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June 2018 Company Coverage Initiated

Company Coverage Initiated: 01 Jul 2018, 9:52 PM ET - Our monthly report provides executive summaries for the fourteen companies on which we launched coverage in North America, Asia and Europe during the month of June.
Focused

Nexa Resources: Zinc Power

Company Spotlight: 12 Jun 2018, 9:54 PM ET - We evaluate Nexa Resources' credit fundamentals in the context of its corporate history, zinc industry fundamentals, and financial/debt profile. We also take a look at RV versus its BB peers.

Brazil Truckers' Strike: Basic Industries View

Sector Analysis: 31 May 2018, 5:08 AM ET - We take a look at the Brazilian truckers' strike which has crippled the local economy over the last 1.5 weeks and assess the potential impact on the Metals & Mining and Paper & Packaging sectors. 

Brazilian Steel: Industry Overview

Sector Analysis: 17 Sep 2017, 8:21 PM ET - We provide a broad overview of the steel industry in Brazil and take a look at the various moving parts.

Iron Ore: Market Update & Sensitivity Analysis

Sector Analysis: 21 May 2017, 9:03 PM ET - We examine the current trends in iron ore and take a look at how the iron ore miners are faring in the current environment. 

Met Coal: Supply Squeeze Sends Prices Soaring

Sector Analysis: 09 Apr 2017, 11:17 PM ET - We take a look at the sudden rally in met coal this past week and consider the short-term impacts.

Metals & Mining: China Looks to Cut Coal Supply

Worth Watching: 16 Feb 2017, 12:29 PM ET - Metals & Mining: The Chinese government is considering reinstating coal production restrictions following the heating season after easing limits during the winter, according to Bloomberg. China's National Development and Reform Commission may look ..

Copper: Rallying on Supply Fears, Winners & Losers

Sector Analysis: 15 Feb 2017, 2:17 PM ET - We take a look at the current copper price rally, issues facing the two biggest copper mines in the world, and the corresponding implications for the miners under our coverage.

Metals: Moody's Follows S&P with New Price Deck

Sector Analysis: 18 Jan 2017, 11:52 PM ET - We take a look at Moody's updated price deck and a potential rising star.

Metals 2017 Outlook: A Delicate Balancing Act

Sector Outlook: 12 Jan 2017, 8:09 AM ET - We analyze the broad trends within the metals & mining sector, delve into sub-sector developments, and then examine name-specific recommendations.

Met Coal On Fire, Picking Winners & Losers

Sector Analysis: 13 Oct 2016, 10:14 PM ET - Ahead of the official quarterly benchmark contract settlement, we examine the factors leading to the met coal rally, the future for prices, and the corresponding implications for the miners and steel producers under our coverage.

Iron Ore: Market Trends & Sensitivity Analysis

Sector Analysis: 10 Mar 2016, 11:46 PM ET - We discuss whether the iron ore price jump from earlier this week is sustainable and take a look at our coverage names' sensitivity to iron ore prices.

Metals & Mining: Webinar Q&A

Sector Analysis: 11 Feb 2016, 8:21 PM ET - In this piece, we examine the key themes that were raised following the metals & mining webinar and summarize our current take on these issues.

Metals & Mining 2016 Outlook: Margin Meltdown

Sector Outlook: 20 Jan 2016, 11:11 PM ET - We analyze the broad trends within the sector, delve into sub-sector developments, and then examine name-specific recommendations.

2014 Metals & Mining Outlook: China Drives The Bus

Sector Outlook: 15 Jan 2014, 10:24 PM ET - We analyze the broad trends within the metals & mining sector, delve into sub-sector developments, and then examine name specific recommendations. 

NY Conf 2012 Transcript: Metals and Chemicals

Transcript: 27 Nov 2012, 10:38 AM ET - We provide slides and transcript from our recent NY Conference presentation and outlook for the metals and chemicals sectors. 

2012 Metals & Mining Outlook: Tempered Optimism

Sector Outlook: 05 Jan 2012, 9:23 PM ET - After a strong earnings performance in 2011, we discuss the trends for the metals & mining sector in 2012, along with our relative value recommendations.

2011 Metals & Mining Outlook: Focusing on Growth

Sector Outlook: 19 Jan 2011, 9:46 PM ET - After a strong recovery in 2010, we expect the metals & mining sector to continue performing well this year with an increasing focus on growth through capex and M&A.

Auto/Cap Goods: Assumptions All Over The Map

Worth Watching: 17 Mar 2009, 11:41 PM ET - Auto/Cap Goods : As the last of the companies wrap up their reported results and offer what guidance they can (or more often cannot), one of the striking highlights is how wide the range of planning assumptions are across key end markets in the US ..

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