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24/08/16 16:09
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Gutas
22/08/16 21:40
Ha respondido al tema Arcelor Mittal (MTS)
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Mal dia hoy para todos los accionistas de ArcelorMittal quizas haya afectado esta noticia negativa:
http://www.dailysabah.com/money/2016/08/22/steel-giant-arcelormittal-to-pay-110-million-fine-in-south-africe-price-fixing-case
Steel giant ArcelorMittal to pay $110 million fine in South Africe price fixing case
FRENCH PRESS AGENCY - AFP
JOHANNESBURG
Published 4 hours ago
Steelmaker ArcelorMittal has agreed to pay a $110-million (88-million-euro) fine for illegal price fixing in South Africa, the country's competition watchdog announced Monday.
The Competition Commission launched a probe into steel producers in the country in 2008 following concerns around high steel prices, and found that the company colluded with its competitors in "fixing" prices and allocating customers.
The company "admits having been involved in the long steel and scrap metal cartels, and agrees to pay an administrative penalty of 1.5 billion rand" ($110 million), it said in a statement.
The local unit of the company will pay the fine in five annual instalments of at least 300 million rand each.
The South African government said it welcomed the punishment of the country's largest steel maker in what it ranked the "largest single" fine imposed so far against an individual firm by the competition authorities.
"The action by the competition authorities is part of a crackdown against abuse of market power and price-fixing that undermine the performance of the economy," Economic Development Minister Ebrahim Patel said in a statement.
The watchdog's chief commissioner Tembinkosi Bonakele said the "penalty sends a strong message of deterrence and is an important milestone in the Commission's enforcement against cartels".
ArcelorMittal South Africa is the continent's largest steel producer, supplying more than 61 percent of the steel used in Africa's most industrialized country.
Son 110 millones de dolares que se pierden en la cuenta de resultados anunal.
Gutas
22/08/16 11:27
Ha respondido al tema Arcelor Mittal (MTS)
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Noticias desde el Pais Vasco:
La ACB de Sestao, de Arcelor, volverá a partir del 9 de septiembre
ArcelorMittal ha decidido retomar la actividad productiva en la acería vizcaína de Sestao -la ACB- a partir del 9 de septiembre, ha informado hoy la multinacional, tras reunirse con el comité de empresa.
Gutas
16/08/16 13:08
Ha respondido al tema Arcelor Mittal (MTS)
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Una noticia que he estado esperando mucho tiempo pero me ha dejado un poco frio:
http://www.invertia.com/noticias/moodys-eleva-negativa-estable-perspectiva-rating-arcelormittal-3145415.htm
Moodys eleva de negativa a estable la perspectiva de rating de ArcelorMittal
Moodys ha elevado de negativa a estable la perspectiva del rating de ArcelorMittal, actualmente situado en Ba2, tras apreciar una mejora en las condiciones de mercado y en los parámetros financieros de la compañía.
[Menéame]
Europa Press
Martes, 16 de Agosto de 2016 - 12:18 h.
"Hemos cambiado la perspectiva del rating de ArcelorMittal para reflejar los elementos positivos que se han detectado tanto en el entorno de mercado en el que opera la compañía como en los parámetros crediticios", indicó el analista de la agencia encargado de la supervisión de esta empresa, Hubert Allemani.
Moodys aprecia una "fuerte recuperación" en los precios del acero tanto en Estados Unidos como en Europa, así como una creciente rentabilidad del negocio siderúrgico en el segundo trimestre del año, que se mantendrá previsiblemente hasta el cierre del ejercicio.
En este contexto, ArcelorMittal ha sido capaz de reducir su apalancamiento hasta una ratio compatible con su actual calificación crediticia, añade Allemani.
Solo mejoran de negativa a estable... yo esperaba un mejora del rating pero lo siguen dejando en Baa2. Una lastima porque una mejora del rating hubiera hecho subir la accion mas rapidamente yo creo, pasar solo de negativo a estable se me hace un poco descafeinado para lo que esperaba. Tocara esperar unos meses mas para ver mejoras de rating mas agresivas.
Gutas
16/08/16 12:32
Ha respondido al tema Arcelor Mittal (MTS)
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Esperanzadoras noticias desde china:
http://blogs.barrons.com/asiastocks/2016/08/16/china-steel-futures-soar-back-to-april-high-as-tangshan-vows-supply-cuts/
China Steel Futures Soar Back To April High As Tangshan Vows Supply Cuts
1
By Shuli Ren
China’s industrial metals futures, from steel to iron ore, have rebounded this summer.
Rebar futures, the most traded in China, soared 4% to 2,654 yuan per tonne ($402) today, its highest since April 25. Hot-rolled steel futures jumped 4.1% to 2,831 yuan per tonne, also hitting the year-to-date high we saw in late April.
Tangshan, a major steel production hub in the north of China, re-iterated its call for supply cuts today, saying it intends to cut steel capacity by 40 million tonnes by the end of next year. Tangshan also said it would slash production by 30-50% starting today through the rest of August to curb pollution in the area.
The rally in steel futures also lifted iron ore futures, which rose 3% today. This is great news for Australia’s iron ore miners. Year-to-date, Fortescue Metals Group (FMG.Australia) has soared 154.5%, BHP Billiton (BHP.Australia/BHP) has gained 19.4%, Rio Tinto (RIO.Australia/RIO) is up 14.5%.
Esperemos que las autoridades de Tangshan cumplan y reduzcan los 40 millones de toneladas prometidos para el proximo año. Buena noticia tambien la reduccion del 30/50% en agosto por contaminacion. Los precios ya estan subiendo en China por estas noticias :)
Gutas
12/08/16 13:41
Ha respondido al tema Arcelor Mittal (MTS)
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Se reabre un caso de dumping en la UE:
http://www.steelorbis.com/steel-news/latest-news/eu-to-reinvestigate-ad-duty-on-stainless-cr-flat-steel-from-taiwan-945413.htm
Espero que se pongan serios como los americanos y pongas aranceles altos porque sino no son efectivos.
Gutas
06/08/16 02:25
Ha respondido al tema Arcelor Mittal (MTS)
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Se aprobaron nuevos aranceles en USA, se trata de la confirmacion de los aranceles que se pusieron provisionalmente en Enero y Marzo.
http://uk.reuters.com/article/uk-usa-trade-steel-idUKKCN10G294
U.S. locks in hot-rolled steel dumping duties on seven countries
WASHINGTON | By David Lawder
The U.S. Commerce Department on Friday set final anti-dumping duties on hot-rolled flat steel from Japan, South Korea, Turkey, Britain, Brazil, the Netherlands and Australia on Friday, locking in import taxes of 3.7 percent to about 34.3 percent for five years.
The ruling, which could still be overturned by the U.S. International Trade Commission, is the latest in a series of U.S. actions aimed at fighting a glut of steel imports as China's economy slows and demand remains weak elsewhere.
The department also imposed final anti-subsidy duties of 3.9 to 11.3 percent against most steelmakers in Brazil, Turkey and South Korea, but slapped 57 percent anti-subsidy duties on top Korean steelmaker POSCO (005490.KS) and Daewoo International Corp.
The final duty rates follow preliminary determinations in January and March.
The highest anti-dumping taxes of 34.3 percent were imposed against Brazil's Usiminas (USIM5.SA), with all other Brazilian producers facing 33.1 percent margins and just over 11 percent anti-subsidy duties.
The Brazlian government has threatened to challenge the U.S. duties before the World Trade Organization.
Britain's Tata Steel UK (TISC.NS) saw its U.S. anti-dumping margin reduced from nearly 50 percent in the preliminary finding to about 33 percent, while Tata Steel's Netherlands operations faces final dumping duties of 3.73 percent.
Used in automotive applications, construction, tubing and heavy machinery, hot-rolled steel imports from the seven countries more than doubled to nearly $2 billion (£1.5 billion) last year, with the largest share, about $650 million, coming from South Korea.
The International Trade Commission is due to decide by late September whether the imports from these countries were unfairly traded and had caused injury to domestic producers.
At a hearing on the issue on Thursday before the commission, American steel executives argued that Chinese mills were overproducing steel of all types, causing a global supply glut that has prompted steelmakers elsewhere sell hot-rolled product below cost into the United States, the only market with significant demand. This caused prices to plunge and several U.S. steel mills to be idled last year.
"Globally, demand for steel is very anaemic. There is every incentive in the world for foreign producers to ship product --dump product -- into the United States," said Richard Blume, general manager of U.S. steelmaker Nucor Corp (NUE.N) "Basically, they are exporting their unemployment to the U.S."
South Korean steel producers argued in briefs in the case that imports were not to blame for the hot-rolled price drop in the United States.
Instead, they said the lower prices were due to falling demand for oil drilling pipe, lower raw material costs, and shipping bottlenecks that caused West Coast industries to turn to Asian suppliers.
Gutas
04/08/16 23:01
Ha respondido al tema Arcelor Mittal (MTS)
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He encontrado un analisis muy detallado sobre los resultados semestrales de ArcelorMittal esta en ingles pero es muy interesante el que quiera consultarlo aqui esta el enlace:
http://marketrealist.com/2016/08/the-most-crucial-points-about-arcelormittals-2q16-earnings/
Me ha gustado saber que el 40% de los pedidos de ArcelorMittal en Europa estan relacionados con el mercado del automovil y funcionan con contratos de precios por 6 meses. Por lo tanto comenta en el articulo que las subidas de precio aun no se reflejaron en el segundo trimestre porque aun no se actualizaron las tarifas. Ahora estoy aun mas confiado que antes en que los resultados del tercer trimestre pueden mantener rl EBDITA de 1770 millones del segundo trimestre e incluso mejorarlo...
Tengo tantas ganas de buenas noticias con respecto a la empresa que ya estoy deseando que sea Noviembre para poder analizar lso resultados del tercer trimestre y comprobar que efectivamente los numeros de la empresa siguen mejorando. No me cabe duda que una vez las cuentas de la empresa hayan mejorado lo suficiente la accion deberia irse a los dos digitos... Ojala podamos verlo en algun momento de 2017...
Gutas
04/08/16 13:09
Ha respondido al tema Arcelor Mittal (MTS)
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Noticia ya en las agencias españolas:
http://www.invertia.com/noticias/ue-fija-aranceles-antidumping-definitivos-siderurgicos-china-rusia-3143760.htm
La UE fija aranceles antidumping definitivos a siderúrgicos de China y Rusia
[Menéame]
EFE
Jueves, 4 de Agosto de 2016 - 13:00 h.
Bruselas, 4 ago (EFECOM).- La Comisión Europea (CE) ha anunciado hoy la imposición de medidas antidumping definitivas por parte de la Unión Europea (UE) a productos siderúrgicos de China y Rusia, como acero laminado en frío, que estarán en vigor durante un periodo de cinco años y tendrán carácter retroactivo.
Los aranceles variarán desde el 19,7 % al 22,1 % para los productos de China y del 18,7 % al 36,1 % para las compañías de Rusia, precisa el Ejecutivo comunitario en un comunicado.
La portavoz de la CE Mina Andreeva, por su parte, precisó en la rueda de prensa diaria de la institución que el carácter retroactivo se remontará a los dos meses precedentes a la adopción de medidas temporales el pasado 12 de febrero.
Los productos afectados son acero laminado en frío, que se utiliza para el envasado industrial, y otros productos derivados de acero empleados en electrodomésticos y la industria en general, el sector automotriz y la construcción.
Bruselas recuerda que esta investigación se inició el 14 de mayo de 2015 a raíz de una queja remitida por la industria.
La CE impuso impuestos provisionales "antidumping" a estos productos el pasado 12 febrero de entre el 13,8 % y el 16 % para las empresas de China y entre el 19,8 % y el 26,2 % para las rusas, y ya adelantó entonces que se reservaba la posibilidad de exigir en el futuro "impuestos con carácter retroactivo".
Bajo las reglas de la Organización Mundial del Comercio (OMC) la UE puede introducir medidas antidumping a productos de países terceros si una investigación demuestra que estos productos entran en la Unión a precios por debajo del coste para ganar mercado que generan perjuicios a la industria comunitaria.
Actualmente la UE tiene en vigor 37 medidas antidumping y antisubsidio y mantiene abiertas 15 investigaciones sobre productos siderúrgicos. EFECOM
Gutas
04/08/16 13:08
Ha respondido al tema Arcelor Mittal (MTS)
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http://www.bloomberg.com/news/articles/2016-08-04/china-russia-hit-with-5-year-eu-anti-dumping-tariffs-on-steel
China, Russia Hit With 5-Year EU Anti-Dumping Tariffs on Steel
Jones Hayden
August 4, 2016 — 12:23 PM CEST
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EU sets levies as high as 36.1% on cold-rolled products
Definitive duties set after provisional measure in February
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Chinese and Russian producers of non-stainless steels were hit by the European Union with five-year tariffs as high as 36.1 percent after the EU found that imports from the two countries unfairly undercut manufacturers in Europe such as ThyssenKrupp AG and ArcelorMittal.
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The definitive duties punish Russian and Chinese exporters of certain cold-rolled flat products of iron or non-alloy steel for allegedly selling the goods in the EU’s 4.5 billion-euro ($5 billion) market below cost, a practice known as dumping. The targeted producers of this kind of steel -- used in products from washing machines and air-conditioning equipment to automobiles and power lines -- include Russia’s Magnitogorsk Iron & Steel Works OJSC, Novolipetsk Steel OJSC and Severstal PJSC; and China’s Angang Steel Co. and Shougang group.
The definitive five-year duties, which will take effect on Friday, follow the imposition of six-month, provisional levies in February. These tariffs “will also be levied retroactively on imports registered during the two months that preceded the adoption of provisional measures on Feb. 12,” the European Commission, the 28-nation bloc’s trade authority in Brussels, said in a statement on Thursday.
EU-based manufacturers suffered “material injury” as a result of dumped imports from Russia and China, the commission said in a notice in the Official Journal. The duties are the outcome of a probe that the EU opened in May 2015 following a dumping complaint by European steel industry group Eurofer.
Russian and Chinese exporters expanded their combined share of the European market for certain cold-rolled flat products of iron or non-alloy steel, excluding stainless steel, to 20.1 percent in the 12 months through March 2015 from 14.3 percent in 2011, according to the commission. Russia’s share jumped to 9.8 percent from 5.9 percent over the period, it said.
The levies against Russia range from 18.7 percent to 36.1 percent and those against China range from 19.7 percent to 22.1 percent, depending on the company.
Bueno pues se establecen los aranceles por 5 años de manera definitiva, estos eran unos aranceles que ya se habian anunciado provisionalmente en febrero. Lo importante llegara en los dos proximos meses cuando se decidan los aranceles provisionales para otros productos, eso si que deberia afectar mas a la accion y darle un empujon para arriba.