BASF tau tshaj tawm tias nws yuav tsum tsis txhob tsim cov adipic acid, cyclododecanone (CDon) thiab cyclopentanone (CPon) ntawm nws lub Hoobkas Ludwigshafen. Cov Hoobkas CDon thiab CPon tau teem sijhawm yuav kaw rau thawj ib nrab ntawm xyoo 2025, thiab cov khoom tsim adipic acid seem ntawm lub Hoobkas kuj tseem yuav tsum tsis txhob tsim tom qab xyoo ntawd.
Qhov kev txiav txim siab no yog ib feem ntawm kev tshuaj xyuas kev lag luam ntawm BASF cov chaw tsim khoom hauv Ludwigshafen, uas tsom mus rau kev tswj hwm kev sib tw hauv kev hloov pauv ntawm kev ua lag luam.
Thaum Lub Ob Hlis Ntuj xyoo 2023, ua ib feem ntawm kev hloov kho dua tshiab ntawm lub kaw lus Ludwigshafen, BASF tau tshaj tawm tias yuav txo qis lub peev xwm tsim cov kua qaub adipic. Lub peev xwm adipic acid uas tseem tshuav yuav raug tswj hwm ib feem kom ntseeg tau tias muaj cov khoom siv raw rau kev tsim cov CDon thiab CPon. BASF npaj yuav koom tes nrog cov neeg siv khoom los daws qhov kev cuam tshuam ntawm CDon thiab CPon kev xa khoom.
Cov kev kaw no yuav cuam tshuam rau kwv yees li 180 tus neeg ua haujlwm. BASF cog lus tias yuav pab cov neeg ua haujlwm raug cuam tshuam nrhiav cov haujlwm tshiab hauv BASF Group.
Lub tuam txhab kuj piav qhia tias qhov kev kaw no yog ib feem ntawm lub tswv yim mus sij hawm ntev uas tsom mus rau kev hloov pauv qhov chaw Ludwigshafen.
BASF tau hais tias qhov kev txiav txim siab no yog qhov tseem ceeb rau kev tswj hwm qhov muaj txiaj ntsig hauv Verbund tus nqi saw los ntawm kev hloov kho cov qauv tsim khoom rau qhov xwm txheej kev lag luam hloov pauv. BASF yuav ua haujlwm ze nrog nws cov neeg siv khoom kom txo qis qhov cuam tshuam ntawm cov nroj tsuag kaw no. Kev tsim cov kua qaub adipic yuav txuas ntxiv mus ntawm BASF qhov chaw Onsan hauv Kaus Lim Qab Teb thiab ntawm kev koom tes hauv Charampay, Fabkis.
Adipic acid yog ib qho khoom siv tseem ceeb rau kev tsim cov lauryl lactam, uas yog ib qho ua ntej rau cov yas polyamide 12 (PA 12) uas ua haujlwm tau zoo. Nws kuj tseem siv rau hauv kev tsim cov tshuaj tsw qab musk thiab ua ib qho stabilizer UV. Adipic acid yog siv los ua lub hauv paus rau kev tsim cov khoom tiv thaiv cog thiab cov khoom xyaw tshuaj, ua cov kuab tshuaj hauv kev tsim cov semiconductors, thiab ua ib qho ua ntej rau kev tsim cov tshuaj tsw qab tshwj xeeb. Adipic acid kuj tseem siv rau hauv kev tsim cov polyamides, polyurethanes, coatings, thiab adhesives.
Cov khoom lag luam tau nce 0.8% dhau lub xyoo dhau los, thaum kev lag luam dav dav tau poob 8.1% dhau lub sijhawm tib yam.
Qee cov khoom lag luam uas muaj qib zoo dua hauv cov khoom siv yooj yim suav nrog Newmont Corporation (NEM), Carpenter Technologies (CRS), thiab Eldorado Gold Corporation (EGO), txhua tus muaj qib Zacks #1. Koj tuaj yeem pom daim ntawv teev tag nrho ntawm cov khoom lag luam Zacks #1 hnub no los ntawm kev nyem qhov no.
Zacks Consensus Estimate rau Newmont cov nyiaj tau los ib feem (EPS) xyoo no yog $2.82, uas yog nce 75% ntawm lub xyoo dhau los. Qhov kev kwv yees sib koom siab rau Newmont cov nyiaj tau los tau nce 14% dhau 60 hnub dhau los. Cov khoom lag luam tau nce ze li ntawm 35.8% dhau xyoo dhau los.
Zacks Consensus Estimate rau CRS cov nyiaj tau los xyoo tam sim no yog $ 6.06 ib feem, qhia txog kev loj hlob ntawm 27.9% los ntawm lub sijhawm xyoo dhau los. CRS tau yeej qhov kev kwv yees cov nyiaj tau los hauv txhua plaub lub hlis dhau los, nrog rau qhov nruab nrab yog 15.9%. Cov feem tau nce ze li ntawm 125% dhau xyoo dhau los.
Zacks Consensus Estimate rau Eldorado Gold cov nyiaj tau los xyoo tam sim no yog $ 1.35 ib feem, uas sawv cev rau kev loj hlob ntawm 136.8% los ntawm lub sijhawm xyoo dhau los. EGO tau dhau qhov kev kwv yees txog cov nyiaj tau los hauv txhua plaub lub hlis, nrog rau qhov nruab nrab ntawm 430.3%. Cov feem ntawm lub tuam txhab tau nce ze li ntawm 80.4% dhau xyoo dhau los.
Xav kom paub txog cov lus qhia tshiab los ntawm Zacks Investment Research? Hnub no koj tuaj yeem rub tawm 7 lub Tshuag zoo tshaj plaws rau 30 hnub tom ntej. Nyem qhov no kom tau txais daim ntawv qhia dawb no