29 August 2025 | 7:23PM HKT Aluminum Corp. of China (2600.HK) Earnings Review: 1H25A inline; Strong earnings to sustain; maintain Buy on H | 2600.HK | 12m Price Target: HK$7.60 | Price: HK$6.84 | Upside: 11.1% | | --- | --- | --- | --- | | 601600.SS | 12m Price Target: Rmb8.00 | Price: Rmb7.89 | Upside: 1.4% | Chalco reported 1H25 NP at Rmb7.1bn, or EPS of Rmb0.412/sh, up 1% yoy. Excluding one-off items mainly on deferred tax benefits, we estimate recurring net profit was Rmb6.7bn, up 2% yoy. The recurring ...

CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectation on demand recovery has been largely cautious. In this note, we enclose weekly data from Mysteel, a consultant, on China aluminum ingot and billet production, inventory, and apparent consumption data during the week of 21st to 27th Aug 2025. Latest sector pecking order: aluminum > steel > copper > thermal coal > battery > gold > lithium > cement. Production – According to Mys ...

Rio Tinto is buying aluminum in the US market to resell to American customers instead of shipping metal from its Canadian plants in an unusual move triggered by the Trump administration’s tariffs https://t.co/C405Z6LAEQ ...

We have to take it easy. This is coming across as something of an olive branch to the US. But what is Canada getting in return at this moment.And then down the road from this gesture. So thank you for the question. As the president said today and as he said to the prime minister in his what we thought was a positive telephone conversation yesterday, if if we're preparing for a review of the USMCA of the trade agreement, which is built into the agreement in 2026, the Americans had in their tariffs respected ...

Key Takeaways XLI gained 16.1% as of July as PMI swings showed volatility before rebounding strongly in August.AGCO is set for 36.7% earnings growth next year, with estimates up 13.8% in 60 days.Hudson Technologies expects 19.2% earnings growth, with estimates up 27% recently.The industrial sector in 2025 has been shaped by a blend of cyclical recovery, policy stimulus, trade-driven structural shifts and volatile PMI movement. The early-year optimism faded mid-summer before roaring back by August. Investors ...

Flash | 21 Aug 2025 13:07:25 ET │ 10 pages China Materials 2025 On-ground Demand Monitor Series #125 – Aluminum Inventory and Consumption CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectation on demand recovery has been largely cautious. In this note, we enclose weekly data from Mysteel, a consultant, on China aluminum ingot and billet production, inventory, and apparent consumption data during the week of 14th to 20th August 2 ...

How significant a breakthrough is this and what does it set up as a next step in terms of discussions with the U.S. on trade. And this includes the USMCA. Yeah, I mean, that's like the big next step here is the there are USMCA talks, which there's a joint review that's due to be completed by next summer.And we'll get word that process will start pretty soon. So that's reviewing the entire free trade deal between Canada and the U.S. and Mexico. And, you know, in terms of how big of a breakthrough is this, th ...

Core Insights - Investors prioritize companies with consistent profitability, measured effectively by net profit margin, which reflects operational efficiency and management quality [1][2] - Companies such as Great Lakes Dredge & Dock Corporation (GLDD), InfuSystem Holdings, Inc. (INFU), Interface, Inc. (TILE), and Century Aluminum Company (CENX) demonstrate strong net profit margins [1] Net Profit Margin - Net profit margin is calculated as Net Profit/Sales * 100, indicating a company's ability to convert sales into profits after all expenses [2] - A strong net profit margin signifies effective cost control and operational strength, essential for attracting investors and rewarding stakeholders [2] Industry Comparisons - Net profit margin varies across industries, complicating direct comparisons; it is more critical in traditional sectors than in technology [3] - Differences in accounting practices, particularly regarding non-cash expenses, further complicate comparisons [4] Investment Strategy - A healthy net profit margin and solid earnings per share (EPS) growth are key elements sought by investors [5] - Screening parameters include a net margin greater than or equal to 0, positive EPS growth, high broker ratings, and favorable Zacks Ranks [6] Stock Picks - The selected stocks (GLDD, INFU, TILE, CENX) have shown upward EPS estimate revisions, indicating positive outlooks [7] - GLDD is the largest U.S. dredging service provider with a Zacks Rank 1 and a VGM Score of A, with 2025 earnings estimates revised upward by $0.06 to $1.02 per share [8][9] - INFU, a healthcare services company, has seen its 2025 earnings estimate rise to $0.26 per share from $0.06, with an average surprise of 79.2% [10][11] - CENX, involved in primary aluminum production, has a revised earnings estimate of $2.06 per share, reflecting a 15.7% increase [11][12] - TILE, the largest modular carpet manufacturer, has its 2025 earnings estimate increased to $1.70 per share, consistently outperforming estimates [12][13]

August 19, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific Southbound Inclusion – A Back- Tested Trading Strategy We launch Morgan Stanley Southbound Eligibility Trading Strategy (MSSBT), a proprietary forecast model and investment framework aiming to predict a list of stocks for Southbound inclusion and capitalize on their price momentum ahead of the event, twice a year. Prices of stocks included in Southbound (SB) Stock Connect tend to go up both absolutely and relative to the Hang Seng Index ahead ...

美国商务部表示，将提高对400多种钢铝衍生产品的关税，包括风力涡轮机、移动起重机、推土机和其他重型设备，以及铁路车辆、家具和数百种其他产品。407个产品类别被添加到行业关税覆盖的钢铝“衍生”产品清单中，这些产品中的任何钢铁和铝成分将被征收50%的关税。外汇交易员 (@myfxtrader):美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包括洗碗机、洗衣机和冰箱等“钢铁衍生产品”。这是特朗普政府自3月份首次提高进口钢铁和铝关税（首次提高至25%，本次再提高至50%）以来第二次扩大受进口关税影响的衍生产品清单。 ...