gửi các bác dự báo giá thép. smc còn sóng lên. tranh thủ điều chỉnh mua thêm.


The MEPS – Asian All Products Composite transaction price expanded by approximately 1 percent in July. This was in line with our June forecast. However, movements across the nine categories researched were mixed this month. Higher input costs forced local producers to implement advances in selling figures, with varying success across the region. Increases were noted in four products and the other five recorded decreases. The manufacturing, automotive and home appliance sectors improved in Japan, mainly due to the government’s economic stimulus plans. Car sales and construction activity strengthened in China. State funded schemes supported the recovery of long product shipments in Taiwan. Inventory adjustment across the region is progressing, with some shortages developing, particularly for strip mill material. Export opportunities remained low due to weak global consumption.

Higher input costs are likely to force mills to push through additional steel price advances during the remainder of 2009. Customers will, almost certainly, continue to refill depleted inventories as selling figures move up. Nevertheless, the rainy season in parts of Asia may dampen demand over the coming months. Some downside risks remain. There is the possibility that Chinese mills could ramp up production over the next few months. Consequently, increases in transaction values may be limited during the second half of this year.

An improvement in the world economy is expected at the start of next year. This should help to stimulate demand for steel related products and accelerate the revival across Asia as exports from East to West grow. Activity in the construction sector should also pick-up as government backed projects get under way. Consequently, we predict more significant advances in transaction values in the first half of 2010.



http://www.meps.co.uk/all%20products...st%2007-09.htm