مادیرا

TSE link of the symbols that have lost the most price in the last 150 trading days: Zamahan Falom Chromite and Gostar Shafam A.S.P. Diran Sashahed Khosaz Ghafars Thepardis Khakmek Shastan Dave Hai_Web Thetran Thalund Khahn Detolid and Shamal Kasapa Sharak Sharom Sherangi Barkat Khamhor Thanosa Vetos Shoghdir Zepars Fasrab Topkish Arfa Nian Keqzavi Mihan Bors Khansir Karoi Kamina Khamharke Khagstar Energy Katram Ketoka Fasba and Dana Wasedid Shadus Lepars Madeira Khatoqa Goldira Fanft Valraz Pasa Fazer Zob and Hekmat Khazar More information 🔗Details of the announcement of companies (Kedal)👉 05/31/1404 10:00:02 💎 @CodalChart

#Madeira Time w The share is in a medium-term range and has a resistance of 336 tomans, if it crosses the resistance of 543 tomans. @ChanelVIP20

#Madeira #monthly_activity_report #1_month period ending 07/30/1404 #Madiran_group company 1404-08-07 13:22:22 (1425488) ➖➖➖➖⬇️⬇️⬇️⬇️ @codal360_ir

🟢✔️🟢 #Madeira 💹 @Tse_Plus 📅 8/7/1404 ⌚ 09:48:25 🔖 2,899 #Buy 1 real code in negative -0.62 board  with a total value of 4,734,893,215 rials

🟢✔️🟢 #Madeira 💹 @Tse_Plus 📅 8/4/1404 ⌚ 09:51:10 🔖 2,979 #Buy 3 real codes in the sales queue  with a total value of 10,219,605,471 rials Per capita purchase of each code is 3,406,534,164 Rials

🟢✔️🟢 #Madeira 💹 @Tse_Plus 📅 8/3/1404 ⌚ 10:28:09 🔖 3,058 #Buy 2 real codes in the shopping queue  with a total value of 7,630,532,602 rials Per capita purchase of each code is 3,815,267,830 Rials

🟢🟢🟢The third #group_buy 🟢🟢🟢 #Madeira (over-the-counter market) Number of buyers: 2 people Each real code: 321 million tomans Total: 642 million tomans Price: 3,058 (%3.00+) Power of buyer to seller: 2.84 🕘 10:28:26 🗓 08/03/1404 🆔 @SmBan 🆔 @SmBanGroup 🆔 @SmBanPVBot 👈 private channels of stock ban 🆔 @SmBanBot👈 watch bot

#Madeira seems to be planned, follow the share movements carefully.

🟢✔️🟢 #Madeira 💹 @Tse_Plus 📅 8/3/1404 ⌚ 10:08:27 🔖 3,053 #Buy 2 real codes in front of 2.83 panels  with a total value of 6,437,143,645 rials Per capita purchase of each code is 3,218,573,349 Rials

📊 Iron ore market analysis - $100 floor in danger of collapsing ➖➖➖➖➖ 💠 ➖➖➖➖➖ July 10, 2024 Source: Bloomberg Intelligence Analyst: Grant Sporre The big picture The world market of #iron_stone is standing on the threshold of one of its most sensitive psychological points: the floor of 100 dollars per ton. The combination of increased supply from mining giants and deep weakness in Chinese steel demand has made the price balance fragile and raised the possibility of a drop below this level. Supply side Increasing the exploitation capacity in key projects: ▫️ Gudaydari mine of Rio Tinto company, the second phase has begun ▫️ S11D project of Vale company, target capacity: 100 million tons BHP's Western Australian operations exceed production targets ▫️ Solving the logistics knot of the port of Punta da Madeira in Brazil 📈 The growth of the total global supply in 2024 is about +40 million tons; Most producers operate with a marginal cost of less than $65, so supply outflows at low prices are unlikely. Demand side In China, the real estate market remains stagnant and the construction sector has not yet recovered: ▫️ June crude steel production: 📉 2.1% less than the previous year ▫️ Profit margin of steel makers: negative ▫️ Construction Purchasing Managers' Index (Construction PMI): 47.3 - in contraction zone 📉 The total reduction of steel consumption is estimated to be about 10 million tons compared to 2023. Supply and demand balance 📊 Overview of the global iron ore market 🔸 Global supply: 1,589 → 1,628 million tons 🟢 (+40 increase) 🔹 China's demand: 1,102 → 1,090 million tons 🔴 (decrease -12) 🔸 Inventory of Chinese ports: 132 → 142 million tons 🟢 (+10) 🔹 Surplus of the second half of 2024: ≈22 million tons ⚠ (downward pressure on the price) Price scenarios 🟠 Basic state - failure of the psychological floor ▫️ Factors: increase in supply + weakness of Chinese steel → $90-95 range Probability: 45% 🟢 positive state - relative stability ▫️ Factors: real estate support package + reduction in carried supply → $102-115 range | Probability: 30% 🔴 Negative mode - more intense drop ▫️ Factors: Valley production boom + global recession → $85-90 range | Probability: 25% Cost curve Australia's mineral inflation has grown by +17% from 2019 to 2023. - The real floor of the market: Now it is estimated in the range of 85 to 92 dollars per ton. - High-cost producers in India, Iran and Africa were the first victims of the price drop. Market consequences - Mining giants Rio Tinto, BHP and Vale are still profitable but with lower margins. - The Baltic Dry Index (Baltic Dry Index) is likely to drop. - In the future contracts of Singapore (Singapore Futures - SGX), the probability of touching $92/ton in the fourth quarter of 2024 is more than 50%. - Long positions are risky now, unless there are signs of Chinese demand returning. 🎯 Final summary The $100 floor is no longer the fundamental wall of the market; It mostly plays the role of a mental border that collapses with the slightest drop in the profits of Chinese steelmakers. If there is no supportive news from the construction sector or financial credit in the final quarter of the year, the prices of $90 will soon be on the trading board. ━━━━━━━━━━ 📊 ━━━━━━━━━━ #Saman_Tahlil #Seng_Ahn #Bloomberg #Bloomberg_Intelligence #Commodities #BI_Strategy #Commodity_Market #Fundamental_Analysis #Supply_and_Demand #Production_Cost #Steel #China ╭━━═━⊰✦ 🪐✦⊱━═━━╮ 🚀 @samantahlil👈 Subscribe ╰━━═━⊰❖🫥❖⊱━═━━╯ 💠 In the path of analysis, awareness and transformation... 💠