TS Tenaris

[nawu]

el euro esta cayendo. se termin'o la joda del euro.

[Jess]

october de ts -vas a preguntar

No hace falta, estoy seguro.

[elhombredelabolsa]

Si hipótesis PEMEX entonces
Si hipótesis PBZ entonces

Parece que hoy gana hipótesis PBZ

Se pone más interesante....

[piojo]

Brazil

The country with the most buzz right now is Brazil, where commodities producers desperately need the means to move natural resources. In March the Brazilian government announced plans to spend more than $500 billion on infrastructure over the next four years -- half of which is expected to go to energy spending. A prime beneficiary will likely be Brazil's state-owned oil company, Petrobras (PZE). That's good news for Argentina's Tenaris, (TS) which makes oil and gas pipelines for Petrobras and others. Tenaris's sales took a hit this year because of decreased drilling, sending its stock down 7%. But analysts expect Tenaris to increase earnings 18% annually over the next five years, and Titherington thinks the stock will bounce back. "They have a competitive advantage," he says. "They don't just make ordinary steel pipes. They make high-quality, highly specified steel pipes."


By Mina Kimes, writerOctober 11, 2010: 4:14 AM ET


FORTUNE --



interesante

[elhombredelabolsa]

Pemex's Exit From `Drill, Baby, Drill' May Hurt Cicsa, Tenaris


....
‘Domino Effect’

Weatherford, which operates Chicontepec’s Presidente Aleman field lab, sees Mexico as one of its revenue drivers for the coming 18 months, Chief Executive Officer Bernard Duroc-Danner told investors Sept. 15 at a conference in New York.

The strategy shift will also affect oil equipment suppliers such as Tenaris SA, the world’s largest maker of steel pipes for the oil and gas industry, said George Baker, a Houston-based energy consultant.

Reduced drilling “will create a domino effect that will impact companies ranging from big suppliers to tortilla shops,” Baker, who publishes the Mexico Energy Intelligence newsletter, said in an interview from Houston.

Tenaris shares have fallen 7.2 percent in the past six months.

.....


http://www.bloomberg.com/news/2010-10-1 ... naris.html

[TonyMontana]

jaa