Outokumpu - Jatkuvaa vuoristorataa vai vakavasti otettava sijoituskohde?

Acerinox lausunut;
-paikallisen tuotannon johdosta US-tariffit positiivista, kertoen hyötyjen ylittävän tariffien muut vaikutukset USA:ssa
-EU:n pitäisi toimia suojamekanismie eteen, koska US-markkinoille tarkoitettua terästä voi valua EU-alueelle.
Ei sinänsä uutta, mutta päivän lausunto ts US-tariffisisältö tunnettu

Aperam puolestaan peräänkuuluttaa että saisi poikkeuksia, ja että EU löisi vastatoimia ja antaisi suojaa EU-tuottajille.

Outokumpu puolestaan kokoustaa kenties kampawiinereiden kera, yhtiökokous näet…

MADRID (Reuters) - Spanish steel maker Acerinox (BME:ACX) said on Thursday that the U.S. tariffs would have “in principle” positive effects on the company as the country is its main market and where its main steel mills are located. The positive impact would offset the broad effects they may have on the economy, the company said. Acerinox added the European Union should protect its steel industry as a lot the steel made in the countries hit by the tariffs is likely to flood the EU market as they become less competitive in the U.S.

(Reuters) - The Luxembourg-based steel group Aperam (AS:APAM) said on Thursday it would explore potential exemptions from announced U.S. tariffs, along with its U.S. customers.

The long-term impact of the tariffs on the U.S. economy remains uncertain and could influence any investment decisions, Aperam told Reuters in an emailed statement.

“Unfortunately, the current lack of regulatory predictability creates an unfavorable business environment on both sides of the Atlantic,” it added.

The group stressed the “need for an appropriate and proportionate response from the European Union”, urging the 27-nation bloc to protect the region’s steelmakers from the negative impact of U.S. trade policies.

https://www.investing.com/news/stock-market-news/spains-acerinox-says-tariffs-positive-in-principle-but-wary-of-surplus-flooding-eu-3964607

https://www.investing.com/news/stock-market-news/french-steelmaker-aperam-to-seek-potential-exemptions-from-us-tariffs-3965275

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