Benchmark Maintains Buy on Kaiser Aluminum, Lowers Price Target to $74
Kaiser Aluminum Analyst Ratings
Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
A year after Baosteel took over, Shandong Iron And Steel reduced losses by 90% in the first quarter | Interpretations
① Shandong Iron And Steel is expected to lose approximately 14.5 million in the first quarter, with a loss reduction of over 90%; ② Company insiders stated that the overall pressure in the Industry still exists, and the company achieved a year-on-year reduction in losses through various internal efforts, including cost control and optimization of product structure.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.