ArcelorMittal (Seite 126)
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ISIN: LU1598757687 · WKN: A2DRTZ
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Werte aus der Branche Stahl und Bergbau
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6040 | +129,64 | |
| 4,25 | +73,82 | |
| 618,00 | +17,71 | |
| 0,5990 | +14,29 | |
| 103,10 | +13,86 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 42,60 | -7,11 | |
| 2,5900 | -7,17 | |
| 6.000,00 | -9,09 | |
| 67,92 | -9,99 | |
| 0,6200 | -19,48 |
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Antwort auf Beitrag Nr.: 52.976.677 von mickefett am 02.08.16 23:17:58
da geht die..
Luft aus...Schwach ..die 6 scheint unüberwindbar!Und wenn die Konso im Markt kommt sind wir locker wieder bei 4xx..
Bull of the Day: ArcelorMittal SA (ADR) (MT)
MT still has room to grow its stock price
Aug 2, 2016, 11:30 am EDT | By , Zacks Investment Research
ArcelorMittal SA (ADR) (MT) operates as global integrated steel and mining company with a presence in more than 60 countries. Headquartered in Luxemburg with over 200,000 employees, the company is the world’s leading steel and mining company. It operates a balanced portfolio of cost competitive steel plants across both the developed and developing world.
In addition, Arcelor is the world’s fourth largest producer of iron ore. Arcelor is the Bull of the Day after an earnings beat and strength in the industry made the stock a Zacks Rank #1 (Strong Buy).
MT has a market cap of $20 billion with a forward PE of 27. The stock has Zacks Style Scores of “C” in Value, Growth and Momentum. The company sits in an industry that is ranked 12 out of 265 (Top 5%) in the Zacks Industry Rank after a string of strong EPS beats from companies within the sector.
A majority of steel companies have already reported earnings and have come well above expectations. Looking at the chart below, we can see that the performance was foreseen by the market as most steel stocks are much higher than they were six months ago. The steel ETF, VanEck Vectors Steel (SLX) is up over 80% for the year, led by United States Steel Corporation (X), which is up 283% since February.
MT was up more the 68% during this timeframe and after an impressive beat the stock has room to catch up to its competitors.
Indeed, the steel companies that have reported this quarter have all beat and they include the following:
US Steel – Upside surprise of 43.64%
Steel Dynamics, Inc. (STLD)- Upside surprise of 3.57%
Nucor Corporation (NUE)- Upside surprise of 4.29%
AK Steel Holding Corporation (AKS)- Upside surprise of 300%
Arcelor Mittal reported on July 29th with a 375% surprise to the upside. The company’s Q2 net income was seen at $1.11 billion versus the $179 million seen last year. EBITDA was seen at $1.8 billion versus the $1.5 billion expected. The stock jumped over 5% on the news and has still held most of its gains since.
The company issued an outlook saying:
-That despite the steel spread recovery losing momentum in recent weeks, the impact of lagged prices will be an important support for operating results as we move into a period of seasonally slower steel demand.
– Improved market conditions are likely to consume working capital in 2016); the Company nevertheless expects cash flows from operating activities to exceed capex in 2016.
– Sees better market conditions vs 2H 2015, cautiously optimistic about the remainder of the year.
In addition, CEO Lakshmi Niwas Mittal had some comments on the quarter: “While we are pleased with today’s results, Europe remains exposed to the effects of steel dumping. Although we have been encouraged by the high-level political engagement on this matter in recent months, it remains important that this translates into robust trade defense measures.”
After a long streak of EPS misses and a declining stock price, the company looks to be turning the corner. Last quarter was the third straight beat and the fourth out of the last five quarters. In addition to the beats, the stock price has followed suit, heading higher after earnings each time.
Look for this trend to continue as the stock finally has some positive momentum, which hasn’t been seen in over 5 years.
MT will go for its fourth straight EPS upside surprise when it reports in the fall. While estimates for that quarter are currently flat, estimates for the year have ticked higher over the last 30 days.
For fiscal year 2016, estimates went from 16 cents per share to 24 cents per share, a move of 50%.
Steel companies have been on a roll, but are they still a steal?
All signs point to yes as earnings continue to impress and the performance of steel stock continue to excite investors. The stocks are very volatile, with betas over 2, so take opportunities to buy the dips when they come. The long term trend on both earnings and stock price is higher and investors will be rewarded over the long run.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days.
UTD STATES STL (X): Free Stock Analysis Report
STEEL DYNAMICS (STLD): Free Stock Analysis Report
VANECK-STEEL (SLX): ETF Research Reports
NUCOR CORP (NUE): Free Stock Analysis Report
ARCELOR MITTAL (MT): Free Stock Analysis Report
AK STEEL HLDG (AKS): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
MT still has room to grow its stock price
Aug 2, 2016, 11:30 am EDT | By , Zacks Investment Research
ArcelorMittal SA (ADR) (MT) operates as global integrated steel and mining company with a presence in more than 60 countries. Headquartered in Luxemburg with over 200,000 employees, the company is the world’s leading steel and mining company. It operates a balanced portfolio of cost competitive steel plants across both the developed and developing world.
In addition, Arcelor is the world’s fourth largest producer of iron ore. Arcelor is the Bull of the Day after an earnings beat and strength in the industry made the stock a Zacks Rank #1 (Strong Buy).
MT has a market cap of $20 billion with a forward PE of 27. The stock has Zacks Style Scores of “C” in Value, Growth and Momentum. The company sits in an industry that is ranked 12 out of 265 (Top 5%) in the Zacks Industry Rank after a string of strong EPS beats from companies within the sector.
A majority of steel companies have already reported earnings and have come well above expectations. Looking at the chart below, we can see that the performance was foreseen by the market as most steel stocks are much higher than they were six months ago. The steel ETF, VanEck Vectors Steel (SLX) is up over 80% for the year, led by United States Steel Corporation (X), which is up 283% since February.
MT was up more the 68% during this timeframe and after an impressive beat the stock has room to catch up to its competitors.
Indeed, the steel companies that have reported this quarter have all beat and they include the following:
US Steel – Upside surprise of 43.64%
Steel Dynamics, Inc. (STLD)- Upside surprise of 3.57%
Nucor Corporation (NUE)- Upside surprise of 4.29%
AK Steel Holding Corporation (AKS)- Upside surprise of 300%
Arcelor Mittal reported on July 29th with a 375% surprise to the upside. The company’s Q2 net income was seen at $1.11 billion versus the $179 million seen last year. EBITDA was seen at $1.8 billion versus the $1.5 billion expected. The stock jumped over 5% on the news and has still held most of its gains since.
The company issued an outlook saying:
-That despite the steel spread recovery losing momentum in recent weeks, the impact of lagged prices will be an important support for operating results as we move into a period of seasonally slower steel demand.
– Improved market conditions are likely to consume working capital in 2016); the Company nevertheless expects cash flows from operating activities to exceed capex in 2016.
– Sees better market conditions vs 2H 2015, cautiously optimistic about the remainder of the year.
In addition, CEO Lakshmi Niwas Mittal had some comments on the quarter: “While we are pleased with today’s results, Europe remains exposed to the effects of steel dumping. Although we have been encouraged by the high-level political engagement on this matter in recent months, it remains important that this translates into robust trade defense measures.”
After a long streak of EPS misses and a declining stock price, the company looks to be turning the corner. Last quarter was the third straight beat and the fourth out of the last five quarters. In addition to the beats, the stock price has followed suit, heading higher after earnings each time.
Look for this trend to continue as the stock finally has some positive momentum, which hasn’t been seen in over 5 years.
MT will go for its fourth straight EPS upside surprise when it reports in the fall. While estimates for that quarter are currently flat, estimates for the year have ticked higher over the last 30 days.
For fiscal year 2016, estimates went from 16 cents per share to 24 cents per share, a move of 50%.
Steel companies have been on a roll, but are they still a steal?
All signs point to yes as earnings continue to impress and the performance of steel stock continue to excite investors. The stocks are very volatile, with betas over 2, so take opportunities to buy the dips when they come. The long term trend on both earnings and stock price is higher and investors will be rewarded over the long run.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days.
UTD STATES STL (X): Free Stock Analysis Report
STEEL DYNAMICS (STLD): Free Stock Analysis Report
VANECK-STEEL (SLX): ETF Research Reports
NUCOR CORP (NUE): Free Stock Analysis Report
ARCELOR MITTAL (MT): Free Stock Analysis Report
AK STEEL HLDG (AKS): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
Antwort auf Beitrag Nr.: 52.959.661 von ALF-FRED am 01.08.16 10:14:44Ja...fast 100% Bandbreite...hat schon was 
Somit für jeden Geschmack was dabei!
Somit für jeden Geschmack was dabei!
ein Analyst schreibt 4 Euro - strong sell -
ein anderer 7,50 Euro buy,
da sieht man die Qualität oder auch wer vielleicht short ist, sollen sie aufs Maul fallen
ein anderer 7,50 Euro buy,
da sieht man die Qualität oder auch wer vielleicht short ist, sollen sie aufs Maul fallen
Antwort auf Beitrag Nr.: 52.945.180 von Elvis123 am 29.07.16 11:50:44
Und dann nochmal Commerzbank...diesmal mit 6€ und hold...wohl im Laufe des Tages nochmal nachgebessert
Independent mit hold und 5.90€ Kursziel.
Kurs in NY galoppiert weiter davon. Charttechnisch am OBB angekommen, RSI überkauft...aber das Momentum wohl derzeit nicht zu bremsen.
Mal sehen, wie weit es trägt.
Es wären ja noch 2 dicke Gaps um 4.50€ offen...sehe aber nichts, was den Kurs dahin ziehen sollte. Es gibt ja auch kein Gesetz, dass jedes Gap geschlossen werden muss
Zitat von Elvis123: Die ersten Kursziele nach den Zahlen:
Commerzbank 5€ hold
WGZ 5.90€ hold
Und dann nochmal Commerzbank...diesmal mit 6€ und hold...wohl im Laufe des Tages nochmal nachgebessert
Independent mit hold und 5.90€ Kursziel.
Kurs in NY galoppiert weiter davon. Charttechnisch am OBB angekommen, RSI überkauft...aber das Momentum wohl derzeit nicht zu bremsen.
Mal sehen, wie weit es trägt.
Es wären ja noch 2 dicke Gaps um 4.50€ offen...sehe aber nichts, was den Kurs dahin ziehen sollte. Es gibt ja auch kein Gesetz, dass jedes Gap geschlossen werden muss
Trading Spotlight
Die EBITA Erwartungen der "sell-side" Analysten (auf der Arcelor Investor Homepage) wurden jedenfalls deutlich übertroffen und beim EBITDA ist ja der Sondereffekt nicht drin, deshalb Aussagekräftig.
Auch ohne den Sondereffekt zum ersten Mal seit Ewigkeiten ermutigende Zahlen. Ergebnisverbesserungen bei quasi jedem einzelnen Segment, inbesondere Europa überraschend stark.
die Stahlbranche erholt sich doch gerade erst, da kann man doch 2017 richtig Euronen machen und das wird sich im Kurs wiederspiegeln.
Antwort auf Beitrag Nr.: 52.944.757 von cure am 29.07.16 11:07:24
Da sehe ich mich zu 100% wieder. Ich bin froh, dass ich hier grün raus bin. Kann jetzt auch gerne sonstwohin steigen. Gönne ich jedem von Herzen...
Für mich war's das. Und es war mir eine Lehre. Danke dafür, Lakshmi...!
Zitat von cure: ja ...vielleicht nicht verkehrt ....warum nicht 7 ...oder wirklich die 10 .....dann würde sich der Kreis schließen ......TeilVK dann halt .....schade das ich meine 5er verkauften Stücke unter 4 nicht zurückgeholt habe ....die Chance war da ...aber ich wollte mein Glück hier nicht überstrapazieren ...
So ist es auch gut ...von der Historie wurde aus einem superblauen Auge ein Pelikano wunderbargrünes Auge gemalt ...
Ganz ehrlich ....nochmal brauche ich das aber nicht ....wie gesagt ..man wird älter bei diesen Spielchen ...nicht nur wenn man in den Spiegel schaut ...
Schönes We...
Cure
Da sehe ich mich zu 100% wieder. Ich bin froh, dass ich hier grün raus bin. Kann jetzt auch gerne sonstwohin steigen. Gönne ich jedem von Herzen...
Für mich war's das. Und es war mir eine Lehre. Danke dafür, Lakshmi...!
Antwort auf Beitrag Nr.: 52.943.995 von ALF-FRED am 29.07.16 09:57:59Die ersten Kursziele nach den Zahlen:
Commerzbank 5€ hold
WGZ 5.90€ hold
Commerzbank 5€ hold
WGZ 5.90€ hold
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