Sims Near-term Earnings Being Eroded by Soft Scrap Prices -- Market Talk

Dow Jones

09/08

0334 GMT - The outlook for shares of metals recycler Sims is under pressure from soft scrap prices, according to Morgan Stanley analysts Joseph Michael and Julianna Sick. In a note, the analysts say Sims' valuation appears elevated given near-term earnings are being eroded by weak ferrous margins. MS's target on the stock drops to A$12.50/share from A$13.00. The bank reiterates an underweight rating. Longer term, MS reckons Sims will enjoy structural tail winds from greater use of electric arc furnaces and its focus on margins over volume, the analysts say. Sims is down 2.4% at A$13.61. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

September 07, 2025 23:34 ET (03:34 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2565574416"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2565574416\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2565574416?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-09-08 11:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2565574416","market":"other","top_or_hot":-1,"title":"Sims Near-term Earnings Being Eroded by Soft Scrap Prices -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0334 GMT - The outlook for shares of metals recycler Sims is under pressure from soft scrap prices, according to <a href=\"https://laohu8.com/S/MTK\">Morgan Stanley</a> analysts Joseph Michael and Julianna Sick. In a note, the analysts say Sims' valuation appears elevated given near-term earnings are being eroded by weak ferrous margins. MS's target on the stock drops to A$12.50/share from A$13.00. The bank reiterates an underweight rating. Longer term, MS reckons Sims will enjoy structural tail winds from greater use of electric arc furnaces and its focus on margins over volume, the analysts say. Sims is down 2.4% at A$13.61. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 07, 2025 23:34 ET (03:34 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sims Near-term Earnings Being Eroded by Soft Scrap Prices -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSims Near-term Earnings Being Eroded by Soft Scrap Prices -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-08 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0334 GMT - The outlook for shares of metals recycler Sims is under pressure from soft scrap prices, according to <a href=\"https://laohu8.com/S/MTK\">Morgan Stanley</a> analysts Joseph Michael and Julianna Sick. In a note, the analysts say Sims' valuation appears elevated given near-term earnings are being eroded by weak ferrous margins. MS's target on the stock drops to A$12.50/share from A$13.00. The bank reiterates an underweight rating. Longer term, MS reckons Sims will enjoy structural tail winds from greater use of electric arc furnaces and its focus on margins over volume, the analysts say. Sims is down 2.4% at A$13.61. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 07, 2025 23:34 ET (03:34 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SMSMY","symbol_name":"Sims Ltd","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2565574416","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2565574416","pubTimestamp":1757302440,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0334 GMT - The outlook for shares of metals recycler Sims is under pressure from soft scrap prices, according to Morgan Stanley analysts Joseph Michael and Julianna Sick. In a note, the analysts say Sims' valuation appears elevated given near-term earnings are being eroded by weak ferrous margins. MS's target on the stock drops to A$12.50/share from A$13.00. The bank reiterates an underweight rating. Longer term, MS reckons Sims will enjoy structural tail winds from greater use of electric arc furnaces and its focus on margins over volume, the analysts say. Sims is down 2.4% at A$13.61. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"SMSMY":"Sims Ltd","SGM.AU":"SIMS LTD"},"translate_title":"Sims近期收益受到软废料价格的侵蚀——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SGM.AU":0.9,"SMSMY":0.9},"content_text":"0334 GMT - The outlook for shares of metals recycler Sims is under pressure from soft scrap prices, according to Morgan Stanley analysts Joseph Michael and Julianna Sick. In a note, the analysts say Sims' valuation appears elevated given near-term earnings are being eroded by weak ferrous margins. MS's target on the stock drops to A$12.50/share from A$13.00. The bank reiterates an underweight rating. Longer term, MS reckons Sims will enjoy structural tail winds from greater use of electric arc furnaces and its focus on margins over volume, the analysts say. Sims is down 2.4% at A$13.61. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 07, 2025 23:34 ET (03:34 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}