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19 Sep 2022
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Metal and Mining
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Axis Direct
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Sector Update
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Domestic Demand Revival A Key to Drive the Steel Sector
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08 Sep 2022
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Metal and Mining
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BOB Capital Markets Ltd.
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Sector Update
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Experts view at the India Steel Conference 2022 suggest 7-8% steel demand growth over the medium term supported by progress on NIP
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05 Sep 2022
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Metal and Mining
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BOB Capital Markets Ltd.
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Sector Update
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China's Q2CY22 steel sector performance flags subpar demand in Q3 and only a gradual recovery from Q4
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25 Aug 2022
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Metal and Mining
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Trendlyne Analysis
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Sector Update
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Looking at production and sales volumes of listed Indian steel companies, Tata Steel and JSW Steel are the biggest gainers.
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21 Jul 2022
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Metal and Mining
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BOB Capital Markets Ltd.
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Sector Update
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Alcoa's aluminium commentary sets a positive tone; management continues to see market in deficit in CY22
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19 Jul 2022
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Metal and Mining
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ICICI Securities Limited
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Sector Update
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Over the years, Annual Report Analysis (ARA) for commodity sector companies has been losing its relevance in the investment community as i) majority of AR information is backward looking (also on account of improving disclosures on the part of corporates) and/or doesn’t help in investment decisions, ii) limited shelf life and iii) nature of sector– underlying volatile commodity movements virtually sidestepping operational improvements.
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12 Jul 2022
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Metal and Mining
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ICICI Direct
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Sector Update
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11 Jul 2022
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Metal and Mining
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Axis Direct
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Sector Update
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ECONOMIC STIMULATION & PENT UP DEMAND OVER; MONETARY TIGHTENING WEIGHS ON STEEL AND BASE METALS
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11 Jul 2022
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Metal and Mining
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Prabhudas Lilladhar
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Sector Update
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22 Jun 2022
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Metal and Mining
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ICRA
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Sector Update
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Export duties, elevated coal/energy costs, and muted domestic demand growth are eating into the margins of domestic steel mills.
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