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Alcoa (AA US)
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112
Analysis
Materials
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United States
Alcoa Corporation manufactures metal products. The Company produces and sells bauxite, alumina, and aluminum products. Alcoa serves aluminum industry worldwide.
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bullish
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Thematic (Sector/Industry)
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11 Nov 2016 10:55
U.S. Steel Makers to Benefit From Trump Stimulus but Market Draws Long Bow With Optimism for Miners
After an initial tantrum, the market is now upbeat at the prospect of a Trump presidency, particularly for commodities and commodity producers....
Morningstar, Inc.
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198 Views
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bearish
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Alumina Ltd
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30 Sep 2016 10:34
Alumina: Understanding Coupon Step-Up Clauses
In recent months, Alumina Limited (ASX: AWC) has been media spotlight regarding an ongoing legal dispute with its major business partner Alcoa....
BondAdviser
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173 Views
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bearish
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Thematic (Sector/Industry)
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01 Aug 2016 10:05
Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
Morningstar, Inc.
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307 Views
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bullish
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Thematic (Sector/Industry)
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29 Jul 2016 13:33
Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
Ishita Jain
232 Views
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bearish
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Thematic (Sector/Industry)
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16 May 2016 23:17
Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
Hao Wang, CFA
189 Views
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