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Gerdau S.A.

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Transcript: EM Trades for IG Managers

Transcript: 12 Dec 2018, 10:10 PM ET - This is the modified transcript of the EM Trades for IG Managers panel at the CreditSights IG & Crossover conference on December 4, 2018.
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Gerdau: Oversubscribed Early Tender

Worth Watching: 30 Nov 2018, 2:33 PM ET - Gerdau (Ba2/BBB-/BBB-) announced the early tender results of its recent $900 mn tender offer of USD notes with maturities ranging from 2020-2027. The tender offer was previously set to expire at 11:59 pm EST time on December 13th and holders who t ..
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Gerdau 3Q18: Record Results, Room To Improve

Earnings Note: 07 Nov 2018, 9:51 PM ET - The Brazilian steelmaker recorded its best quarterly EBITDA result since 2008 and ended its asset divestment program.
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Gerdau 2Q18: Best EBITDA Result In Last Decade

Earnings Note: 09 Aug 2018, 9:50 PM ET - Despite the impact of the truck drivers' strike in May, Gerdau reported its best quarterly EBITDA in the last decade.

US IG Strategy: Picks and Pans (July 2018)

Strategy Analysis: 23 Jul 2018, 4:36 AM ET - In this document we summarize our sector recommendations, and provide a few names within each that we like (picks) and dislike (pans). Our Picks and Pans reflect our analysts' current views. 
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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. 
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Gerdau 1Q18: EBITDA Beats, Positive Outlook

Earnings Note: 09 May 2018, 9:17 PM ET - We examine Gerdau's 1Q18 results and take a look at management's outlook. 

US IG Strategy: Picks and Pans (April 2018)

Strategy Analysis: 26 Apr 2018, 4:43 AM ET - In this document we summarize our sector recommendations, and provide a few names within each that we like (picks) and dislike (pans). Our Picks and Pans reflect our analysts' current views. 

March 2018 Company Coverage Initiated

Company Coverage Initiated: 01 Apr 2018, 9:45 PM ET - Our monthly report provides executive summaries for the eight companies on which we launched coverage in North America, Asia and Europe during the month of March.
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Gerdau: Inflection Point

Company Spotlight: 27 Mar 2018, 6:00 AM ET - We evaluate Gerdau's credit fundamentals in the context of its corporate history, Brazilian & US steel exposure, and financial/debt profile. We also examine relative value versus its triple-B and double-B rated counterparts.

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.

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