Nippo Steel WKN: 859164 ISIN: JP3381000003 Kürzel: NPS Forum: Aktien User: Support

https://www.ad-hoc-news.de/boerse/news/ueberblick/nippon-steel-commits-11-billion-to-modernize-u-s-steel-operations/68421158

A significant portion of this outlay, roughly $11 billion, is earmarked specifically for United States Steel (U.S. Steel) through the end of 2028. The central question for investors is whether this substantial capital commitment will be sufficient to upgrade U.S. facilities and deliver promised efficiency gains.

https://www.nipponsteel.com/en/ir/library/strategy/pdf/20251212_100.pdf

The global economy is expected to continue growing, driven by economic growth in emerging countries and increased investment in AI- and energy-related sectors. At the same time, uncertainty is increasing as the interaction between politics and economy―such as the shift toward protectionism and the imposition of mutual tariffs―intensifies. We need to be mindful of the risk of growth stagnation, among others, in such an environment

Eingestiegen für 3,43 🏭🧲

https://www.focus.de/finanzen/boerse/der-geplante-import-hammer-auf-stahl-aendert-fuer-riesen-wie-thyssenkrupp-alles_57120c3f-93e0-4374-bea1-87ffd9830a8f.html

https://www.finanzen.net/schaetzungen/nippon_steel_sumitomo_metal_1

"Global steel business environment is deteriorating into an unprecedented crisis due to widening supply/demand gap" >> evtl. erstmal abwarten wie sich das weiter entwickelt

https://www.wsj.com/business/nippon-steel-finalizes-purchase-of-u-s-steel-after-reaching-security-deal-with-trump-administration-5d012a2e ---- "Trump will be able to appoint a member to Nippon Steel’s U.S. board. The U.S. president would have to approve any closures of existing U.S. Steel plants, transfer of steel production out of the country and reductions in financial commitments made by Nippon Steel, the companies said. The president also would have to approve any additional acquisitions in the U.S. by Nippon Steel."

https://www.reuters.com/business/us-steel-shares-slip-nippon-steel-faces-trumps-hurdle-over-control-2025-06-13/ ---- Companies fulfill Trump's requirements for deal -- Agreement includes $11 billion in new investments -- Nippon Steel says it will take 100% stake in US Steel -- No details on 'golden share' to be issued to US government

Shares of U.S. Steel spiked 21% on Friday after President Donald Trump said that a “partnership” between the companies would proceed, and that U.S. Steel’s headquarters would remain in Pittsburgh. Both companies praised the decision, and while some details remain to be ironed out, the market reacted as if Nippon’s $55 per share acquisition of the U.S. company would close with the president’s blessing. ---- https://www.barrons.com/articles/u-s-steel-nippon-stock-afc37b64?_gl=1*4zkf3*_gcl_au*MzgzMTM5NDg0LjE3NDk2NTkwMjI.*_ga*MTEyMjAwMDcyNi4xNzM0MTgwOTQ3

https://www.wsj.com/business/deals/trump-opens-door-for-new-nippon-steel-deal-to-move-forward-d3a3c68b ----- "The details of a reworked agreement weren’t immediately clear Friday but Trump said he would meet with Nippon Steel’s leaders next week to discuss it."

Anscheinend ist da der Ofen noch nicht ganz aus, "“We look forward to completing the transaction, which secures the best future for the American steel industry and all our stakeholders,” U.S. Steel said in a statement." ----- https://www.wsj.com/business/deals/u-s-extends-deadline-for-nippon-steel-to-abandon-u-s-steel-deal-f41fe202

https://www.wsj.com/business/deals/biden-blocks-sale-of-u-s-steel-to-nippon-steel-1fc47a0a ----- "Biden’s rejection of the deal is a sign of the U.S. government’s tilt toward protectionist policies for businesses. Foreign companies have bought and sold steel companies in the U.S. for decades. It also clouds the future of 124-year-old U.S. Steel, where executives have said they may close plants and shift production to lower-cost facilities if the sale didn’t proceed."

Wo sind alle hin ? 🤷‍♂️

Stahl 🤑