Preço das casas aumentou mais de 10% em 130 concelhos em 2023

[Daemoon]

Últimos dias para a subscrição deste CLN.

Alguém comprou? e porquê?


abraço

Comprei, queriam-me impingir Sporting e Porto mas nem pensar, mas já não há tranche para a Arcelor.

[x0106559]

Últimos dias para a subscrição deste CLN.

Alguém comprou? e porquê?


abraço

[Piu26]

Pessoalmente fará sentido investir uma parte do capital neste produto se a empresa em questão estiver de boa saúde a nível fundamental, estive a investigar e pelo que li, o grupo tem reduzido a dívida (mas acho-a alta ainda), o relatório resumido de 2014 apresento-o abaixo:

A divida da Arcelor está classificada como lixo (BB), mas eles são lideres mundiais na industria do aço . Não é antidoto para a falirem mas são too big to fail, sobretudo nesta altura de compras do BCE.
Acho que 4% é muito pouco para o risco. Considerando que há empresas com melhor saude e maior dividendo.
Mais vale comprar acções deles (pagam cerca de 2% e o dividendo é em USD) mas é mais facil de colocar um SL. Por outro lado se a situação melhorar as ações sobem ... se não melhorar então tb não melhora para o lado do pagamento das obrigações

[Artista Romeno]

Boa tarde,

Ao nível de juros pagos por depósitos a prazo atualmente, este produto apresentado pelo Banco Best fará sentido? EUR CLN ARCELORMITTAL 2020 com pagamento de juros trimestrais TANB 4,4%.

Pessoalmente fará sentido investir uma parte do capital neste produto se a empresa em questão estiver de boa saúde a nível fundamental, estive a investigar e pelo que li, o grupo tem reduzido a dívida (mas acho-a alta ainda), o relatório resumido de 2014 apresento-o abaixo:

Health and safety performance remained stable in FY 2014 with annual LTIF rate of 0.85x
FY 2014 EBITDA of $7.2 billion, 8.5% higher than FY 2013 on an underlying basis[2]; underlying steel-only EBITDA/t up 23.6% or $14/t versus FY 2013
4Q 2014 EBITDA of $1.8 billion; notable improvements versus 4Q 2013 in Europe (+36.6%) and ACIS (+173.6%) segments were more than offset by the negative impact of iron ore prices on the Mining segment (-73.7%)[3] on an underlying basis
FY 2014 net loss of $1.1 billion as compared to FY 2013 net loss of $2.5 billion. Excluding China Oriental impairment ($0.6 billion), other impairments and other non-recurring items, net income would have been positive in FY 2014
Free cash flow positive in FY 2014; $3.9 billion of cash flow from operations and capital expenditure of $3.7 billion
Net debt lower at $15.8 billion as of December 31, 2014 as compared to $17.8 billion as of September 30, 2014 due largely to working capital release of $1.0 billion, asset disposal proceeds of $0.6 billion and forex impacts of $0.2 billion
FY 2014 steel shipments of 85.1Mt (+3.0 YoY); 4Q 2014 steel shipments of 21.2Mt up +3.4% versus 4Q 2013
FY 2014 iron ore shipments of 63.7Mt (+6.9% YoY), of which 39.8Mt shipped at market prices (+13.2% YoY); 4Q 2014 iron ore shipments of 16.3Mt (-1.4% YoY), of which 9.9Mt shipped at market prices (-3.4% YoY)
Annualized management gains improvement of $2.1 billion achieved at end of 2014. On course to reach $3 billion target by the end of 2015
Dividend maintained at $0.20/share, subject to shareholders’ approval.

The Company expects Group EBITDA to be within the range of $6.5 billion to $7 billion for 2015
Steel segments: Overall, steel markets continue to grow, in particular for our high value-added products; a forecast 4-5% increase in shipment volumes (approximately half of which follows the Newcastle reline completion and full year impact of the restart of BF#3 in Tubarao, Brazil) together with improved cost performance are expected to offset the impact of lower transaction prices and the impacts of translation
Mining segment: Assuming current market conditions, in excess of one-third of the impact of lower iron ore prices on revenues will be offset by improved cost performance including the benefits of foreign exchange, energy and freight as well as higher volumes
Additionally, the Company expects net interest expense to decline to approximately $1.4 billion and capital expenditure to decline to approximately $3.4 billion in 2015
As a result, at the bottom end of the guidance range the Company would expect to be free cash flow positive. While net debt is expected to follow a normal seasonal pattern, overall progress towards the medium term net debt target of $15 billion is anticipated during the course of 2015


Não sendo propriamente um expert na análise fundamental peço ajuda para tirar uma fotografia à saúde financeira desta empresa.

Cumprimentos,

tem risco até 2020 é impossivel que fossem oferecida essa yield sem risco, é um setor de capital intensivo que depende muito da economia, acho que mais vale investir com juizo em renda variavel ou no imoboliario do que isso.... cln são para papar patos

[tncm]

Boa tarde,

Ao nível de juros pagos por depósitos a prazo atualmente, este produto apresentado pelo Banco Best fará sentido? EUR CLN ARCELORMITTAL 2020 com pagamento de juros trimestrais TANB 4,4%.

Pessoalmente fará sentido investir uma parte do capital neste produto se a empresa em questão estiver de boa saúde a nível fundamental, estive a investigar e pelo que li, o grupo tem reduzido a dívida (mas acho-a alta ainda), o relatório resumido de 2014 apresento-o abaixo:

Health and safety performance remained stable in FY 2014 with annual LTIF rate of 0.85x
FY 2014 EBITDA of $7.2 billion, 8.5% higher than FY 2013 on an underlying basis[2]; underlying steel-only EBITDA/t up 23.6% or $14/t versus FY 2013
4Q 2014 EBITDA of $1.8 billion; notable improvements versus 4Q 2013 in Europe (+36.6%) and ACIS (+173.6%) segments were more than offset by the negative impact of iron ore prices on the Mining segment (-73.7%)[3] on an underlying basis
FY 2014 net loss of $1.1 billion as compared to FY 2013 net loss of $2.5 billion. Excluding China Oriental impairment ($0.6 billion), other impairments and other non-recurring items, net income would have been positive in FY 2014
Free cash flow positive in FY 2014; $3.9 billion of cash flow from operations and capital expenditure of $3.7 billion
Net debt lower at $15.8 billion as of December 31, 2014 as compared to $17.8 billion as of September 30, 2014 due largely to working capital release of $1.0 billion, asset disposal proceeds of $0.6 billion and forex impacts of $0.2 billion
FY 2014 steel shipments of 85.1Mt (+3.0 YoY); 4Q 2014 steel shipments of 21.2Mt up +3.4% versus 4Q 2013
FY 2014 iron ore shipments of 63.7Mt (+6.9% YoY), of which 39.8Mt shipped at market prices (+13.2% YoY); 4Q 2014 iron ore shipments of 16.3Mt (-1.4% YoY), of which 9.9Mt shipped at market prices (-3.4% YoY)
Annualized management gains improvement of $2.1 billion achieved at end of 2014. On course to reach $3 billion target by the end of 2015
Dividend maintained at $0.20/share, subject to shareholders’ approval.

The Company expects Group EBITDA to be within the range of $6.5 billion to $7 billion for 2015
Steel segments: Overall, steel markets continue to grow, in particular for our high value-added products; a forecast 4-5% increase in shipment volumes (approximately half of which follows the Newcastle reline completion and full year impact of the restart of BF#3 in Tubarao, Brazil) together with improved cost performance are expected to offset the impact of lower transaction prices and the impacts of translation
Mining segment: Assuming current market conditions, in excess of one-third of the impact of lower iron ore prices on revenues will be offset by improved cost performance including the benefits of foreign exchange, energy and freight as well as higher volumes
Additionally, the Company expects net interest expense to decline to approximately $1.4 billion and capital expenditure to decline to approximately $3.4 billion in 2015
As a result, at the bottom end of the guidance range the Company would expect to be free cash flow positive. While net debt is expected to follow a normal seasonal pattern, overall progress towards the medium term net debt target of $15 billion is anticipated during the course of 2015


Não sendo propriamente um expert na análise fundamental peço ajuda para tirar uma fotografia à saúde financeira desta empresa.

Cumprimentos,