HPG - Hòa hợp cùng phát triển (P2)

Cục 24 chuẩn bị bay trong 1 nốt nhạc, sau 13h30
<24 ai còn tiền cứ nhặt, kết phiên là có lời

Chú ý : Làm gì làm cũng cẩn thận mấy bạn Tây.

Hôm qua chim lot làm cho NN nó bán HPG nhiều thế mà hôm nay nó tỉnh ngộ mua lại nhưng đã quá muộn, nó đang chèn để mua lại kìa

Tây mua 13tr bán ra được có 1tr, các nhà đầu toi Việt đã chạy bán sống bán chết vì mấy tin vịt của mấy thằng lều báo, bảo sao người giàu càng giàu lên còn người nghèo càng nghèo đi.

hôm nay chỉ cần kết giá xanh và vol > 12tr là coi như xong.

Ngu thì chết có bệnh tật gì

Tin này ra thì lnst của AL năm nay lại ngon rồi
Vale confirms slump in iron ore exports

In a boost to Australia's iron ore exporters, their biggest foreign rival will export 7 per cent less than expected in the first three months of 2020, and has signalled that it will require everything to go right to achieve its full-year iron ore targets.

A weak start to the year by Brazilian miner Vale is the latest factor to roil iron ore markets, which are caught between weakening demand in China because of the coronavirus and disruptions to supply like the cyclone that blew through Western Australia last week.

Vale previously pledged to produce between 68 million and 73 million tonnes of iron ore in the three months to March 31, but on Wednesday that tally was downgraded to between 63 million and 68 million tonnes.

The cuts were forced by heavy rains and slow progress on resuming production at mines where there are concerns about the safety of tailings dams.

''The abovementioned estimates do not factor in any second-order effects of the coronavirus epidemic, which at the time of writing seems to be accommodated through price changes only,'' said Vale.

Vale's weak performance is particularly timely given Chinese demand for iron ore is expected to slump on the back of industrial shutdowns forced by the coronavirus. Stronger Australian iron ore exports may also boost tax revenues.

The impact of the virus on Australian commodity exports has thus far been hard to determine given the Chinese New Year period is traditionally a period of weaker trade flows.

Macquarie analysts said Chinese mills' stockpiles of raw materials like iron ore had declined sharply in recent weeks, while stockpiles of finished steel products had risen sharply.

Those outcomes were interpreted as a sign that mills had continued to produce despite weaker demand for steel and reduced imports of commodities.

Vale's weak start to the year means it is far behind the pace required to meet its full year iron ore target of between 340 million and 355 million tonnes of iron ore.

Cung cầu ai thắng đây?

Múc mạnh thôi vì ko ai nhập quặng sắt ở Úc và Brazil, giá quặng sẽ lại quay về 7x như tháng 9/2019
Australian iron ore, gas and lamb exports to be hit hard as coronavirus crisis continues

Australian exporters brace for impact as death toll rises and much of China’s huge economy remains in lockdown

Australian exporters heavily dependent on China are braced for the full impact of the coronavirus on Australian exports, from iron ore and LNG, to lobster and lamb, and bionic ear technology.

The global death toll from the virus outbreak has passed 1,000, and more than 40,000 people have been infected, 99% of those in mainland China. Vast swathes of China’s massive economy remain in lockdown.

While China’s senior medical adviser Zhong Nanshan has forecast that the outbreak may have peaked and could be over by April, the director of the World Health Organisation said a vaccine could be 18 months away, and warned of the potential economic and social consequences if the virus outbreak is not brought under control.

“To be honest, a virus is more powerful in creating political, economic and social upheaval than any terrorist attack,” WHO director Tedros Adhanom Ghebreyesus said.

There are concerns Chinese importers of copper and gas could use force majeure clauses in their contracts that will allow them to suspend deliveries of the key commodities.

Force majeure clauses refer to unforeseeable external circumstances that prevent a party from fulfilling a contract, usually dramatic events such as natural disasters, strikes or terrorist attacks.

China and Australia are intensely interdependent on liquefied natural gas (LNG). Australia supplies about 40% of China’s LNG, while about 40% of Australia’s LNG exports are to China.

China’s largest importer of LNG, China National Offshore Oil Corporation (CNOOC), reportedly invoked force majeure to suspend contracts with Total and Shell last week, but the claim was dismissed by the suppliers. Shell’s Queensland Curtis LNG project is CNOOC’s biggest Australian supplier.

The price of Australia’s most important export to China, iron ore, fell 11% in January due to the virus outbreak, ratings agency Moody’s said.

Australia exports more than $60bn a year worth of iron ore to China, and the industry is a major source of tax revenue. A fall in volumes and price will hurt Australia’s budget bottom line.

According to Moody’s, mining magnate Andrew “Twiggy” Forrest’s Fortescue Metals is the Australianmining company most exposed to a downturn in China: making 93% of its sales there.

But the two big Anglo-Australian miners, BHP and Rio Tinto, are also heavily exposed, selling 55% and 45% respectively to China.

NAB’s Forward View said commodity prices remain in retreat in response to the coronavirus, and warned “the scale and duration of the outbreak is highly uncertain”.

“Markets are concerned that containment measures implemented by Chinese authorities will negatively impact demand for commodities from the manufacturing and construction sectors – placing downward pressure on prices.”

Ben Jarman, senior economist at JP Morgan, said growth forecasts for China had been significantly downgraded as a result of the coronavirus and continuing uncertainty over its impacts.

“The forecast short-run hit to industry in China is very large, and it may be difficult for affected users of raw commodity inputs to ‘look through’ to the other side of the shock.”

Reports that force majeure may be declared on some of China’s LNG imports, suggest “a quite persistent shock to demand”.

Australia’s largest meat-processing cooperative, Northern Cooperative Meat Company, has had product stuck at Chinese ports awaiting dock workers to return to work, while China’s ban on seafood imports has left Australian producers with millions of dollars worth of unsold fish and shellfish.

Economists at UBS say Australia’s economy will shrink by 0.1% this quarter thanks to the coronavirus outbreak, and have warned that it could be even worse.

This is UBS’s weakest forecast for Australia since the global financial crisis and warn that the recessionary impact could even be as great as a 0.5% contraction.

The calculations are based on an expectation of a 30% slump in China’s total outbound travel in 2020, with the first quarter contraction the most severe. Millions of Chinese tourists visit Australia every year and are the biggest spenders when they get there.

“This wipes A$6bn from GDP, or 0.9% off annual growth, a plausible downside risk scenario ... we now think Q1 GDP growth is likely to be negative, even with arguably still optimistic assumptions,” UBS analysts said in a note.

Australia’s shipping routes have not yet been particularly affected by the government’s travel restrictions, according to the CEO of Ports Australia, Mike Gallacher.

He said both maritime imports and exports were continuing as usual.

The government’s travel ban, announced on 1 February, requires any person who passes through mainland China to spend at least 14 days outside of China before entering Australia. But many cargo ships from China to Australia already take 13 or 14 days to arrive, creating only negligible delays.

“We can fortunately say there have been no reported major disturbances to the supply chain,” Gallacher told Guardian Australia.

“As an island nation with 98% of its trade coming through our ports, imports and exports must and will continue with the addition of extra safety measures."

Không biết sắt thép mà xuất khẩu và EU có được ưu đãi gì về thuế má vụ EVFTA ko bác @sontiny . hôm nay dệt may thủy sản CE hàng loạt rồi