AA及铝的需求量

ByStander

这是两段关于AA ER的报道
"Revenue fell to $4.6 billion from $7.00 billion a year earlier, but was 9 percent higher than the second quarter and higher than analysts' average estimate of $4.55 billion, according to Thomson Reuters I/B/E/S"

"Revenues also got a boost from an increase in aluminum prices, which rose to $1,972 per metric ton in the third quarter from $1,667 per metric ton in the second quarter"

如果假定AA的Revenue 全部来自卖铝.那它第二季度买出的铝是(4.6X0.91)X1000000000/1667=2511097吨.
第三季度卖出的铝是4.6X1000000000/1972 = 2332657吨.
也就是说第三季度比第二季度少卖了大概7%的铝. 这说明第三季度全球对铝的需求还不如第二季度!这大概也就是AA只能说"key markets are stabilizing"

xz214

good calculation

Diffusion

sharp eye

flyingdust

算得那么复杂干啥，这个季报的意义和中心思想在于AA开始盈利了，然后市场的反应是积极的。

牛熊

Sales　４．６２　ＤｏｗｎFrom　７．２３　ｔｈｉｓtimeｌａｓｔyear.

oldpigwang

1# ByStander
10% sales up was from China.

buctusa

Everything is up to MM.............

ccc

1# ByStander


good one, thanks

xiaoshitou

眼尖啊，看来光看revenue也是不行的。

bigbadwolf

1# ByStander

关键是汽车业的需求会不会增加。中国的需求对价格会有支持。

Jinekace

从cnbc看盘后的量才2万多，这是正确的吗？

CoolMax

Everything is up to MM.............
buctusa 发表于 2009-10-7 06:48 PM

Yes，that's 100% right.

牛二买刀

Yes，that's 100% right.
CoolMax 发表于 2009-10-7 19:18

nod

zhongyuw

Good one

weigoodone01

MM will cheat us until they trap most investors to hold the bag!

augustuschina

需求不旺，价格怎么会上去，请问老大？

牛二买刀

需求不旺，价格怎么会上去，请问老大？
augustuschina 发表于 2009-10-7 21:10

可以是因为成本上去了，不得不提高价格。

ByStander

需求不旺，价格怎么会上去，请问老大？
augustuschina 发表于 2009-10-7 21:10

No idea. 不过我认为AA是有定价权的。另外跟CURRENCY也有关系

zpwang

16# augustuschina


美元在贬值

acura