Opportunities in Global Energy & Materials Stocks
Commodities and related stocks are on the rise. Crude oil, industrial metals, and lumber prices are all breaking out to new highs and related...
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Tata Steel: Debt Beneath the Wings
We initiate our coverage on Tata Steel Ltd (TATA IN) (“TSL”) with an UNDERWEIGHT recommendation on all of the TATAIN complex as we believe the...
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Nippon Steel to Raise Stake in Sanyo Specialty to 51+% - Japan Steel Consolidation Kicking Off?
Nippon Steel & Sumitomo Metal Corp (5401 JP) announced yesterday that it would be acquiring Swedish engineering specialty steel maker Ovako...
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JSW Steel: Moody's Premature Rating Upgrade
Executive summaryMoody’s upgraded the senior unsecured bond rating of JSW Steel Limited (JSW) to Ba2 from Ba3 on 6-March. The outlook remains...
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JFE: We Would Fade the Trump Tariff
Steel stocks across Asia are down: Nippon Steel -4.2% JFE -3.3% Kobe Steel -3.3% Nisshin Steel -2.7% Posco -4.4% Hyundai Steel -3.0% China Steel...
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