Beijing Steel Trader Visit in Jan 2018
Wire rode inventory up and rebar inventory lower than last visit last August 2017. Only one truck we found at the traders showing little...
162 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.3k Views
Baosteel's Strong 2016 Preliminary Results Beat Our Expectation; Fair Value Estimate Intact
No-moat Baosteel’s 2016 net income is expected to increase by about 770% year over year to CNY 8.8 billion. The results beat our expectations,...
249 Views
Pakistan Market Outlook 2017
Pakistan market is expected to continue its uptrend in 2017 given tangible gains from China Pakistan Economic Corridor (CPEC) projects and rising...
379 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.5k Views