Obbligazioni societarie Monitor bond Chimica Europa

[lorenzo63]

European logistics CEOs expect market contraction

Non penso necessiti di traduzione..Va' vista in funzione di una probabile contrazione perlomeno del comparto chimico fine anno inizio metà anno nuovo ...

A report by Dr Robert Lieb, professor of supply chain management at Northeastern University in Boston, Massachusetts, US, surveyed logistic company CEOs across Europe, North America and Asia. The study revealed that European CEO’s are projecting negative growth in the next year in contrast to those in North America and Asia-Pacific.

 

[lorenzo63]

DSM Completes Sale of DSM Energy

Continua la vendita di asset nn strategici ...



DSM says it has finalized the previously announced sale of DSM Energie Holding (DSM Energy) to Abu Dhabi National Energy Company (TAQA; Abu Dhabi) for an enterprise value of €285 million. DSM had announced its plan to sell DSM Energy to TAQA in July 2009.

DSM Energy participates in oil and gas exploration and pipelines, including the 40% participation in Noordgastransport. Noordgastransport transports gas produced offshore through a system of pipelines from gas fields in the North Sea to a processing plant at Uithuizen, Netherlands. DSM Energy had sales of €161 million in 2008.
The sale consists of the participations which DSM has in oil and gas exploration and pipelines, including the 40% participation in Noordgastransport.

DSM will report a book profit of €270 million-€275 million after tax on the sale as an exceptional item in the income statement in the third quarter of 2009.

 

[lorenzo63]

Ed infine ... un po' (raccogliendo un'assist..) di polso dall' interno: in generale vi è un calo notevole degli ordinativi ... è in rallentamento l'impiego degli impianti...con fermate etc.etc

Se lo trovo,posto anche il Baltic Dry Index ...

 

[Imark]

I dati preliminari di Basf sul trimestre in corso: fatturato - 19% su base annua, + 2,4% rispetto al trimestre precedente; EBIT - 20% su base annua, + 9,5% rispetto al trimestre precedente...

Anche qui direi che i tagli dei costi hanno generato i principali benefici, mentre il volume delle vendite si è appena ripreso rispetto al Q2\2009.

BASF 3rd quarter sales, earnings drop

Associated Press, 10.14.09, 05:28 AM EDT

BERLIN -- Chemicals maker BASF SE said Wednesday that third quarter sales and earnings fell on the year but improved compared with the previous quarter, suggesting demand is recovering gradually.

A preliminary earnings statement from the Ludwigshafen-based company said sales for the July-September quarter were euro12.8 billion ($18.95 billion) - down 19 percent from a year earlier but 2.4 percent higher than in the second quarter.

Third quarter earnings before interest and taxes, before special items, came in at euro1.25 billion, BASF said. That figure was 20 percent lower than a year earlier, but 9.5 percent higher than in this year's second quarter.

BASF did not provide net earnings figures. Its full third quarter report is due on Oct. 29

 

[lorenzo63]

Evonik

....di cui verrà messo il suo bond appena emesso nel monitor..

In occasione di Fakuma, Evonik Industries ha annunciato l'estensione dell'accordo di distribuzione già attivo con Brenntag. In particolare, il distributore paneuropeo, con sede in Germania, dal 1 ottobre scorso ha iniziato la commercializzazione dei tecnopolimeri Evonik Vestamid (PA12), Trogamid (PA 6-3-T), Vestodur (PBT) e degli adesivi holtmel Vestamelt in Europa occidentale ed orientale ad eccezione di due mercati: Italia e Scandinavia.

La decisione viene motivata da Evonik con il desiderio di armonizzare la distribuzione in Europa, un progetto avviato due anni fa. Da molti anni Brenntag distribuisce in Germania e nei paesi dell'Est Europa i compound acrilici Röhm Plexiglas e ha prodotto anche piccoli lotti di compound a base di questo polimero. Nel gennaio scorso questa collaborazione è stata estesa anche al mercato francese.

 

[lorenzo63]

Aggiornamento del 16/10/2009

TOTALE TITOLI CON VAR NEG: 22
TOTALE TITOLI CON VAR POS: 10
TITOLI STABILI: 2

Aggiunto Evonik XS0456708212 2009 - 2014 rating BB 7%

Sta continuando una certa diminuizione dei prezzi come registrati settimana scorsa.

 

[lorenzo63]

 

[lorenzo63]

 

[lorenzo63]

Per chi volesse disporre del file:

Vedi l'allegato Chemical Bonds 3.xls

 

[lorenzo63]

LG Chem Posts Record Quarterly Result

Credo che il settore afferente al Li vada tenuto sotto controllo ...




SEOUL -- LG Chem Ltd., South Korea's biggest chemical firm by sales, said its third-quarter net profit surged 83% from a year earlier, led by growth in its rechargeable battery segment.

The company reported a net profit of 543.0 billion won ($464.1 million) in the three months ended Sept. 30, which is a record quarterly result for the company. In the previous corresponding period, net earnings were 297.0 billion won.

Sales climbed 10% to 4.36 trillion won from 3.98 trillion won, while operating profit rose 75% to 729.9 billion won from 416.4 billion won. Sales and operating profit also reached record highs in the third quarter.

All figures are consolidated and exclude the industrial materials segment, which the company spun off earlier this year. That business became a separate entity called LG Hausys Ltd.

Operating profit in the information and electronic material business, which includes the rechargeable battery segment, more than doubled from a year earlier in the quarter.

This was helped by an increase in sales to major customers, including Hewlett-Packard Co. and Nokia Corp., as well as the start of sales of batteries used in hybrid and electric vehicles in July.

Sales in the battery operations surged to 437.2 billion won in the quarter from 154.1 billion won a year earlier.

Higher demand for liquid crystal displays, which boosted sales of its optical and electronics material products, also contributed to higher earnings, it said.

The petrochemical business saw its quarterly operating profit rise 62% backed by higher oil prices, strong upstream product prices and stable demand in China