Energy Drives Commodity Price Gains in May
PRICE FORECAST CHANGES - RAISING COAL; CUTTING GOLD:We raise our annual average Coal (COAL COMDTY) price forecasts by 10% after strong price gains...
230 Views
Chinese Steel Traders Turn Bearish; Sell Angang PT HK$6.50
INVESTMENT VIEW:We would sell Angang Steel Co Ltd (H) (347 HK) shares, price target HK$6.50, in expectation of a weaker steel price this...
261 Views
China Rebar Rebounds as Inventories Normalize
Long-product inventories are finally falling. Strong demand from infrastructure projects is expected this year. Recovery in prices and spreads...
203 Views
347 HK (Angang Steel) 40% Upside
WEEKLY KEY ELEMENTS Bullish above 7.00 to 11.80.Should you have any questions and wish to speak with one of our analysts, please donāt hesitate to...
312 Views
CHINA Steel Trader Visit - 3rd Visit
This is our new monthly series to look at steel demand as a proxy for the Chinese economy. We look at steel inventories and how they have changed...
260 Views