JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks

cnbc2021-06-16

The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan. The price of steel, like many other commodities and ...

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精彩评论

TBanger
2021-06-16
TBanger
Maybe I’ll look into Steel then.
plasticbag
2021-06-16
plasticbag
Like n comment
jejesss
2021-06-16
jejesss
Ok
plasticbag
2021-06-16
plasticbag
Like n comment thx
slsong
2021-06-16
slsong
惊悚标题
- HANDM:
  [强]
OJC
2021-06-16
OJC
Like n comment
- OJC:
  🙌🏻

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Here are its top stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NUE","symbol_name":"纽柯钢铁","start_time":0,"source_url":"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html","article_id":"1139396497","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1139396497","pubTimestamp":1623842306,"columns":[],"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"The high price of steel should give producers a windfall to set their companies on a better trajecto","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NUE":"纽柯钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","X":"美国钢铁","EAF":"Graftech International Ltd.","CRS":"卡朋特科技"},"translate_title":"摩根大通认为钢铁业将迎来一个“世代机遇”。以下是它的顶级股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CMC":0.9,"CRS":0.9,"EAF":0.9,"NUE":0.9,"RS":0.9,"STZHF":0.9,"X":0.9},"content_text":"The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and industrial inputs, has surged in the first half of 2021 as the global economy tries to ramp up its recovery from the pandemic.\nAnalyst Michael Glick initiated coverage of steel industry stocks on Wednesday, saying in a note to clients that the prices for steel were near a top but the recent surge should give the major companies enough cash to remake their businesses.\n“Even assuming a pullback in pricing beginning in 2H:21, the cash flow windfall provided by prices provides a generational opportunity for integrated steel to de-lever, fund pensions, reposition the businesses for a low-CO2 world and generate returns through the cycle,” the note said.\nJPMorgan’s top picks in the space areCleveland-CliffsandSteel Dynamics, giving both stocks overweight ratings. Both companies are well-positioned to take advantage of the short-term mismatch between supply and demand, the investment firm said.\n“In terms of positioning within the equities, one item to consider is timing, and STLD has that in spades as its new flat-roll mill on the Texas Gulf Coast comes on at a time of historically tight supplies (within a few months),” the note said. “CLF also has that given its 2020 acquisitions and is positioned with ample flexibility in raw materials, particularly with the HBI plant—a key differentiator, in our view, and its negotiations on the auto side should help protect margins for that piece of business.”\nGlick set price targets for Cleveland-Cliffs at $39 per share and Steel Dynamics at $107 per share, both roughly 70% above where the stocks closed on Tuesday. The previous JPMorgan analyst who covered Steel Dynamics had a price target of $33 per share for the stock.\nHere’s how JPMorgan rates other stocks in the sector:\n\nReliance Steel- Overweight\nGrafTech- Overweight\nStelco - Overweight\nCommercial Metals- Neutral\nNucor- Neutral\nCarpenter Tech- Neutral\nUS Steel- Underweight","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":169426675,"gmtCreate":1623848309997,"gmtModify":1623848309997,"author":{"id":"3551275186417781","authorId":"3551275186417781","name":"TBanger","avatar":"https://static.tigerbbs.com/e8e895fbd3256856fdf038fc5d1c3bee","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3551275186417781","authorIdStr":"3551275186417781"},"htmlText":"Maybe I’ll look into Steel then.","listText":"Maybe I’ll look into Steel then.","text":"Maybe I’ll look into Steel then.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169426675","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","kind":"news","pubTimestamp":1623842306,"share":"https://www.laohu8.com/m/news/1139396497?lang=&edition=full","pubTime":"2021-06-16 19:18","market":"us","language":"en","title":"JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1139396497","media":"cnbc","summary":"The high price of steel should give producers a windfall to set their companies on a better trajecto","content":"<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>JPMorgan sees a ‘generational opportunity’ for the steel industry. 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Here are its top stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RS":"Reliance Steel & Aluminum Co","EAF":"Graftech International Ltd.","NUE":"纽柯钢铁","CRS":"卡朋特科技","X":"美国钢铁","CMC":"美国工商五金公司"},"source_url":"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1139396497","content_text":"The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and industrial inputs, has surged in the first half of 2021 as the global economy tries to ramp up its recovery from the pandemic.\nAnalyst Michael Glick initiated coverage of steel industry stocks on Wednesday, saying in a note to clients that the prices for steel were near a top but the recent surge should give the major companies enough cash to remake their businesses.\n“Even assuming a pullback in pricing beginning in 2H:21, the cash flow windfall provided by prices provides a generational opportunity for integrated steel to de-lever, fund pensions, reposition the businesses for a low-CO2 world and generate returns through the cycle,” the note said.\nJPMorgan’s top picks in the space areCleveland-CliffsandSteel Dynamics, giving both stocks overweight ratings. Both companies are well-positioned to take advantage of the short-term mismatch between supply and demand, the investment firm said.\n“In terms of positioning within the equities, one item to consider is timing, and STLD has that in spades as its new flat-roll mill on the Texas Gulf Coast comes on at a time of historically tight supplies (within a few months),” the note said. “CLF also has that given its 2020 acquisitions and is positioned with ample flexibility in raw materials, particularly with the HBI plant—a key differentiator, in our view, and its negotiations on the auto side should help protect margins for that piece of business.”\nGlick set price targets for Cleveland-Cliffs at $39 per share and Steel Dynamics at $107 per share, both roughly 70% above where the stocks closed on Tuesday. The previous JPMorgan analyst who covered Steel Dynamics had a price target of $33 per share for the stock.\nHere’s how JPMorgan rates other stocks in the sector:\n\nReliance Steel- Overweight\nGrafTech- Overweight\nStelco - Overweight\nCommercial Metals- Neutral\nNucor- Neutral\nCarpenter Tech- Neutral\nUS Steel- Underweight","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":169423942,"gmtCreate":1623848149686,"gmtModify":1634027162887,"author":{"id":"3585042599146244","authorId":"3585042599146244","name":"plasticbag","avatar":"https://static.tigerbbs.com/75759bfc97d94798a8f93df583a58523","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585042599146244","authorIdStr":"3585042599146244"},"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169423942","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","kind":"news","pubTimestamp":1623842306,"share":"https://www.laohu8.com/m/news/1139396497?lang=&edition=full","pubTime":"2021-06-16 19:18","market":"us","language":"en","title":"JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1139396497","media":"cnbc","summary":"The high price of steel should give producers a windfall to set their companies on a better trajecto","content":"<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nJPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RS":"Reliance Steel & Aluminum Co","EAF":"Graftech International Ltd.","NUE":"纽柯钢铁","CRS":"卡朋特科技","X":"美国钢铁","CMC":"美国工商五金公司"},"source_url":"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1139396497","content_text":"The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and industrial inputs, has surged in the first half of 2021 as the global economy tries to ramp up its recovery from the pandemic.\nAnalyst Michael Glick initiated coverage of steel industry stocks on Wednesday, saying in a note to clients that the prices for steel were near a top but the recent surge should give the major companies enough cash to remake their businesses.\n“Even assuming a pullback in pricing beginning in 2H:21, the cash flow windfall provided by prices provides a generational opportunity for integrated steel to de-lever, fund pensions, reposition the businesses for a low-CO2 world and generate returns through the cycle,” the note said.\nJPMorgan’s top picks in the space areCleveland-CliffsandSteel Dynamics, giving both stocks overweight ratings. Both companies are well-positioned to take advantage of the short-term mismatch between supply and demand, the investment firm said.\n“In terms of positioning within the equities, one item to consider is timing, and STLD has that in spades as its new flat-roll mill on the Texas Gulf Coast comes on at a time of historically tight supplies (within a few months),” the note said. “CLF also has that given its 2020 acquisitions and is positioned with ample flexibility in raw materials, particularly with the HBI plant—a key differentiator, in our view, and its negotiations on the auto side should help protect margins for that piece of business.”\nGlick set price targets for Cleveland-Cliffs at $39 per share and Steel Dynamics at $107 per share, both roughly 70% above where the stocks closed on Tuesday. The previous JPMorgan analyst who covered Steel Dynamics had a price target of $33 per share for the stock.\nHere’s how JPMorgan rates other stocks in the sector:\n\nReliance Steel- Overweight\nGrafTech- Overweight\nStelco - Overweight\nCommercial Metals- Neutral\nNucor- Neutral\nCarpenter Tech- Neutral\nUS Steel- Underweight","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":169464069,"gmtCreate":1623847973151,"gmtModify":1634027165688,"author":{"id":"3571015317722951","authorId":"3571015317722951","name":"jejesss","avatar":"https://static.tigerbbs.com/198a6a4d807d473d73a6f152624c1a23","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3571015317722951","authorIdStr":"3571015317722951"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169464069","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","kind":"news","pubTimestamp":1623842306,"share":"https://www.laohu8.com/m/news/1139396497?lang=&edition=full","pubTime":"2021-06-16 19:18","market":"us","language":"en","title":"JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1139396497","media":"cnbc","summary":"The high price of steel should give producers a windfall to set their companies on a better trajecto","content":"<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nJPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RS":"Reliance Steel & Aluminum Co","EAF":"Graftech International Ltd.","NUE":"纽柯钢铁","CRS":"卡朋特科技","X":"美国钢铁","CMC":"美国工商五金公司"},"source_url":"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1139396497","content_text":"The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and industrial inputs, has surged in the first half of 2021 as the global economy tries to ramp up its recovery from the pandemic.\nAnalyst Michael Glick initiated coverage of steel industry stocks on Wednesday, saying in a note to clients that the prices for steel were near a top but the recent surge should give the major companies enough cash to remake their businesses.\n“Even assuming a pullback in pricing beginning in 2H:21, the cash flow windfall provided by prices provides a generational opportunity for integrated steel to de-lever, fund pensions, reposition the businesses for a low-CO2 world and generate returns through the cycle,” the note said.\nJPMorgan’s top picks in the space areCleveland-CliffsandSteel Dynamics, giving both stocks overweight ratings. Both companies are well-positioned to take advantage of the short-term mismatch between supply and demand, the investment firm said.\n“In terms of positioning within the equities, one item to consider is timing, and STLD has that in spades as its new flat-roll mill on the Texas Gulf Coast comes on at a time of historically tight supplies (within a few months),” the note said. “CLF also has that given its 2020 acquisitions and is positioned with ample flexibility in raw materials, particularly with the HBI plant—a key differentiator, in our view, and its negotiations on the auto side should help protect margins for that piece of business.”\nGlick set price targets for Cleveland-Cliffs at $39 per share and Steel Dynamics at $107 per share, both roughly 70% above where the stocks closed on Tuesday. The previous JPMorgan analyst who covered Steel Dynamics had a price target of $33 per share for the stock.\nHere’s how JPMorgan rates other stocks in the sector:\n\nReliance Steel- Overweight\nGrafTech- Overweight\nStelco - Overweight\nCommercial Metals- Neutral\nNucor- Neutral\nCarpenter Tech- Neutral\nUS Steel- Underweight","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":169465032,"gmtCreate":1623847918226,"gmtModify":1634027166458,"author":{"id":"3585042599146244","authorId":"3585042599146244","name":"plasticbag","avatar":"https://static.tigerbbs.com/75759bfc97d94798a8f93df583a58523","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585042599146244","authorIdStr":"3585042599146244"},"htmlText":"Like n comment thx","listText":"Like n comment thx","text":"Like n comment thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169465032","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","kind":"news","pubTimestamp":1623842306,"share":"https://www.laohu8.com/m/news/1139396497?lang=&edition=full","pubTime":"2021-06-16 19:18","market":"us","language":"en","title":"JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1139396497","media":"cnbc","summary":"The high price of steel should give producers a windfall to set their companies on a better trajecto","content":"<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nJPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RS":"Reliance Steel & Aluminum Co","EAF":"Graftech International Ltd.","NUE":"纽柯钢铁","CRS":"卡朋特科技","X":"美国钢铁","CMC":"美国工商五金公司"},"source_url":"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1139396497","content_text":"The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and industrial inputs, has surged in the first half of 2021 as the global economy tries to ramp up its recovery from the pandemic.\nAnalyst Michael Glick initiated coverage of steel industry stocks on Wednesday, saying in a note to clients that the prices for steel were near a top but the recent surge should give the major companies enough cash to remake their businesses.\n“Even assuming a pullback in pricing beginning in 2H:21, the cash flow windfall provided by prices provides a generational opportunity for integrated steel to de-lever, fund pensions, reposition the businesses for a low-CO2 world and generate returns through the cycle,” the note said.\nJPMorgan’s top picks in the space areCleveland-CliffsandSteel Dynamics, giving both stocks overweight ratings. Both companies are well-positioned to take advantage of the short-term mismatch between supply and demand, the investment firm said.\n“In terms of positioning within the equities, one item to consider is timing, and STLD has that in spades as its new flat-roll mill on the Texas Gulf Coast comes on at a time of historically tight supplies (within a few months),” the note said. “CLF also has that given its 2020 acquisitions and is positioned with ample flexibility in raw materials, particularly with the HBI plant—a key differentiator, in our view, and its negotiations on the auto side should help protect margins for that piece of business.”\nGlick set price targets for Cleveland-Cliffs at $39 per share and Steel Dynamics at $107 per share, both roughly 70% above where the stocks closed on Tuesday. The previous JPMorgan analyst who covered Steel Dynamics had a price target of $33 per share for the stock.\nHere’s how JPMorgan rates other stocks in the sector:\n\nReliance Steel- Overweight\nGrafTech- Overweight\nStelco - Overweight\nCommercial Metals- Neutral\nNucor- Neutral\nCarpenter Tech- Neutral\nUS Steel- Underweight","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":169480120,"gmtCreate":1623847309960,"gmtModify":1631892903307,"author":{"id":"3568542875100090","authorId":"3568542875100090","name":"slsong","avatar":"https://static.tigerbbs.com/74060019039211abd07485b309b1dbb3","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3568542875100090","authorIdStr":"3568542875100090"},"htmlText":"惊悚标题","listText":"惊悚标题","text":"惊悚标题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169480120","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","kind":"news","pubTimestamp":1623842306,"share":"https://www.laohu8.com/m/news/1139396497?lang=&edition=full","pubTime":"2021-06-16 19:18","market":"us","language":"en","title":"JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1139396497","media":"cnbc","summary":"The high price of steel should give producers a windfall to set their companies on a better trajecto","content":"<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nJPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RS":"Reliance Steel & Aluminum Co","EAF":"Graftech International Ltd.","NUE":"纽柯钢铁","CRS":"卡朋特科技","X":"美国钢铁","CMC":"美国工商五金公司"},"source_url":"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1139396497","content_text":"The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and industrial inputs, has surged in the first half of 2021 as the global economy tries to ramp up its recovery from the pandemic.\nAnalyst Michael Glick initiated coverage of steel industry stocks on Wednesday, saying in a note to clients that the prices for steel were near a top but the recent surge should give the major companies enough cash to remake their businesses.\n“Even assuming a pullback in pricing beginning in 2H:21, the cash flow windfall provided by prices provides a generational opportunity for integrated steel to de-lever, fund pensions, reposition the businesses for a low-CO2 world and generate returns through the cycle,” the note said.\nJPMorgan’s top picks in the space areCleveland-CliffsandSteel Dynamics, giving both stocks overweight ratings. Both companies are well-positioned to take advantage of the short-term mismatch between supply and demand, the investment firm said.\n“In terms of positioning within the equities, one item to consider is timing, and STLD has that in spades as its new flat-roll mill on the Texas Gulf Coast comes on at a time of historically tight supplies (within a few months),” the note said. “CLF also has that given its 2020 acquisitions and is positioned with ample flexibility in raw materials, particularly with the HBI plant—a key differentiator, in our view, and its negotiations on the auto side should help protect margins for that piece of business.”\nGlick set price targets for Cleveland-Cliffs at $39 per share and Steel Dynamics at $107 per share, both roughly 70% above where the stocks closed on Tuesday. The previous JPMorgan analyst who covered Steel Dynamics had a price target of $33 per share for the stock.\nHere’s how JPMorgan rates other stocks in the sector:\n\nReliance Steel- Overweight\nGrafTech- Overweight\nStelco - Overweight\nCommercial Metals- Neutral\nNucor- Neutral\nCarpenter Tech- Neutral\nUS Steel- Underweight","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4812614,"gmtCreate":1623851587222,"gmtModify":1631892903304,"authorId":3556183628979008,"author":{"id":3556183628979008,"idStr":"3556183628979008","authorId":3556183628979008,"name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169480120,"type":1,"supId":0,"prevId":0,"content":"[强]","text":"[强]","html":"[强]"}],"langContent":"CN"},{"id":169439711,"gmtCreate":1623846660333,"gmtModify":1634027194846,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169439711","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","kind":"news","pubTimestamp":1623842306,"share":"https://www.laohu8.com/m/news/1139396497?lang=&edition=full","pubTime":"2021-06-16 19:18","market":"us","language":"en","title":"JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1139396497","media":"cnbc","summary":"The high price of steel should give producers a windfall to set their companies on a better trajecto","content":"<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>JPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nJPMorgan sees a ‘generational opportunity’ for the steel industry. Here are its top stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RS":"Reliance Steel & Aluminum Co","EAF":"Graftech International Ltd.","NUE":"纽柯钢铁","CRS":"卡朋特科技","X":"美国钢铁","CMC":"美国工商五金公司"},"source_url":"https://www.cnbc.com/2021/06/16/jpmorgan-sees-a-generational-opportunity-for-the-steel-industry-here-are-its-top-stocks.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1139396497","content_text":"The high price of steel should give producers a windfall to set their companies on a better trajectory in the years ahead, according to JPMorgan.\nThe price of steel, like many other commodities and industrial inputs, has surged in the first half of 2021 as the global economy tries to ramp up its recovery from the pandemic.\nAnalyst Michael Glick initiated coverage of steel industry stocks on Wednesday, saying in a note to clients that the prices for steel were near a top but the recent surge should give the major companies enough cash to remake their businesses.\n“Even assuming a pullback in pricing beginning in 2H:21, the cash flow windfall provided by prices provides a generational opportunity for integrated steel to de-lever, fund pensions, reposition the businesses for a low-CO2 world and generate returns through the cycle,” the note said.\nJPMorgan’s top picks in the space areCleveland-CliffsandSteel Dynamics, giving both stocks overweight ratings. Both companies are well-positioned to take advantage of the short-term mismatch between supply and demand, the investment firm said.\n“In terms of positioning within the equities, one item to consider is timing, and STLD has that in spades as its new flat-roll mill on the Texas Gulf Coast comes on at a time of historically tight supplies (within a few months),” the note said. “CLF also has that given its 2020 acquisitions and is positioned with ample flexibility in raw materials, particularly with the HBI plant—a key differentiator, in our view, and its negotiations on the auto side should help protect margins for that piece of business.”\nGlick set price targets for Cleveland-Cliffs at $39 per share and Steel Dynamics at $107 per share, both roughly 70% above where the stocks closed on Tuesday. The previous JPMorgan analyst who covered Steel Dynamics had a price target of $33 per share for the stock.\nHere’s how JPMorgan rates other stocks in the sector:\n\nReliance Steel- Overweight\nGrafTech- Overweight\nStelco - Overweight\nCommercial Metals- Neutral\nNucor- Neutral\nCarpenter Tech- Neutral\nUS Steel- Underweight","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4810557,"gmtCreate":1623846673029,"gmtModify":1635316387791,"authorId":3558657051587432,"author":{"id":3558657051587432,"idStr":"3558657051587432","authorId":3558657051587432,"name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169439711,"type":1,"supId":0,"prevId":0,"content":"🙌🏻","text":"🙌🏻","html":"🙌🏻"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":50,"commentSize":36,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1139396497"}