HenryGoei
2021-10-14
Buy buy
Can Alcoa repeat Q2 stellar performance in Q3?<blockquote>美国铝业能否在第三季度重现第二季度的出色表现？</blockquote>
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EBITDA of $697M.</li> <li>The aluminum company reported its highest ever quarterly net income and EPS in Q2, as its realized aluminum pricing jumped more than a 60% Y/Y. Net income totaled $309M (vs. -$197M in Q220), while Non-GAAP EPS came at $1.49,easily topping analyst estimates.</li> <li>The management had then guided for a solid Q3 based on continuing forecasts for economic recovery and solid global demand across key end-use sectors. The company had also projected Q3 tax expense to exceed $100M based on alumina and aluminum market conditions at the time. Overall, Alcoa expects a strong yearly performance driven by continued economic recovery and increased demand for aluminum in all end markets.</li> </ul> <img src=\"https://static.tigerbbs.com/eb75f2ceeb9b7cb462fc64b3b223798c\" tg-width=\"1412\" tg-height=\"765\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>美国铝业（纽约证券交易所股票代码：AA）定于 10 月 14 日星期四收盘后公布第三季度盈利结果。</li><li>共识EPS估计为1.80美元。2020 年第 320 季度为 1.17 美元，市场普遍预期收入为 2.92B 美元（同比+23.2%）。</li><li>分析师看涨期权调整后的 EBITDA 为 6.97 亿美元。</li><li>这家铝业公司公布了第二季度有史以来最高的季度净利润和每股收益，因为其实现的铝价格同比上涨了60%以上。净利润总计 3.09 亿美元（2020 年第 1.97 亿美元），而非 GAAP 每股收益为 1.49 美元，轻松超出分析师预期。</li><li>管理层随后根据对经济复苏的持续预测和关键最终用途行业强劲的全球需求，预计第三季度将表现强劲。根据当时氧化铝和铝市场状况，该公司还预计第三季度税收支出将超过 1 亿美元。总体而言，美国铝业预计，在经济持续复苏和所有终端市场对铝需求增加的推动下，全年业绩将强劲。</li></ul></blockquote></p><p> <ul> <li>The aluminum segment has been propelling bottom line for the company, contributing 65% of its total adj. EBITDA in 1H21. Strong aluminum fundamentals are continuing,with aluminum prices climbing to their highest since 2008earlier this week as production in China, already trimmed by the government anti-pollution efforts, was further curbed by power shortages. China has imposed production curbs on high-polluting industries, such as smelting, to cut power use and emissions, creating large shortages.</li> <li>Recently, Morgan Stanley analysts named Alcoaas the top pick among mining stocks in the Americas, stating that the company is well positioned to benefit from a structural shift in the aluminum market, supported by China's capacity cap will lead demand to outpace supply by 2023. The analysts say Alcoa trades at 2.8x EV/EBITDA, well below its historical average of 7.5x, and they see material upside potential vs. consensus estimates.</li> <li>On the back of its bullish outlook, Morgan Stanley expects to see accelerating free cash flow generation and potential shareholder returns; the firm rated the stock at \"Outperform\", raising its stock price target to $62 from $51.</li> <li>Over the last 2 years, Alcoa has beaten EPS estimates 63% of the time and has beaten revenue estimates 75% of the time.</li> <li>Over the last 3 months, EPS estimates have seen 8 upward revisions and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝部门一直在推动该公司的利润，贡献了其总调整数的 65%。1H21 的 EBITDA。强劲的铝基本面仍在继续，本周早些时候，铝价攀升至 2008 年以来的最高水平，因为中国的产量已经因政府治理污染的努力而削减，而电力短缺进一步抑制了中国的产量。中国对冶炼等高污染行业实施了生产限制，以减少电力使用和排放，造成了大量电力短缺。</li><li>最近，摩根士丹利分析师将美国铝业公司评为美洲矿业股的首选，并表示该公司处于有利地位，可以从铝市场的结构性转变中受益，而中国的产能上限将导致需求到2023年超过供应。分析师表示，美国铝业的 EV/EBITDA 市盈率为 2.8 倍，远低于 7.5 倍的历史平均水平，与普遍预期相比，他们认为存在巨大的上涨潜力。</li><li>在乐观前景的背景下，摩根士丹利预计自由现金流生成和潜在股东回报将加速；该公司将该股评级为“跑赢大盘”，将目标股价从 51 美元上调至 62 美元。</li><li>在过去两年中，美国铝业公司 63% 的时间超出了每股收益预期，75% 的时间超出了收入预期。</li><li>过去 3 个月，每股收益预期有 8 次上调，0 次下调。收入预测有 5 次上调，0 次下调。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Alcoa repeat Q2 stellar performance in Q3?<blockquote>美国铝业能否在第三季度重现第二季度的出色表现？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Alcoa repeat Q2 stellar performance in Q3?<blockquote>美国铝业能否在第三季度重现第二季度的出色表现？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-10-14 07:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>Alcoa (NYSE:AA) is scheduled to announce Q3 earnings results on Thursday, October 14th, after market close.</li> <li>The consensusEPS Estimate is $1.80vs. -$1.17 in Q320 and the consensus Revenue Estimate is $2.92B (+23.2% Y/Y).</li> <li>Analysts call for Adj. EBITDA of $697M.</li> <li>The aluminum company reported its highest ever quarterly net income and EPS in Q2, as its realized aluminum pricing jumped more than a 60% Y/Y. Net income totaled $309M (vs. -$197M in Q220), while Non-GAAP EPS came at $1.49,easily topping analyst estimates.</li> <li>The management had then guided for a solid Q3 based on continuing forecasts for economic recovery and solid global demand across key end-use sectors. The company had also projected Q3 tax expense to exceed $100M based on alumina and aluminum market conditions at the time. Overall, Alcoa expects a strong yearly performance driven by continued economic recovery and increased demand for aluminum in all end markets.</li> </ul> <img src=\"https://static.tigerbbs.com/eb75f2ceeb9b7cb462fc64b3b223798c\" tg-width=\"1412\" tg-height=\"765\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>美国铝业（纽约证券交易所股票代码：AA）定于 10 月 14 日星期四收盘后公布第三季度盈利结果。</li><li>共识EPS估计为1.80美元。2020 年第 320 季度为 1.17 美元，市场普遍预期收入为 2.92B 美元（同比+23.2%）。</li><li>分析师看涨期权调整后的 EBITDA 为 6.97 亿美元。</li><li>这家铝业公司公布了第二季度有史以来最高的季度净利润和每股收益，因为其实现的铝价格同比上涨了60%以上。净利润总计 3.09 亿美元（2020 年第 1.97 亿美元），而非 GAAP 每股收益为 1.49 美元，轻松超出分析师预期。</li><li>管理层随后根据对经济复苏的持续预测和关键最终用途行业强劲的全球需求，预计第三季度将表现强劲。根据当时氧化铝和铝市场状况，该公司还预计第三季度税收支出将超过 1 亿美元。总体而言，美国铝业预计，在经济持续复苏和所有终端市场对铝需求增加的推动下，全年业绩将强劲。</li></ul></blockquote></p><p> <ul> <li>The aluminum segment has been propelling bottom line for the company, contributing 65% of its total adj. EBITDA in 1H21. Strong aluminum fundamentals are continuing,with aluminum prices climbing to their highest since 2008earlier this week as production in China, already trimmed by the government anti-pollution efforts, was further curbed by power shortages. China has imposed production curbs on high-polluting industries, such as smelting, to cut power use and emissions, creating large shortages.</li> <li>Recently, Morgan Stanley analysts named Alcoaas the top pick among mining stocks in the Americas, stating that the company is well positioned to benefit from a structural shift in the aluminum market, supported by China's capacity cap will lead demand to outpace supply by 2023. The analysts say Alcoa trades at 2.8x EV/EBITDA, well below its historical average of 7.5x, and they see material upside potential vs. consensus estimates.</li> <li>On the back of its bullish outlook, Morgan Stanley expects to see accelerating free cash flow generation and potential shareholder returns; the firm rated the stock at \"Outperform\", raising its stock price target to $62 from $51.</li> <li>Over the last 2 years, Alcoa has beaten EPS estimates 63% of the time and has beaten revenue estimates 75% of the time.</li> <li>Over the last 3 months, EPS estimates have seen 8 upward revisions and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝部门一直在推动该公司的利润，贡献了其总调整数的 65%。1H21 的 EBITDA。强劲的铝基本面仍在继续，本周早些时候，铝价攀升至 2008 年以来的最高水平，因为中国的产量已经因政府治理污染的努力而削减，而电力短缺进一步抑制了中国的产量。中国对冶炼等高污染行业实施了生产限制，以减少电力使用和排放，造成了大量电力短缺。</li><li>最近，摩根士丹利分析师将美国铝业公司评为美洲矿业股的首选，并表示该公司处于有利地位，可以从铝市场的结构性转变中受益，而中国的产能上限将导致需求到2023年超过供应。分析师表示，美国铝业的 EV/EBITDA 市盈率为 2.8 倍，远低于 7.5 倍的历史平均水平，与普遍预期相比，他们认为存在巨大的上涨潜力。</li><li>在乐观前景的背景下，摩根士丹利预计自由现金流生成和潜在股东回报将加速；该公司将该股评级为“跑赢大盘”，将目标股价从 51 美元上调至 62 美元。</li><li>在过去两年中，美国铝业公司 63% 的时间超出了每股收益预期，75% 的时间超出了收入预期。</li><li>过去 3 个月，每股收益预期有 8 次上调，0 次下调。收入预测有 5 次上调，0 次下调。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3752522-can-alcoa-repeat-q2-stellar-performance-in-q3\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AA":"美国铝业"},"source_url":"https://seekingalpha.com/news/3752522-can-alcoa-repeat-q2-stellar-performance-in-q3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151257286","content_text":"Alcoa (NYSE:AA) is scheduled to announce Q3 earnings results on Thursday, October 14th, after market close.\nThe consensusEPS Estimate is $1.80vs. -$1.17 in Q320 and the consensus Revenue Estimate is $2.92B (+23.2% Y/Y).\nAnalysts call for Adj. EBITDA of $697M.\nThe aluminum company reported its highest ever quarterly net income and EPS in Q2, as its realized aluminum pricing jumped more than a 60% Y/Y. Net income totaled $309M (vs. -$197M in Q220), while Non-GAAP EPS came at $1.49,easily topping analyst estimates.\nThe management had then guided for a solid Q3 based on continuing forecasts for economic recovery and solid global demand across key end-use sectors. The company had also projected Q3 tax expense to exceed $100M based on alumina and aluminum market conditions at the time. Overall, Alcoa expects a strong yearly performance driven by continued economic recovery and increased demand for aluminum in all end markets.\n\n\n\nThe aluminum segment has been propelling bottom line for the company, contributing 65% of its total adj. EBITDA in 1H21. Strong aluminum fundamentals are continuing,with aluminum prices climbing to their highest since 2008earlier this week as production in China, already trimmed by the government anti-pollution efforts, was further curbed by power shortages. China has imposed production curbs on high-polluting industries, such as smelting, to cut power use and emissions, creating large shortages.\nRecently, Morgan Stanley analysts named Alcoaas the top pick among mining stocks in the Americas, stating that the company is well positioned to benefit from a structural shift in the aluminum market, supported by China's capacity cap will lead demand to outpace supply by 2023. The analysts say Alcoa trades at 2.8x EV/EBITDA, well below its historical average of 7.5x, and they see material upside potential vs. consensus estimates.\nOn the back of its bullish outlook, Morgan Stanley expects to see accelerating free cash flow generation and potential shareholder returns; the firm rated the stock at \"Outperform\", raising its stock price target to $62 from $51.\nOver the last 2 years, Alcoa has beaten EPS estimates 63% of the time and has beaten revenue estimates 75% of the time.\nOver the last 3 months, EPS estimates have seen 8 upward revisions and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.","news_type":1,"symbols_score_info":{"AA":0.9}},"isVote":1,"tweetType":1,"viewCount":3611,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/822442072"}
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