AKS ( AK Steel Holding Corp) - Valore nell'Acciaio?
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A gennaio la società aveva preannunciato una significativa perdita per il primo trimestre 2009: 'AK Steel expects to post a "significant" operating loss for the first quarter as it shuts down a blast furnace for maintenance. It expects shipments in the second quarter of 2009 to improve, and, coupled with lower raw material costs compared to the first quarter, AK Steel expects to generate a "modest operating profit" for the second quarter.'
A mio avviso molte notizie negative sono già prezzate nel titolo, ma sono solo previsioni. Credo di poter dire che AKS ce la farà a superare la congiuntura difficile e quando dalle trimestrali si comincierà a vedere un miglioramento il titolo sarà già ben sopra il suo minimo.
Questo non è un bancario, le azioni in circolo non sono e non verranno diluite, il grosso del debito è in scadenza nel 2012, io sono fiducioso nel medio-lungo termine. Ovviamente l'ultima parola è del mercato
A mio avviso molte notizie negative sono già prezzate nel titolo, ma sono solo previsioni. Credo di poter dire che AKS ce la farà a superare la congiuntura difficile e quando dalle trimestrali si comincierà a vedere un miglioramento il titolo sarà già ben sopra il suo minimo.
Questo non è un bancario, le azioni in circolo non sono e non verranno diluite, il grosso del debito è in scadenza nel 2012, io sono fiducioso nel medio-lungo termine. Ovviamente l'ultima parola è del mercato
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Spunto interessante direi, nessun gap up lasciato aperto, per ora possiamo ritenerci soddisfatti.
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Ciao Sa.lvi!
Io sto benaccio apparte un esame statisticoso da fare oggi pomeriggio..
Tu come va?
Non ti si vedeva più!! AKS ha reagito ferocemente, ora è logico aspettarsi un correzione così come per l'indice, ma secondo me entro fine anno può fare ancora meglio..
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Toh, alla buon'ora quelli della GS hanno deciso di esternare al pubblico buone sensazioni su AKS raddoppiando il TP come se fossimo a lascia o raddoppia
AK Steel (AKS Quote) upgraded at Goldman Sachs to Buy from Neutral based on falling iron ore prices and potential earnings surprise from electrical steel business. Company's variable cost structure, balance sheet and covenant restrictions are favorable compared to peers including U.S. Steel (X Quote). Price target raised to $12 from $6.50.
Spero di non dovermi preoccupare ora...
AK Steel (AKS Quote) upgraded at Goldman Sachs to Buy from Neutral based on falling iron ore prices and potential earnings surprise from electrical steel business. Company's variable cost structure, balance sheet and covenant restrictions are favorable compared to peers including U.S. Steel (X Quote). Price target raised to $12 from $6.50.
Spero di non dovermi preoccupare ora...
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Risultati migliori delle attese! 
AK Steel Posts First-Quarter Results That Top Analyst Estimates
April 21 (Bloomberg) -- AK Steel Holding Corp., the fourth- largest U.S.-based steelmaker by 2008 sales, reported first- quarter results that beat analysts’ estimates as costs declined.
The net loss of $73.4 million, or 67 cents a share, compares with net income of $101.1 million, or 90 cents, a year earlier, West Chester, Ohio-based AK Steel said today in a statement. Analysts expected a 75-cent loss, the average of 11 estimates in a Bloomberg survey. Sales fell 49 percent to $922.2 million.
Chief Executive Officer James Wainscott is contending with a drop in auto sales and building construction that helped cut company shipments by half. AK Steel began laying off employees, lowering pay and reducing benefits in January to better align costs with declining sales. First-quarter operating costs fell 37 percent to $1.02 billion from a year earlier.
NEW YORK (MarketWatch) -- AK Steel Holding Corp. said Tuesday that it swung to a first-quarter loss amid sagging demand for products such as autos and other durable goods.
The company also forecast less red ink for the current quarter on lower operating and raw-material costs.
AK Steel swung to a first-quarter net loss of $73.4 million, or 67 cents a share, from year-earlier net income of $101.1 million, or 90 cents a share. Net sales tumbled 49% to $922.2 million amid a 51% drop in shipments.
Analysts were expecting a loss of 75 cents a share on revenue of $929 million.
Product costs were higher than net sales in the latest quarter, compared with a 15.5% gross margin a year earlier. The average selling price rose 4.3%, helped by stainless and electrical steel shipments, but fell 13% from the fourth quarter.
AK Steel predicts a second-quarter operating loss of about $50 million, compared with the first quarter's $99.9 million. The steel processor also sees second-quarter shipments rising slightly sequentially, with selling prices down 4%.
In anticipation of orders related to the U.S. stimulus bill, steelmakers started ramping up production in December and January. But the expected demand didn't materialize.
To cut costs in the past several months, AK Steel has suspended some operations, cut salary 5% and offered buyouts. In January it said it would start shedding some of its 1,500 salaried employees.
AK Steel Posts First-Quarter Results That Top Analyst Estimates
April 21 (Bloomberg) -- AK Steel Holding Corp., the fourth- largest U.S.-based steelmaker by 2008 sales, reported first- quarter results that beat analysts’ estimates as costs declined.
The net loss of $73.4 million, or 67 cents a share, compares with net income of $101.1 million, or 90 cents, a year earlier, West Chester, Ohio-based AK Steel said today in a statement. Analysts expected a 75-cent loss, the average of 11 estimates in a Bloomberg survey. Sales fell 49 percent to $922.2 million.
Chief Executive Officer James Wainscott is contending with a drop in auto sales and building construction that helped cut company shipments by half. AK Steel began laying off employees, lowering pay and reducing benefits in January to better align costs with declining sales. First-quarter operating costs fell 37 percent to $1.02 billion from a year earlier.
NEW YORK (MarketWatch) -- AK Steel Holding Corp. said Tuesday that it swung to a first-quarter loss amid sagging demand for products such as autos and other durable goods.
The company also forecast less red ink for the current quarter on lower operating and raw-material costs.
AK Steel swung to a first-quarter net loss of $73.4 million, or 67 cents a share, from year-earlier net income of $101.1 million, or 90 cents a share. Net sales tumbled 49% to $922.2 million amid a 51% drop in shipments.
Analysts were expecting a loss of 75 cents a share on revenue of $929 million.
Product costs were higher than net sales in the latest quarter, compared with a 15.5% gross margin a year earlier. The average selling price rose 4.3%, helped by stainless and electrical steel shipments, but fell 13% from the fourth quarter.
AK Steel predicts a second-quarter operating loss of about $50 million, compared with the first quarter's $99.9 million. The steel processor also sees second-quarter shipments rising slightly sequentially, with selling prices down 4%.
In anticipation of orders related to the U.S. stimulus bill, steelmakers started ramping up production in December and January. But the expected demand didn't materialize.
To cut costs in the past several months, AK Steel has suspended some operations, cut salary 5% and offered buyouts. In January it said it would start shedding some of its 1,500 salaried employees.
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Toh, alla buon'ora quelli della GS hanno deciso di esternare al pubblico buone sensazioni su AKS raddoppiando il TP come se fossimo a lascia o raddoppia
AK Steel (AKS Quote) upgraded at Goldman Sachs to Buy from Neutral based on falling iron ore prices and potential earnings surprise from electrical steel business. Company's variable cost structure, balance sheet and covenant restrictions are favorable compared to peers including U.S. Steel (X Quote). Price target raised to $12 from $6.50.
Spero di non dovermi preoccupare ora...
Gli impianti produttivi dei players del settore lavorano fra il 40% ed il 50% della capacità operativa ... il forecast è che rimangano su tali livelli ancora per molti mesi, ci sta fino a fine anno, e poi che ci sia una ripresa molto graduale.
Se la situazione dovesse effettivamente protrarsi così a lungo, verso fine anno si assisterebbe ai primi M&A di sopravvivenza nel comparto....
PS: poi c'è pure l'upgrade di Goldman ... segno che ritengono ci sia spazio per lo short nel breve...
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Se la situazione dovesse effettivamente protrarsi così a lungo, verso fine anno si assisterebbe ai primi M&A di sopravvivenza nel comparto....
Non credo che AK Steel sia a rischio "sopravvivenza", guardando il bilancio credo che abbiano tutte le carte il regola per superare la crisi senza forti rischi (non so se sei d'accordo).
L'M&A è sicuramente probabile, questo se vogliamo aggiunge un appeal speculativo al titolo in quanto potrebbe essere preda e non predatore.
Ci avevo pensato anche io, come segnale contrarian
Ma non penso che la loro chiamata si scorretta, certo molto in ritardo..
magari avevano accumulato prima Io continuo a cassettizzarle, anche se hanno corso molto non ho fretta.
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Assolutamente esplosiva! Lo sapevo che era meglio tenerle..
Adesso bisognerà avere conferme nella trimestrale Q2, ma tranne grossi sconvolgimenti, il titolo potrebbe quotare a multipli più alti della norma (come l'S&P 500) anticipando la ripresa.
Una delle chiavi è l'autosufficienza della società, finora nessun aumento di capitale, niente diluizione e il mercato apprezza.
Lo sapevo che era meglio tenerle..
Adesso bisognerà avere conferme nella trimestrale Q2, ma tranne grossi sconvolgimenti, il titolo potrebbe quotare a multipli più alti della norma (come l'S&P 500) anticipando la ripresa.
Una delle chiavi è l'autosufficienza della società, finora nessun aumento di capitale, niente diluizione e il mercato apprezza.
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Tempi difficili per AKS, non che non fossero inaspettati, ma il titolo ha letteralmente volato negli ultimi mesi e questi risultati probabilmente non giustificano a pieno la performance del titolo. Detto questo rimango comunque fiducioso nella società nel medio-lungo termine.
Dettagli qui: http://www.aksteel.com/pdf/news/2Q2009 Earnings.pdf
AK Steel posts $47M loss for 2Q as demand falls
PITTSBURGH - AK Steel Holding Corp., a supplier of steel for cars and trucks, on Tuesday posted a second-quarter loss of $47.2 million, partly due to shrinking demand from the battered auto industry.
It was the company's third consecutive quarterly loss and another sign of the anemic demand for the metal amid the global downturn. Like other steel makers, AK Steel has been forced to reduce production and lay off workers since late last year.
Shares of AK Steel fell 86 cents, or 4.2 percent, to $19.44 in pre-market trade.
AK Steel's loss amounted to 43 cents per share for the three months ended June 30. That compares with a profit of $1.29 per share during the same period last year.
Revenue slid 65 percent to $793.6 million.
Analysts, on average, expected the West Chester, Ohio-based company to lose 75 cents per share on revenue of $929.3 million. Wall Street typically excludes one-time charges in its earnings estimates.
The market for the metal — used in everything from trucks to bridges — remains far weaker than it was a year ago, when surging demand and prices helped steel companies notch record profits.
The company, which had forecast a quarterly loss, said it expects to return to operating profitability in the third quarter. The industry has shown signs of improvement recently, with prices and production rising. Analysts say AK Steel could benefit from an eventual auto industry recovery.
Dettagli qui: http://www.aksteel.com/pdf/news/2Q2009 Earnings.pdf
AK Steel posts $47M loss for 2Q as demand falls
PITTSBURGH - AK Steel Holding Corp., a supplier of steel for cars and trucks, on Tuesday posted a second-quarter loss of $47.2 million, partly due to shrinking demand from the battered auto industry.
It was the company's third consecutive quarterly loss and another sign of the anemic demand for the metal amid the global downturn. Like other steel makers, AK Steel has been forced to reduce production and lay off workers since late last year.
Shares of AK Steel fell 86 cents, or 4.2 percent, to $19.44 in pre-market trade.
AK Steel's loss amounted to 43 cents per share for the three months ended June 30. That compares with a profit of $1.29 per share during the same period last year.
Revenue slid 65 percent to $793.6 million.
Analysts, on average, expected the West Chester, Ohio-based company to lose 75 cents per share on revenue of $929.3 million. Wall Street typically excludes one-time charges in its earnings estimates.
The market for the metal — used in everything from trucks to bridges — remains far weaker than it was a year ago, when surging demand and prices helped steel companies notch record profits.
The company, which had forecast a quarterly loss, said it expects to return to operating profitability in the third quarter. The industry has shown signs of improvement recently, with prices and production rising. Analysts say AK Steel could benefit from an eventual auto industry recovery.
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AKS batte le attese e torna a essere profittabile ma il confronto rispetto all'anno scorso è doloroso. Dal prossimo trimestre la musica sarà diversa; per la verità in questo Q3 un miglioramento rispetto al Q2 ma io mi aspettavo qualcosa di più, l'aumento degli inventari mi preoccupa. Decisiva la trimestrale Q4, dove il mercato vuole vedere una generazione se pur minima di cassa. Forte ribasso per il titolo oggi -7,5%, da inizio l'anno le azioni AKS sono salite di oltre l'80%, dettagli per la trimestrare qui: http://www.aksteel.com/pdf/related_news_documents/3Q09 Earnings Release Supps.pdf
AK Steel returns to profitability in 3Q
WEST CHESTER, Ohio - Steel producer AK Steel Holding Corp. says it returned to profitability during its third quarter, helped by better demand, and expects shipments of steel to pick up in the final months of the year.
The improved results are still far below last year. The West Chester, Ohio-based company says its net income dropped to $6.2 million, or 6 cents per share from $188.3 million, or $1.67 per share, a year earlier.
The company had posted three straight quarters of losses.
The steel producer says third-quarter revenue plunged 52 percent to $1.04 billion.
AK Steel expects shipments of steel to increase nearly 24 percent in the fourth quarter compared with last quarter.
AK Steel profit slumps
NEW YORK (MarketWatch) -- AK Steel Holding Corp.said Tuesday its third quarter profit fell to $6.2 million, or 6 cents a share, from $188.3 million, or $1.67 cents a share, in the year-ago period. Net sales were $1.041 billion, down from $2.16 billion. Analysts surveyed by FactSet Research had expected, on average, earnings of 1 cent a share on sales of $1.037 billion. West Chester, Ohio-based AK Steel said its average selling price for the third quarter was 32% lower than the average price in the third quarter of 2008. The company also announced a quarterly cash dividend of 5 cents a share of common stock.
AK Steel returns to profitability in 3Q
WEST CHESTER, Ohio - Steel producer AK Steel Holding Corp. says it returned to profitability during its third quarter, helped by better demand, and expects shipments of steel to pick up in the final months of the year.
The improved results are still far below last year. The West Chester, Ohio-based company says its net income dropped to $6.2 million, or 6 cents per share from $188.3 million, or $1.67 per share, a year earlier.
The company had posted three straight quarters of losses.
The steel producer says third-quarter revenue plunged 52 percent to $1.04 billion.
AK Steel expects shipments of steel to increase nearly 24 percent in the fourth quarter compared with last quarter.
AK Steel profit slumps
NEW YORK (MarketWatch) -- AK Steel Holding Corp.said Tuesday its third quarter profit fell to $6.2 million, or 6 cents a share, from $188.3 million, or $1.67 cents a share, in the year-ago period. Net sales were $1.041 billion, down from $2.16 billion. Analysts surveyed by FactSet Research had expected, on average, earnings of 1 cent a share on sales of $1.037 billion. West Chester, Ohio-based AK Steel said its average selling price for the third quarter was 32% lower than the average price in the third quarter of 2008. The company also announced a quarterly cash dividend of 5 cents a share of common stock.
sakuragi78
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quali sono le previsioni per la trimestrale di lunedi??
Grecale
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0.21 di eps
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Dovrebbero essere in utile con il miglior trimestre dell'anno considerato l'aumento di consegne e prezzo dell'acciaio in crescita. Utile atteso dovrebbe essere 0.20$ per azione
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Cavolo abbiamo risposto insieme
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