Foro de Rava Bursátil

nitramus escribió:No importa como lo veamos ahora, mañana es la Conference Call y que los tanos opinen....despues estan los yankies.....nosotros somos de palo aca, ni gastemos en analizarlo...el mercado es el que decide!!

Personalmente, me parece bastante palido el balance.

Bueno carajo que se vaya a 71 mañana entonces!!!!!!!!!!

No importa como lo veamos ahora, mañana es la Conference Call y que los tanos opinen....despues estan los yankies.....nosotros somos de palo aca, ni gastemos en analizarlo...el mercado es el que decide!!

Personalmente, me parece bastante palido el balance.

Tena como la ves para mañana???

diego0708 escribió: In the second half, we expect revenues to increase driven by higher sales in the United States and Canada and a recovery of shipments in our Projects operating segment in the fourth quarter. Sales in other regions should remain stable. We also expect to maintain our operating margins as a percentage of sales at current levels as like-for-like price increases offset the impact of higher raw material and labor costs and a less favorable seamless/welded product mix.

higher - recovery ==> up
expect - should - higher raw materials and labor cost - less favorable... mix ==> down

Conclusión, cada uno ve lo que quiere, para mi no está tirando taaaaaaaan buenas perspectivas...

mañana agarrense todos porque para un lado o para el otro hay puerta 12 y encima va a arrastrar a todo el merval

Como lo entienden los que saben????????????

Market Background and Outlook

In the first half of 2010, global drilling activity has continued to recover led by substantially higher oil and gas shales drilling activity in the United States and Canada. Activity has increased in most markets reflecting the stability of oil prices at attractive levels and increased investment in regional gas developments.

In the second half of the year, we expect the global recovery in drilling activity to continue its gradual recovery but at a lower pace. Lower conventional gas drilling activity in North America will limit increases in the North American rig count and the International rig count, as published by Baker Hughes, has already returned to pre-crisis levels. Recovery in the hydrocarbon processing sector is also expected to take hold as refining projects move forward in the Middle East, Asia and Brazil.

In the second half, we expect revenues to increase driven by higher sales in the United States and Canada and a recovery of shipments in our Projects operating segment in the fourth quarter. Sales in other regions should remain stable. We also expect to maintain our operating margins as a percentage of sales at current levels as like-for-like price increases offset the impact of higher raw material and labor costs and a less favorable seamless/welded product mix.

Esto es para arriba parece

Miren esta parte:

Operating income ($ million) 634.7 1,026.3 (38%)
Operating income (% of sales) 20% 27%


Operating income from tubular products and services decreased 38% to US$634.7 million in the first half of 2010, from US$1,026.3 million in the first half of 2009, mainly due to the reduction in sales. Operating income expressed as a percentage of net sales decreased to 20% in the first half of 2010, compared to 27% in the first half of 2009. Our operating income in the first half of 2010 was affected by the decrease in the average selling prices, by the effect of fixed and semi-fixed costs over lower revenues and by the time lag between raw material cost variations and their impact on the cost of sales.

Tenaris dice gana 0,24 dlrs por acción en 2do trimestre - RTRS
Miércoles, 04 de Agosto de 2010 18:08:02 Originally published on:Miércoles, 04 de Agosto de 2010 18:02:26
BUENOS AIRES, ago 4 (Reuters) - Tenaris, la mayor productora global de tubos de acero sin costura para la industria petrolera, dijo el miércoles que ganó 0,24 dólares por acción en el segundo trimestre del año.

La firma, controlada por el grupo industrial argentino Techint, informó que registró ventas netas por 1.981,8 millones de dólares entre abril y junio.

Las operaciones de Tenaris TENA.BA TS.N TENR.MI están vinculadas directamente con la marcha de la exploración y explotación petrolera y los precios del crudo.

(Reporte de Jorge Otaola/Magdalena Morales, Editado por Karina Grazina)

((buenosaires.newsroom@reuters.com; +54 11 4318-0651; Reuters Messaging: jorge.otaola.reuters.com@reuters.net))

REUTERS JAO KG MMM

282 palos, 048xADS.. muerta en el after.. anda a cagar tenaris

Parecería ser un balance tibio no? mas tirando a algo pesimista?

turkini escribió:Diego sos una Bestia!! 0,24USD por accion!!

0.48 por ADR

Diego sos una Bestia!! 0,24USD por accion!!