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

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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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Comment（36）

TBanger
·2021-06-16
Maybe I’ll look into Steel then.
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plasticbag
·2021-06-16
Like n comment
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jejesss
·2021-06-16
Ok
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1
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plasticbag
·2021-06-16
Like n comment thx
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slsong
·2021-06-16
驚悚標題
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- HANDM:
  [强]
  2021-06-16
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OJC
·2021-06-16
Like n comment
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- OJC:
  ??
  2021-06-16
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bsq
·2021-06-16
z
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Damien111
·2021-06-16
Like n comment
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6
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- CelineDang:
  reply
  2021-06-16
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Elliejellie
·2021-06-16
Like and comment pls
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- Damien111:
  Ok
  2021-06-16
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- Gracejul:
  ??
  2021-06-16
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Jaspyy
·2021-06-16
?
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3
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jupaby
·2021-06-16
Buy!
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- xyloniax:
  buy
  2021-06-16
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- pekss:
  You trust that?
  2021-06-16
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- ngph:
  Load up
  2021-06-16
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snjj185
·2021-06-16
Like and comment
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- Elliejellie:
  Like and comment pls
  2021-06-16
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- jupaby:
  co
  2021-06-16
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wonderwon
·2021-06-16
Like and comment
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- snjj185:
  done pls reply to my comment
  2021-06-16
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- Damien111:
  Ok
  2021-06-16
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LMChin
·2021-06-16
Ok
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2MDB
·2021-06-16
Like and comment please
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4
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- WWTan:
  ok
  2021-06-16
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YC86
·2021-06-16
Hi
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- newbe1001:
  hi
  2021-06-16
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- jingabel:
  hi
  2021-06-16
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JohnsonYeo
·2021-06-16
Good
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Bsbsb
·2021-06-16
Wow
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Huatmoney
·2021-06-16
Comment pls
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- snjj185:
  done pls reply to my comment
  2021-06-16
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FunnyFun
·2021-06-16
Like and comment thanks
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- Huatmoney:
  Ok
  2021-06-16
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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":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":169426675,"gmtCreate":1623848309997,"gmtModify":1703821264402,"author":{"id":"3551275186417781","authorId":"3551275186417781","name":"TBanger","avatar":"https://static.tigerbbs.com/e8e895fbd3256856fdf038fc5d1c3bee","vip":1,"crmLevel":2,"crmLevelSwitch":0},"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://ttm.financial/post/169426675","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":1703821258778,"author":{"id":"3585042599146244","authorId":"3585042599146244","name":"plasticbag","avatar":"https://static.tigerbbs.com/75759bfc97d94798a8f93df583a58523","vip":1,"crmLevel":1,"crmLevelSwitch":0},"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://ttm.financial/post/169423942","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":1703821253023,"author":{"id":"3571015317722951","authorId":"3571015317722951","name":"jejesss","avatar":"https://static.tigerbbs.com/198a6a4d807d473d73a6f152624c1a23","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169464069","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":1703821251715,"author":{"id":"3585042599146244","authorId":"3585042599146244","name":"plasticbag","avatar":"https://static.tigerbbs.com/75759bfc97d94798a8f93df583a58523","vip":1,"crmLevel":1,"crmLevelSwitch":0},"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://ttm.financial/post/169465032","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":1703821226686,"author":{"id":"3568542875100090","authorId":"3568542875100090","name":"slsong","avatar":"https://static.tigerbbs.com/74060019039211abd07485b309b1dbb3","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"驚悚標題","listText":"驚悚標題","text":"驚悚標題","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169480120","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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,"authorId":3556183628979008,"name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","vip":1,"crmLevel":5,"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":1703821201664,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":6,"crmLevelSwitch":0},"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://ttm.financial/post/169439711","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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,"authorId":3558657051587432,"name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.16","exceedPercentage":"93.78%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169439711,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":169406102,"gmtCreate":1623846056606,"gmtModify":1703821176943,"author":{"id":"3586396206576904","authorId":"3586396206576904","name":"bsq","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"z","listText":"z","text":"z","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169406102","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":169541611,"gmtCreate":1623844983533,"gmtModify":1703821146240,"author":{"id":"3581590268956264","authorId":"3581590268956264","name":"Damien111","avatar":"https://community-static.tradeup.com/news/79328dd256df8bc25949678982e26fc3","vip":1,"crmLevel":7,"crmLevelSwitch":1},"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169541611","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":4809918,"gmtCreate":1623845096058,"gmtModify":1663229025140,"authorId":3582718916471703,"author":{"id":3582718916471703,"authorId":3582718916471703,"name":"CelineDang","avatar":"https://static.tigerbbs.com/8e51a48e7e0c121663678b012d37acb6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169541611,"type":1,"supId":0,"prevId":0,"content":"reply","text":"reply","html":"reply"}],"langContent":"EN"},{"id":169540637,"gmtCreate":1623844818229,"gmtModify":1703821141958,"author":{"id":"3562494157652705","authorId":"3562494157652705","name":"Elliejellie","avatar":"https://static.tigerbbs.com/06a9ea366c24ac27052474431cf2fb21","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/169540637","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":4809870,"gmtCreate":1623844994651,"gmtModify":1663229024828,"authorId":3581590268956264,"author":{"id":3581590268956264,"authorId":3581590268956264,"name":"Damien111","avatar":"https://community-static.tradeup.com/news/79328dd256df8bc25949678982e26fc3","vip":1,"currentWearingBadge":{"badgeId":"f00de38e20574ad1abf55a15966547c8-1","templateUuid":"f00de38e20574ad1abf55a15966547c8","name":"Average winning trade","description":"Top 50%","bigImgUrl":"https://community-static.tradeup.com/news/f53cdecfbff6499d133bad354ae10ff1","smallImgUrl":"https://community-static.tradeup.com/news/2554f84686bbcccc035b93fe29308e43","grayImgUrl":"https://community-static.tradeup.com/news/84c66bc70ac1cf09f4e89b1d4ca9d017","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5200},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169540637,"type":1,"supId":4809837,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":4809837,"gmtCreate":1623844913561,"gmtModify":1663229023839,"authorId":3580616876327884,"author":{"id":3580616876327884,"authorId":3580616876327884,"name":"Gracejul","avatar":"https://static.tigerbbs.com/4eb0939e0d9d3089392b067e791d69f3","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.01","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169540637,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":169553732,"gmtCreate":1623844449126,"gmtModify":1703821133444,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169553732","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":169527622,"gmtCreate":1623844296266,"gmtModify":1703821127386,"author":{"id":"3584698735314345","authorId":"3584698735314345","name":"jupaby","avatar":"https://static.tigerbbs.com/fa7448e766050ccb251de813667b4ac7","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/169527622","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":4810531,"gmtCreate":1623846619802,"gmtModify":1663229027646,"authorId":3573076076569452,"author":{"id":3573076076569452,"authorId":3573076076569452,"name":"xyloniax","avatar":"https://static.tigerbbs.com/048af1202cd6fb0572ecac263cccb27c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169527622,"type":1,"supId":0,"prevId":0,"content":"<u>buy</u>","text":"<u>buy</u>","html":"<u>buy</u>"},{"id":4809921,"gmtCreate":1623845099629,"gmtModify":1663229024844,"authorId":3581636635898281,"author":{"id":3581636635898281,"authorId":3581636635898281,"name":"pekss","avatar":"https://static.tigerbbs.com/7dfef98c44b3810cffef7f3eb78524ba","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.31","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":169527622,"type":1,"supId":4809894,"prevId":0,"content":"You trust that?","text":"You trust that?","html":"You trust that?"},{"id":4809894,"gmtCreate":1623845047958,"gmtModify":1663229024744,"authorId":3581841475262844,"author":{"id":3581841475262844,"authorId":3581841475262844,"name":"ngph","avatar":"https://static.tigerbbs.com/184d156a6098c9891cc55260418562f6","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.25","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169527622,"type":1,"supId":0,"prevId":0,"content":"Load up","text":"Load up","html":"Load up"}],"langContent":"EN"},{"id":169525640,"gmtCreate":1623844229580,"gmtModify":1703821124587,"author":{"id":"3578910275789684","authorId":"3578910275789684","name":"snjj185","avatar":"https://static.tigerbbs.com/e45ea244c01111c173fee698249eeeee","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/169525640","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":4809812,"gmtCreate":1623844836142,"gmtModify":1663229025027,"authorId":3562494157652705,"author":{"id":3562494157652705,"authorId":3562494157652705,"name":"Elliejellie","avatar":"https://static.tigerbbs.com/06a9ea366c24ac27052474431cf2fb21","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169525640,"type":1,"supId":0,"prevId":0,"content":"Like and comment pls","text":"Like and comment pls","html":"Like and comment pls"},{"id":4809626,"gmtCreate":1623844313246,"gmtModify":1663229021928,"authorId":3584698735314345,"author":{"id":3584698735314345,"authorId":3584698735314345,"name":"jupaby","avatar":"https://static.tigerbbs.com/fa7448e766050ccb251de813667b4ac7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169525640,"type":1,"supId":0,"prevId":0,"content":"<u>co</u>","text":"<u>co</u>","html":"<u>co</u>"}],"langContent":"EN"},{"id":169526566,"gmtCreate":1623844138255,"gmtModify":1703821122132,"author":{"id":"3586327374316209","authorId":"3586327374316209","name":"wonderwon","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/169526566","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":4809585,"gmtCreate":1623844244973,"gmtModify":1663229022238,"authorId":3578910275789684,"author":{"id":3578910275789684,"authorId":3578910275789684,"name":"snjj185","avatar":"https://static.tigerbbs.com/e45ea244c01111c173fee698249eeeee","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169526566,"type":1,"supId":0,"prevId":0,"content":"done pls reply to my comment","text":"done pls reply to my comment","html":"done pls reply to my comment"},{"id":4809873,"gmtCreate":1623845002997,"gmtModify":1635316445388,"authorId":3581590268956264,"author":{"id":3581590268956264,"authorId":3581590268956264,"name":"Damien111","avatar":"https://community-static.tradeup.com/news/79328dd256df8bc25949678982e26fc3","vip":1,"currentWearingBadge":{"badgeId":"f00de38e20574ad1abf55a15966547c8-1","templateUuid":"f00de38e20574ad1abf55a15966547c8","name":"Average winning trade","description":"Top 50%","bigImgUrl":"https://community-static.tradeup.com/news/f53cdecfbff6499d133bad354ae10ff1","smallImgUrl":"https://community-static.tradeup.com/news/2554f84686bbcccc035b93fe29308e43","grayImgUrl":"https://community-static.tradeup.com/news/84c66bc70ac1cf09f4e89b1d4ca9d017","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5200},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169526566,"type":1,"supId":4809585,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":169521680,"gmtCreate":1623844027340,"gmtModify":1703821118859,"author":{"id":"3586056098696132","authorId":"3586056098696132","name":"LMChin","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169521680","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":169565996,"gmtCreate":1623843722715,"gmtModify":1703821109700,"author":{"id":"3567533619607889","authorId":"3567533619607889","name":"2MDB","avatar":"https://static.tigerbbs.com/9cf88fa5b2a71111fb08911613ab838b","vip":1,"crmLevel":9,"crmLevelSwitch":0},"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169565996","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":4809402,"gmtCreate":1623843811351,"gmtModify":1663229022939,"authorId":3581679936650072,"author":{"id":3581679936650072,"authorId":3581679936650072,"name":"WWTan","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169565996,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":169566205,"gmtCreate":1623843688907,"gmtModify":1703821107578,"author":{"id":"3583227487758789","authorId":"3583227487758789","name":"YC86","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/169566205","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":4809391,"gmtCreate":1623843766267,"gmtModify":1663229023139,"authorId":3579598681489240,"author":{"id":3579598681489240,"authorId":3579598681489240,"name":"newbe1001","avatar":"https://static.tigerbbs.com/4766ee30ada4a9df74dddcb9ae1d7131","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169566205,"type":1,"supId":0,"prevId":0,"content":"hi","text":"hi","html":"hi"},{"id":4809432,"gmtCreate":1623843894863,"gmtModify":1663229021937,"authorId":3579683280519440,"author":{"id":3579683280519440,"authorId":3579683280519440,"name":"jingabel","avatar":"https://static.tigerbbs.com/5109716c64f0b691a5098e4d5397ffc2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169566205,"type":1,"supId":4809391,"prevId":0,"content":"hi","text":"hi","html":"hi"}],"langContent":"EN"},{"id":169561797,"gmtCreate":1623843610919,"gmtModify":1703821104458,"author":{"id":"3581577540266884","authorId":"3581577540266884","name":"JohnsonYeo","avatar":"https://static.tigerbbs.com/7139a0ce522ecb24fe97876b7ccfa905","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169561797","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":169561327,"gmtCreate":1623843572069,"gmtModify":1703821103308,"author":{"id":"3577346931088803","authorId":"3577346931088803","name":"Bsbsb","avatar":"https://static.tigerbbs.com/962fe51aa9ee00a3b554a060030dce6a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169561327","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":169563178,"gmtCreate":1623843522794,"gmtModify":1703821102491,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169563178","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":4809593,"gmtCreate":1623844257685,"gmtModify":1663229022237,"authorId":3578910275789684,"author":{"id":3578910275789684,"authorId":3578910275789684,"name":"snjj185","avatar":"https://static.tigerbbs.com/e45ea244c01111c173fee698249eeeee","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169563178,"type":1,"supId":0,"prevId":0,"content":"done pls reply to my comment","text":"done pls reply to my comment","html":"done pls reply to my comment"}],"langContent":"EN"},{"id":169563980,"gmtCreate":1623843517240,"gmtModify":1703821102325,"author":{"id":"3581664026895626","authorId":"3581664026895626","name":"FunnyFun","avatar":"https://static.tigerbbs.com/e07aca58746125ec6ef6115042d363e9","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169563980","repostId":1139396497,"repostType":4,"repost":{"id":"1139396497","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":{"X":"美国钢铁","CMC":"美国工商五金公司","RS":"Reliance Steel & Aluminum Co","STZHF":"Stelco Holdings Inc.","NUE":"纽柯钢铁","CRS":"卡朋特科技","EAF":"Graftech International Ltd."},"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":4809332,"gmtCreate":1623843531776,"gmtModify":1635316492573,"authorId":3579523962373263,"author":{"id":3579523962373263,"authorId":3579523962373263,"name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":169563980,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":50,"commentSize":36,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}