Nisshin Steel - Partial Tender (& Grids) II
On February 1, Nisshin Steel Co Ltd ("Nisshin") announced it had asked Nippon Steel & Sumitomo Metals ("NSSM") to supply it with billet and...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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With the balance sheet repaired, BlueScope is stabilised, but significant optimism is priced in.
Like many global steelmakers, BlueScope has struggled since the global financial crisis. The company avoided diversifying into mining via...
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