Kaiser Aluminum Corp

Latest Kaiser Aluminum Corp News and Updates

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    Materials

    Must-know: Alcoa is placed better than other aluminum companies

    The aluminum process starts by extracting bauxite from the Earth’s crust. The bauxite is refined into alumina. Alumina is a key raw material—along with carbon and electricity.

    By Mohit Oberoi, CFA
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    Materials

    Must-know: 3 risks that aluminum company investors face

    Litigations can be a big blow for aluminum producers. Litigations are expected to decrease aluminum prices and premiums. This will be negative for aluminum companies like Alcoa Inc. (AA), Century Aluminum (CENX), Kaiser Aluminum Corp. (KALU), and Constellium (CSTM).

    By Mohit Oberoi, CFA
  • Materials

    Why investors should understand Alcoa’s business model

    Alcoa is an integrated player in the aluminum value chain. This means its operations extend from bauxite refining to aluminum fabrication.

    By Mohit Oberoi, CFA
  • Materials

    Why Alcoa is transforming from a pure-play aluminum company

    Alcoa (AA) is the largest aluminum company in the US. It’s among the top three aluminum producers globally. The company was founded in 1888.

    By Mohit Oberoi, CFA
  • Materials

    Why Century Aluminum is the most expensive aluminum play

    Century Aluminum has the highest price-to-earnings ratio compared to its industry peers.

    By Mohit Oberoi, CFA
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    Materials

    Overview: An investor’s guide to the aluminum industry

    Aluminum is the most abundant metal found in the earth’s crust. It’s soft, lightweight, and durable in nature. Its low density and resistance to corrosion make it a very important metal that a lot of industries use.

    By Mohit Oberoi, CFA
  • Materials

    Must-know: Emerging trends in China’s aluminum market

    Contrary to global expectations, China has increased its smelting capacities in the past decade. There are plenty of reasons behind this move.

    By Mohit Oberoi, CFA
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    Materials

    Must-know: Understanding aluminum’s value chain

    The aluminum industry has a value chain that consists of both upstream and downstream companies. Upstream companies are engaged in the mining and refining operations.

    By Mohit Oberoi, CFA
  • uploads///aluminum prices fabricators rising aluminum demand
    Company & Industry Overviews

    Fabricators Could Be a Play on Rising Aluminum Demand

    Aluminum fabricators like Kaiser Aluminum could play on rising aluminum demand. Kaiser Aluminum has shown strength amid the meltdown in other metal plays.

    By Mohit Oberoi, CFA
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    Earnings Report

    Alcoa’s 2Q15 Earnings: Key Takeaways for Investors

    On June 8, Alcoa (AA) released its Q2 earnings. In this series, we’ll analyze Alcoa’s Q2 earnings in detail.

    By Mohit Oberoi, CFA
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    Company & Industry Overviews

    Lower Aluminum Premiums: Good for Fabricators, Bad for Producers

    Aluminum fabricators have benefited from the massive drop in aluminum premiums. Sometimes fabricators face a challenge passing these premiums on to their buyers.

    By Mohit Oberoi, CFA
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    Earnings Report

    Rio Tinto’s 1Q15 Aluminum Production Is Weak, Guidance Maintained

    Rio Tinto’s (RIO) aluminum production in 1Q15 was in line with 1Q14. This is despite a partial shutdown at Kitimat.

    By Anuradha Garg
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    Macroeconomic Analysis

    Why Alcoa Investors Should Track Ford 1Q Earnings

    Ford’s 1Q earnings are expected on April 28. Ford is an important customer for Alcoa, and its latest F-150 pickup truck is the first mass market aluminum body vehicle.

    By Mohit Oberoi, CFA
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    Macroeconomic Analysis

    What Do Recent Aluminum Industry Indicators Point To?

    Alcoa has lost almost a sixth of its market capitalization so far in 2015. Aluminum industry indicators have taken a beating since the middle of last year.

    By Mohit Oberoi, CFA
  • uploads///key operations
    Earnings Report

    Key Takeaways from Alcoa’s 1Q 2015 Earnings

    Alcoa (AA) reported its 1Q 2015 earnings on April 8. It reported net income of $195 million on revenues of $5.8 billion.

    By Mohit Oberoi, CFA
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    Earnings Report

    Alcoa: Downstream Business Gives Star Performance in 1Q 2015

    Alcoa’s (AA) downstream business generated after-tax operating income of $191 million in 1Q 2015, its highest-ever after-tax operating income.

    By Mohit Oberoi, CFA
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    Earnings Report

    Constellium’s Aerospace Segment: What Are Its Challenges?

    In the third quarter, Constellium warned that its Aerospace and Transportation, or A&T, segment’s profits could come down.

    By Mohit Oberoi, CFA
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    Earnings Report

    What Are Constellium’s Major Operations?

    Constellium is engaged in the aluminum fabrication business. Its fourth quarter earnings were a positive surprise for the markets.

    By Mohit Oberoi, CFA
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    Macroeconomic Analysis

    Alcoa investors should track nonresidential construction

    Alcoa gets more than $1 billion in revenues from nonresidential construction. Investors should thus track nonresidential construction activity closely.

    By Mohit Oberoi, CFA
  • uploads///raw material
    Materials

    Century Aluminum’s placement on the aluminum value chain

    The aluminum industry has a value chain that consists of upstream and downstream companies. Upstream companies are engaged in mining and refining operations. The downstream operations involve smelting, casting, and fabricating the refined alumina.

    By Mohit Oberoi, CFA
  • Materials

    Constellium moves to new ground with acquisition of Wise Metals

    With this acquisition, Constellium becomes an international company. It also moves into upstream aluminum operations, through the aluminum recycling facilities of Wise Metals.

    By Mohit Oberoi, CFA
  • Materials

    Why the Firth Rixson acquisition makes strategic sense for Alcoa

    The deal with Firth Rixson is strategically important for Alcoa. Firth Rixson is the largest jet engine ring manufacturer. It gets ~75% of its revenues from the aerospace industry. It adds new products and customers to Alcoa’s aerospace portfolio.

    By Mohit Oberoi, CFA
  • uploads///aerospace
    Materials

    Must-know: Alcoa’s key customer segments

    Alcoa is a global leader in aerospace fastening systems and jet engine airfoils. It develops airframe and engine applications. Alcoa has developed more than 90% of all aluminum aerospace alloys. It’s a leader in the aerospace industry. Every western commercial aircraft that’s flying today uses Alcoa fasteners.

    By Mohit Oberoi, CFA
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