Stahlunternehmen POSCO - Chance auf Turnaround

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eröffnet am: 21.06.13 12:46 von: windspiel081. Anzahl Beiträge: 44
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21.06.13 12:46
1

1240 Postings, 4090 Tage windspiel0815Stahlunternehmen POSCO - Chance auf Turnaround

Würde gerne diesem Wertpapier neues Leben einhauchen.

http://www.koreaittimes.com/story/29720/...competitive-steel-makerwsd

Heute im Depot zugekauft, da die Bewertung nach meiner Meinung sehr günstig ist. Kurse sind im Bereich der Allzeittiefs der Finanzkrise und die Konjunktur hat sich annähernd so schlecht entwickelt.  
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18 Postings ausgeblendet.

10.01.14 14:13

1240 Postings, 4090 Tage windspiel0815Posco darf Stahlwerk in Indien bauen

http://www.wiwo.de/unternehmen/industrie/...indien-bauen/9315758.html

Bin mir noch nicht sicher, ob dies positiv oder negativ ist, nach dem Thyssen-Desaster in Südamerika.  

16.01.14 12:47

1240 Postings, 4090 Tage windspiel0815South Korean president Park visiting India

http://www.koreaherald.com/view.php?ud=20140116000746


NEW DELHI (Yonhap News) ― South Korean steel giant POSCO is expected to see its long-delayed project to build an integrated plant in India move speedily forward in the wake of President Park Geun-hye’s state visit to the country, the presidential office said Thursday.

In 2005, POSCO signed a memorandum of understanding with the eastern Indian state of Odisha to construct a $12 billion steel plant with an annual production capacity of up to 12 million tons.

But the project has been stalled due to a series of regulatory and other delays.

In the run-up to Park’s state visit to New Delhi, however, India’s government has granted the project an environmental permit, allowing POSCO to secure 2,700 acres of land for the project. The state government has also made a commitment with regard to iron ore exploration rights, the office said.

India’s central government is also expected to express its commitment to provide the project with active administrative support, the office said, adding that if the project goes smoothly forward, steel production could begin as early as eight years later in 2022.

The project will mark the biggest-ever foreign direct investment in India. It will directly hire 18,000 people and help create a total of 870,000 jobs, and annual sales of the plant are expected to amount to $3 billion, the office said.  

17.01.14 14:57

1240 Postings, 4090 Tage windspiel0815Korea Herald - POSCO vows to gain respect

http://www.koreaherald.com/view.php?ud=20140117000702

POSCO’s board of directors said they nominated Kwon to combine technology and marketing to enhance the company’s core competence. Kwon will also be pushed to develop new technologies that can be later on nurtured into next-generation growth engines.

“I will study these issues to share with you in the near future,” Kwon told reporters.

Meanwhile, market watchers are hoping the new tech-savvy chief will bring vitality to POSCO stocks that have lost up to 60 percent of their value compared to their peak several years ago. POSCO stocks rose to 316,000 won a share on Friday morning, up 1.44 percent from the previous day. They ultimately closed nearly unchanged at 311,500 won.
 

29.01.14 08:17

1240 Postings, 4090 Tage windspiel0815Moody Baa2 Rating

https://www.moodys.com/research/...T.mc_id=NLTITLE_YYYYMMDD_PR_291605

Hong Kong, January 29, 2014 -- Moody's Investors Service says that POSCO's moderate operating results for 2013 were credit negative, but will not impact the steel-maker's Baa2 rating and stable outlook.

"Although POSCO's adjusted debt/EBITDA deteriorated to about 4.7x in 2013 from 4.2x in 2012 because of decreased earnings, we expect its financial leverage to improve to about 4x in 2014, a level consistent with its Baa2 rating," says Chris Park, a Moody's Vice President and Senior Credit Officer.

According to POSCO, its consolidated and unadjusted operating income fell 18% year-on-year to KRW3.0 trillion in 2013 due to moderate steel demand in Korea and China, and the strong won. Its reported debt is also estimated to have grown by 5% year-on-year owing to sizeable investments, which were partly mitigated by its deleveraging measures. These factors, which resulted in its increased financial leverage, have been incorporated in the rating downgrade of POSCO to Baa2 from Baa1 in November 2013.

The persistent weakness in the regional steel industry means that any meaningful recovery in POSCO's core steel margins -- EBITDA per ton -- is unlikely in 2014.

Nonetheless, Moody's expects POSCO's earnings to grow gradually over the next two years, driven by its large expansion in steel capacity, completed in 2013, and by its non-steel businesses. This should allow the company to improve its financial leverage, although its planned sizeable investments (KRW6.5 trillion in 2014) should necessitate an increase in debt.

Moody's also expects POSCO to continue pursuing measures to lower its debt level.

The principal methodology used in this rating was Moody's Rating Methodology for Global Steel Industry, published in October 2012. Please see the Credit Policy page on www.moodys.com for a copy of this methodology.

POSCO is one of the world's largest steel producers, with a dominant market position in Korea in terms of sales. It manufactures a broad range of steel products, including hot-rolled products, plates, wire rods, cold-rolled products, silicon steel sheets and stainless steel products.  

08.02.14 17:07

1240 Postings, 4090 Tage windspiel0815POSCO - PR Film

zeigt sehr schön, dass man über dieses Investment nicht nur ein Stahlunternehmen kauft sondern einen Konzern der in den Bereichen

Steel
Engineering & Construction
Energy
IT
Chemical Products
New Material

stark aufgestellt ist und sehr offen kommuniziert.

Hier ist der aktuelle Q/A Bericht zu den 2013 Zahlen:

http://www.posco.com/homepage/docs/eng3/dn/invest/...tion_Q&A.pdf



 

19.02.14 18:41

1240 Postings, 4090 Tage windspiel0815Posco wins patent row

http://www.koreatimes.co.kr/www/news/biz/2014/02/123_151852.html

POSCO, Korea’s largest steel maker, has won a legal dispute over patent infringements filed by Nippon Steel & Sumitomo Metal Corp. (NSSMC), the company said Tuesday.  

03.03.14 12:24

79 Postings, 6055 Tage dontotoSieht derzeit nicht gut für den sektor aus...



Betonstahlpreis Shanghai (Yuan Pro Tonne)

In Europa und den USA gibt es für die Stahlpreise kein Entrinnen aus einer sich seit Wochen hinziehenden Seitwärtsbewegung. Noch sehr viel trister ist die Lage in China. Die chinesischen Stahlproduzenten wären über eine Stagnation heilfroh. Stattdessen bricht die Stahlpreisentwicklung im Reich der Mitte massiv ein.

An der Londoner Metallbörse gehandelter Rohstahl notiert seit Ende Januar ununterbrochen bei 355 Dollar je Tonne. Zuvor war der Kontrakt innerhalb von drei Monaten von 215 Dollar auf 359 Dollar geklettert . Ähnlich ist die Preisentwicklung von warm gewalzten US-Stahl, der seit Anfang Februar bei 655 Dollar dümpelt, nachdem er zuvor einen Anstieg von 630 auf 675 Dollar vollbracht hatte.

In Shanghai gehandeltes Betonstahl brach derweil ein. Der meistgehandelte Kontrakt für den Liefermonat Mai sank auf 3.386 Yuan (406 Euro). Es scheint nur eine Frage der Zeit zu sein, bis das Allzeittief vom 10. Februar bei 3.380 Yuan bricht.

"Ich glaube nicht daran, dass sich der Stahlmarkt in nächster Zeit erholen kann, weil das makroökonomische Umfeld nicht gut aussieht", zitiert die Nachrichtenagentur Reuters einen Eisenerzhändler aus der nordostchinesischen Hafenstadt Tianjin. Die chinesischen Stahlwerke würden wenig Eisenerz einlagern, um einem schwachen Cashflow vorzubeugen.
 

04.03.14 14:53

1240 Postings, 4090 Tage windspiel0815nachgelegt

Zu 47;50 Euro...wenn nicht jerzt, wann dann....  

03.04.14 09:10

1240 Postings, 4090 Tage windspiel0815Posco sets up unit for clean energy biz

http://english.yonhapnews.co.kr/business/2014/04/...403005100320.html

SEOUL, April 3 (Yonhap)-- POSCO, South Korea's biggest steelmaker, said Thursday that it has established a subsidiary to operate a clean energy business it picked as one of its future growth engines.

The subsidiary, named POSCO Green Gas Technology Co., will produce synthetic natural gas (SNG), a fuel gas that can be produced from fossil fuels such as lignite coal or from biofuel, the company said.  

04.04.14 14:22

1240 Postings, 4090 Tage windspiel0815Moody's revised Posco rating

https://www.moodys.com/research/...T.mc_id=NLTITLE_YYYYMMDD_PR_294948

Moody's Investors Service has affirmed the Baa3 issuer rating of POSCO Engineering & Construction Co Ltd (POSCO E&C). At the same time, the rating outlook has been revised to stable from negative.
 

04.04.14 14:23

1240 Postings, 4090 Tage windspiel0815Posco increases SS prices

http://www.steelguru.com/international_news/..._for_April/336151.html

POSCO Specialty Steel announced to hike domestic prices for austenitic stainless steel wire rods and bars by KRW 200, 000 per tonne for April, for the first time since last July.

An official of POSCO SS said that the price rise was boosted by higher nickel prices during last month.

The company believes that the demand for stainless rods and bars from end users will improve from April.

Source – Strategic Research Institute, Steel Guru
 

22.04.14 15:06
1

1240 Postings, 4090 Tage windspiel0815Posco guter Blog

http://code-analytics.blogspot.de/2014/04/guru-kauf-posco.html

Fazit hier:

Qualität zum günstigen Preis. Zumindest sieht einer unserer Lieblings-Investoren Arnold van den Berg es so. Er war ebenso frühzeitig vor dem Goldaufschwung positioniert. Eine alte Kaufmannsregel besagt „Im Einkauf liegt der Gewinn“. Posco ist auf dem aktuellen Niveau für uns ein Schnäppchen mit einem ersten Potenzial bis 90-100 USD.
 

16.05.14 11:44

1240 Postings, 4090 Tage windspiel0815Posco Wettbewerbsfähigkeit

SEOUL, May 16 (Yonhap) -- South Korea's top steelmaker, POSCO, on Friday said it has begun a corporate drive aimed at streamlining its operations as it aims to improve its fiscal health and competitiveness.

The company's board of directors, convened for the first time since new CEO Kwon Oh-joon took office in mid-March, reviewed mid- to long-term strategies that call for drastically improving the financial health of the steelmaker and focusing on core business areas.

http://english.yonhapnews.co.kr/business/2014/05/...516004900320.html

 

16.05.14 16:53

1240 Postings, 4090 Tage windspiel0815Posco to close non-core affiliates

http://www.koreatimes.co.kr/www/news/biz/2014/05/123_157366.html

POSCO, the country’s largest steel maker, decided Friday to close some of its ineffective subsidiaries over the next three years to strengthen its finances.

Its restructuring plan was decided at the first meeting of its board members after Chairman Kwon Oh-joon’s inauguration early this year.

Out of the current 46 affiliates, more than 10 money-losing ones in non-core areas will be subject to disposal or merger as part of the firm’s desperate bid to address its recent poor performance.

Toward that end, the conglomerate is set to classify its units into seven groups of steel, energy, materials, infrastructures, trade, services and others.  

20.07.17 09:44
1

63 Postings, 4827 Tage Nolkaiweiss jemand

Warum es so plötzlich steil bergauf geht? Leider finde ich rein gar nichts zu dieser Aktie.  

20.03.20 17:33

1240 Postings, 4090 Tage windspiel0815Neuer Einstieg

Bei all time low  

05.04.23 09:31

4948 Postings, 2215 Tage neymarPOSCO

POSCO: South Korean Steel Giant Undergoing Period Of Transformation

https://seekingalpha.com/article/...l-giant-undergoing-transformation  

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