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Even Though Alcoa (NYSE:AA) Has Lost US$342m Market Cap in Last 7 Days, Shareholders Are Still up 472% Over 5 Years
Press Release: Alcoa Schedules First Quarter 2025 Earnings Release and Conference Call
A price increase of 120% within the year! With both stockpiling and monetization coexisting, where will the price of bismuth go after "soaring to the sky"? | Industry Observation
① The price of bismuth has doubled this year, reaching a nearly ten-year high; ② Export controls, funding sentiments, and the widening price gap at home and abroad are important factors leading to the recent increase in bismuth prices; ③ Industry insiders have differing opinions on future price trends, with a coexistence of stockpiling and monetization within the Industry Chain.
Reevaluation of the Aluminum industry.
Morgan Stanley pointed out that by 2025, the Global aluminum materials supply chain will undergo significant changes: bauxite will shift from shortage to balance, alumina supply will change from shortfall to surplus by 4 million tons, while the aluminum market will maintain a supply-demand gap of 0.257 million tons. This differentiated supply-demand pattern is reshaping the Industry profit margin structure.
Alcoa Call Volume Above Normal and Directionally Bullish
Morgan Stanley Maintains Alcoa(AA.US) With Buy Rating, Maintains Target Price $51
