bearish
Supply-Side Discipline Eased; Pricing & Profits to Suffer
316 Views02 Oct 2018 17:05
INVESTMENT VIEW:
Beijing will not renew significant cuts to steel production and coal usage this winter.
Industry contacts forecast this will...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Discussions
(Paid Plans Only)
Charles Spencer
Over 25-yrs in Global Materials & Soft Commodities
Price Chart(Sign Up to Access)
- Angang Steel: More Pain Ahead on Chinese Steel Overproduction. PT Cut to HK$509 Dec 2018
- More Good News for Anhui Conch01 Nov 2018
- Jury Still Out on Chinese Steel and Cement Cuts03 Oct 2018
- Supply-Side Discipline Eased; Pricing & Profits to Suffer02 Oct 2018
- Policy Easing Pushes Out Our Correction Call, But Headwinds to Return into FY1926 Jul 2018
- Chinese Steel Traders Turn Bearish; Sell Angang PT HK$6.5031 May 2018
x