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Alcoa Well-Positioned To Benefit From Positive Pricing Momentum, Analyst Says
Alcoa Well-Positioned To Benefit From Positive Pricing Momentum, Analyst Says
Alcoa Corporation (NYSE:AA) gets a price target bump from a couple of analysts following better-than-expected first-quarter FY24 results.
Yesterday, the company reported an EPS loss of $(0.81), which beat the consensus loss of $(0.55) and revenue of $2.60 billion, beating the consensus estimate of $2.56 billion.
Alcoa expects alumina production to be 9.8 million and 10 million metric tons and alumina shipments to be 12.7 million and 12.9 million metric tons for FY24.
BMO Capital Markets analyst Katja Jancic raised the price target to $37 (from $35) and maintained the Market Perform rating.
The analyst says Alcoa is well-positioned to benefit from the positive aluminum price momentum and continued multiple actions to deliver profitability improvements over time.
Also, Jancic continues to project that the acquisition of the remaining 40% of Alcoa World Alumina & Chemicals (AWAC) is expected to be beneficial in the longer term, given higher economic interest and simplified structure/greater flexibility.
Last month, Alcoa inked a binding Scheme Implementation Deed to acquire Alumina Limited Alumina Stock (OTC:AWCMF) for $2.2 billion in an all-scrip, or all-stock, transaction.
Consequently, the analyst estimates EPS of $(0.64) vs. $(0.79) earlier in FY24 and $1.43 (vs $1.61 prior) for FY25.
Also, Jefferies increased the price target to $48 (from $45) and reiterated a Buy rating.
Meanwhile, J.P.Morgan analyst Bill Peterson writes that Aluminum demand continues to improve across markets (ex, Europe construction), which supports firming prices and improved profitability despite ongoing challenges at Warrick, Alumar, and San Ciprian mines.
The analyst estimates an EPS loss of $(1.17) (vs. $0.35 earlier) for FY24 and $2.59 (vs. $3.10 prior) for FY25.
Also, the analyst cut the second-quarter FY24 EBITDA to $245 million (vs. prior $272 million), but expects guided headwinds can be more than offset by improved pricing in both segments (alumina/aluminum +4%/+11% QTD), driving higher earnings Q/Q.
Also, Peterson cut the EBITDA to $1.0 billion (from $1.1 billion) for 2024.
Investors can gain exposure to the stock via SPDR S&P Metals & Mining ETF (NYSE:XME) and Macquarie ETF Trust Macquarie Energy Transition ETF (NYSE:PWER).
Price Action: AA shares are down 0.19% at $35.49 on the last check Thursday.
Photo via Wikimedia Commons
Alcoa Corporation (NYSE:AA) gets a price target bump from a couple of analysts following better-than-expected first-quarter FY24 results.
在24财年第一季度业绩好于预期之后,美铝公司(纽约证券交易所代码:AA)获得了几位分析师的上调目标股价。
Yesterday, the company reported an EPS loss of $(0.81), which beat the consensus loss of $(0.55) and revenue of $2.60 billion, beating the consensus estimate of $2.56 billion.
昨天,该公司公布的每股收益亏损为0.81美元,超过了市场普遍亏损的0.55美元,收入为26.0亿美元,超过了市场普遍预期的25.6亿美元。
Alcoa expects alumina production to be 9.8 million and 10 million metric tons and alumina shipments to be 12.7 million and 12.9 million metric tons for FY24.
美铝预计,24财年氧化铝产量为980万公吨,氧化铝出货量为1,270万公吨,氧化铝出货量为1,270万公吨,1,290万公吨。
BMO Capital Markets analyst Katja Jancic raised the price target to $37 (from $35) and maintained the Market Perform rating.
BMO资本市场分析师卡佳·扬西奇将目标股价从35美元上调至37美元,并维持市场表现评级。
The analyst says Alcoa is well-positioned to benefit from the positive aluminum price momentum and continued multiple actions to deliver profitability improvements over time.
这位分析师表示,美铝完全有能力从铝价的积极势头中受益,并持续采取多项行动来提高盈利能力。
Also, Jancic continues to project that the acquisition of the remaining 40% of Alcoa World Alumina & Chemicals (AWAC) is expected to be beneficial in the longer term, given higher economic interest and simplified structure/greater flexibility.
此外,Jancic继续预计,鉴于更高的经济利益和简化的结构/更大的灵活性,从长远来看,收购美铝世界氧化铝化工公司(AWAC)剩余40%的股份有望带来好处。
Last month, Alcoa inked a binding Scheme Implementation Deed to acquire Alumina Limited Alumina Stock (OTC:AWCMF) for $2.2 billion in an all-scrip, or all-stock, transaction.
上个月,美铝签署了一份具有约束力的计划实施契约,以22亿美元的全股或全股交易收购氧化铝有限公司氧化铝股票(场外交易代码:AWCMF)。
Consequently, the analyst estimates EPS of $(0.64) vs. $(0.79) earlier in FY24 and $1.43 (vs $1.61 prior) for FY25.
因此,分析师估计每股收益为0.64美元,而24财年早些时候的每股收益为0.79美元,25财年的每股收益为1.43美元(前值为1.61美元)。
Also, Jefferies increased the price target to $48 (from $45) and reiterated a Buy rating.
此外,杰富瑞将目标股价从45美元上调至48美元,并重申了买入评级。
Meanwhile, J.P.Morgan analyst Bill Peterson writes that Aluminum demand continues to improve across markets (ex, Europe construction), which supports firming prices and improved profitability despite ongoing challenges at Warrick, Alumar, and San Ciprian mines.
同时,摩根大通分析师比尔·彼得森写道,尽管沃里克、阿卢玛和圣西普里安矿山持续面临挑战,但整个市场(例如欧洲建筑业)的铝需求持续改善,这支撑了价格走强和盈利能力的提高。
The analyst estimates an EPS loss of $(1.17) (vs. $0.35 earlier) for FY24 and $2.59 (vs. $3.10 prior) for FY25.
分析师估计,24财年的每股收益亏损为1.17美元(前值为0.35美元),25财年每股亏损2.59美元(前值为3.10美元)。
Also, the analyst cut the second-quarter FY24 EBITDA to $245 million (vs. prior $272 million), but expects guided headwinds can be more than offset by improved pricing in both segments (alumina/aluminum +4%/+11% QTD), driving higher earnings Q/Q.
此外,该分析师将24财年第二季度的息税折旧摊销前利润下调至2.45亿美元(之前为2.72亿美元),但预计这两个细分市场定价的上涨(氧化铝/铝业季度总收入增长4%/+11%)足以抵消引导性的不利因素,从而推动季度收益的增加。
Also, Peterson cut the EBITDA to $1.0 billion (from $1.1 billion) for 2024.
此外,彼得森将2024年的息税折旧摊销前利润从11亿美元削减至10亿美元。
Investors can gain exposure to the stock via SPDR S&P Metals & Mining ETF (NYSE:XME) and Macquarie ETF Trust Macquarie Energy Transition ETF (NYSE:PWER).
投资者可以通过SPDR标普金属与矿业ETF(纽约证券交易所代码:XME)和麦格理ETF信托麦格理能源转型ETF(纽约证券交易所代码:PWER)获得股票敞口。
Price Action: AA shares are down 0.19% at $35.49 on the last check Thursday.
价格走势:在周四的最后一次支票中,AA股价下跌0.19%,至35.49美元。
Photo via Wikimedia Commons
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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