Steel Market Intelligence » steel equities http://www.michelleapplebaum.com/blog Analytical Steel Industry Expertise Wed, 09 Apr 2014 19:25:37 +0000 en-US hourly 1 Gerdau – New Mining Plan; Global Steel Consumption to Accelerate in 2013 – Thoughts from the 3Q Conference Call http://www.michelleapplebaum.com/blog/?p=2701 http://www.michelleapplebaum.com/blog/?p=2701#comments Wed, 07 Nov 2012 01:10:21 +0000 http://www.michelleapplebaum.com/blog/?p=2701 New Report Preview:

Gerdau (GGB) reported 3Q EBITDA of R$1.033B, below the Street’s R$1.218B, and 2Q’s R$1.244B due to weaker performance from the North America, Specialty Steel and …more

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=2701 0 Vale – Inventory Cycle Near End; Gradual Strengthening of Global Economy Expected – Thoughts from the 3Q Conference Call http://www.michelleapplebaum.com/blog/?p=2678 http://www.michelleapplebaum.com/blog/?p=2678#comments Mon, 05 Nov 2012 19:24:54 +0000 http://www.michelleapplebaum.com/blog/?p=2678 New Report Preview:

Vale generated adjusted 3Q EBITDA of $4.28B, well short of the Street’s $4.76B and 2Q’s $5.5B. Management attributed the lower EBITDA sequentially mainly to declining …more

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=2678 0 Commercial Metals (CMC) – Good Results with Global Trading Group Dragging; Seasonal Slowdown in NovQ – Thoughts from the AugQ Conference Call http://www.michelleapplebaum.com/blog/?p=2576 http://www.michelleapplebaum.com/blog/?p=2576#comments Wed, 24 Oct 2012 21:15:30 +0000 http://www.michelleapplebaum.com/blog/?p=2576 New Report Preview:

Commercial Metals (CMC) reported AugQ earnings of $0.26/share, which adjusted to $0.21/share excluding non-recurring items, below the Street’s $0.28/share …more

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=2576 0 AK Steel Quickly Follows US Steel’s $40 Sheet Hike http://www.michelleapplebaum.com/blog/?p=2524 http://www.michelleapplebaum.com/blog/?p=2524#comments Wed, 17 Oct 2012 22:00:07 +0000 http://www.michelleapplebaum.com/blog/?p=2524 New Report Preview:

Quick on the heels of US Steel’s leading sheet price hike yesterday, AK Steel followed with a $40/ton hike of its own, and we expect others to make similar moves in the next few …more

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=2524 0 Join Our Steel Equity Researchers Group on LinkedIn http://www.michelleapplebaum.com/blog/?p=2380 http://www.michelleapplebaum.com/blog/?p=2380#comments Mon, 01 Oct 2012 14:00:47 +0000 http://www.michelleapplebaum.com/blog/?p=2380 Steel Equity Researchers on LinkedInCurated and managed by Steel Market Intelligence, Steel Equity Researchers provides analysis and forecasts you and your company need that you won’t find anywhere else.

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=2378 0 Join Steel Market Intelligence Group on LinkedIn (Free Trial of Our Research for New Members!) http://www.michelleapplebaum.com/blog/?p=2339 http://www.michelleapplebaum.com/blog/?p=2339#comments Mon, 24 Sep 2012 17:23:19 +0000 http://www.michelleapplebaum.com/blog/?p=2339 Steel Market IntelligenceSteel Market Intelligence on LinkedIn gives you curated news articles about the steel industry, manufacturing, and the economy plus analysis and forecasts on steel at your fingertips.

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=2339 0 Join Our Steel Equity Researchers Group on LinkedIn for Equity Analysis http://www.michelleapplebaum.com/blog/?p=2303 http://www.michelleapplebaum.com/blog/?p=2303#comments Fri, 21 Sep 2012 14:29:47 +0000 http://www.michelleapplebaum.com/blog/?p=2303 Steel Equity Researchers on LinkedInJoin Steel Equity Researchers on LinkedIn and discuss the ever-changing landscape of the global steel business. Our specialties are the economy, manufacturing, and the steel industry.

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=2303 0 Join SMI Group on LinkedIn Today—Get a Free Trial to Our Research! http://www.michelleapplebaum.com/blog/?p=2216 http://www.michelleapplebaum.com/blog/?p=2216#comments Mon, 17 Sep 2012 14:54:54 +0000 http://www.michelleapplebaum.com/blog/?p=2216 Steel Market IntelligenceWe write and talk about the global and U.S. steel markets in our LinkedIn group, Steel Market Intelligence.

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=2216 0 Join Steel Equity Researchers Group on LinkedIn for News, Analysis, and Forecasts! http://www.michelleapplebaum.com/blog/?p=2208 http://www.michelleapplebaum.com/blog/?p=2208#comments Fri, 14 Sep 2012 15:23:29 +0000 http://www.michelleapplebaum.com/blog/?p=2208 Steel Equity Researchers on LinkedInIn our Steel Equity Researchers on LinkedIn, we post curated news articles about the steel industry, manufacturing, and the economy. We also provide analysis and forecasts you won’t find anywhere else.

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