ACERINOX: SUBIDA DE PRECIO EN ESTADOS UNIDOS (ANÁLISIS BANCO SABADELL)
ACX acaba de anunciar una subida de precio en EE.UU. de 65/80 dólares/Tm (+5%/+6% sobre el precio base) que se aplicará desde el 1 de enero.La noticia es muy positiva y refleja la buena situación de la demanda en el mercado americano, donde además las medidas proteccionistas siguen ayudando. Estimamos que esta subida de precios anunciada hoy, a nivel anualizado tendría un impacto de ~30 M euros de EBITDA (+7% vs nuestra previsión de EBITDA’21), que más que compensaría el impacto negativo de la depreciación del dólar en su cuenta de Rdos. (recordamos que EE.UU. a día de hoy representa ~90% del EBITDA del Grupo).
Acerinox is the parent company of a group engaged in the manufacture and sale of flat and long stainless steel products, and stainless steel wires. Co.'s major products include slabs, billets, black coils, plates, hot-rolled coils, hot-rolled sheets, flat bars, hot-rolled re-bars, hot-rolled black bars, engraved sheets, cold-rolled coils, cold-rolled sheets and circles. Co. also provides long stainless steel products, such as wire rods, angles, hot rolled flat bars, hot rolled re-bars, reinforced bars in coils, cold rolled re-bars, hot rolled black bars, cold drawn bars, and smooth turned bars. In addition, Co. offers wires, welding wire bars, and bars for electrodes.
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