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The latest Messages 104
2021-07-29 11:40:58
Reason for rally in Maithan Alloys and Imfa
https://www.metalbulletin.com/Article/4000571/Boost-for-Chinas-ferro-chrome-market-from-13-year-high-tender.html
20.5K views08:40
2021-07-29 11:13:04
From Bloomberg: China raises export tariffs for some steel products from August....This is big positive for Indian steel makers
21.3K views08:13
2021-07-29 09:31:20
Mahindra Logistics...only for traders....crossing 2018 highs...momentum trade...good vols today also
21.4K views06:31
2021-07-29 08:39:20
ArcelorMittal Q2CY21: First cut (Read thru for Tata Steel)
Solid performance
1. Consolidated EBITDA at USD5.1bn (up 55.8%QoQ) on the back of positive price-cost effect. Beats consensus at USD4.5bn. This is the best performance since CY08
2. Europe EBITDA at USD190/t compared to USD99/t in Q1CY21- See similar trajectory for TSE as well
3. Global consumption growth forecasts increased to 7.5%-8.5% compared to 4.5%-5.5% earlier.
21.1K views05:39
2021-07-29 08:27:25
ArcelorMittal has upgraded its global apparent steel consumption (ASC) forecast in 2021 vs. 2020 from +7.5% to +8.5% (from previous growth estimate of +4.5% to +5.5%)
https://www.globenewswire.com/news-release/2021/07/29/2270861/0/en/ArcelorMittal-reports-second-quarter-2021-and-half-year-2021-results.html
20.7K views05:27
2021-07-29 08:04:50
Only steel....if all goes well...i see tata steel 1500 - 1700 and then 2000....
20.5K views05:04
2021-07-29 07:58:08
This is interesting....Eveready moving towards appliances...move towards consumer co
21.8K views04:58
2021-07-29 07:55:13
Tata Motors in focus....Ford yesterday said it sees improvement in semi conductor supply
https://techcrunch.com/2021/07/28/ford-expects-semiconductor-rebound-new-vehicle-demand-to-increase-2021-profits/
20.5K views04:55
2021-07-29 07:26:02
Pitti Eng (Sales note by domestic research firm) - For reading ino Focused on electric vehicle, data farm, renewable & railways A small cap engineering co available at 5x EPS Has long term supply contract with GE India & earns around 50 cr/ annum (tells you…
21.1K views04:26
2021-07-29 06:56:24
Stocks on my radar...Tata Steel, ABFRL in F&O...RK Forge, Kolta Patil in Non F&O
21.4K views03:56
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