Despite revenue growth, Angang Steel's lack of profitability may disappoint the market. The sell-off could be too severe, but profits are needed to attract new investors. The company's poor five-year performance suggests investment caution.
Angang Steel's high liabilities, dipped revenue, huge EBIT losses signal a negative outlook. It's deemed risky due to CN¥434m negative free cash flow in last year.
Ongoing EPS decline at Angang Steel might further bearish its shares. Despite that, the company's substantial dividends often benefit investors, and signs of future growth could stabilize its share price.
JPMorgan Chase & Co's long position in Angang Steel reduces to 6.40% on Oct 4 from 7.52% - HKEX filing 港交所文件:10月4日,摩根大通在鞍鋼股份的多頭倉位從7.52%降至6.40%。 $鞍鋼股份(000898.SZ)$ $鞍鋼股份(00347.HK)$
鞍鋼股份股票討論區
專欄資源股覆盤---- 6月16日
$F山證鐵礦石(03047.HK)$
鐵礦石新聞:
數據顯示,我國5月規模以上工業增加值同比增長3.5%,社會消費品零售總額增長12.7%。1-5月份,固定資產投資同比增長4%,房地產開發投資下降7.2%。5月全國城鎮調查失業率持平於5.2%,其中16-24歲勞動力調查失業率爲20.8%。
美國至6月10日當週初請失業金人數26.2萬人,預期24.9萬人,前值修正爲26.2萬人;當週續請失業金人數177.5萬人,預期176.5萬人,前值175.5萬人。
歐洲央行無懼衰退如期宣佈加息25個點子,將利率提高至2001年來最高水平,並表示7月起停止資產購買計劃下再投資。同時,歐洲央行上調2023-2025年CPI增速預期,並下調今明兩年GDP增速預期。
隨着MLF利率下調,6月20日即將公佈的LPR有望接續下調,5年以上LPR...
專欄監管對於鐵礦石價格的影響
DBS: Angang warns interim earnings decline (-ve)
$鞍鋼股份(000898.SZ)$$鞍鋼股份(00347.HK)$
港交所文件:10月4日,摩根大通在鞍鋼股份的多頭倉位從7.52%降至6.40%。
$鞍鋼股份(000898.SZ)$
$鞍鋼股份(00347.HK)$
專欄CITI: Opportunities to buy Chinese Steel and Aluminum Makers
The changes in risk appetite in the commodities market lead to the recent price corrections on Chinese
steel and aluminum firms, which offers an opportunity to buy in $鞍鋼股份(000898.SZ)$, $寶鋼股份(600019.SH)$, $紫金礦業(02899.HK)$, $洛陽鉬業(03993.HK)$, and $中國鋁業(02600.HK)$.
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