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Reports Archive
Date Heading Pages Author Download
May-12 Russian steel earnings downgrade, is there more to come? 16 HSBC
Mar-12 HSBC Steel Weekly 15 HSBC
Mar-12 HSBC Steel Weekly 15 HSBC
Mar-12 Steel Sector Update 4 Centrum
Mar-12 Global Steel Q1 Quarterly 32 Citi
Mar-12 Restocking - Driven Recovery, Underlying Demand Remains Weak 32 Prabhudas Lilladher
Feb-12 Indian steel : Remain Positive Long Term, Near Term Risks 9 NOMURA Research
Dec-11 Global weakness a concern, but India stocks discounting a distress scenario 58 Nomura
Nov-11 A Quarter Marred By Downgrades 9 Nirmal Bang
Nov-11 Sharp price movements mark Oct'11 21 PINC Research
Oct-11 Sep-11 production worse than seasonal; further cuts expected 6 Credit Suisse
Oct-11 2012 - Will China spoil the party again? 16 HSBC
Oct-11 2Q12 preview: Backward-looking quarter 4 Credit Suisse
Oct-11 No sign of recovery yet 84 ICICI Securities
Oct-11 Weak global crude steel production in August 6 Nomura Securities
Sep-11 Metallon Monitor 19 PINC Research
Sep-11 Monthly Report - September 2011 17 Centrum Research
Sep-11 Toxic Mix: Peak Costs and Softening Demand 27 Citi
Sep-11 Steel Update 29 Citi
Sep-11 Global Steel Q3 Quarterly 27 Citi
Aug-11 India Iron Ore Industry Alert - Iron Ban 2 5 Citi
Aug-11 Global events to be in focus in medium term 9 Nirmal Bang
Aug-11 Bellary mining ban to alter demand-supply equation in region 18 Motilal Oswal
Jul-11 1Q12 preview: Mixed EBITDA growth trends; steel volumes weak 4 Credit Suisse
Jul-11 Steel And Mining : Sheen Is Off, Stay Selective 134 Centrum Research
Jun-11 Global steel production update: Supply chain unwind should start now 6 Credit Suisse
Jun-11 Translation of earnings to cash flows key to stock performance 120 Nomura
Jun-11 Valuation underplay likely gains H2FY12 onwards 97 PINC Research
Jun-11 Subdued data points; near term caution in-store 9 HSBC
Apr-11 A tough quarter ahead 13 Nomura Securities
Mar-11 The Indian Steel Industry 99 ICRA
Jan-11 1Q11 Steel Sector Update 35 Citi
Jan-11 Steel Outlook 2011 16 Citi
Jan-11 India Coking Coal Update 8 Citi
Dec-10 Visit Note - Mid-Cap Steel Companies 17 PINC Research
Oct-10 Metals & Mining : Ferrous Metal Update 14 Khandwala Securities
Sep-10 Mid-Cap Gems: Metamorphosing! 40 Pinc Research
Sep-10 Raw material prices decline; steel prices firming up 5 PINC Research
Jul-10 Mining For Value 84 Angel Broking
Jun-10 Steel Update - Jun 10 14 Motilal Oswal
Jun-10 Steel: Dented But Not Derailed 21 Edelweiss
Jan-10 India Ferrous Metals - Withstanding the global meltdown; Buy JSW Steel, SAIL 103 Anand Rathi
Sep-09 Steel Sector Update 5 India Infoline
Sep-09 Steel Authority Of India Ltd - Annual Report Analysis 13 Khandwala Securities
Jul-09 Steel Sector Update 4 Khandwala Securities
Jun-09 Metals Sector Update - Visibility Rising 13 Emkay Research
Apr-09 ArcelorMittal: Inventory write-down impacts yet again 6 Edelweiss Securities
Feb-09 Arcelormittal: Inventory Write-Down Woes 6 Edelweiss
Feb-09 Compendium - Q3FY09 Results Review Analyses of leading STEEL COMPANIES IN INDIA 10 Keynote Capital Research
Dec-08 Steel - Uncertainty prevails 9 Prabhudas Lilladher
Dec-08 Steel - Cornucopia shattered 14 Edelweiss Securities
Dec-08 China Steel - All hopes pinned on stimulus package 4 Edelweiss
Aug-08 KSL - Metals & Mining Update 41 Khandwala Securities
Jun-08 Steel Pipes - Sector Update 4 Emkay Securities
Jun-08 Steel Sector Update - KSL 3 Khandwala Securities
May-08 Steel - Prices: Steaming ahead... 13 Edelweiss
May-08 Prices - Export duty on pipes - Risks loom large 4 Edelweiss
May-08 Steel Industry Updated - Prices rolled back, concessions could be granted 3 Emkay Securities
May-08 Metals – Steel prices update 2 Emkay Securities
Apr-08 Steel Prices Update 2 Emkay Securities
Apr-08 Steel - European prices scaling new highs 3 Edelweiss
Apr-08 World crude steel output increases by 7.5% in 2007 5 IISI
Apr-08 Steel Sector Update 3 Khandwala Securities
Mar-08 Steel Sector Update 4 Angel Broking
Mar-08 Steel Sector Update 3 Emkay Securities
Feb-08 Steel Prices Uptrend Continues 2 Emkay Securities
Jan-08 China Ups Steel Export Taxes 5 Emkay Securities
Sep-07 Steel Prices - Uptrend Continues 2 Emkay Securities
Sep-07 Steel Sector Update 31 Prabhudas Lilladhar
Sep-07 Steel Sector Update 90 Edelweiss
Sep-07 Steel Sector 2 Emkay Securities
Jul-07 Steel Sector Update 4 Emkay Securites
Dec-06 Quarterly Sector Report on Steel 11 ETIG
Nov-06 Indian Steel Industry 16 Karvy
Oct-06 JSW STEEL Analyst Call Transcript 16 ETIG
Aug-06 Steel Sector Report Q1FY07 19 ETIG
Jun-06 Mittal's Pitch For Arcelor 29 Mittal Steel
Jun-06 Coal Glossary 2 WCI
Jun-06 Steel Glossary 18 MoS
Jun-06 coal and steel facts 2006 2 WCI
Jun-06 World coal institute coal case study 10 WCI
Jun-06 Annual Report Ministry of Steel 85 MoS
Feb-06 ETIG Steel Sector Report-Feb'06 11 ETIG
Jan-06 Metals Chartbook 23 ETIG
Jan-06 Metal and Mining Sector 13 ENAM
Dec-05 Steel Sector 42 ENAM
Nov-05 ETIG Steel Sector Report - November 2005 15 ETIG
Mar-05 Steel Conference Update - March 2005 18 Steel Ministry/Journals/Web Sites
2005 World Steel 2005 24 IISI
2004 Steel Statistical Yearbook - 2004 112 IISI