SOCQUIMICA WKN: 895007 ISIN: US8336351056 Forum: Aktien Thema: Hauptdiskussion

"JPMorgan stuft SQM von Neutral auf Overweight hoch und erhöht das Kursziel von 41 auf 79 Dollar. Die Analysten erwarten aufgrund steigender Lithium-Nachfrage durch Energiespeichersysteme ein strukturelles Angebotsdefizit und prognostizieren Lithium-Preise von 22.000 Dollar pro Tonne bis 2027." Quelle: https://stock3.com/news/live

https://www.miningweekly.com/article/lithium-may-get-much-needed-demand-boost-from-battery-storage-2025-12-12

https://www.nytimes.com/2025/12/14/world/americas/chile-election-kast.html

Conservative Wins Resoundingly in Chile’s Presidential Election José Antonio Kast has promised to reverse Chile’s recent surge in violent crime. He also says he will deport undocumented migrants.

https://www.wsj.com/world/americas/chile-elects-most-right-wing-president-of-post-pinochet-era-8ea0ff8d

Speaking to cheering supporters Sunday night, Kast said he would work tirelessly to bring change to Chile by improving security and boosting economic growth.

https://www.scmp.com/news/world/americas/article/3336416/far-right-candidate-jose-antonio-kast-wins-chile-presidential-election

Chile takes hard-right turn as Kast scores landslide election victory ---- Jose Antonio Kast declares Chile ‘wanted change’ as the South American nation chooses its most right-wing president in decades

Gibt es News?

SQM posts 36% profit surge as lithium prices improve; sees 20% global demand growth Lithium supplier SQM (SQM) reported a 35.8% rise in third-quarter profit on Tuesday, driven by an improved lithium pricing environment, and said it expects global lithium demand to grow 20% in 2025. Revenue for the quarter rose 8.9% to $1.17 billion, from $1.08 billion in the same period last year. SQM, the world’s biggest supplier of lithium from brine deposits, reported adjusted core earnings of $404.1 million. That’s the highest since the same quarter of 2023. "Although the lithium market has shown to be volatile, we are optimistic, as our realized average prices increased for the first time after two years," SQM’s CEO Ricardo Ramos said. The company expects this upward trend to continue through the fourth quarter, supported by strong demand for lithium, not only from electric vehicles but also from energy storage systems. Additionally, SQM said it observed lower inventory levels across the entire supply chain, which, together with several supply disruptions seen recently, contributed to a shift in the overall price trend. During the quarter, the company achieved the highest lithium sales volumes in SQM’s history, while maintaining low costs and strong operating efficiency at the Atacama operations. SQM said revenues for lithium and derivatives increased 21.4% to $603.7 million in the quarter, driven by stronger-than-expected demand. in 2025

Für den weiteren Kursverlauf wird die Stichwahl im Dezember evtl auch noch interessant .... https://www.welt.de/politik/ausland/article691a568158d2cfb625f5e362/praesidentschaftswahl-in-chile-kommunistin-und-rechtsaussen-politiker-ziehen-in-stichwahl-ein.html

Earnings release EPS Q3.25 0,62$ .... leicht unter Schätzung aber deutlich über Vorjahr .... https://ir.sqm.com/financials/quarterly-results

Anscheinend werden am Mittwoch positive Ergebnisse erwartet .... https://www.finanzen.net/schaetzungen/sociedad_quimica_y_minera_de_chile

Zumindest das betroffene Ausland hat seinen Segen zum Deal zwischen SQM und dem chilenischen Staatsunternehmen CODELCO nun vollständig erteilt. https://x.com/D_Jimenez_Sch/status/1987894130337308860 Mal sehen ob die innerchilenischen politischen Streitigkeiten den Deal noch zum Kippen bringen können.

Heute zeitweise über 52 US$ und damit den höchsten Stand seit fast 2 Jahren!

Wird spannend hier die nächsten Monate