『Prysmian Daily News Update』のカバーアート

Prysmian Daily News Update

Prysmian Daily News Update

著者: Prysmian S.p.A.
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“Daily News Update” is Prysmian’s internal audio bulletin, created to share updates on company developments and industry trends. It covers the most relevant news about Prysmian, our sector, and beyond.Prysmian S.p.A. 政治・政府
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  • Prysmian soars on tariffs. A copper edge and Italy’s role - Jul 9, 2025
    2025/07/09
    As of July 9, several market fluctuations appear influenced by U.S. copper tariffs, with Prysmian emerging as a potential beneficiary in the sector. Prysmian's shares climbed to their highest point since February, rising up to 4% in Milan after the company indicated it stands to gain from President Trump’s proposed 50% tariff on copper imports. Analysts, notably from Citigroup and Jefferies, have pegged Prysmian as a “relative tariff winner” due to its substantial U.S. operations and domestic sourcing of copper, positioning it favorably against competitors. A spokesperson emphasized their proactive stance in assessing the effects of the tariffs, aligning prices in anticipation of market changes. Furthermore, Alessio Butti, Undersecretary of State to the Presidency of the Council of Ministers, emphasized that the long-distance submarine telecommunications cable supply chain is of strategic importance for Italy, which participates in three of the six key segments thanks to operators such as Prysmian and Sparkle. However, Italy lacks national assets for the installation and maintenance of these cables and faces challenges with long-distance signal repeater technologies. Turning to market updates, the overall market reacted, with European mining stocks, particularly those connected to copper, experiencing declines as traders began adjusting to the new tariffs. Reports indicated a spike in U.S. copper shipments in advance of the tariffs, which are expected to take effect imminently. In global scenarios, Trump's announcement reshapes the trading landscape, stirring volatility among global commodities, especially copper, vital for various industries including electric vehicles and construction. Analysts predict substantial disruptions in metal flows following the tariffs, as U.S. prices surged significantly. Furthermore, Britain secured a deal to unlock 7.5 billion pound ($10 billion) in investments with Japan's Sumitomo Corp 8053.T, funding clean energy infrastructure such as offshore wind and hydrogen projects over the next 10 years, the government said on Wednesday. In political news, Israeli Prime Minister Netanyahu emphasized discussions with Trump regarding hostages in Gaza while addressing regional security. Efforts toward a ceasefire between Israel and Hamas are reportedly ongoing, amid rising tensions and military actions in the region.
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    3 分
  • Tariffs, turmoil and clean energy shocks - Jul 8, 2025
    2025/07/08
    As of July 8, significant trade developments unfolded as Asian economies Japan and South Korea urged the U.S. for tariff concessions ahead of looming deadlines while the renewable energy sector faced new regulatory challenges. Prysmian's relevance was underscored today as the looming stricter tax rules for renewable projects in the U.S. cast uncertainty over market sentiment. Clean energy stocks across the U.S. and Europe suffered declines following President Trump's announcement to impose stricter qualifications for tax incentives for solar and wind energy, which analysts suggest could hinder project approvals. Citi and JPMorgan pointed out that news is pertinent not just for renewables but for companies like Prysmian that will require grid investments due to capacity growth in the sector. Meanwhile, Japan and South Korea initiated negotiations with the United States to mitigate the sharp rise in tariffs set to take effect on August 1, with Japan's focus on protecting its automotive sector. Turning to market updates, the mixed reactions in copper markets followed Trump's tariff announcements, which prompted cautious trading alongside concerns about supply disruptions from Chile, the world's largest copper producer. Copper prices edged up slightly, buoyed by a weak U.S. dollar but limited by demand growth worries. In other market news, Glencore is selling its challenged copper refinery in the Philippines to a local billionaire, as EDF commits significant investment into Britain's Sizewell C nuclear project, reflecting ongoing transitions within the energy sector. In global scenarios, the U.N. Human Rights Council passed a pivotal motion addressing climate change after the Marshall Islands retracted an amendment to phase out fossil fuels, highlighting the complex landscape of climate negotiations. Additionally, the far-right Patriots for Europe group is set to lead negotiations in the EU on a new climate target, potentially complicating future emissions reduction agreements. From the international front, China faces challenges regarding its heavy rare-earth supply amid ongoing conflicts in Myanmar, impacting an integral part of the global supply chain as geopolitical tensions rise. This illustrates the delicate balance between market needs and regional stability as the world navigates through economic and environmental change.
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    3 分
  • Update 07.07.25 new
    2025/07/07
    As of July 7, Prysmian received a "Hold" rating from Baptista Research, with a price target of 68.30 euros, suggesting a potential 15% upside from its last price, highlighting a cautious outlook on the stock. Turning to market updates, U.S. Treasury Secretary Scott Bessent indicated that significant trade announcements are expected within 48 hours as the country approaches a crucial tariff deadline. Following President Trump's declaration of impending higher tariffs, global trade talks intensified, prompting countries to present last-minute proposals to avert steep tariff increases. The backdrop of this turbulence sees investor anxiety rise, notably reflected in Tesla shares, which dropped nearly 7% amid concerns over CEO Elon Musk's new political party and his fraught relationship with Trump. Dow also revealed plans to shut down three European chemical plants, impacting around 800 jobs due to structural challenges affecting the sector. In global scenarios, Canada's Aluminum Association mentioned potential financial support for domestic producers if U.S. tariffs on aluminum persist. Meanwhile, copper prices dipped as fears of additional tariffs weighed on the market, despite recent gains. Notably, China’s restrictions on rare earth exports are creating challenges for global automakers, indicating that trade tensions are affecting supply chains. From the international front, Israeli Prime Minister Netanyahu visited the White House to discuss a potential ceasefire with Hamas as Trump reiterated his commitment to broker peace in the region. Concurrently, Brazil faces scrutiny as illegal loggers profit from carbon credit projects aimed at protecting the Amazon, raising concerns about environmental regulation efficacy.
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    2 分

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