the top of the market because they are in disbelief, yet some fundamentals support even higher numbers,” veteran trader Nathan Fruchter of New York-based Idoru Trading told Recycling Today in mid-December 2020. “We are going into winter, where tonnage can sometimes tighten up and transport can be hampered by cold weather. This affects U.S. and EU ports, but Baltic and Black Sea supplies even more. Steel demand is also back with a vengeance, so at least those prices seem to be in sync with scrap.”
    A steel sector industry veteran, quoted anonymously in an early January article posted to The Fabricator website, foresees a bubble destined to burst. ““This is 2004 and 2008 combined,” says the observer. “Everyone is scrambling for steel, so they are doubling up on orders. Even OEMs have customers that are placing multiple orders because they are hedging their bets on who can get them the end product faster. Once that end product ships to them, they will cancel their order with the other OEM, and then this will ripple back through the steel supply chain. Remember, scrap and iron ore were also extremely elevated during 2008. Look at what the analysts are projecting for 2021. It all looks very familiar.”
    There is no predicting how long a price spike will last, but the confluence of factors has some industry analysts predicting $1,000 per ton flat-rolled steel prices on the horizon. Scrap recyclers know well that where steel prices head, ferrous scrap values will follow, or vice versa.

  10. forum rang 10 voda 6 januari 2021 15:36

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    AM/NS India Presents Expansion Plans to Steel Minister

    ArcelorMittal Nippon Steel India welcomed India’s steel minister Mr Dharmendra Pradhan at its Hazira manufacturing facility on January 4, 2021. AMNS India leadership made a presentation on the company’s future plans. Mr Pradhan said “The Company has plans to expand its capacity at Hazira and is actively engaging to come up with a steel plant in Odisha. I am happy that AM/NS India has evinced interest for expanding its investment in Odisha, especially in the areas of value added & special steels.”

    AM/NS India CEO Mr Dilip Oommen said “It is encouraging to receive the government’s support to deliver on our promise of providing better steel to New India. AM/NS India is confident of sustainably meeting the growing steel demand through various products and significantly contributes to the Prime Minister’s vision of an Atmanirbhar Bharat.”

    AM/NS India recently celebrated its first anniversary since the acquisition of Essar Steel. Moving forward, AM/NS India’s long-term production intention is to expand upstream and downstream capacity in a phased manner, and make a notable contribution to the country’s steel needs by providing a spectrum of diversified and superior products.

    ArcelorMittal Nippon Steel India is also operating a 12 million tonne per annum capacity iron ore palletisation facility in Paradip. They are planning additional capacity addition of 8 million tonne per annum for the palletisation plant and are also actively engaging to come up with a 12 million tonne per annum steel plant in Odisha.

    Source - Strategic Research Institute
    Bijlage:
  12. watjeweet 6 januari 2021 15:38

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    quote:

    K-123 schreef op 6 januari 2021 11:52:

    [...]

    Jazeker onvermijdelijk .
    Ik heb gisteren een technische analyse gemaakt en de RSI is tot een niveau gekomen dat een daling bijna moet . Een te hoge RSI duid op overwaardering .
    Een normale correctie tot 17-18 zal plaatsvinden volgens mij :)
    Maar niemand weet dit uiteraard zeker , alleen probeer ik wel zelf mijn werk te doen en houd ik mij bezig met grafiekjes en waarderingen :)
    Begrijp mij niet verkeerd , Long kan Arcelor zeker verder stijgen ;)
    klopt!
  15. Archie Steelman 6 januari 2021 18:24

    • Archie Steelman

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    Alweer een prachtige dag voor Arcelor vandaag
    Maandag zagen we de 20, maar konden niet in de 20 sluiten
    Vandaag is dat voor het eerst wel gelukt en wel op 20,260
    We hadden de 20,34 aangetikt en rond half 6 stonden we daar bijna weer met 20,325.
    Een winst vandaag van 51 cent is prima
    We zijn op weg naar de 21
    Prettige avond
  16. forum rang 4 max2 6 januari 2021 18:36

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    Staalprijzen in usa op dit moment weer 4,5% hoger naar hoogste punt sinds 3 jaar.
    Koers AM blijft achter ondanks de stijging van de laatste weken.
    Ik zie wel een koers richting 24 euro voor 1 maart
    Doe er je voordeel mee met dit gratis advies.
  18. gerard45 6 januari 2021 18:57

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    de hot rolled coil prijs loopt ook maar op, opzich leuk maar geeft toch ook het gevoel dat het 'te gek' kan worden

    en verkoopt arcelor mittal daadwerkelijk veel ijzer tegen die hoge prijs,
    kan iemand daar iets nuttigs over zeggen
  19. forum rang 7 mvliex 1 6 januari 2021 18:57

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    United States Steel Corporation (X)
    NYSE - Nasdaq Real Time Price. Currency in USD

    21.37+3.17 (+17.42%)
    As of 12:56PM EST. Market open.
  20. forum rang 7 mvliex 1 6 januari 2021 20:19

    • mvliex 1

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    Wat een zooitje bij het Capitol in Washington! En CNN brengt het ook lekker, hetzelfde opgewonden toontje als destijds bij Desert Storm. DJ zakt zelfs van +2% naar +1,4%.
    ;-)
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