Core Viewpoint - BlueScope's board is open to further engagement with Steel Dynamics and SGH if they address specific issues raised by the company [1] Group 1 - BlueScope Chair Jane McAloon indicates a willingness for continued discussions with Steel Dynamics and SGH [1]

Join our daily newsletter At The Bell to receive exclusive market insightsASX today – We’re heading into Thursday morning on the upswing in Australia, mainly thanks to Wall Street continuing its advance. Next, things turn to the biggest reporting day of the February earnings season Down Under.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.There’s a chance New York’s tech rally (Nasdaq +1.3%) falters som ...

It has been about a month since the last earnings report for Steel Dynamics (STLD) . Shares have added about 8.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Steel Dynamics due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.Steel Dynamics Tops Q4 Earnings, Misses Re ...

Stocks to watch as Trump's new tariffs spell more uncertainty | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A trader works on the floor, as a screen displays U.S. President Donald Trump during a press briefing at the White House following the Supreme Court's ruling on tariffs, at the New York Stock... [Purchase Licensing Rights, opens new tab] Read more- Companies[Alcoa Corp]Follow[Alibaba Group Holding Ltd]Follow[Best Buy Co Inc ...

Group 1: Market Movements - Asian stocks rose in thin holiday trade, influenced by progress in Iran-U.S. nuclear talks and a smaller-than-expected trade deficit in Japan [1] - Japanese markets advanced as exports surged in January and confidence improved in February, providing cautious relief for policymakers [3] - Australian markets closed higher for a third consecutive session, driven by robust first-quarter results from the National Bank of Australia [5] Group 2: Economic Data and Policy - The Reserve Bank of New Zealand maintained its "accommodative for some time" stance after holding interest rates at the lowest level in 3-1/2 years [1] - U.S. commerce secretary announced Japan's $36 billion investment in three projects, including a natural gas plant and a crude oil export facility [4] - New Zealand's benchmark S&P/NZX-50 index jumped 1.65% after the Reserve Bank indicated gradual normalization of rates [6] Group 3: Sector Performance - Technology stocks rallied, while gold stocks were weighed down by falling bullion prices due to easing geopolitical tensions [6] - Financials gained ground in U.S. markets, offsetting declines in software stocks amid concerns over AI investment returns [7]

加皇资本市场认为，SGH和Steel Dynamics对博思格钢铁(BlueScope Steel)提出的上调后的收购要约不太 可能成功。加拿大皇家银行在一份报告中称，每股34澳元（计入股息前）的报价"更多是作为一种向博 思格钢铁(BSL)董事会施压、促其接触并允许SGH/STDL进行尽职调查的工具，而非一次'一击制胜'的出 价"。该券商估计博思格钢铁的周期中点价值在30多澳元区间的中段，并认为一份要约需要"至少"达到 该水平才能成功。加拿大皇家银行称："我们不认为13%的提价足以弥合此前与董事会对其基本面价值 看法之间的差距。"这两家公司在12月份对博思格钢铁提出了每股30澳元的报价。博思格钢铁在悉尼市 场上涨2.5%，报28.71澳元。 来源：滚动播报 ...

Core Viewpoint - BlueScope shareholders are set to receive a revised offer of 32.35 Australian dollars, which is approximately US$22.93 per share in cash from Steel Dynamics and SGH [1] Group 1 - The revised offer represents a significant cash payout for BlueScope shareholders [1] - The cash equivalent of the offer is highlighted as being approximately US$22.93 per share [1] - The offer is part of a strategic move by Steel Dynamics and SGH to acquire BlueScope [1]

Core Viewpoint - SGH Ltd and Steel Dynamics have made a final takeover bid of A$15 billion ($10.62 billion) for BlueScope Steel, offering A$32.35 per share, which is a 15.5% premium over their previous offer of A$30 per share [1]. Group 1: Offer Details - The new offer represents SGH and Steel Dynamics' best and final bid in the absence of a superior competing proposal for BlueScope Steel [1]. - The cash offer excludes dividends and is aimed at BlueScope shareholders [1]. Group 2: Financial Context - The total bid of A$15 billion translates to approximately $10.62 billion, with the exchange rate noted as $1 = 1.4118 Australian dollars [1].

Group 1: Private Jet Ownership in Australia - The COVID-19 pandemic has shifted perceptions about private jet ownership, making it a symbol of status and a necessity for business in Australia [2] - The Australian Civil Aviation Safety Authority (CASA) reports nearly 200 business jets owned by prominent Australian companies [2] - Notable owners include mining magnate Andrew Forrest and property developer John Gandel, both of whom own Bombardier Global 7500 jets, favored for their long range and comfort [2][3] Group 2: Popular Aircraft Models - The Bombardier Global 7500 is highly regarded for its impressive range of 14,260 kilometers and is chosen by several wealthy Australians [2] - Gina Rinehart, Australia's richest person, owns a Gulfstream G600, which can fly at near-supersonic speeds, significantly reducing travel time [2] - The CEO of the Australian Business Aviation Association notes that ultra-long-range jets are popular among local billionaires due to Australia's geographical isolation [2] Group 3: Market Trends and Future Outlook - Many of the jets were purchased during or after the pandemic, which is seen as a key factor in breaking the taboo around private jet ownership [2] - The trend indicates a growing acceptance and demand for private aviation among Australia's elite, reflecting broader changes in business travel preferences [2]

Group 1 - The global capital markets have experienced significant volatility and structural changes over the past year, with inflation, interest rate fluctuations, and geopolitical tensions impacting market sentiment [4][5] - The rise of AI and technological advancements has shifted investor focus from speculative themes to execution capabilities and cash flow, indicating a maturation of market dynamics [4][5] - In Australia, the stock market has seen opportunities emerge amidst resource cycles and technological trends, with improved China-Australia relations contributing to a more stable economic environment [5][21] Group 2 - Shandong Xinhai Mining Group has positioned itself as a leading EPC company in the global mining market, leveraging professional expertise and technological innovation to expand its international presence [21][22] - The company has established strategic partnerships in Australia, focusing on key resources such as gold, copper, and rare earth elements, enhancing its service capabilities across the mining value chain [22][23] - Looking ahead, Xinhai aims to deepen its "resource + service" dual-driven strategy, reinforcing its project execution capabilities while expanding its international footprint [22][23] Group 3 - Jiahe Capital has successfully navigated the complexities of the market in 2025, focusing on gold and key metals, and achieving significant progress in project financing and cross-border cooperation [24][25] - The firm anticipates continued strength in gold demand driven by structural trends in the monetary system and persistent geopolitical risks, while also exploring opportunities in critical metals related to energy transition [25][26] - Jiahe Capital's strategic positioning in the resource sector emphasizes the importance of effective management of cyclical fluctuations and deep participation in the industry value chain [25][26] Group 4 - BlueScope Steel's acquisition discussions have stalled due to high expectations from shareholders, with analysts suggesting that a successful transaction may require asset divestitures [26][27] - The current share price of BlueScope is AUD 29.16, with the board seeking offers above AUD 30, but industry experts believe a significant drop in share price may be necessary for a successful deal [27]