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Livestock and Poultry Sector On February 3, 2025The global livestock and poultry sector is grappling with challenges due to escalating feed costs and supply constraints. Key commodities such as corn ACTIVTRADES:CORNH2025 and soybeans CBOT:ZS1! , which constitute a major portion of animal feed, have seen substantial price increases driven by adverse weather conditions, reduced crop yields, and heightened demand for biofuels. These factors are putting pressure on producers, particularly in the U.S., where red meat and poultry production is expected to decline by 2% in the current year compared to the previous one. In addition to rising feed costs, outbreaks of diseases like Highly Pathogenic Avian Influenza (HPAI) have further strained production capabilities. The U.S., one of the largest exporters of poultry products, has experienced widespread culling of flocks, leading to a reduction in supply and subsequent price hikes. According to the USDA, wholesale prices for chicken breasts have surged by 15%, while beef prices have increased by 8% year-over-year. This trend is likely to persist as producers continue to face elevated input costs and logistical hurdles. All the data can be found in WASDE report . Impact on Global Trade Dynamics The contraction in U.S. meat production is reshaping global trade patterns, creating opportunities for alternative suppliers. Countries like Brazil and Argentina, major players in the global meat market, are capitalizing on the situation by increasing their export volumes to traditional U.S. markets, including Asia and Europe. For instance, Brazilian exports of beef BMFBOVESPA:BEEF3 and poultry BMFBOVESPA:BRFS3 rose by 10% in Q4 2024, underscoring the shifting dynamics in international trade. Meanwhile, China's growing self-sufficiency in pork production following the recovery from African Swine Fever (ASF) has reduced its reliance on imports, impacting global demand for pork. Investors should also note the potential long-term implications of these shifts. As countries diversify their sourcing strategies, regions with lower production costs and robust infrastructure may gain a competitive edge. This could lead to sustained changes in market share distribution among key players. Investment Implications For investors, the current environment presents both risks and opportunities. Companies involved in alternative protein sources, such as plant-based meats and aquaculture, may benefit from increasing consumer interest in cost-effective and sustainable options. Additionally, advancements in feed efficiency technologies and genetic improvements in livestock breeding offer promising avenues for investment. On the other hand, traditional meat producers may struggle unless they can effectively manage rising input costs through vertical integration or operational efficiencies. From a regional perspective, emerging markets with favorable agricultural conditions and supportive government policies are likely to attract capital. Investors should closely monitor developments in countries like India, Thailand, and Vietnam, where poultry and aquaculture sectors are expanding rapidly. Inference The livestock and poultry sector faces challenges stemming from high feed costs and disease outbreaks. While these issues are pressuring global meat supplies and influencing trade flows, they also create opportunities for innovation and diversification. By staying informed about market trends and technological advancements, investors can position themselves to capitalize on the evolving landscape of the global protein industry.
EURONEXT:LOUP
by juliakhandoshko
Alfen longAlfen, a Dutch company with a lot of potential. When it crashed 90% it got my attention again. It is back to where it was in 2018/2019. Although the price falls, the RSI rises. I also see a price cap on the daily timeframe, approximately between 21-32 euros. I wouldn't be surprised if Alfen starts to skyrocket now. I keep graphs, but more on a macro level (timeframes of decades). I noticed this by chance and it seems interesting, also because I think that car charging stations and energy storage will become interesting in the coming years. Note: I am not a trader or anything like that!
EURONEXT:ALFENLong
by Krijgsman
2
ASML HOLDING N.V - BUY APPROVEDASML Buy Recommendation is Certified. 1. The major trendline since 2009 has been tested and remains solid. 2. The Fibonacci retracement is currently at the 0.618 level, the ultimate prime level. 3. The Fibonacci extension consistently proves accurate. 4. The presidential election year is historically the best time to invest, plus the stock is currently discounted. 5. ASML holds a global monopoly in EUV (Extreme Ultraviolet) lithography technology. 6. Earnings have consistently been excellent, with the company being highly profitable. 7. Some market pressures are driven by American interests, aiming to undermine ASML in order to prevent the sale of machines to China. TARGET: 1450 EUR
EURONEXT:ASMLLong
by TheAverageTrader00
1
ASML - Downtrend & Push backTREND According to the current wave structure, it is in the downtrend. Characteristically, it is used to create pull and push backs after support/resistance breakout. So we can expect similar behavior now. It has not formed a channel yet, but a probable channel can be estimated as on the chart. Moving Averages The current price is under 100-day (Turquoise) (so supports downtrend) 50-day (Orange) will most likely cross 100-day (Turquoise) from up to down (powerful indicator supporting downtrend) in two weeks, unless prices exceeds 50-day. 200-day (Blue) has just worked as a support, but the next momentum is expected to be more powerful resulting a potential breakout of 200-day support. SUMMARY Based on this analysis, a price action following the blue arrow is highly probable.
EURONEXT:ASMLShort
by EmreSrn
ALFEN in 600% rally to 60 euro? ** investment opportunity - European stock! ** A focus on European stocks for a change. The US stock market is becoming increasingly overbought with opportunities few and far between for long term investors. A look overseas provides some attractive opportunities. As Europe transitions towards greener electricity generation so does the demand for infrastructure. One such company seeking to meet that demand is Netherlands based company ALFEN, which: “engages in the development, production, and sale of products, systems and services related to the electricity grid. It focuses on smart grid solutions, electronic vehicle charging equipment, and energy storage systems for businesses.” The TA: On the above 4 day chart price action has corrected 90% since August 2022, a number of reasons now exist to consider an investment in this micro stock. They include: 1) Price action and RSI resistance breakouts. 2) Price action on legacy support (see monthly chart below). 3) Regular bullish divergence. Multiple oscillators print positive divergence with price action. 4) The 60 euro range is 1st significant resistance upon legacy support confirmation. Is it possible price action continues correcting? Sure. It is probable? No. Ww Type: Investment Risk: You decide Timeframe for long: Remainder of 2024 Return: 500-600% Stop loss: Elsewhere Monthly support
EURONEXT:ALFENLong
by without_worries
2