Morgan Stanley hever til 66 kr


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NHY: MORGAN STANLEY HØYNER KURSMÅL TIL 66 FRA 54
Oslo (TDN Direkt): Morgan Stanley høyner kursmålet på Norsk Hydro til 66 kroner pr aksje, fra tidligere 54 kroner, ifølge Reuters onsdag.


Ingen bør høre på analytikere og kursmål uansett hvor de kommer i fra. Det er bare tull og tøys. Du får vurdere selv om et selskap er billig eller dyr.1. hva er aktiva verd og hvor mye cash tjener de.
2. Hvordan vil dette bilde utvikle seg over tid.
Kursmål kastes ut hver uke og endres hver uke og spriker 100%. Ta kalkulatoren og regn lett selv
hank2
25.03.2021 kl 08:55 627

Det som skiller seg fra norske og de utenlandske - svært positive - analytikerne er at de utenfor vårt land ser den langsiktige strukturelle endringen knyttet til decarbonization, både mht mindre tilbud fra Kina som svingprodusent (fokus på lavere utslipp fra kullkraftkrevende industri) og mer aluminium etterspørsel i alle produkter som skal få ned CO2 fotavtrykk. Samlet sett er tilbudskurven stabil og etterspørselskurven opp, samlet skal ALU prisene opp og forbli høye.
I tillegg ligger NHY best an globalt mht lav CO2 produksjon, lav kost og har spennende utviklingsprosjekter.

Oslo (TDN Direkt): Pareto Securities oppjusterer kursmålet på Norsk Hydro til 60 kroner fra tidligere 45 kroner pr aksje, og gjentar en kjøpsanbefaling.

Det fremgår av en analyse fra meglerhuset torsdag.

Pareto trekker frem høyere aluminiumspriser som en faktor for bedre inntjening og høyere verdsettelse. Meglerhuset peker samtidig på at en notering av Renewable Growth-enheten kan bidra til ytterligere oppside i aksjen.
hank2
25.03.2021 kl 12:19 530

Wed, March 24, 2021, 3:40 PM
AA +4.89%
(Bloomberg) -- Signs that China is taking meaningful steps to rein in aluminum production are a “game changer” for the long-term outlook after years of gluts in the industry, Alcoa Corp.’s chief executive officer said.

Companies that rely on coal-fired power are in the government’s crosshairs as the Asian nation tries to meet a goal of carbon neutrality by 2060, with talk of a wider blitz that could end a decades-long expansion that made China the top producer of the metal. The country accounts for about 55% of global supply.

While a report of China’s plans to sell aluminum from its reserves sank prices on Tuesday, the metal is still up 13% this year amid concern that the crackdown will reduce availability of the metal. China made up just about all the increase in global aluminum output last month, so world production could fall if Chinese smelters were to apply the brakes, according to Commerzbank AG.

“On the supply side, the real important thing here is China has really started to enforce its laws, it is not issuing operating permits,” Alcoa CEO Roy Harvey said in a phone interview. “That is the game changer, because when they chose to start actually enforcing this need for operating permits is when we started to see some discipline come back into how much capacity was coming into the market.”

Harvey also said he continues to see a strong demand recovery across China and the rest of the world. That combined with China taking seriously its carbon footprint and environment goals make him “very optimistic” about the market. Shares of the Pittsburgh-based producer rose 10% at 10:26 a.m. in New York, on pace for the biggest gain in three weeks.

State Reserves

The comments come as China mulls selling about 500,000 metric tons of the lightweight metal from its state reserves, according to a person with knowledge of the plan. Aluminum traded in London fell 2.3% following the news, but analysts at Citigroup Inc. said they viewed the decline as a buying opportunity. The selling is most likely to gradually occur over the next five years with only minimal impact on the aluminum market, analysts lead by Max Layton said in note Tuesday.

Harvey said China inventories that have built up over the pandemic will start to come down because there’s so much demand, while new supply coming online is somewhat limited. Aluminum prices may trade at higher annual averages this decade than last because of a more restrained trajectory for supply growth, with Chinese production potentially being capped at 45 million tons, Bloomberg Intelligence analyst Andrew Cosgrove said on in a report on Tuesday.

“You’re seeing a lot more discipline and a lot more predictability in how that supply is going to come on,” Harvey said. “They’re managing their economy to be more energy efficient, to be very focused on driving carbon out and moving toward net-zero, which is over many years but takes action now. It’s what tells me they’re going to be much more disciplined about how much capacity they’re bringing to market.”