Tenaris

Q224: OK but patience is required for the stock to perform again

01/08/24 -"The group released results as expected for the Q2/H124. The outlook indicates a continued soft Q3, which had been anticipated after the Q1. The primary concerns are the US market, production site ..."

PDF page sample
Pages
61
Language
English
Published on
01/08/24
Download
You may also be interested by these reports :
05/12/25
Glencore’s messaging during its CMD was loud and clear – the firm aspires to be a leading global copper miner. The timing was very interesting as ...
24/11/25
In a hushed attempt, BHP tried to gate-crash the Anglo-Teck deal by reviving its Anglo takeover/combination ambition. However, the world’s largest ...
21/11/25
Looking in the rear-view mirror, the performance of Aperam (ADD ; Luxembourg) stock is in line with the market. That said, the “delivery” of this ...
19/11/25
If there’s one firm within AV Metals & Mining that epitomises the word ‘euphoria’ in 2025 (marred by US tariffs), it’s Antofagasta (SELL, UK) – ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO