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LG Display Targets Future Markets with World-Leading Technology at SID Display Week 2025
Prnewswire· 2025-05-13 17:00
SEOUL, South Korea, May 13, 2025 /PRNewswire/ -- LG Display, the world's leading innovator of display technologies, is demonstrating its OLED technology leadership at the world's largest display exhibition. Under the theme, "Display Technologies Shaping the Future," the company has unveiled its full OLED lineup - covering large, medium, and automotive displays - at SID Display Week 2025 in San Jose, California. LG Display Targets Future Markets with World-Leading Technology at SID Display Week 2025 The ...
Companhia Siderúrgica Nacional (SID) Q1 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-05-09 20:15
Companhia Siderúrgica Nacional (NYSE:SID) Q1 2025 Earnings Conference Call May 9, 2025 10:30 AM ET Company Participants Marco Rabello - CFO and IRO Helena Guerra - ESG and Sustainability Director Benjamin Steinbruch - President, Executive Board, Chairman and CEO Luis Martinez - Executive Director, Commercial and Logistics Area & Member of Executive Board Edvaldo Rabelo - Director, Cement Business Conference Call Participants Daniel Sasson - Itau BBA Matheus Moreira - Bradesco BBI Caio Ribeiro - Bank of Am ...
CSN(SID) - 2025 Q1 - Quarterly Report
2025-05-09 10:02
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F. Form 20-F ___X___ Form 40-F _______ FORM 6-K COMPANHIA SIDERÚRGICA NACIONAL (Exact name of registrant as specified in its charter) Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of May, 2025 Commission File Number 1-14732 National Steel Company (Translation of Regi ...
LG Display to Showcase World's Best Solutions for Future Mobility at SID Display Week 2025
Prnewswire· 2025-05-06 01:00
Core Viewpoint - LG Display is set to showcase its next-generation automotive display technologies at SID Display Week 2025, emphasizing innovations that cater to future mobility and automotive infotainment systems [1][2]. Group 1: Product Innovations - LG Display will present a Stretchable automotive display that can expand by up to 50% while maintaining a high resolution of 100 ppi, allowing for seamless integration of display and controls [3][4]. - The company will introduce a 57-inch Pillar-to-Pillar display, the largest single panel in the world, designed for Software-Defined Vehicles (SDVs) [5][6]. - A new 18-inch Slidable OLED display will be showcased, which extends downward from the ceiling only when needed, enhancing the in-vehicle entertainment experience [7]. Group 2: Safety and Functionality - LG Display will highlight its Switchable Privacy Mode (SPM) technology, which allows front passengers to enjoy entertainment content without compromising the driver's visibility [8]. - The new display solutions are designed to operate in extreme temperatures, ranging from -40°C to 85°C, ensuring reliability and durability for automotive applications [7]. Group 3: Industry Leadership - LG Display has established itself as a leader in premium automotive displays, being the first to commercialize Tandem OLED technology for automotive use in 2019 [9]. - The company aims to solidify its status as the global leader in automotive displays by showcasing differentiated technologies that create customer value [10].
CSN(SID) - 2024 Q4 - Annual Report
2025-04-30 21:21
________________________________________________ FORM 20-F ________________________________________________ Commission File Number 001-14732 COMPANHIA SIDERÚRGICA NACIONAL (Exact name of registrant as specified in its charter) As filed with the Securities and Exchange Commission on April 30, 2025 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 representing one share of Common Stock * Not for trading purposes, but only in connection with the registration of American Depositary Shares ...
CSN(SID) - 2024 Q4 - Annual Report
2025-03-28 19:25
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of December, 2024 Commission File Number 1-14732 COMPANHIA SIDERÚRGICA NACIONAL Indicate by check mark whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934. Yes _______ No ...
National Steel Q4 Earnings Beat Estimates, Revenues Inch Up Y/Y
ZACKS· 2025-03-18 17:21
National Steel (SID) reported a fourth-quarter 2024 loss per share of 8 cents, which was narrower than the Zacks Consensus Estimate of a loss of 9 cents. It reported earnings of 13 cents in the prior-year quarter.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.SID’s Q4 Top Line Rises on Higher Domestic RevenuesDomestic revenues increased 8.4% year over year to R$5.95 billion ($1.04 billion). The company’s international business revenues fell 6.8% year over year to R$6.08 billion ($1.0 ...
CSN(SID) - 2024 Q4 - Earnings Call Transcript
2025-03-13 19:30
Financial Data and Key Metrics Changes - The company reported the strongest quarter of the year with significant EBITDA growth and cost control, achieving nearly BRL 25 billion in cash, the highest in its history [6][7] - The leverage ratio was impacted by exchange rate variations, with an adjusted leverage closer to 3.2 times without these effects [7][25] - EBITDA for Q4 2024 increased by more than BRL 1 billion compared to the previous quarter, driven by strong performance in mining, cement, and steel [19][20] Business Line Data and Key Metrics Changes - In mining, the company achieved production guidance with a 35% price increase compared to the previous quarter, resulting in an EBITDA margin above 50% [9][35] - Steel sales increased by 10% year-over-year, with an EBITDA margin reaching 11%, marking the first time it surpassed double digits in the year [10][32] - Cement segment achieved a record EBITDA margin of 33%, the highest since acquiring Lafarge Holcim, despite typical seasonal challenges [12][38] Market Data and Key Metrics Changes - The company noted a favorable trend in steel consumption, with a 10% increase in sales compared to the same period last year, indicating strong market demand [10][29] - The logistics segment experienced a drop in invoicing and EBITDA due to seasonal factors, but overall performance improved with higher cargo volumes throughout the year [40] Company Strategy and Development Direction - The company is focusing on deleveraging and capital recycling, with significant actions including the sale of a stake in CMIN to enhance cash reserves [13][18] - Future CapEx will prioritize growth projects, particularly in mining and steel, with over 60% of CapEx allocated to priority projects in 2025 [51][83] - The company is exploring organic growth opportunities in cement and has plans for several greenfield projects [54][56] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about operational efficiency and market conditions, expecting continued growth in EBITDA for 2025 [94] - The company is committed to maintaining a flexible investment strategy while focusing on deleveraging and operational excellence [96][100] - Management acknowledged challenges from international competition and trade policies but remains confident in the company's competitive position [60][82] Other Important Information - The company decided not to distribute dividends in Q1 2025 to reinforce its commitment to deleveraging [18][116] - The company has made significant progress in ESG initiatives, achieving a 63% reduction in lost days and a 7% reduction in CO2 emissions [42][43] Q&A Session Summary Question: Overview of expansion projects in mining and cement - Management highlighted that over 60% of CapEx in 2025 will focus on priority projects, with P15 being a significant priority expected to start operations by the end of 2027 [51][52] Question: Update on steel production and pricing strategy - Management indicated that the steel segment is expected to maintain a two-digit EBITDA margin, with price adjustments anticipated in the first quarter [77][78] Question: Strategic plan amidst trade wars and investment flexibility - Management confirmed that while the focus remains on mining and steel, there is flexibility in postponing less critical projects depending on market conditions [82][83] Question: Antidumping measures and market dynamics - Management discussed ongoing efforts to address antidumping issues and the competitive landscape in the Brazilian market, emphasizing the need for protective measures against unfair imports [60][61] Question: Future of cement business and IPO plans - Management confirmed readiness for a cement IPO but noted challenges due to market conditions, indicating a desire to proceed when favorable [127]
CSN(SID) - 2024 Q4 - Earnings Call Presentation
2025-03-13 17:33
4Q24 and 2024 Earnings Release Conference Call 4Q24 – HIGHLIGHTS | | Best quarter of the year and | Cash of | Leverage impacted by | | --- | --- | --- | --- | | | solid earnings evolution Price improvements and | R$ 24.9 bi | exchange rate variation One -off increase does not take | | | cost control helped boost | Historic record due to strong | away commitment to | | | the result | cash management increased liquidity | deleveraging | | | Operational excellence : C1 cost and production | +35% | 50.1% | | MI ...
Should Value Investors Buy National Steel (SID) Stock?
ZACKS· 2025-02-06 15:41
Core Viewpoint - National Steel (SID) is identified as a strong value stock with a Zacks Rank of 2 (Buy) and an "A" grade in the Value category, indicating it is likely undervalued in the current market [4][3][8] Valuation Metrics - The current P/E ratio of SID is 5.86, significantly lower than the industry average of 10.55, suggesting potential undervaluation [4] - SID has a P/B ratio of 0.77, compared to the industry average of 1.49, indicating a favorable valuation relative to its book value [5] - The P/S ratio for SID stands at 0.24, which is lower than the industry's average of 0.33, reinforcing the notion of undervaluation based on sales [6] - SID's P/CF ratio is 4.49, well below the industry average of 14.88, highlighting its attractive cash flow valuation [7] Historical Performance - Over the past 12 months, SID's Forward P/E has fluctuated between a high of 20.46 and a low of 5.32, with a median of 9.73, indicating volatility but also potential for recovery [4] - The P/B ratio for SID has ranged from a high of 1.33 to a low of 0.63, with a median of 0.96, showing variability in market perception [5] - SID's P/CF ratio has varied from a high of 6.93 to a low of 3.52, with a median of 5.51, suggesting consistent cash flow performance [7]