Neue Kursrakete? - Aluminum Corp. of China Ltd.

Chinas größter Aluminium Produzent! Hier die Firmenbeschreibung (leider nur in englisch):
　　We are the only producer of alumina and the largest producer of primary aluminum in China, the fastest growing major aluminum market in the world. Alumina and primary aluminum are our principal products. Alumina is refined from bauxite through a chemical process and is the key raw material for producing primary aluminum, which in turn is a widely used metal and the key raw material for aluminum fabrication.
　　We produced approximately 4.3 million tonnes of alumina products (including alumina, alumina hydrate and alumina chemicals) in 2000, which supplied approximately 70% of all alumina products consumed in China in that year and which made us the third largest producer of alumina in the world. Our alumina production has increased rapidly in the past five years, and we expect to continue to capture the growth of China's alumina market through ongoing expansion. From 1996 to 2000, our alumina production grew at a compound annual rate of 14.0%.

Text von der Firmenseite: www.chinalco.com

Was sagt ihr zum derzeigen Chartbild?  

http://www.ariva.de/Chalco_t295505?secu=55936

am Freitag in HK +10% (vorher 2x +8%, einmal - 8%,..the market)
wird davon ausgegangen, dass er zum bevorzugten Wert der Festlandchinesen gehört, die demn¨chst unter QDII und QD III in HK einkaufen werden.
Kurse gleichen sich langsam an.

ab 2009 ist China reiner Alu nettoimporteuer.... Fragen...??
seit Ankauf und Erweiterung von anderen Alu Firmen baut sich Chalco langsam das Monopol aus...

netter call bis Ende des Jahres:gestern +19,80%  
Call auf ALUM CORP CHINA H SH .
WKN: DB7ZZB ISIN: DE000DB7ZZB0

Fällt vielleicht Montag in HK da US Markt geschlossen und alle ein bisschen aufwachen und HSI an den 24T rumkratzt, weiteres Potential hptsächlich auf growth (Industrie=Bau, Fahrzeuge, Lfz aller Art, etc etc) ! und das im Innenmarkt !!!

viel Glück  

für den geneigten Leser China Alu statistik, aber siehe die gesamte Alu web site

http://stats.world-aluminium.org/iai/stats_new/formServer.asp?form=11  

wie unter 2. erwähnt heute Rückfall von -2,81%

jedoch steht der HSI bei -,91% vor der Mittagspause (ihr müsst mal sehen, aber wenn sie nicht wieder mehr wissen als wir steigt der HSI Nachmittags wieder in Richtung 24T..;-) Vermutung),

habe keine Zeit mehr heute weiterzuschauen gehe aber davon aus,

dass - wenn der Markt keine schlechten US Vorgaben (ab Dienstag) erhält- Chalco wieder steigt, je mehr desto näher der tatsächliche Investitionen aus Festland China komen. Dann werden die Werte wie Chalco ca 3 Monate gut steigen und dann neu bewerten (die Situation)....

2600 CHALCO 20.75 -0.6 -2.81 1,134,308 54,685

viel Glück

 

Aluminum Corp of China to acquire Mongolian copper mines    
 
Wednesday, 05 September 2007

ImageAluminum Corp of China (Chinalco) will begin actively seeking copper deposits in Mongolia as they seek to diversify their metal businesses.

Chinalco is currently China’s largest aluminum producer. However, officials have said they would seek to expand their business into copper metals, as well.

"Metal companies that depend on a single metal cannot secure a sustainable competitive advantage," Lu Yongqing, the company's vice-president said on Friday.  

Chinalco has set aside nearly $4 billion to expand into copper mining in Mongolia, as well as other nations.
While copper only accounts for less than ten percent of Chinalco’s current business, their aggressive acquisitions now make them the largest holder of copper reserves in  

New York - Die Investmentbank Merrill Lynch hat für eine Zahl von Metallen ihre langfristige Einschätzung zu deren Preisen  angehoben.
Bitte klicken Sie hier So etwa für Nickel um satte 45 Prozent.

Gleichzeitig liegt Merrill rund 18 Prozent über dem allgemeinen Konsens was die Preise für Aluminium, Nickel und Eisenzerz betrifft.


Die Analysten machen in der Begründung ihrer höheren Sichtweise auf die Nachfrage aus dem Bausektor und die Investitionstätigkeit aufmerksam. Damit werde sich der gerade vor zwei Jahren gestartete Aufwärtstrend durch sämtliche Industriesparten voraussichtlich fortsetzen. Langfristig höhere Preisperspektiven gehen jedoch nicht immer mit höheren Margen für die Metall-und Kohleunternehmen einher, heißt es weiter von den Experten. Mit einer Kaufempfehlung werden jedoch Alcoa, Alumina Ltd., Century Aluminium, Grupo Mexico, Norilsk Nickel bedacht. Eine Heraufstufung von „sell“ auf „neutral“ erhalten Southern Copper, KGHM Kazakhmys, KGHM und Antofagasta. - (© BörseGo AG 2007, Autor: Huber Christoph, Redakteur, © GodmodeTrader - http://www.godmode-trader.de/)  

Trotz der guten Company-News,..... Der Chart sieht nicht mehr so gut aus wie vor beispielsweiße ein- bis zwei Wochen!  

In HK heute morgen gefallen
2600 CHALCO 19.88 -0.62 -3.02 1,067,026 53,317

"ein Star" unter den HK Aktien, die sicherlich auch unter QDII und QDIII viel gefallen finden werden, ABER aus technischer Sicht ist er vorab am Ende, so dass mehr und mehr SELL Empfehlungen kommen (su), um dann bei tiefständen nachzukaufen:


CHALCO (2600, $20.50) 3M Target $18.0 Trading SELL

CHALCO is trading at 2007 PER of 20.48x and 2008 PER of 21.22x compared with the average PER of 10.0x in the past three years.

Share price surged 46% in the past one-month versus a 18% rise for the HSCEI.

Recent price surge was mainly due to a better than expected interim earnings result and speculation on price gap between A shares and H shares. However, there is no change in company’s fundamental and analysts expect EPS to fall 6% in 2007 and 4% in 2008.

Current share price represents a premium of 48% to analysts’ consensus target price of $13.83 implying a huge downside risk.

We expect to see short-term profit taking on CHALCO and recommend a SELL with a 3-month target price of $18.0 based on 18.6x earnings for 2007.

viel Glück  

2600 CHALCO 20.5 +1.22 +6.33 1,227,769 60,252

Aluminum Corp of China (Chalco) (2600.HK: Quote, Profile , Research), the country's top alumina producer, shot up 6.3 percent to HK$20.50. Goldman Sachs raised its price target for the stock to HK$28 from HK$18.50 on the back of several factors, including smelter injections and better cost control.  

Alcoa Selling US$1.64 Billion Chalco Shares In Placement -Term Sheet
Dow Jones
September 12, 2007: 05:24 AM EST

HONG KONG -(Dow Jones)- Alcoa International (Asia) Ltd. is selling up to US$ 1.64 billion worth of existing shares in Aluminum Corp. of China Ltd. (ACH), or Chalco, according to a term sheet seen by Dow Jones Newswires on Wednesday.

The shareholder is selling 700 million H shares, with an option to sell up to 884.21 million shares, or its entire stake in Chalco, the term sheet said.

The shares are being sold in a price range between HK$17.26 and HK$18.27, representing a discount of 10.4% to 15.4% to Chalco's closing price Wednesday of HK$20.40.

Goldman Sachs is arranging the deal.

-By Jackie Cheung, Dow Jones Newswires; 852-2802-7002; jackie.cheung@ dowjones.com

 

Chalco (2600, $18.94) 3M Target $16.5 Trading SELL

Alcoa sold all its 884.2mn shares of Chalco at $17.34 per share to cash in $15.3bn. The selling price represented a 15.4% discount to the previous closing price. Alcoa intends to use the gained capital to reinvest other value-adding options, including projects in China.

Meanwhile, Chalco announced a 10% price cut in alumina price from RMB3,900 to RMB3,500 a tonne.

Both news are negative and we expect stock price to be under great pressure in short-term.

Market expects pricing of alumina and aluminum to trend downwards amid oversupply of alumina in China and slowdown of the U.S. economy.

Alcoa’s disposal of shares after the stock price went up by more than 100% within a month may reflect the company’s bearish view on the industry outlook and the stock is now overvalued.

Consensus EPS forecast for 2007 is RMB0.966, down 6% yoy. Meanwhile, current share price is still 29% above the consensus target price of $14.67 implying great downside risk.

Counter is trading at 18.9x 2007 PER that we think is expensive. We maintain our SELL recommendation with a 3-month target price $16.5, representing a 16x 2007 PER.  

2600 CHALCO 21.3 1.84 9.46 2,246,964 108,318  

Chalco Licensed to Exploit Aluminum Mine in Australia


BEIJING, Sep 28, 2007
Aluminum Corporation of China Limited (Chalco, SHSE: 601600) has been licensed to develop the Aurukun aluminum ore project in Australia.

Aurukun aluminum mine is located in the Cape York, north part of the State of Queensland, and adjacent the well-known Weipa Mine. Covering an area of 2,189 square kilometers, it has a reserve of 420 million tons. With an investment of AUD 3 billion, the project includes an alumina plant with an annul production capacity of 2.1 million tons, a 10-million-ton aluminum mine, and infrastructure.  

2600 CHALCO 23.85 1.5 +6.71 1,892,793 81,079  

Hallo skunk.works,

Ich glaube fast Chalco ist kein Geheimtipp mehr,da schon 300% gestiegen nur in diesem Jahr und schon ein drittel der Marktkapitalisierung von Alcoa erreicht ist!

Aber schau dir mal China Yuchai an ?! Geheimtipp ?

Gerade angesprungen,spottbillig und grösster dieselmotorhersteller Chinas ...

MFG

Chalifmann  

Shanghai, 3 November 2010

Chinese mining giant Minmetals plans to list its rare earth unit as the price of rare earth elements hit new highs amid supply worries, the China Business News reported on Wednesday, citing an unidentified source.

China Minmetals Rare Earth Co Ltd, which mainly produces the more expensive heavy rare earth elements in the Ganzhou area of Jiangxi Province, reported revenue of 1.98 billion yuan ($296.5 million) in 2009, the newspaper said.

http://www.commodities-now.com/news/...for-rare-earth-unit-paper.html