K+S - der Vereinigungsthread (Seite 3251)
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neuester Beitrag 25.04.24 17:10:14 von
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Letzter Kurs 25.04.24 L&S Exchange
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| K+S Aktien ab 5,80 Euro handeln - Ohne versteckte Kosten!Anzeige |
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11.04.24 · dpa-AFX Analysen |
Werte aus der Branche Chemie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 39,50 | +79,55 | |
| 2,5900 | +10,21 | |
| 6,3400 | +10,07 | |
| 18,560 | +10,02 | |
| 12,760 | +10,00 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 28,50 | -13,64 | |
| 1,7425 | -18,19 | |
| 101,01 | -19,83 | |
| 1,0100 | -22,31 | |
| 150,00 | -46,31 |
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Nicht dass der Herr Redenius sein tiefenscharf analysiertes 7-12 Euro-Szenario nochmal überarbeiten muss...
Antwort auf Beitrag Nr.: 45.912.346 von pille_palle am 25.11.13 14:05:44
.... abwarten, Börse muss das erst mal verstehen, was da soeben
losgetreten wurde.....
.... abwarten, Börse muss das erst mal verstehen, was da soebenlosgetreten wurde.....
Zitat von mfblum: JPMorgan Chase & Co. hält Shortpositionen bei der K+S derzeit für riskant und rät ihren Kunden, das Engagement kurzfristig zu begrenzen. Es gebe genügend positive Impulsgeber für den deutschen Kaliproduzenten, um einen “Short Squeeze” auszulösen, warnte die Bank. Der wichtigste Katalysator dürfte demnach die Vereinbarung über die chinesischen Importpreise sein, die bis zum Jahresende erwartet werde.
Die Leerverkaufsquote bei K+S entsprach am 20. November etwa 17,5 Prozent der ausstehenden Aktien, verglichen mit dem Hoch von etwa 22,4 Prozent am 12. August, wie Daten von Markit zeigen. K+S ist die am stärksten leerverkaufte Aktie im deutschen Leitindex DAX.
JPMorgan bestätigte das Anlageurteil für K+S mit “Neutral” und verwies auf die seit dem dritten Quartal bestehende Unsicherheit sowie die tendenziell fallenden Preise und Volumen.
Das Kursziel erhöhte die Bank jedoch von 21 Euro auf 22 Euro, um dem Kostensanierungsplan des Unternehmens Rechnung zu tragen. Die Schätzung für den Gewinn je Aktie für 2014 wurde um 10 Prozent angehoben.
Der Kurs des Kaliproduzenten ist seit Jahresbeginn um rund 45 Prozent eingebrochen. Am Freitag gingen die Titel 1,6 Prozent schwächer bei 19,11 Euro aus dem Handel.
Na dann hoffe ich mal auf einen " Short Squeeze"... mit US-Ansage...
Zitat von X-Remi:No plans for cheaper BPC fertilizers in favor of volumes
25.11.2013 12:56
MINSK, 25 November (BelTA) – Belarusian Potash Company (BPC) does not intend to reduce prices for potash fertilizers for the sake of selling more of them. The statement was made by BPC First Deputy Director General Alexander Polyakov, BelTA has learned.
“We do not approve of the idea of selling as much as possible at a minimal price and leaving manufacturers without profits. Although considerable volumes can be sold right now at a price bordering on the loss-making one,” said the executive.
In his words, experts expect the potash fertilizers market to get stable in the near future as the situation brought about by Uralkali’s pullout does not satisfy any of the market players. “Some companies may afford selling at a loss but only for a very short time. The prices that have evolved allow minimal profits for the majority of manufacturers. Nobody is going to live with that for a long time. Therefore consolidation will happen anyway. According to our estimates the prices will gradually go up starting the beginning of the next year,” believes the BPC representative.
It is yet difficult to talk about specific prices for potash fertilizers in 2014. “All the market participants are waiting for the Chinese market to liven up. Prices for Chinese contracts are used as a kind of a guideline for the rest. Since none is available now, all the traders operate within their understanding and risk without buying a lot,” explained Alexander Polyakov.
BPC advised treating any statements regarding prices for Belarusian potash fertilizers with caution. The market has its peculiarities, it has a limited number of manufacturers and a high degree of competition that has gone up many times over in view of the latest events, in particular, Uralkali’s pullout from sales facilitated by Belarusian Potash Company and the aggressive policy the Russian company is now pursuing on foreign markets. “In the present conditions manufacturers are forced to defend themselves, including via mass media. Any publication, any shred of light cast on the events going on on the market (prices, specific volumes and so on) can be interpreted by competitors for their own ends. This is why BPC is very restrained about making comments. Avoiding errors and preventing the release of information that can become harmful are the main tasks now. We prefer doing over talking right now,” noted Alexander Polyakov.
For instance, the carelessly mentioned minimal price for a tonne of Belarusian potash fertilizers in line with estimates of the Belarusian Economy Ministry for 2014 has been heard by partners as an initiative of Belarusian Potash Company to reduce the price by $30-40 in 2014. “It runs contrary to our vision of the market,” said the executive. He also said he believes it is premature to voice specific figures concerning volumes of deliveries next year. “It is difficult to predict the situation at present. We understand what we are going to do but we are not ready to talk about actions of our partners and competitors. What is Uralkali going to do taking into account the latest news concerning the change of the owner? What are Canadian manufacturers and other ones going to do? Our plans for 2014 depend on those considerations, too. It is premature to talk about specific sale figures now. We will have to see how the situation on the market will pan out”.
http://news.belta.by/en/news/econom?id=733407
Fällt mit dieser Meldung nicht das Negativszenario weg (Kalischwemme aus Russland und fallende Preise).
Hätte gedacht der Kurs müsste stark ansteigen bei einer solchen Meldung.
Versteh einer die Börse...
Trading Spotlight
Attempts of blackmailing the Kremlin by taken Uralkali's CEO hostage have failed.
The Belarusian leadership didn't reach the target and completely lost the potash battle. Only one thing was achieved – taking revenge upon Vladislav Baumgertner by blaming him for Belaruskali's losses and the refusal to cooperate with the former common trader Belarusian Potash Company, Deutsche Welle reports.
No happiness after enemy's defeat
Minsk will listen to the echo of the potash war for a long time. Results of the war are sad. Lukashenka's hope to get 100 million for the extradition of Vladislav Baumgertner to Russia didn't come true. The main thing is that taking him hostage neither helped restore the volumes of potash trade nor improved Belarus's economic state.
The production of potassium in Salihorsk was only 110,000 tonnes in October. Workers worked four days a week, and one of the mines had to stand idle from time to time. Belarusian managers turned out to be unable to trade without Russians. The damage is estimated at millions of dollars.
Uralkali, which produces one fifth of the world's potash fertilisers, reported in October about selling 900,000 tonnes. The company expects the demand for potassium, which declined in prices, to grow next year.
It would have been profitable for Minsk to restore the Russian-Belarusian export potash union. But Belarus showed it as a conflict partner able to use forbidden tricks. The change of the main shareholder of the Russian potash giant, on which Belarus insisted so much, won't necessarily lead to the restoration the cartel, or Uralkali will have to set tough conditions to the scandalous Belarusian partner for resuming the cooperation.
Where money is kept
Minsk opened a criminal case against Uralkali's top managers hoping to attract attention of the Kremlin that was ignoring Lukashenka's signals to get financial aid. He counted to exchange Baumgertner for 23 million tonnes of Russian oil and another 2-billion loan the Belarusian president has been asking from Moscow since last year.
It's more appropriate now to discuss what the Belarusian authorities haven't received. There are neither prospects for getting a new credit nor framework contacts for Russian oil that Minsk used to sign for a period of one year, but now has to sign every quarter because the Belarusian party doesn't now fulfil its obligations regarding privatisation in favour of the Russian capital. The signing of the agreement on the oil supply to Belarus was delayed again.
Belarusian refineries will get in the fourth quarter only 3.1 million tonnes of oil instead of expected 5.75 million tonnes. It will further increase the deficit of foreign currency in the country. November is almost over, but Minsk hasn't received 440 million dollars of the last tranche of the EurAsEC loan. The Belarusian government can't hope for other financial institutions.
Zero kilometre
Belarus remains with the same economic problems it had in August 2013, when Lukashenka made a decision to arrest Baumgertner at the airport in Minsk. Another reason why the eternal Belarusian question about money remains unsettled is that Putin more worries about the situation of Ukraine and the EU than about financial problems of the Belarusian ruler.
If Kyiv takes a decision to have closer ties with Moscow and refuses to sign an association agreement with the EU, Minsk will have to tame its appetite for the financial aide from Russia. The Belarusian authorities cannot avoid integration processes due to the energy dependence on Russia. But the country must be ready to fill its budget not only with the help of Russia, but also through privatisation, the move that the Belarusian president resisted so desperately. The topic of privatisation was suddenly raised by Belarusian PM Mikhail Miasnikovich at a meeting with Russian prime minister Dmitry Medvedev.
But who will risk investing money in the country with such an terrible investment image? So, Belarus was defeated in the potash row that had only negative effects for the country. It is becoming more and mode dependent on the decisions made by the Kremlin.
The Belarusian leadership didn't reach the target and completely lost the potash battle. Only one thing was achieved – taking revenge upon Vladislav Baumgertner by blaming him for Belaruskali's losses and the refusal to cooperate with the former common trader Belarusian Potash Company, Deutsche Welle reports.
No happiness after enemy's defeat
Minsk will listen to the echo of the potash war for a long time. Results of the war are sad. Lukashenka's hope to get 100 million for the extradition of Vladislav Baumgertner to Russia didn't come true. The main thing is that taking him hostage neither helped restore the volumes of potash trade nor improved Belarus's economic state.
The production of potassium in Salihorsk was only 110,000 tonnes in October. Workers worked four days a week, and one of the mines had to stand idle from time to time. Belarusian managers turned out to be unable to trade without Russians. The damage is estimated at millions of dollars.
Uralkali, which produces one fifth of the world's potash fertilisers, reported in October about selling 900,000 tonnes. The company expects the demand for potassium, which declined in prices, to grow next year.
It would have been profitable for Minsk to restore the Russian-Belarusian export potash union. But Belarus showed it as a conflict partner able to use forbidden tricks. The change of the main shareholder of the Russian potash giant, on which Belarus insisted so much, won't necessarily lead to the restoration the cartel, or Uralkali will have to set tough conditions to the scandalous Belarusian partner for resuming the cooperation.
Where money is kept
Minsk opened a criminal case against Uralkali's top managers hoping to attract attention of the Kremlin that was ignoring Lukashenka's signals to get financial aid. He counted to exchange Baumgertner for 23 million tonnes of Russian oil and another 2-billion loan the Belarusian president has been asking from Moscow since last year.
It's more appropriate now to discuss what the Belarusian authorities haven't received. There are neither prospects for getting a new credit nor framework contacts for Russian oil that Minsk used to sign for a period of one year, but now has to sign every quarter because the Belarusian party doesn't now fulfil its obligations regarding privatisation in favour of the Russian capital. The signing of the agreement on the oil supply to Belarus was delayed again.
Belarusian refineries will get in the fourth quarter only 3.1 million tonnes of oil instead of expected 5.75 million tonnes. It will further increase the deficit of foreign currency in the country. November is almost over, but Minsk hasn't received 440 million dollars of the last tranche of the EurAsEC loan. The Belarusian government can't hope for other financial institutions.
Zero kilometre
Belarus remains with the same economic problems it had in August 2013, when Lukashenka made a decision to arrest Baumgertner at the airport in Minsk. Another reason why the eternal Belarusian question about money remains unsettled is that Putin more worries about the situation of Ukraine and the EU than about financial problems of the Belarusian ruler.
If Kyiv takes a decision to have closer ties with Moscow and refuses to sign an association agreement with the EU, Minsk will have to tame its appetite for the financial aide from Russia. The Belarusian authorities cannot avoid integration processes due to the energy dependence on Russia. But the country must be ready to fill its budget not only with the help of Russia, but also through privatisation, the move that the Belarusian president resisted so desperately. The topic of privatisation was suddenly raised by Belarusian PM Mikhail Miasnikovich at a meeting with Russian prime minister Dmitry Medvedev.
But who will risk investing money in the country with such an terrible investment image? So, Belarus was defeated in the potash row that had only negative effects for the country. It is becoming more and mode dependent on the decisions made by the Kremlin.
Zitat von MisterGoodwill:Zitat von Aktienkrieger: Ich überlege derzeit ob ich mir ein paar K+S Aktien ins Depot legen soll. Auf mittel- bis langfristige Sicht sollte man bei diesem Wert bei den aktuellen Kursen nichts falsch machen können, oder?!
Ich würde lieber Südzucker kaufen im Agrarsegment. Die haben eine viel bessere Bilanz, denn Legacy könnte die Verschuldung von K+S auf das 5fache EBITDA treiben und damit absolutes Ramschniveau. Südzucker ist zudem nur noch 2 Euro vom tangiblen Buchwert entfernt. Bei K+S sinds noch 6 Euro soweit ich weiß.
Auch nichts für schwache Nerven, aber für antizyklische Strategiker: Cisco und Leighton. Auch die beiden Aktien könnten dank im Branchenvergleich guter Bilanz noch im letzten Stück der Rallye entdeckt werden oder zumindest im Crash nicht ins bodenlose gestampft werden.
ich hab sowohl zucker und salz im depot, wobei südzucker im moment schon ein leckerchen ist, kaum schulden, nur noch mit halbem umsatz bewertet
ohhh, ein Impulsgeber, wie von JPMorgan Chase & Co. vorhergesagt...
No plans for cheaper BPC fertilizers in favor of volumes25.11.2013 12:56
MINSK, 25 November (BelTA) – Belarusian Potash Company (BPC) does not intend to reduce prices for potash fertilizers for the sake of selling more of them. The statement was made by BPC First Deputy Director General Alexander Polyakov, BelTA has learned.
“We do not approve of the idea of selling as much as possible at a minimal price and leaving manufacturers without profits. Although considerable volumes can be sold right now at a price bordering on the loss-making one,” said the executive.
In his words, experts expect the potash fertilizers market to get stable in the near future as the situation brought about by Uralkali’s pullout does not satisfy any of the market players. “Some companies may afford selling at a loss but only for a very short time. The prices that have evolved allow minimal profits for the majority of manufacturers. Nobody is going to live with that for a long time. Therefore consolidation will happen anyway. According to our estimates the prices will gradually go up starting the beginning of the next year,” believes the BPC representative.
It is yet difficult to talk about specific prices for potash fertilizers in 2014. “All the market participants are waiting for the Chinese market to liven up. Prices for Chinese contracts are used as a kind of a guideline for the rest. Since none is available now, all the traders operate within their understanding and risk without buying a lot,” explained Alexander Polyakov.
BPC advised treating any statements regarding prices for Belarusian potash fertilizers with caution. The market has its peculiarities, it has a limited number of manufacturers and a high degree of competition that has gone up many times over in view of the latest events, in particular, Uralkali’s pullout from sales facilitated by Belarusian Potash Company and the aggressive policy the Russian company is now pursuing on foreign markets. “In the present conditions manufacturers are forced to defend themselves, including via mass media. Any publication, any shred of light cast on the events going on on the market (prices, specific volumes and so on) can be interpreted by competitors for their own ends. This is why BPC is very restrained about making comments. Avoiding errors and preventing the release of information that can become harmful are the main tasks now. We prefer doing over talking right now,” noted Alexander Polyakov.
For instance, the carelessly mentioned minimal price for a tonne of Belarusian potash fertilizers in line with estimates of the Belarusian Economy Ministry for 2014 has been heard by partners as an initiative of Belarusian Potash Company to reduce the price by $30-40 in 2014. “It runs contrary to our vision of the market,” said the executive. He also said he believes it is premature to voice specific figures concerning volumes of deliveries next year. “It is difficult to predict the situation at present. We understand what we are going to do but we are not ready to talk about actions of our partners and competitors. What is Uralkali going to do taking into account the latest news concerning the change of the owner? What are Canadian manufacturers and other ones going to do? Our plans for 2014 depend on those considerations, too. It is premature to talk about specific sale figures now. We will have to see how the situation on the market will pan out”.
http://news.belta.by/en/news/econom?id=733407
Antwort auf Beitrag Nr.: 45.910.778 von jojo6666 am 25.11.13 10:59:51JPMorgan Chase & Co. hält Shortpositionen bei der K+S derzeit für riskant und rät ihren Kunden, das Engagement kurzfristig zu begrenzen. Es gebe genügend positive Impulsgeber für den deutschen Kaliproduzenten, um einen “Short Squeeze” auszulösen, warnte die Bank. Der wichtigste Katalysator dürfte demnach die Vereinbarung über die chinesischen Importpreise sein, die bis zum Jahresende erwartet werde.
Die Leerverkaufsquote bei K+S entsprach am 20. November etwa 17,5 Prozent der ausstehenden Aktien, verglichen mit dem Hoch von etwa 22,4 Prozent am 12. August, wie Daten von Markit zeigen. K+S ist die am stärksten leerverkaufte Aktie im deutschen Leitindex DAX.
JPMorgan bestätigte das Anlageurteil für K+S mit “Neutral” und verwies auf die seit dem dritten Quartal bestehende Unsicherheit sowie die tendenziell fallenden Preise und Volumen.
Das Kursziel erhöhte die Bank jedoch von 21 Euro auf 22 Euro, um dem Kostensanierungsplan des Unternehmens Rechnung zu tragen. Die Schätzung für den Gewinn je Aktie für 2014 wurde um 10 Prozent angehoben.
Der Kurs des Kaliproduzenten ist seit Jahresbeginn um rund 45 Prozent eingebrochen. Am Freitag gingen die Titel 1,6 Prozent schwächer bei 19,11 Euro aus dem Handel.
Die Leerverkaufsquote bei K+S entsprach am 20. November etwa 17,5 Prozent der ausstehenden Aktien, verglichen mit dem Hoch von etwa 22,4 Prozent am 12. August, wie Daten von Markit zeigen. K+S ist die am stärksten leerverkaufte Aktie im deutschen Leitindex DAX.
JPMorgan bestätigte das Anlageurteil für K+S mit “Neutral” und verwies auf die seit dem dritten Quartal bestehende Unsicherheit sowie die tendenziell fallenden Preise und Volumen.
Das Kursziel erhöhte die Bank jedoch von 21 Euro auf 22 Euro, um dem Kostensanierungsplan des Unternehmens Rechnung zu tragen. Die Schätzung für den Gewinn je Aktie für 2014 wurde um 10 Prozent angehoben.
Der Kurs des Kaliproduzenten ist seit Jahresbeginn um rund 45 Prozent eingebrochen. Am Freitag gingen die Titel 1,6 Prozent schwächer bei 19,11 Euro aus dem Handel.
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