Benchmark equity indices Sensex and Nifty ended lower on Friday, snapping a three-day rally, dragged by metal, IT stocks and caution ahead of the Budget presentation on February 1.Fresh foreign fund outflows and weakness in the rupee also added to the bearish trend in the equity markets.Photograph: Danish Siddiqui/ReutersThe 30-share BSE Sensex declined 296.59 points or 0.36 per cent to settle at 82,269.78.During the day, it tumbled 625.34 points or 0.75 per cent to 81,941.03.The 50-share NSE Nifty dropped ...

Market Performance - Benchmark equity indices Sensex and Nifty ended lower, with Sensex declining by 296.59 points or 0.36% to settle at 82,269.78, and Nifty dropping by 98.25 points or 0.39% to end at 25,320.65, snapping a three-day rally [1][2] - The decline was influenced by selling pressure in metal and IT stocks, with Tata Steel experiencing the largest drop of 4.57% among Sensex firms [2] Foreign Investment Activity - Foreign institutional investors sold equities worth ₹393.97 crore on January 29, 2026, while domestic institutional investors purchased stocks worth ₹2,638.76 crore [3] Economic Outlook - India's economy is projected to grow by 6.8-7.2% in the upcoming fiscal year, maintaining its status as the fastest-growing major economy despite global trade risks and volatility [5] Market Sentiment - The Indian equity markets exhibited volatility ahead of the Union Budget, with cautious sentiment due to persistent foreign fund outflows and rupee depreciation [4][7] - Analysts noted that market participants are balancing pre-Budget positioning against external headwinds, contributing to a cautious market environment [7]

CANTON, Ohio, Jan. 29, 2026 /PRNewswire/ -- Metallus (NYSE: MTUS), a leader in high-quality specialty metals, manufactured components, and supply chain solutions, will release its fourth-quarter and full-year 2025 results on Thursday, February 19, after the market closes on the New York Stock Exchange. The company will provide live Internet listening access to its conference call with the financial community scheduled for Friday, February 20, 2026, at 9:00 a.m. ET. The live conference call will be broadcas ...

Investors might want to bet on Commercial Metals (CMC) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The upward trend in estimate revisions for this manufacturer and recycler of steel and metal products reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical res ...

Company Overview - Nucor Corporation (NYSE:NUE) is the largest steel manufacturer in the U.S., producing various steel products including sheet, plate, bar, and structural steel, as well as raw materials and industrial gases for multiple applications [2] Financial Performance - Nucor reported a "mixed quarter," with shares experiencing a pullback despite being at a 52-week high prior to the quarter [1] - The financial results were not as strong as anticipated, indicating underlying challenges despite some positive factors [1] Market Environment - The company benefits from protective steel tariffs that prevent foreign products from being sold at lower prices, which supports the domestic steel industry [1] - CEO Leon Topalian noted that the current import situation is the best he has seen in his 30 years at Nucor, highlighting a supportive trade environment for U.S. manufacturing [1]

Market Overview - Wall Street achieved a historic milestone with the S&P 500 reaching the 7,000 mark for the first time, driven by the Federal Reserve's decision to maintain steady interest rates, indicating solid economic expansion [1][10] - Investor confidence was bolstered by the Fed's assessment of a stabilizing labor market, despite the index ending the session with little change [1] Investment Strategy - The current market conditions are likely to enhance the attractiveness of low-leverage stocks, as investors may prioritize financial resilience and capital preservation over aggressive growth strategies [2] - Recommended companies with low leverage include ThyssenKrupp (TKAMY), Alcoa Corp. (AA), Coeur Mining (CDE), FirstSun Capital Bancorp (FSUN), and TechnipFMC (FTI), which are seen as safer options during market volatility [2][10] Low-Leverage Stocks - Leverage in finance refers to borrowing capital to operate and expand businesses, typically through debt financing, which can pose risks if not managed properly [4][5] - Companies with low debt levels are generally less risky and can provide more stable returns, especially during economic downturns [6][11] - The debt-to-equity ratio is a key metric for assessing a company's financial risk, with lower ratios indicating better solvency [7] Company Highlights - **ThyssenKrupp (TKAMY)**: Recognized for its environmental efforts, the company expects a 2.1% increase in fiscal 2026 sales and a 24.1% rise in earnings, holding a Zacks Rank 1 [15][16] - **Alcoa (AA)**: Despite a 1.1% decline in revenues, adjusted EPS surged by 21.2%, with a projected 8.5% revenue increase and a 34% earnings growth for 2026, also holding a Zacks Rank 1 [17][18] - **Coeur Mining (CDE)**: The company is undertaking its largest exploration campaign since 2012, with a projected 30.2% revenue increase and a 116.9% earnings growth for 2026, holding a Zacks Rank 1 [19][20] - **FirstSun Capital Bancorp (FSUN)**: Reported a 10.5% year-over-year increase in adjusted EPS and expects a 61.6% revenue increase for 2026, holding a Zacks Rank 1 [21][22] - **TechnipFMC (FTI)**: Awarded a significant contract by BP, with a projected 9.6% revenue increase and a long-term earnings growth rate of 18.8%, holding a Zacks Rank 2 [23][24]

生成式大语言模型、AI技术所受到的关注程度无需多言，而其如何真正进入钢铁等传统产业，形成可 持续、可复制的应用能力，正成为一大热门话题。 在过去，由于钢铁贸易依赖纸质资源单、Excel表格手工处理，导致信息不透明，效率低的痛点显著。 而现在，找钢网开发的表单自动识别解析技术，能够自动抓取供应商Excel表、企业微信信息，日均处 理3000家供应商报价、2万家企业询价。在聊天信息标准化与自动处理方面，借助AI，能够高效抓取客 户询价文字信息，自动补充需求、生成报价包，替代人工反复沟通。 AI所带来的成效也很显著。从内部来看，王东介绍，但是2024年第四季度，找钢网的电商业务的人均 毛利因AI提升30%。员工数量从2018年1500人降至1300多人，与此同时，钢铁交易量却从800万吨增至 5000万吨，大幅减少无效沟通和重复性人工。另一方面，通过销售AI产品，还为找钢网带来了年规模 数百万元的收入。 目前，找钢网在AI领域也已经可实现跨行业赋能，形成通用生产力，将AI+钢铁延伸到AI+电子元器 件、AI+化工、AI+MRO、AI+能源等。 "AI走向产业深水区，不缺概念，也不缺技术，真正稀缺的是'能长期跑得通的 ...

January 29, 2026 DISCLAIMER POSCO HOLDINGS 2025 2024 2023 2025 2024 2023 | (KRWbillion) | | Revenue | | | Operating Profit | | | Net Profit | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2023 | 2024 | 2025 | 2023 | 2024 | 2025 | 2023 | 2024 | 2025 | | Consolidated Income | 77,127 | 72,688 | 69.095 | 3,531 | 2,174 | 1.827 | 1,846 | 948 | 5043) | | Steel | 63,539 | 62,201 | 59,411 | 2,557 | 1,637 | 1,960 | 1,241 | 691 | 1,154 | | POSCO1) | 38,972 | 37,557 | 35,011 | 2,083 | 1,473 | 1,78 ...

从2025年来看，钢材市场呈现供需双弱局。需求端最大的制约因素还是地产。根据国家统计局数据， 2025年房地产开发投资完成额同比下降17.2%，房屋新开工面积、竣工面积累计同比分别下降20.4%、 18.1%，新建商品房销售面积同比下降8.7%，房地产仍延续调整态势。基建投资因财政政策前置发力， 下半年支撑不足，全年基建投资增速下降1.48%。但制造业用钢需求稳步增长，其中汽车、工程机械、 造船、能源等领域表现突出。另外，钢材及钢坯出口维持较高增速，部分弥补了房地产用钢需求的减 弱。 2025年钢材供给随需求走弱，尤其下半年铁水减量明显。2025年上半年受益于碳元素和铁元素的让利， 尽管钢材价格重心下移，但行业利润尚可，企业主动减产意愿不足。下半年钢材需求承压，库存高企， 叠加原料坚挺，行业利润收缩，产量下滑。 基本面驱动有限 由于基本面缺乏强有力的驱动，当市场情绪降温后，螺纹钢重新回归区间震荡行情。从中长期来看，在 需求压力下，钢材行业或继续维持薄利状态，因此驱动多来自原料端。 展望2026年，房地产仍处于磨底阶段，相关数据或延续走弱态势，但降幅收窄。2026年是"十五五"规划 的开局之年，基建仍是经济重要 ...

Key Takeaways CMC delivered a 142% y/y EPS surge in Q1, led by strength in North America Steel and Construction.CMC's recent acquisitions expand its precast concrete footprint, though near-term costs may pressure EBITDA.NUE expects higher 1Q26 earnings across segments, driven by improved volumes and realized steel prices.Commercial Metals Company (CMC) and Nucor Corporation (NUE) are two of the leading steel producers in the United States, with strong domestic footprints and similar business models. A recov ...