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Reports Archive
Date Heading Pages Author Download
Feb-17 Metals Weekly - Feb 21, 2017 28 Motilal Oswal
Feb-17 Q3 Review: In-line quarter; HNDL, COAL top picks 5 Religare Research
Feb-17 State of Steel Industry and Prospects 8 Care Research
Feb-17 Metals Weekly - Feb 13, 2017 28 Motilal Oswal
Feb-17 Metal Weekly - Jan 31, 2017 28 Motilal Oswal
Jan-17 Metals Weekly - Jan 24, 2017 28 Motilal Oswal
Jan-17 Metals Weekly Jan 9,2017 28 Motilal Oswal
Jan-17 Metal Price move slowing down!! 9 Emkay Research
Dec-16 Metals Weekly - Dec 26, 2016 28 Motilal Oswal
Dec-16 Oversupply continues to triumph! 4 Emkay Research
Dec-16 Metals Weekly - Dec 20, 2016 28 Motilal Oswal
Dec-16 Metals Weekly - Dec 12, 2016 28 Motilal Oswal
Dec-16 Metal Prices on the move!! 9 Emkay Research
Dec-16 Metals Weekly - Dec 05, 2016 28 Motilal Oswal
Dec-16 Metals Weekly - Nov 28, 2016 Motilal Oswal
Nov-16 Metals Weekly - Nov 21, 2016 28 Motilal Oswal
Nov-16 Supply continues to outpace demand! 3 Emkay Research
Nov-16 Metal Prices on the move!! 10 Emkay Research
Oct-16 Metals Weekly - Oct 24, 2016 28 Motilal Oswal
Oct-16 Indian Steel Industry: Volume analysis 3 Emkay Research
Oct-16 Coking Coal steals the show! 9 Emkay Securite
Oct-16 A positive data point in the sector 8 Edelweiss Securities
Sep-16 Notes down the road: Some bullishness on prices visible 8 Edelweiss Securities
Sep-16 Metals Weekly - Sep 26, 2016 28 Motilal Oswal
Sep-16 Dream run: Turning tide? 9 Edelweiss Securities
Sep-16 Haircuts essential to prune steel sector debt 5 Religare Research
Sep-16 Indian Steel Industry: Volume analysis 3 Emkay Research
Sep-16 Metals Weekly - Sep 12, 2016 28 Motilal Oswal
Sep-16 MIP uncertainty continues 9 Emkay Research
Aug-16 Consumption continues to be muted! 3 Emkay Research
Aug-16 Indian Steel Industry: Trade Policy 4 Emkay Research
Aug-16 Metals Weekly 28 Motilal Oswal
Jul-16 Metals & Mining : Q1FY17 Results Preview - Realisation recovery to provide sheen for earnings 12 Centrum
Jul-16 Metallica - Steel falters; Zinc outperforms 8 Emkay Research
Jun-16 India Metals & Mining - Q4 Review: Strong quarter; Q1FY17 to be better 6 Religare Research
Jun-16 Metallica - Steel prices corrected finally 7 Emkay Research
May-16 Metals Weekly - 16 May 2016 28 Motilal Oswal
May-16 METALS AND MINING - Summer of discontent? 14 Edelweiss Securities
May-16 Steel price rally: will it sustain? 7 Emkay Research
Apr-16 Metals Weekly - Apr 25, 2016 28 Motilal Oswal
Apr-16 The big cycle turn? 50 Credit Suisse
Apr-16 Metals Weekly - April 11, 2016 28 Motilal Oswal
Apr-16 Real consumption remains sluggish; net steel imports remain unchanged 6 IDFC Securities
Apr-16 Pain starts reducing as price rebound picks up speed 12 Centrum Research
Apr-16 Metals Weekly - Apr 4, 2016 28 Motilal Oswal
Apr-16 Steel prices rally on China! 6 Emkay Research
Mar-16 Metals Weekly - Mar 28, 2016 28 Motilal Oswal
Mar-16 Metals Weekly - Mar 21, 2016 28 Motilal Oswal
Mar-16 Uptick in Iron ore prices transient 8 Edelweiss Securities
Mar-16 Metals Weekly - Mar 14, 2016 28 Motilal Oswal
Mar-16 Protectionism rush: Advantage India 8 Edelweiss Securities
Feb-16 Metals Weekly - Feb 15, 2016 Motilal Oswal
Feb-16 EU's latest trade restrictions to have little impact on Tata Steel 4 Emkay Research
Feb-16 MIP to revive the earnings sanity; sector outlook upgraded to Neutral 6 Prabhudas Lilladher
Feb-16 Worst is behind for Indian steel; we like only JSW Steel 62 Motilal Oswal
Jan-16 Metals Weekly - Jan 25, 2016 28 Motilal Oswal
Jan-16 Metals Weekly - Jan 19, 2016 28 Motilal Oswal
Jan-16 Metals Weekly - Jan 11, 2016 28 Motilal Oswal
Jan-16 China to remain key; Al, Zn seems better placed than Steel 7 Emkay Research
Jan-16 Metals Weekly - Jan 4, 2016 28 Motilal Oswal
Jan-16 Pricing trends for Dec 2015 7 IDFC
Dec-15 Metals Weekly - Dec 28, 2015 28 Motilal Oswal
Dec-15 Effective trade measures and global restocking cycle to buoy steel prices 16 Motilal Oswal
Dec-15 Metals Weekly - Dec 21, 2015 28 Motilal Oswal
Dec-15 Proposed quality order can contain imports 8 Motilal Oswal
Dec-15 Metals Weekly - Dec 14,2015 28 Motilal Oswal
Dec-15 Minimum floor price to provide marginal relief 6 Motila Oswal
Dec-15 India Steel Data (Nov-15) 6 IDFC
Dec-15 Metals Weekly - Dec 07, 2015 28 Motilal Oswal
Dec-15 Macro factors to keep driving metals 7 Emkay Research
Dec-15 Metals Weekly - Nov 30, 2015 28 Motilal Oswal
Nov-15 Metals Weekly - Nov 23, 2015 28 Motilal Oswal
Nov-15 Q2 Review: More beats but outlook dull 7 Religare Research
Nov-15 Metals Weekly - Nov ,02 2015 26 Motilal Oswal
Nov-15 Outlook worsens for Indian steel sector with hits on all counts 6 Prabhudas Lilladher
Nov-15 China effect continues to drive metals 7 Emkay Research
Nov-15 India Iron ore - Pricing trends for Oct 15 7 IDFC
Oct-15 Metals Weekly - Oct 12, 2015 26 Motilal Oswal
Oct-15 Metals Weekly - Oct 5, 2015 26 Motilal Oswal
Oct-15 Q2FY16 Results Preview 18 Centrum Research
Oct-15 Metallica 8 Emkay Research
Sep-15 Metals Weekly - Sep 28, 2015 26 Motilal Oswal
Sep-15 Metals Weekly - Sep,21, 2015 26 Motilal Oswal
Sep-15 Potential levy of safeguard duty augurs well.. 6 ICICI Direct
Sep-15 Provisional safeguard duty at 20%; huge relief for domestic players 6 IDFC
Sep-15 Case for Safeguard duty stands on a weak ground 4 Prabhudas Lilladher
Sep-15 Pricing trends for Aug 2015 8 IDFC
Sep-15 Metallica 8 Emkay Research
Sep-15 Metals Weekly - Aug 31, 2015 26 Motilal Oswal
Aug-15 Steel: Cyclical stress or permanent debt trap? 26 Motilal Oswal
Aug-15 Metals Weekly - Aug,24, 2015 26 Motilal Oswal
Aug-15 Q1 Review: In-line performance, but outlook bleak 7 Religare Research
Aug-15 China worries weighing on metals 8 Emkay Research
Jul-15 Channel checks suggest continued weakness in prices; more cuts to follow 1 Credit Suisse
Jul-15 Metals Weekly - 20 July 2015 26 Motilal Oswal
Jul-15 Domestic iron ore supplies at multi-year high in June 5 Prabhudas Lilladher
Jul-15 Metals Weekly - 13 Jul 2015 26 Motilal Oswal
Jul-15 No end to the misery yet 14 Centrum Research
Jul-15 Metals 1QFY16 results preview 16 Motilal Oswal
Jul-15 Base metals continue to fall 8 Emkay Research
Jul-15 Pricing trends for June 2015 8 IDFC
Jun-15 Metals Weekly - 29 June 2015 26 Motilal Oswal
Jun-15 Import duty hike augurs well... 2 ICICI Direct
Jun-15 Basic custom duty on steel products raised by 2.5% 6 IDFC
Jun-15 Import duty hike a long-term positive 1 Religare
Jun-15 Import duty hike of 2.5% is marginal relief to Indian steel 4 Motilal Oswal
Jun-15 Metals Weekly - 15 June 2015 26 Motilal Oswal
Jun-15 Real consumption up 6% yoy; net imports at all-time high 6 IDFC
Jun-15 Metals Weekly - 8 June 2015 26 Motilal Oswal
Jun-15 Metals Weekly - 1 June 2015 26 Motilal
Jun-15 Steel prices little changed, base metals fell sharply... 8 Emkay
May-15 Metals Weekly - 18 May 2015 26 Motilal Oswal
May-15 Restarting of mines in Orissa, JSTL our best pick 6 Prabhudas Lilladher
May-15 EUROFER CY15 forecast unchanged; construction weak 6 IDFC
May-15 Iron ore prices stage a recovery 8 Emkay Research
May-15 Metals Weekly - 27 April 2015 26 Motilal Oswal
Apr-15 Metals Weekly 26 Motilal Oswal
Apr-15 Draft Mineral Auction Rules 2015 released 4 Motilal Oswal
Apr-15 Metals Weekly 26 Motilal
Feb-15 Metals Weekly 26 Motilal
Feb-15 Demand and pricing overhang 24 Goldman Sachs
Feb-15 Metals Weekly 26 Motilal
Feb-15 Demand woes weighing on prices 8 Emkay
Jan-15 Metallica-Pain continues... 8 Emkay
Dec-14 India's iron ore production likely to hit year's low in November 8 Prabhudas Lilladher
Nov-14 Metallica - Steel price slide continues 7 Emkay
Nov-14 Metals Weekly 26 Motilal Oswal
Oct-14 Steel mill spreads under attack from scrap prices 14 Motilal Oswal
Jun-14 Steel Sector - Turning A Corner 8 Nirmal Bang
Mar-14 Steel - In transition phase 11 IIFL
Mar-14 Steel Sector Update 48 Nirmal Bang
Feb-14 Steel : Rupee depreciation - no more a benefit 7 Prabhudas Lilladher
Jan-14 Exports Save Steel Sector From Consumption Blues 4 Nirmal Bang
Dec-13 Weakness In Consumption Continues, Exports Sole Saviour 4 Nirmal Bang
Dec-13 Stock Prices Run Ahead Of Earnings Growth 4 Nirmal Bang
Dec-13 Steel shines, non- ferrous metals continue to fall 5 Emkay
Dec-13 Indian Metals and Mining 3 Anand Rathi
Nov-13 Steel Sector Trends 13 Angel Commodities
Sep-13 India Steel data 5 IDFC
May-13 Metals Weekly 26 Motilal Oswal
May-13 Steel - Activity weakens in the peak months, Prices near YTD lows 13 Prabhudas Lilladher
May-13 Metals Weekly 26 Motilal Oswal
May-13 Indian steel demand growth muted in April 2013 7 Nomura
Apr-13 Steel: WSA cuts demand growth rates 8 Motilal Oswal
Apr-13 STEEL INDUSTRY A path less certain… 43 CARE Research
Apr-13 Indian steel demand grows just 3.3% in FY13... 7 Nomura
Mar-13 Steel Sector - February 2013 Production Update 4 Nirmal Bang
Mar-13 STEEL Sector Update 2 CARE Ratings
Jan-13 Selective Steel Story: Prefer Tata Steel, Downgrade SAIL 31 Citi
Jan-13 Re' stocking driving the rally; Real demand remains fragile 13 Prabhudas Lilladher
Jan-13 Steel Industry Outlook 5 CARE Research
Dec-12 Steel - Brief rally supported by low inventories across markets 13 Prabhudas Lilladher
Dec-12 Steel demand weak; but net imports increase 5 Nomura
Nov-12 Modest recovery in prices 5 Emkay
Nov-12 India Metals and Mining - Challenges abound 15 Anand Rathi
Nov-12 Disconnect between iron ore and steel prices continues 5 Emkay Research
Oct-12 India Steel Sector - Just the beginning of the fall 28 Credit Suisse
Sep-12 India Steel Industry - The Going Is Tough, But Priced In; Upgrade Tata Steel to Buy 48 Citi
Aug-12 Steel: Downhill Run - Summary 43 Motilal Oswal
Aug-12 Metallica - Volatility likely to increase 4 Emkay Research
Jun-12 HSBC Steel Weekly 17 HSBC
May-12 HSBC Steel Weekly 20 HSBC
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