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ArcelorMittal downgraded to Equal Weight from Overweight at Morgan Stanley

ArcelorMittal downgraded to Equal Weight from Overweight at Morgan Stanley

Morgan Stanley downgraded ArcelorMittal (MT) to Equal Weight from Overweight with a EUR 29.80 price target The rally has been galvanized by heightened optimism of a potential Russia-Ukraine peace deal, alongside perceived positive consequences on overall economic sentiment in Europ, but while ArcelorMittal is seen as a direct beneficiary from a potential Ukraine reconstruction given its asset footprint in the country, the equity re-rating is disproportionate vs. the potential earnings impact from higher Ukraine shipments, the analyst tells investors in a research note.

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