4 analysts and 2 sector firms examine the steel sector in this 31 page report from The Wall Street Transcript.
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Steel Industry Equity Research: Michelle Applebaum, Michelle Applebaum Research
Outlook for Steel Producers: Dana Guido, Lehman Brothers Inc.
Steel Industry Outlook: Mark L. Parr, KeyBanc Capital Markets Inc.
Steel Industry Overview: Bob Richard, Longbow Research
CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and sector. Firms interviewed include: Gerdau Ameristeel Corporation, Steel Dynamics, Inc.
Topics covered: M&A activity - Vertically integrated global players - Foreign companies - Valuations - Hostile takeovers - US steel consumption - Decrease in imports - Inventory liquidation - Increases in steel prices - Service center restocking - Raw materials - Global demand - The manufacturing season - Pricing conditions - High shipping rates - Flat-rolled pricing recovery - Backward integration - Increased iron ore prices