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Aluminum of China ACH

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    1. Aluminum Prices Remain Below the Cost of Production for Chalco ; Recovery Not Yet on the Horizon

      Commentary

      Thu, 4 Apr 2013

      have risen on scarce supply, pushing Chalco ACH back into the red with a net loss of RMB ..... high-single-digit growth rates in 2013, but Chalco projects a 13% increase in Chinese output ..... return and ensure steady cash flow. But Chalco does not have a good track record in this

    2. Chalco Falls Into the Red as Aluminum Prices Sink Below the Cost of Production

      Commentary

      Tue, 28 Aug 2012

      Chalco ACH reported a net loss of RMB 3.26 billion ..... August. We plan to adjust our forecast for Chalco to incorporate a lower aluminum price for ..... small decrease to our fair value estimate. Chalco will need a major price turnaround in order

    3. Chalco's Foray Into Coal Mining Lacks Strategic Basis but Comes at Compelling Valuation

      Commentary

      Tue, 3 Apr 2012

      Aluminum Corporation of China ACH made a CAD 925 million offer Monday to ..... invest in an industry and country in which Chalco has no operational experience. Management ..... executing that strategy. We acknowledged that Chalco 's competitive position in China's ..... sector has weakened when we downgraded Chalco 's economic moat rating to none from

    4. Chalco Is on Shaky Ground With Another Quarterly Loss Ahead

      Commentary

      Mon, 19 Mar 2012

      Falling aluminum prices and rising costs drastically reduced Aluminum Corporation of China's ACH results for the second half of 2011, pulling the company back into the red with operating margin for the full year down 30 ..... with demand. We have seen substantial output cuts outside China but capacity in the country continues to grow. Chinalco, Chalco 's parent company, expects China's aluminum consumption to rise 7% in 2012. This is a considerable slowdown from the

    5. Subdued Construction Demand Could Weigh on Alcoa

      Headlines

      Tue, 8 Mar 2011

      companies in the metals and mining industry, which includes competitors like Rusal, Rio Tinto ( RIO ), BHP Billiton ( BHP ) and Chalco ( ACH ). Our price estimate for Alcoa, at $17.68 , implies a 9% premium to market price. The Primary Uses of Aluminum

    6. Rising Production Costs Will Be Continuing Obstacle for Chalco

      Commentary

      Thu, 3 Mar 2011

      Chalco 's ACH results for the second half of 2010 reflect ..... supply problem, particularly in China. Chalco expects Chinese aluminum consumption to ..... would improve the health of the industry. Chalco 's cost position is more favorable than

    7. Alcoa as an Aluminum play is a Dud

      Headlines

      Thu, 24 Feb 2011

      many large-scale aluminum manufacturers are having a difficult time following the spot price, much less beating it. CHALCO ( ACH ), Century Aluminum ( CENX ), and Noranda Aluminum ( NX ), smaller companies in terms of Market Cap, are trending upward

    8. New Morningstar Analyst Report - Alumina ADR

      Stock Reports

      Fri, 12 Feb 2010

      arrangement is somewhat of a poison pill in this regard. AWAC's 25% global market share is double those of nearest rivals, Chalco ACH and Alcan, and more than 3 times BHP Billiton's BHP; this size affords efficiencies and flexibility. AWAC flags potential

    9. ACH Reports Weak 1H but Hiked Alumina Prices

      Commentary

      Thu, 3 Sep 2009

      5 billion ($511 million) loss at Chalco ACH . The company operated at negative gross ..... could not cover high production costs. Chalco 's aluminum output was resilient versus ..... capacity utilization. This suggests that Chalco hasn't shut down much capacity while

    10. ACH Reports Weak 1H but Hiked Alumina Prices

      Stock Reports

      Thu, 3 Sep 2009

      5 billion ($511 million) loss at Chalco ACH . The company operated at negative gross ..... could not cover high production costs. Chalco 's aluminum output was resilient versus ..... capacity utilization. This suggests that Chalco hasn't shut down much capacity while

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