KCAER - Kocaer Çelik Sanayi Ticaret A.Ş

[katti]

Yeotk ve froto bayağı toparladı. Darısı buraya ve miatk inşallah ..

SM-S921B cihazımdan Tapatalk kullanılarak gönderildi

[bawer]

Yeotk ve froto bayağı toparladı. Darısı buraya ve miatk inşallah ..

SM-S921B cihazımdan Tapatalk kullanılarak gönderildi

40 üstünde ivme kazanabilir ancak, 30'lu rakamlar bitirdi yatırımcıyı.

İyi bir hafta olması dileğiyle.

[bawer]

Kcaer endeks yükselirken kaplumbağa ağırlığında yükselirken, endeks az düşünce tavşan hızında düşüyor.
Şubat 2024 sonu gelen patron satışı haberi sonrası bir daha toparlanamadı.

[bawer]

İhlas grubu Kırgızda bir enerji işine mi girmiş ne hisseleri 2 gündür tavan, nerede bizim Neom, nerede Abd yatırımı.
Artık bir tane olumlu haber bile göndermiyor, ihtiyaç yok demek ki, hisse de cehennemin dibine düştü.

[bawer]

Kcaer endeks yükselirken kaplumbağa ağırlığında yükselirken, endeks az düşünce tavşan hızında düşüyor.

Katma değerli boyozcu hiç şaşırtmıyor artık, 13 milyar hasılat 2.5 milyon kar, çıtır çerez parası için bu kadar yatırıma ne gerek vardı.

[shichinin]

CHINA

Unfortunately, previously announced measures were unsatisfactory to save the spot steel market and prices retreated which was expected, no surprises. As a result, volatility will remain the case until Chinese authorities realize that direct stimulus will need to be applied to people’s pocket. I write this very often but current measures such as helping regional/local governments with their financial debts will not have benefit for us. yes, they are decent measures but it will not boost China’s domestic steel consumption in the very short run and that will be troubling for us as export levels will be remaining lower than we want. That is like a knife to our throats. It will remain a big threat unless surprise policies are announced.

Today, there is a decent rebound but the problem is none of us can take it seriously. We just don’t have enough reason to believe that this recovery will last for more than 3 – 5 days. At times when cash is precious, major buyers will avoid procuring huge quantities and that is actually the main problem of the steel world right now. NOT ENOUGH CONFIDENCE which results in low demand.

On the other hand, this is not a good seasonal time in China right now. weather will be cold, snow will weigh in, pollution will be immense triggering slow movement at construction sites and more production cuts. As a result, domestic consumption particularly for rebar shall not improve.

Anyways, the best we can do right now is to continue observing China. They are aware of the problems and the threat of deflation banging on their door so government officials are making a statement almost every day which is not something seen in China very often. However, I believe volatility will remain the case for now making predictions very difficult.

TURKEY & SCRAP

Pretty much everything I had written became a reality. We had gigantic price cuts at both domestic and export markets after 20 days of decent market activity but even so demand is failing to recover now. No surprises because I had told you it was just a restocking phase which will vanish quite fast unless Chinese could build up momentum. When Chinese fuck up, we all fuck up right now. This was not always the case but since the pandemic it’s what it is. Economies are broken and it will take a long time to recover.

Turkish producers and stockists main problem remains the same. High financial costs and interest rates prevent people from doing what they actually want. TCMB will have a rate cut decision in 2 days (cut unlikely) and the talk is that by January cuts are likely to begin. That will be important to observe along with increased costs in January. It might get a little nasty.

Anyways, Turkish mills lost majority of their margins again and as a result they are doing the only possible thing and pressuring scrap suppliers. This did work sufficiently to a certain extent while € - $ had hit to very low points but now that things are changing things can get a little weird. Turkish mills are still uncompetitive compared to competing nations and export sales are largely missing for now. They may need to be a little more aggressive.

According to my scrap colleagues, things are not fine and some are sad with the level of previous deals. Domestic scrap situation in the EU has not improved over the past weeks and finding alternative markets rather than Turkey is tough. On top of that, collection shall get a little difficult now that winter is almost here. dockside levels will fail to decline to the point suppliers wanted and that will make things difficult for some of them.

Turkish mills will also have the opportunity to take things a little slower than usual. Their semis cargoes are arriving and will continue to arrive over the next few things. Capacity utilization rates are already below regular times and now that local demand is slow, they will kind of play it cool. However, they do need scrap and they will buy. They will just not over pay this time. As you know, sometimes you hear weird ass prices when you are not supposed to and then it drops fast. I don’t think we shall see it this time.

Asian scrap prices also fail to recover. Many producers cut bids this week as they do not anticipate strong finished good sales for the remainder of the month. Japanese scrap exporters are also having a lot of difficulty due to currency volatility and weak domestic market.

India, Bangladesh, Pakistan also are way below their regular procurement levels. Well, I will repeat myself for the 791st time but that is what happens when you allow imports to double.

EU & US

Weakness remains but expectations are somewhat better than the previous weeks. Unfortunately, I don’t see a lot of positivity for the next 2 months now that Germany is heading to an early election and negotiations between big buyers and flat suppliers have not successfully concluded so far.

I think prices will need to move up slowly higher as winter is here and energy costs are expected to rise. Furthermore, scrap collection will decline which could also end up EU producers accepting a price increase. According to some of my colleagues from the EU, it will be impossible to work under the current market circumstances and market cant afford to have such big price idea differences.

In reality though, we are still heavily dependent on Chinese price levels. We will need to see cheaper offers disappear otherwise the threat of very low import prices will remain there at new quota periods.

US market is also somewhat stable after Trump’s victory. I do anticipate market to perform much better after January. For now, HRC and REBAR prices fail to improve and domestic scrap prices for the month of November also failed to build up momentum. There are also many things to keep an eye on particularly regarding to trade relations and expected tariffs.

[bawer]

Düşüş gap rakamları, gücü ilkine yetecek mi bakalım.

39.24
41.10
46.20

[bawer]

Düşüş gap rakamları, gücü ilkine yetecek mi bakalım.

39.24
41.10
46.20

Üçün birini bile kapatamadı, yarına üçün ikisini kapatsın ancak af ederim.


2030 hedefli sunum, daha 6 sene var yahu, 2026 hedefli olsaydı bari, benim size biçtiğim zaman o, olmadı adios.


https://www.kap.org.tr/tr/Bildirim/1359709

2 ay geçti aylık siparişler gelmiyor, ayıp ediyorsunuz, millet patır patır gönderiyor.