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What Markets Would Like to Hear on Alcoa’s 4Q17 Earnings Call

What Markets Would Like to Hear on Alcoa’s 4Q17 Earnings Call

In this article, we’ll see what the market would like to hear on Alcoa’s 4Q17 earnings call. For metal and mining companies (RIO)(AWC) like Century Aluminum (CENX) and South32 (S32), the macro environment—which includes metal and raw material prices—is equally if not more important than company-specific factors. Speaking of aluminum, we’ve seen that prices are sensitive to China’s demand-supply dynamics.