The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says_老虎社区_美港股上老虎

The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says

CNBC2021-06-29

Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years. Aluminum production contributes around ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

189

Jo7geek3
·2021-06-29
Want to buy these stocks!
回复
点赞
举报
CaiCai99
·2021-06-29
Interesting
回复
4
举报
收起
- Gee1:
  beginning of the end??
  2021-06-29
  回复
  举报
khaukk
·2021-06-29
great likes pls
回复
6
举报
收起
- Racheltestin:
  Hi
  2021-06-29
  回复
  举报
- JustinLZQ:
  hi
  2021-06-29
  回复
  举报
CTLT
·2021-06-29
Slow & easy win the race.. yes..
回复
4
举报
收起
- Allenchang:
  K
  2021-06-29
  回复
  举报
ASMH
·2021-06-29
Great
回复
4
举报
收起
- HBG:
  😁
  2021-06-29
  回复
  举报
- ASMH:
  Good
  2021-07-01
  回复
  举报
Oddleo
·2021-06-29
I see [Great]
回复
5
举报
WindyMoon
·2021-06-29
Cool
回复
2
举报
收起
- WindyMoon:
  [Cool]
  2021-06-29
  回复
  举报
grondo
·2021-06-29
Nice
回复
2
举报
收起
- Oddleo:
  Yes
  2021-06-29
  回复
  举报
oneplus374
·2021-06-29
please like and comment, thanks!
回复
4
举报
收起
- tig2021:
  Done
  2021-06-29
  回复
  举报
- Vic12:
  Done
  2021-06-29
  回复
  举报
- Acella:
  😀
  2021-06-29
  回复
  举报
eyescold
·2021-06-29
👍
回复
点赞
举报
ShawnKoh1
·2021-06-29
Like and comment pls
回复
点赞
举报
yss01
·2021-06-29
Very cool
回复
点赞
举报
JayTan
·2021-06-29
Like and comment pls
回复
1
举报
收起
- 土金水木火:
  Done
  2021-06-29
  回复
  举报
sk27
·2021-06-29
[微笑]
回复
2
举报
Ezec
·2021-06-29
Nice
回复
5
举报
收起
- J288:
  buy！
  2021-06-29
  回复
  举报
VL505
·2021-06-29
Is it true?
回复
2
举报
Shadowrider
·2021-06-29
Nice
回复
3
举报
收起
- jinvestmentj:
  Done
  2021-06-29
  回复
  举报
- Jessieping:
  ok
  2021-06-29
  回复
  举报
Helenbaby
·2021-06-29
👏
回复
4
举报
收起
- Shadowrider:
  Good
  2021-06-29
  回复
  举报
Jabinlim
·2021-06-29
Love the word Bullllll!
回复
5
举报
收起
- J288:
  Good!
  2021-06-29
  回复
  举报
- Shadowrider:
  Ok
  2021-06-29
  回复
  举报
Goldilock
·2021-06-29
Great 👍🏻
回复
1
举报
收起
- jinvestmentj:
  good
  2021-06-29
  回复
  举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1103175848?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-06-29 08:36","share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","id":"1103175848","market":"us","top_or_hot":-1,"title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","media":"CNBC","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">网页链接</a>\n\n</div>\n","source":"cnbc_highlight","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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","article_id":"1103175848","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","pubTimestamp":1624926963,"columns":[],"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"高盛说，这些“绿色”金属股票的牛市才刚刚开始","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00486":0.9,"AA":0.9,"GS":0.9},"content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"code":"91000000","status":"200"},"commentList":[{"id":159021445,"gmtCreate":1624932054687,"gmtModify":1633946832040,"author":{"id":"3575084788574048","authorId":"3575084788574048","name":"Jo7geek3","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575084788574048","authorIdStr":"3575084788574048"},"htmlText":"Want to buy these stocks!","listText":"Want to buy these stocks!","text":"Want to buy these stocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159021445","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":150741278,"gmtCreate":1624929122294,"gmtModify":1633946898854,"author":{"id":"3577149952498564","authorId":"3577149952498564","name":"CaiCai99","avatar":"https://static.tigerbbs.com/c59f7b803ae24d48731eeccaef4733dd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577149952498564","authorIdStr":"3577149952498564"},"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150741278","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061803,"gmtCreate":1624930254454,"gmtModify":1635242230483,"authorId":3555136548043615,"author":{"id":3555136548043615,"idStr":"3555136548043615","authorId":3555136548043615,"name":"Gee1","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150741278,"type":1,"supId":0,"prevId":0,"content":"beginning of the end?? ","text":"beginning of the end?? ","html":"beginning of the end?? "}],"langContent":"EN"},{"id":150749722,"gmtCreate":1624929057966,"gmtModify":1633946900618,"author":{"id":"3565793453280627","authorId":"3565793453280627","name":"khaukk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3565793453280627","authorIdStr":"3565793453280627"},"htmlText":"great likes pls","listText":"great likes pls","text":"great likes pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/150749722","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061927,"gmtCreate":1624930688967,"gmtModify":1635242219076,"authorId":3570069153864313,"author":{"id":3570069153864313,"idStr":"3570069153864313","authorId":3570069153864313,"name":"Racheltestin","avatar":"https://static.tigerbbs.com/83746feea9af3c17ae42ff00d7ca9254","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150749722,"type":1,"supId":0,"prevId":0,"content":"Hi","text":"Hi","html":"Hi"},{"id":5062486,"gmtCreate":1624932564278,"gmtModify":1635242164040,"authorId":3575345976448625,"author":{"id":3575345976448625,"idStr":"3575345976448625","authorId":3575345976448625,"name":"JustinLZQ","avatar":"https://static.tigerbbs.com/ba5722110e27f9fe33764e68bc9278f7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150749722,"type":1,"supId":5061927,"prevId":0,"content":"<u>hi</u>","text":"<u>hi</u>","html":"<u>hi</u>"}],"langContent":"EN"},{"id":150751789,"gmtCreate":1624928785941,"gmtModify":1633946907781,"author":{"id":"3575034880210493","authorId":"3575034880210493","name":"CTLT","avatar":"https://static.tigerbbs.com/7281d38ef945e595e240f73b0b57e538","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3575034880210493","authorIdStr":"3575034880210493"},"htmlText":"Slow &amp; easy win the race.. yes..&nbsp;","listText":"Slow &amp; easy win the race.. yes..&nbsp;","text":"Slow & easy win the race.. yes..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150751789","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061451,"gmtCreate":1624928980453,"gmtModify":1635242267004,"authorId":3574228994035411,"author":{"id":3574228994035411,"idStr":"3574228994035411","authorId":3574228994035411,"name":"Allenchang","avatar":"https://static.tigerbbs.com/bf64d942e55f3c756282ca09ce5d0be6","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150751789,"type":1,"supId":0,"prevId":0,"content":"K","text":"K","html":"K"}],"langContent":"EN"},{"id":150751429,"gmtCreate":1624928781961,"gmtModify":1633946907902,"author":{"id":"3586939439858903","authorId":"3586939439858903","name":"ASMH","avatar":"https://static.tigerbbs.com/c8c22c3127769d9bb7b4e8d291d98433","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586939439858903","authorIdStr":"3586939439858903"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/150751429","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061398,"gmtCreate":1624928802449,"gmtModify":1635242272627,"authorId":3586502447028517,"author":{"id":3586502447028517,"idStr":"3586502447028517","authorId":3586502447028517,"name":"HBG","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150751429,"type":1,"supId":0,"prevId":0,"content":"😁","text":"😁","html":"😁"},{"id":5087513,"gmtCreate":1625105541129,"gmtModify":1635240069398,"authorId":3586939439858903,"author":{"id":3586939439858903,"idStr":"3586939439858903","authorId":3586939439858903,"name":"ASMH","avatar":"https://static.tigerbbs.com/c8c22c3127769d9bb7b4e8d291d98433","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150751429,"type":1,"supId":5061398,"prevId":0,"content":"Good","text":"Good","html":"Good"}],"langContent":"EN"},{"id":150751156,"gmtCreate":1624928767275,"gmtModify":1631894047677,"author":{"id":"3582365143818595","authorId":"3582365143818595","name":"Oddleo","avatar":"https://static.tigerbbs.com/569e40b38ccc6665e8895b488137078c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582365143818595","authorIdStr":"3582365143818595"},"htmlText":"I see [Great]&nbsp;","listText":"I see [Great]&nbsp;","text":"I see [Great]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150751156","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":150750599,"gmtCreate":1624928718711,"gmtModify":1633946910196,"author":{"id":"3585190346107555","authorId":"3585190346107555","name":"WindyMoon","avatar":"https://static.tigerbbs.com/8e3e8fe6ed7167969540d7d4434286db","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585190346107555","authorIdStr":"3585190346107555"},"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150750599","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061373,"gmtCreate":1624928726719,"gmtModify":1635242275304,"authorId":3585190346107555,"author":{"id":3585190346107555,"idStr":"3585190346107555","authorId":3585190346107555,"name":"WindyMoon","avatar":"https://static.tigerbbs.com/8e3e8fe6ed7167969540d7d4434286db","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150750599,"type":1,"supId":0,"prevId":0,"content":"[Cool]","text":"[Cool]","html":"[Cool]"}],"langContent":"EN"},{"id":150729110,"gmtCreate":1624928446930,"gmtModify":1631884131874,"author":{"id":"3581933019930023","authorId":"3581933019930023","name":"grondo","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581933019930023","authorIdStr":"3581933019930023"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150729110","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061392,"gmtCreate":1624928787706,"gmtModify":1631884131880,"authorId":3582365143818595,"author":{"id":3582365143818595,"idStr":"3582365143818595","authorId":3582365143818595,"name":"Oddleo","avatar":"https://static.tigerbbs.com/569e40b38ccc6665e8895b488137078c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150729110,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"}],"langContent":"EN"},{"id":150720127,"gmtCreate":1624928421069,"gmtModify":1633946919182,"author":{"id":"3573639773544520","authorId":"3573639773544520","name":"oneplus374","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3573639773544520","authorIdStr":"3573639773544520"},"htmlText":"please like and comment, thanks!","listText":"please like and comment, thanks!","text":"please like and comment, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/150720127","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061311,"gmtCreate":1624928534920,"gmtModify":1635242281752,"authorId":3587008457873110,"author":{"id":3587008457873110,"idStr":"3587008457873110","authorId":3587008457873110,"name":"tig2021","avatar":"https://static.tigerbbs.com/86558e2c1be0fae967630b306994ef5a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150720127,"type":1,"supId":0,"prevId":0,"content":"<u>Done</u>","text":"<u>Done</u>","html":"<u>Done</u>"},{"id":5062221,"gmtCreate":1624931729359,"gmtModify":1635242189233,"authorId":3554281144270981,"author":{"id":3554281144270981,"idStr":"3554281144270981","authorId":3554281144270981,"name":"Vic12","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150720127,"type":1,"supId":0,"prevId":0,"content":"Done","text":"Done","html":"Done"},{"id":5064807,"gmtCreate":1624945321763,"gmtModify":1635241908340,"authorId":3563150446821026,"author":{"id":3563150446821026,"idStr":"3563150446821026","authorId":3563150446821026,"name":"Acella","avatar":"https://static.tigerbbs.com/2712c4bb0bfbec4d2773e012189db3bc","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150720127,"type":1,"supId":0,"prevId":0,"content":"😀","text":"😀","html":"😀"}],"langContent":"EN"},{"id":150762874,"gmtCreate":1624928309998,"gmtModify":1633946922368,"author":{"id":"3582062230385855","authorId":"3582062230385855","name":"eyescold","avatar":"https://static.tigerbbs.com/947cfb8056822e3c4b4c3ace4c59dd6f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582062230385855","authorIdStr":"3582062230385855"},"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150762874","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":150766952,"gmtCreate":1624928285676,"gmtModify":1633946923542,"author":{"id":"3570598542159923","authorId":"3570598542159923","name":"ShawnKoh1","avatar":"https://static.tigerbbs.com/0045c4894f8a2755b17a9e8518df4d5e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3570598542159923","authorIdStr":"3570598542159923"},"htmlText":"Like and&nbsp; comment pls","listText":"Like and&nbsp; comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150766952","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":150768786,"gmtCreate":1624928284845,"gmtModify":1633946923787,"author":{"id":"4087820317511300","authorId":"4087820317511300","name":"yss01","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087820317511300","authorIdStr":"4087820317511300"},"htmlText":"Very cool","listText":"Very cool","text":"Very cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150768786","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":150761273,"gmtCreate":1624928255092,"gmtModify":1633946924843,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"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":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150761273","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061270,"gmtCreate":1624928428743,"gmtModify":1635242285434,"authorId":4087537231786360,"author":{"id":4087537231786360,"idStr":"4087537231786360","authorId":4087537231786360,"name":"土金水木火","avatar":"https://static.tigerbbs.com/b569dff568eac68113202875c896b710","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150761273,"type":1,"supId":0,"prevId":0,"content":"<u>Done</u>","text":"<u>Done</u>","html":"<u>Done</u>"}],"langContent":"EN"},{"id":150761955,"gmtCreate":1624928234277,"gmtModify":1633946925458,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150761955","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":150788312,"gmtCreate":1624927942036,"gmtModify":1631886745475,"author":{"id":"3577869882489488","authorId":"3577869882489488","name":"Ezec","avatar":"https://static.tigerbbs.com/443aba89e513b819e922bef06e4591e3","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3577869882489488","authorIdStr":"3577869882489488"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150788312","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5062723,"gmtCreate":1624933446032,"gmtModify":1631886745480,"authorId":3581761980405366,"author":{"id":3581761980405366,"idStr":"3581761980405366","authorId":3581761980405366,"name":"J288","avatar":"https://static.tigerbbs.com/f139ffb0e1f3cec014732c0986adcded","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150788312,"type":1,"supId":0,"prevId":0,"content":"buy！","text":"buy！","html":"buy！"}],"langContent":"EN"},{"id":150783259,"gmtCreate":1624927897571,"gmtModify":1633946934341,"author":{"id":"3569876910526514","authorId":"3569876910526514","name":"VL505","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3569876910526514","authorIdStr":"3569876910526514"},"htmlText":"Is it true?","listText":"Is it true?","text":"Is it true?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150783259","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":150716841,"gmtCreate":1624927654683,"gmtModify":1633946940779,"author":{"id":"3582060513966213","authorId":"3582060513966213","name":"Shadowrider","avatar":"https://static.tigerbbs.com/5a097dc665f46a3e5b535d2fd63e682b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582060513966213","authorIdStr":"3582060513966213"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/150716841","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061071,"gmtCreate":1624927795378,"gmtModify":1635242306767,"authorId":3563586847469454,"author":{"id":3563586847469454,"idStr":"3563586847469454","authorId":3563586847469454,"name":"jinvestmentj","avatar":"https://static.tigerbbs.com/1d29b839c9decbb475e5d52227835dd3","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150716841,"type":1,"supId":0,"prevId":0,"content":"Done","text":"Done","html":"Done"},{"id":5061116,"gmtCreate":1624927926322,"gmtModify":1635242302277,"authorId":3581459806944540,"author":{"id":3581459806944540,"idStr":"3581459806944540","authorId":3581459806944540,"name":"Jessieping","avatar":"https://static.tigerbbs.com/3cdbeda6e6ab3483c3a5a4139e5529f8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150716841,"type":1,"supId":5061071,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":150716319,"gmtCreate":1624927650131,"gmtModify":1633946940901,"author":{"id":"3578774137095517","authorId":"3578774137095517","name":"Helenbaby","avatar":"https://static.tigerbbs.com/12e3a394287ffa966cd6951da1db91f7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578774137095517","authorIdStr":"3578774137095517"},"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150716319","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061027,"gmtCreate":1624927664334,"gmtModify":1635242311375,"authorId":3582060513966213,"author":{"id":3582060513966213,"idStr":"3582060513966213","authorId":3582060513966213,"name":"Shadowrider","avatar":"https://static.tigerbbs.com/5a097dc665f46a3e5b535d2fd63e682b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150716319,"type":1,"supId":0,"prevId":0,"content":"Good","text":"Good","html":"Good"}],"langContent":"EN"},{"id":150718955,"gmtCreate":1624927598277,"gmtModify":1633946941491,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"htmlText":"Love the word Bullllll!&nbsp;","listText":"Love the word Bullllll!&nbsp;","text":"Love the word Bullllll!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/150718955","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061119,"gmtCreate":1624927940906,"gmtModify":1631896505190,"authorId":3581761980405366,"author":{"id":3581761980405366,"idStr":"3581761980405366","authorId":3581761980405366,"name":"J288","avatar":"https://static.tigerbbs.com/f139ffb0e1f3cec014732c0986adcded","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150718955,"type":1,"supId":0,"prevId":0,"content":"Good!","text":"Good!","html":"Good!"},{"id":5061031,"gmtCreate":1624927672798,"gmtModify":1631896505182,"authorId":3582060513966213,"author":{"id":3582060513966213,"idStr":"3582060513966213","authorId":3582060513966213,"name":"Shadowrider","avatar":"https://static.tigerbbs.com/5a097dc665f46a3e5b535d2fd63e682b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150718955,"type":1,"supId":0,"prevId":0,"content":"Ok ","text":"Ok ","html":"Ok "}],"langContent":"EN"},{"id":150713941,"gmtCreate":1624927535183,"gmtModify":1633946943053,"author":{"id":"3586861018114731","authorId":"3586861018114731","name":"Goldilock","avatar":"https://static.tigerbbs.com/ab38f3b301178909569634ec96fc150e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3586861018114731","authorIdStr":"3586861018114731"},"htmlText":"Great 👍🏻","listText":"Great 👍🏻","text":"Great 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150713941","repostId":1103175848,"repostType":4,"repost":{"id":"1103175848","kind":"news","pubTimestamp":1624926963,"share":"https://www.laohu8.com/m/news/1103175848?lang=&edition=full","pubTime":"2021-06-29 08:36","market":"us","language":"en","title":"The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says","url":"https://stock-news.laohu8.com/highlight/detail?id=1103175848","media":"CNBC","summary":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.Aluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.In the note titled “The race for Green Aluminium: Upgrading pric","content":"<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.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>The bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says</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\">\nThe bull market for these ‘green’ metal stocks is just beginning, Goldman Sachs says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/28/aluminum-stocks-the-bull-market-is-just-beginning-says-goldman-sachs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103175848","content_text":"Analysts at Goldman Sachs have picked out “green” aluminum stocks that they believe will benefit from a bull market for the metal that could last several years.\nAluminum production contributes around 3% of global carbon emissions each year and the race to reduce such pollution is “well underway,” according to Goldman in a research note published Thursday. The metal is used in the manufacturing of everything from airplanes to laptops.\nIn the note titled “The race for Green Aluminium: Upgrading prices & picking Green winners,” the analysts said they have “little doubt that investors should view aluminium as in the early stages of a multi-year bull market,” due to a combination of rising demand and “progressively larger” supply deficits.\nFirms that can reduce their emissions are set to see a “green premium” in their stock prices — and some may make billions of dollars from new green tech, Goldman added.\nHere are some of the bank’s stock picks:\n\nU.S. firm Alcoa is buy-rated by Goldman, which increased its earnings per share estimates by 14% for the year and by 30% for 2023 due to rising aluminum prices. The bank also likes Alcoa’s debt reduction plans and heightened focus on green targets, and added that new green tech the company is producing “could potentially be worth billions of $” to the firm.\n\n\nNorwegian company Hydro is also buy-rated for its sector-beating earnings growth, and green initiatives such as recycling and investment in battery technology, that offer “significant upside,” according to the analysts. Goldman did not detail EPS estimates, but upped its expectations for earnings before interest, taxes, depreciation and amortization by 22% for this year.\n\n\nGoldman picked Russian producer Rusal— which is set tospin off its older, higher-emitting smeltersinto a separate company — raising its EPS estimates by 9% for the year, rising to a 29% increase in 2022. The bank likes its “strong earnings momentum.”\n\n\nAustralian mining company South32 is estimated to increase its EPS by 1% this year and 20% by 2023, Goldman said. While the bank said the firm isn’t doing as well at reducing emissions than its peers, it remains buy-rated due to its “strong” free cashflow outlook and likely increase in dividend returns.\n\nGreen premium\n“We think those companies that can reduce their emission intensity may attract a valuation premium vs. peers with the likely increase in green metal premia driven by demand from customers. Conversely, as we outlined in our Mining to Net Zero report, we think investors will likely penalise companies who do not reduce absolute emissions and emissions intensity and/or achieve targets,” Goldman’s analysts stated.\nCompanies are set to reduce their emissions by using hydro power to manufacture aluminum.\nA tight market\nA lack of supply combined with high demand is set to push aluminum prices to their highest levels since the late 2000s when they traded around $3,000 per metric ton, Goldman said. “The team upgraded their 12-month target to US$3,000/t from US$2,650/t which signals close to 20% upside from spot,” the bank’s analysts wrote.\n“The team expects the first half of the 2020s will see the lowest five-year period for global primary metal supply growth in close to 40 years. This will be set against a green reinforced demand environment, which will generate an extension through the 2020s of what has been a very strong decade for aluminium consumption in the 2010s,” the analysts added.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5061075,"gmtCreate":1624927803606,"gmtModify":1635242306272,"authorId":3563586847469454,"author":{"id":3563586847469454,"idStr":"3563586847469454","authorId":3563586847469454,"name":"jinvestmentj","avatar":"https://static.tigerbbs.com/1d29b839c9decbb475e5d52227835dd3","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":150713941,"type":1,"supId":0,"prevId":0,"content":"good","text":"good","html":"good"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":189,"commentSize":23,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}