Ternium shows strong growth with a 5% rise in Mexican steel shipments and a 50% jump in adjusted EBITDA to $717 million in Q2. The company’s major Pasqueria expansion, aimed at USMCA automotive clients, is delayed to early 2027, posing execution and cash flow risks. Despite challenges from Brazil and Argentina demand, Ternium’s valuation model suggests a 32% upside to $75.67 per ADS, contingent on successful project delivery and resolution of a $599 million litigation risk involving Usiminas.
Ternium stock and its outlook come with notable market context from the Basic Materials sector on Pluang. For readers following this sector, here is Pluang's market snapshot as of Sep 18, 2026 07:01 WIB: out of 31 priced US Basic Materials stocks, 25 rose and 6 fell today. Among movers, ArcelorMittal SA (MT) stands out with a price of USD 75.06 and 100% buy order activity, contrasting with Barrick Gold Corp (B) at USD 43.70 with 87% sell orders, and Vale SA (VALE) at USD 14.51 with a more balanced 55% sell to 45% buy split. Typical hold times vary widely, from 35 days for MT to 108 days for VALE.
Jefferies maintained a Hold rating on Kinder Morgan, lowering its price target from $35 to $33, which remains above the current stock price of $31.31. The company benefits from stable cash flows, with 96% secured by fee-based or hedged contracts, inc...
Grayscale views the Federal Reserve's recent 25 basis point rate increase as a mid-cycle adjustment rather than a major policy shift, contrasting with the aggressive tightening seen in 2022 that contributed to a crypto bear market. This limited tight...
Several stocks saw sharp gains driven by key company developments. bioAffinity Technologies surged 63.55% after securing a Hong Kong patent for its lung cancer diagnostic technology, boosting its Asian market position. Antelope Enterprise Holdings ro...
The Bitcoin-backed digital credit market has rapidly expanded from nearly non-existent two years ago to about $16 billion today. Dan Hillery of UTXO explains that this financial layer, involving variable-rate preferred securities like STRC and SATA, ...
Curaleaf Holdings CEO Boris Jordan held a shareholder and analyst call to discuss the company's effort to acquire Aurora Cannabis. This potential merger is notable as it could be the first major cannabis industry deal in over five years. During the c...
