NIB NIBE Industrier AB (publ) Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
14:49
11 июн
11 июн
El Niño is confirmed by NOAA/CPC and expected to strengthen into winter 2026/27, potentially harming West African cocoa production (concentrated in Ivory Coast/Ghana) at a critical crop development window. The market is still focused on the old 2025/26 season, but the real risk lies in the 2026/27 main crop (tested Sept–Oct). Ivory Coast has slowed forward sales due to El Niño concerns, and major processor Barry Callebaut warns prices could spike. Long cocoa via US-listed ETN NIB (or futures) to capture a tail-risk event that crowded shorts (net short ~21k contracts) may be forced to cover. El Niño fails to materialize or is too weak; West Africa sees normal/above-average rains; 2026/27 arrivals are strong; cocoa demand softens; ETN contango decay erodes returns.
Выс.
05:52
08 мая
08 мая
Cocoa surged ~23% on El Niño/West Africa crop fears.
Cocoa surged ~23% on El Niño/West Africa crop fears; analyst notes rally is primarily short-covering driven, with speculators holding largest net short since Nov 2022.
Низ.
13:59
13 мар
13 мар
A potential funding shortfall for Ghana's cocoa regulator could constrain supply.
A potential funding shortfall for Ghana's cocoa regulator could constrain supply in the upcoming season, creating upward pressure on cocoa prices.
Сред.
18:45
16 фев
16 фев
A fundamental supply/demand imbalance, with slumping demand and excess supply being stored.
A fundamental supply/demand imbalance, with slumping demand and excess supply being stored by farmers, points to continued downward pressure on cocoa prices.
Сред.
07:30
13 фев
13 фев
Cocoa down 13% on the week and 40% YTD; sharp ongoing decline noted with no directional thesis.
Cocoa down 13% on the week and 40% YTD; sharp ongoing decline noted with no directional thesis from speaker.
Сред.
07:06
12 янв
12 янв
Cocoa dropped 12% as index-rebalancing longs were forced to unwind when exporters sold into.
Cocoa dropped 12% as index-rebalancing longs were forced to unwind when exporters sold into the liquidity window; speaker notes the well-telegraphed trade failed to deliver.
Низ.
Об аналитическом покрытии NIB
Buzzberg отслеживает NIB (NIBE Industrier AB (publ)) в 4 источниках. Бычьих сигналов: 1, медвежьих: 0, от 4 аналитиков. Сентимент преимущественно бычий (17%). Всего отслеживается 6 торговых идей. Последние спикеры: u/SaltyVegan69, Ole Hansen, @business.