TS Tenaris

[JC07]

muchachos si no despega hoy no sale mas bce ya está ....32.50 y

[J.E.D.]

Siempre hay algun dormido

[el aprendiz]

No debería estar mal arriba, teniendo en cuenta el cierre del viernes en USA????

[MARCO1]

De mínima hoy debería estar en 200.-

ojala .. .. pero hoy no es el dia.. oil para abajo.. euro idem.. grecia sigue sin definiciones ..para mi andara en estos valores hoy .. agazapada.. para el salto

[jesus330]

De mínima hoy debería estar en 200.-

[edgard]

atentos hoy pasa los 32.50 y de ahi en mas otra historia

Muy difícil, estamos reculando en USA

[JC07]

atentos hoy pasa los 32.50 y de ahi en mas otra historia

[El rosarino]

Tenaris (TENR) Milán

14,30 +0,56 +4,08%

Pinta bien para hoy

31,86 pre

[Cristian707]

Tenaris (TENR) Milán

14,30 +0,56 +4,08%

Pinta bien para hoy

[El rosarino]

Algunos parrafos interesantes de los estados financieros de Tenaris:

Our main source of revenue is the sale of products and services to the oil and gas industry, and the level of such sales is
sensitive to international oil and gas prices and their impact on drilling activities.

Competition in markets worldwide has been increasing,
particularly for products used in standard applications, as producers in countries like China and Russia increase
production capacity and enter export markets.

In addition, there is an increased risk of unfairly-traded steel pipe imports in markets in which we produce and sell our
products. In August 2014, the U.S. imposed anti-dumping duties on OCTG imports from various countries, including
Korea. However, despite the trade case ruling, imports from Korea continue at a very high level.

Our production costs are sensitive to prices of steelmaking raw materials and other steel products.
We purchase substantial quantities of steelmaking raw materials, including ferrous steel scrap, direct reduced iron
(DRI), pig iron, iron ore and ferroalloys, for use in the production of our seamless pipe products. In addition, we
purchase substantial quantities of steel coils and plate for use in the production of our welded pipe products. Our
production costs, therefore, are sensitive to prices of steelmaking raw materials and certain steel products, which reflect
supply and demand factors in the global steel industry and in the countries where we have our manufacturing facilities.
The costs of steelmaking raw materials and of steel coils and plates declined during 2014, particularly at the end of the
year.

Most of our revenues are determined or influenced by the U.S. dollar. In addition, most of our costs correspond to
steelmaking raw materials and steel coils and plates, also determined or influenced by the U.S. dollar. However, outside
the United States, a portion of our expenses is incurred in foreign currencies (e.g. labor costs). Therefore, when the U.S.
dollar weakens in relation to the foreign currencies of the countries where we manufacture our products, the U.S.
dollar-reported expenses increase. In 2014, a 5% weakening of the U.S. dollar average exchange rate against the
currencies of the countries where we have labor costs would have decreased operating income by approximately 4%.

[hugos1969]

JAreco
‏@arecojorge
Mantenemos la recomendación de acumular #TS en estos valores. Grecia, FED, Yemen, WTI..Drivers para explicar un AT que dice inminente rebote

[el aprendiz]

Japtritango Traders
Morgan Stanley puso en overweight ts con objetivo 38 dolares
Desde punto de vista técnico 32.50 dolares y sale con objetivo 35/36 dolares.

De Aprendiz a Aprendiz espero que se de ese objetivo.

[aprendiz]

Japtritango Traders
Morgan Stanley puso en overweight ts con objetivo 38 dolares
Desde punto de vista técnico 32.50 dolares y sale con objetivo 35/36 dolares.

[Elhombreaccion]

De los 345 hasta los 160 aprox.. que tuvo ya desconto todo , wti , y crisis.
El wti esta repuntando de a poco y crisis = oportunidad como saben bien ustedes .
Entonces a comprar !!!

[SOIJO]

no es la unica instalacion de tenaris.
tiene varias alrededor del mundo y esta claro que no pasa el mejor momento ya que vale casi 40% menos que los maximos de hace un tiempito.

Si nó me equivoco Campana , comparado con lo que tiene a nivel mundial es un porcentaje menor,
las noticias publicadas son viejas , eso ya pasaba hace meses en la planta Campana y el mercado
lo tiene descontado a mi entender...USA ayer marcó una suba interesante, que en caso de consolidar
va a buscar los u$s36-38.........