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연구보고서
Be Cautious About China’s Steel Sector
Addison DAI 2016-05-31
Abstract
□ We expect a profitable 2Q16 for steel companies
□ Resumption of curtailed crude steel capacity would weigh on steel prices in 2H16
□ Government subsidies are a key obstacle for the industry’s supply-side reforms
□ Reiterate Fully Valued on Maanshan I&S-H and Hold on Angang-H
| 이전글 | China and Global Trade Governance | 2016-05-31 |
|---|---|---|
| 다음글 | 2016年5月份中国经济金融形势评论 | 2016-05-31 |
