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花旗:中国材料业_2025 年实地需求监测系列 #83 - 钢材库存与消费数据
花旗· 2025-06-16 03:16
CITI'S TAKE Flash | 12 Jun 2025 04:35:43 ET │ 9 pages China Materials 2025 On-ground Demand Monitor Series #83 – Steel Inventory and Consumption Data In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectations of a demand recovery have been largely cautious. We have shifted our near-term pecking order to steel > aluminum > lithium > copper > gold > battery > thermal coal > cement names. We have opened CWs for Chalco (note) and Tianqi (note) and ...
高盛:全球钢铁-钢铁市场晴雨表
Goldman Sachs· 2025-05-12 03:14
6 May 2025 | 7:52PM BRT Global Steel The steel market barometer: March 2025 Big picture: The steel & iron ore navigator Marcio Farid Key latest datapoints Goldman Sachs International +55(11)3371-4580 | marcio.farid@gs.com Goldman Sachs do Brasil CTVM S.A. Matt Greene +44(20)7051-0489 | matt.greene@gs.com +61(2)9321-8302 | paul.young1@gs.com Goldman Sachs Australia Pty Ltd Trina Chen +852-2978-2678 | trina.chen@gs.com Goldman Sachs (Asia) L.L.C. Yuting Yang +852-2978-7283 | yuting.y.yang@gs.com Goldman Sachs ...
U.S. Steel to Post Q1 Earnings: What's in Store for the Stock?
ZACKS· 2025-04-30 12:40
United States Steel Corporation (X) is set to release first-quarter 2025 results after the closing bell on May 1.U.S. Steel surpassed the Zacks Consensus Estimate in three of the trailing four quarters while missing once. X has a trailing four-quarter earnings surprise of 20.4%, on average. It posted an earnings surprise of 48% in the last reported quarter. U.S. Steel’s shares have gained 18.5% over the past year, compared with the Zacks Steel Producers industry’s 35.1% decline.Image Source: Zacks Investmen ...