Can Alcoa repeat Q2 stellar performance in Q3?_老虎社区_美港股上老虎

Can Alcoa repeat Q2 stellar performance in Q3?

seekingalpha2021-10-14

Alcoa (NYSE:AA) is scheduled to announce Q3 earnings results on Thursday, October 14th, after market close. The consensusEPS Estimate is $1.80vs. -$1.17 in Q320 and the consensus Revenue Estimate is $...

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JS64
·2021-10-14
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HenryGoei
·2021-10-14
Buy buy
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WeiChyi
·2021-10-14
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GohKS
·2021-10-14
Latest. Please like and comment. Thank you.
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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. 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Revenue estimates have seen 5 upward revisions and 0 downward.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":822442664,"gmtCreate":1634168595010,"gmtModify":1634168595105,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3582972798563668","idStr":"3582972798563668"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822442664","repostId":1151257286,"repostType":4,"repost":{"id":"1151257286","kind":"news","pubTimestamp":1634167263,"share":"https://www.laohu8.com/m/news/1151257286?lang=zh_CN&edition=full","pubTime":"2021-10-14 07:21","market":"us","language":"en","title":"Can Alcoa repeat Q2 stellar performance in Q3?<blockquote>美铝能否在第三季度重复第二季度的出色表现？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151257286","media":"seekingalpha","summary":"Alcoa (NYSE:AA) is scheduled to announce Q3 earnings results on Thursday, October 14th, after market","content":"<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>美国铝业公司（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>普遍预期每股收益为1.80美元。-320年Q3为1.17美元，普遍收入预期为$2.92 B（同比+23.2%）。</li><li>分析师看涨期权调整后EBITDA为6.97亿美元。</li><li>该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，其实际铝价同比上涨超过60%。净利润总计3.09亿美元（220年第一季度为1.97亿美元），非GAAP每股收益为1.49美元，轻松超出分析师预期。</li><li>随后，管理层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，为第三季度的稳健增长提供了指引。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，在经济持续复苏和所有终端市场铝需求增加的推动下，美铝预计全年业绩将强劲。</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&nbsp;has beaten EPS estimates&nbsp;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&nbsp;upward revisions&nbsp;and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝业务一直在推动该公司的利润，占其调整后总额的65%。21年上半年的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的反污染努力而削减，但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限产，以减少电力使用和排放，造成了大量短缺。</li><li>最近，摩根士丹利分析师将美国铝业列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，中国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为2.8倍，远低于7.5倍的历史平均水平，他们认为与市场普遍预期相比，存在巨大的上涨潜力。</li><li>在看涨前景的支持下，摩根士丹利预计自由现金流的产生和潜在的股东回报将加速；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。收入预期有5次上调和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>美铝能否在第三季度重复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>美铝能否在第三季度重复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>美国铝业公司（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>普遍预期每股收益为1.80美元。-320年Q3为1.17美元，普遍收入预期为$2.92 B（同比+23.2%）。</li><li>分析师看涨期权调整后EBITDA为6.97亿美元。</li><li>该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，其实际铝价同比上涨超过60%。净利润总计3.09亿美元（220年第一季度为1.97亿美元），非GAAP每股收益为1.49美元，轻松超出分析师预期。</li><li>随后，管理层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，为第三季度的稳健增长提供了指引。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，在经济持续复苏和所有终端市场铝需求增加的推动下，美铝预计全年业绩将强劲。</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&nbsp;has beaten EPS estimates&nbsp;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&nbsp;upward revisions&nbsp;and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝业务一直在推动该公司的利润，占其调整后总额的65%。21年上半年的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的反污染努力而削减，但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限产，以减少电力使用和排放，造成了大量短缺。</li><li>最近，摩根士丹利分析师将美国铝业列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，中国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为2.8倍，远低于7.5倍的历史平均水平，他们认为与市场普遍预期相比，存在巨大的上涨潜力。</li><li>在看涨前景的支持下，摩根士丹利预计自由现金流的产生和潜在的股东回报将加速；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。收入预期有5次上调和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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6189458,"gmtCreate":1634168601059,"gmtModify":1634636481367,"authorId":3582972798563668,"author":{"id":3582972798563668,"idStr":"3582972798563668","authorId":3582972798563668,"name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":822442664,"type":1,"supId":0,"prevId":0,"content":"Ya","text":"Ya","html":"Ya"}],"langContent":"CN"},{"id":822442072,"gmtCreate":1634168558426,"gmtModify":1634168558426,"author":{"id":"3561940699575283","authorId":"3561940699575283","name":"HenryGoei","avatar":"https://static.tigerbbs.com/a1049cc393c97ed4e179dbc46d637883","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3561940699575283","idStr":"3561940699575283"},"htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822442072","repostId":1151257286,"repostType":4,"repost":{"id":"1151257286","kind":"news","pubTimestamp":1634167263,"share":"https://www.laohu8.com/m/news/1151257286?lang=zh_CN&edition=full","pubTime":"2021-10-14 07:21","market":"us","language":"en","title":"Can Alcoa repeat Q2 stellar performance in Q3?<blockquote>美铝能否在第三季度重复第二季度的出色表现？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151257286","media":"seekingalpha","summary":"Alcoa (NYSE:AA) is scheduled to announce Q3 earnings results on Thursday, October 14th, after market","content":"<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>美国铝业公司（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>普遍预期每股收益为1.80美元。-320年Q3为1.17美元，普遍收入预期为$2.92 B（同比+23.2%）。</li><li>分析师看涨期权调整后EBITDA为6.97亿美元。</li><li>该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，其实际铝价同比上涨超过60%。净利润总计3.09亿美元（220年第一季度为1.97亿美元），非GAAP每股收益为1.49美元，轻松超出分析师预期。</li><li>随后，管理层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，为第三季度的稳健增长提供了指引。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，在经济持续复苏和所有终端市场铝需求增加的推动下，美铝预计全年业绩将强劲。</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&nbsp;has beaten EPS estimates&nbsp;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&nbsp;upward revisions&nbsp;and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝业务一直在推动该公司的利润，占其调整后总额的65%。21年上半年的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的反污染努力而削减，但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限产，以减少电力使用和排放，造成了大量短缺。</li><li>最近，摩根士丹利分析师将美国铝业列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，中国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为2.8倍，远低于7.5倍的历史平均水平，他们认为与市场普遍预期相比，存在巨大的上涨潜力。</li><li>在看涨前景的支持下，摩根士丹利预计自由现金流的产生和潜在的股东回报将加速；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。收入预期有5次上调和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>美铝能否在第三季度重复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>美铝能否在第三季度重复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>美国铝业公司（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>普遍预期每股收益为1.80美元。-320年Q3为1.17美元，普遍收入预期为$2.92 B（同比+23.2%）。</li><li>分析师看涨期权调整后EBITDA为6.97亿美元。</li><li>该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，其实际铝价同比上涨超过60%。净利润总计3.09亿美元（220年第一季度为1.97亿美元），非GAAP每股收益为1.49美元，轻松超出分析师预期。</li><li>随后，管理层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，为第三季度的稳健增长提供了指引。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，在经济持续复苏和所有终端市场铝需求增加的推动下，美铝预计全年业绩将强劲。</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&nbsp;has beaten EPS estimates&nbsp;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&nbsp;upward revisions&nbsp;and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝业务一直在推动该公司的利润，占其调整后总额的65%。21年上半年的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的反污染努力而削减，但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限产，以减少电力使用和排放，造成了大量短缺。</li><li>最近，摩根士丹利分析师将美国铝业列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，中国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为2.8倍，远低于7.5倍的历史平均水平，他们认为与市场普遍预期相比，存在巨大的上涨潜力。</li><li>在看涨前景的支持下，摩根士丹利预计自由现金流的产生和潜在的股东回报将加速；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。收入预期有5次上调和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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":822425935,"gmtCreate":1634167507151,"gmtModify":1634167507331,"author":{"id":"3582053708073909","authorId":"3582053708073909","name":"WeiChyi","avatar":"https://static.tigerbbs.com/1215c6c4b4962560ae3ef6fe8d752a11","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582053708073909","idStr":"3582053708073909"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822425935","repostId":1151257286,"repostType":4,"repost":{"id":"1151257286","kind":"news","pubTimestamp":1634167263,"share":"https://www.laohu8.com/m/news/1151257286?lang=zh_CN&edition=full","pubTime":"2021-10-14 07:21","market":"us","language":"en","title":"Can Alcoa repeat Q2 stellar performance in Q3?<blockquote>美铝能否在第三季度重复第二季度的出色表现？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151257286","media":"seekingalpha","summary":"Alcoa (NYSE:AA) is scheduled to announce Q3 earnings results on Thursday, October 14th, after market","content":"<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>美国铝业公司（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>普遍预期每股收益为1.80美元。-320年Q3为1.17美元，普遍收入预期为$2.92 B（同比+23.2%）。</li><li>分析师看涨期权调整后EBITDA为6.97亿美元。</li><li>该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，其实际铝价同比上涨超过60%。净利润总计3.09亿美元（220年第一季度为1.97亿美元），非GAAP每股收益为1.49美元，轻松超出分析师预期。</li><li>随后，管理层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，为第三季度的稳健增长提供了指引。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，在经济持续复苏和所有终端市场铝需求增加的推动下，美铝预计全年业绩将强劲。</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&nbsp;has beaten EPS estimates&nbsp;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&nbsp;upward revisions&nbsp;and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝业务一直在推动该公司的利润，占其调整后总额的65%。21年上半年的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的反污染努力而削减，但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限产，以减少电力使用和排放，造成了大量短缺。</li><li>最近，摩根士丹利分析师将美国铝业列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，中国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为2.8倍，远低于7.5倍的历史平均水平，他们认为与市场普遍预期相比，存在巨大的上涨潜力。</li><li>在看涨前景的支持下，摩根士丹利预计自由现金流的产生和潜在的股东回报将加速；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。收入预期有5次上调和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>美铝能否在第三季度重复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>美铝能否在第三季度重复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>美国铝业公司（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>普遍预期每股收益为1.80美元。-320年Q3为1.17美元，普遍收入预期为$2.92 B（同比+23.2%）。</li><li>分析师看涨期权调整后EBITDA为6.97亿美元。</li><li>该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，其实际铝价同比上涨超过60%。净利润总计3.09亿美元（220年第一季度为1.97亿美元），非GAAP每股收益为1.49美元，轻松超出分析师预期。</li><li>随后，管理层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，为第三季度的稳健增长提供了指引。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，在经济持续复苏和所有终端市场铝需求增加的推动下，美铝预计全年业绩将强劲。</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&nbsp;has beaten EPS estimates&nbsp;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&nbsp;upward revisions&nbsp;and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝业务一直在推动该公司的利润，占其调整后总额的65%。21年上半年的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的反污染努力而削减，但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限产，以减少电力使用和排放，造成了大量短缺。</li><li>最近，摩根士丹利分析师将美国铝业列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，中国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为2.8倍，远低于7.5倍的历史平均水平，他们认为与市场普遍预期相比，存在巨大的上涨潜力。</li><li>在看涨前景的支持下，摩根士丹利预计自由现金流的产生和潜在的股东回报将加速；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。收入预期有5次上调和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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6189237,"gmtCreate":1634167712895,"gmtModify":1634636501359,"authorId":3581244873474125,"author":{"id":3581244873474125,"idStr":"3581244873474125","authorId":3581244873474125,"name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":822425935,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"CN"},{"id":822422317,"gmtCreate":1634167484690,"gmtModify":1634167484843,"author":{"id":"3555032609535572","authorId":"3555032609535572","name":"GohKS","avatar":"https://static.tigerbbs.com/ddc1a9348de7602d7224f258a5a3fa00","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3555032609535572","idStr":"3555032609535572"},"htmlText":"Latest. Please like and comment. Thank you.","listText":"Latest. Please like and comment. Thank you.","text":"Latest. Please like and comment. Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/822422317","repostId":1151257286,"repostType":4,"repost":{"id":"1151257286","kind":"news","pubTimestamp":1634167263,"share":"https://www.laohu8.com/m/news/1151257286?lang=zh_CN&edition=full","pubTime":"2021-10-14 07:21","market":"us","language":"en","title":"Can Alcoa repeat Q2 stellar performance in Q3?<blockquote>美铝能否在第三季度重复第二季度的出色表现？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151257286","media":"seekingalpha","summary":"Alcoa (NYSE:AA) is scheduled to announce Q3 earnings results on Thursday, October 14th, after market","content":"<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>美国铝业公司（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>普遍预期每股收益为1.80美元。-320年Q3为1.17美元，普遍收入预期为$2.92 B（同比+23.2%）。</li><li>分析师看涨期权调整后EBITDA为6.97亿美元。</li><li>该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，其实际铝价同比上涨超过60%。净利润总计3.09亿美元（220年第一季度为1.97亿美元），非GAAP每股收益为1.49美元，轻松超出分析师预期。</li><li>随后，管理层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，为第三季度的稳健增长提供了指引。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，在经济持续复苏和所有终端市场铝需求增加的推动下，美铝预计全年业绩将强劲。</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&nbsp;has beaten EPS estimates&nbsp;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&nbsp;upward revisions&nbsp;and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝业务一直在推动该公司的利润，占其调整后总额的65%。21年上半年的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的反污染努力而削减，但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限产，以减少电力使用和排放，造成了大量短缺。</li><li>最近，摩根士丹利分析师将美国铝业列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，中国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为2.8倍，远低于7.5倍的历史平均水平，他们认为与市场普遍预期相比，存在巨大的上涨潜力。</li><li>在看涨前景的支持下，摩根士丹利预计自由现金流的产生和潜在的股东回报将加速；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。收入预期有5次上调和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>美铝能否在第三季度重复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>美铝能否在第三季度重复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>美国铝业公司（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>普遍预期每股收益为1.80美元。-320年Q3为1.17美元，普遍收入预期为$2.92 B（同比+23.2%）。</li><li>分析师看涨期权调整后EBITDA为6.97亿美元。</li><li>该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，其实际铝价同比上涨超过60%。净利润总计3.09亿美元（220年第一季度为1.97亿美元），非GAAP每股收益为1.49美元，轻松超出分析师预期。</li><li>随后，管理层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，为第三季度的稳健增长提供了指引。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，在经济持续复苏和所有终端市场铝需求增加的推动下，美铝预计全年业绩将强劲。</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&nbsp;has beaten EPS estimates&nbsp;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&nbsp;upward revisions&nbsp;and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.</li> </ul></p><p><blockquote><ul><li>铝业务一直在推动该公司的利润，占其调整后总额的65%。21年上半年的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的反污染努力而削减，但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限产，以减少电力使用和排放，造成了大量短缺。</li><li>最近，摩根士丹利分析师将美国铝业列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，中国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为2.8倍，远低于7.5倍的历史平均水平，他们认为与市场普遍预期相比，存在巨大的上涨潜力。</li><li>在看涨前景的支持下，摩根士丹利预计自由现金流的产生和潜在的股东回报将加速；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。收入预期有5次上调和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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6189127,"gmtCreate":1634167534640,"gmtModify":1634636512747,"authorId":3582053708073909,"author":{"id":3582053708073909,"idStr":"3582053708073909","authorId":3582053708073909,"name":"WeiChyi","avatar":"https://static.tigerbbs.com/1215c6c4b4962560ae3ef6fe8d752a11","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":822422317,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6189454,"gmtCreate":1634168591057,"gmtModify":1634636481801,"authorId":3582972798563668,"author":{"id":3582972798563668,"idStr":"3582972798563668","authorId":3582972798563668,"name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":822422317,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":52,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}