Nott Invest

Understand Malaysia Steel Industry

Nott_Invest
Publish date: Tue, 05 Oct 2021, 09:17 PM
Nott Invest Analyses
Steel is the essential raw material used in the manufacturing sector, machinery and engineering industries, transportation equipment (automotive, railway and shipping) as well as the major ingredient for infrastructure projects. In Malaysia, the iron and steel industry is also a significant industry for job opportunity and the economy. As such, NOTT INVEST has curated an e-book that gives an overview of the industry, the companies involved and the products they produce. The e-book is pinned in our NOTT INVEST Telegram Channel.
 
We hope that our small effort will help our fellow investors here to have a better understanding of the Malaysia steel industry. Most importantly, if you like our content, please share our channel to your friends and family!
 
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Discussions
Be the first to like this. Showing 5 of 5 comments

probability

sifu, you forgot to mention who are the upstream, downstream players...and who benefits most from the permanent effect of Iron Ore price decline due to China pollution control..

2021-10-05 21:56

BLee

Tq, very good info. Suprised Hiap Teck deal mainly on mild steel. Steel has many grades with different content of carbon and others element (alloy), with wide range of usage. Maybe should cover what is capability of each manufacturer. I consider myself a novice in steel technology, only knows little bit on SS316, High Tensile and of course mild steel which required galvanised or painted for corrosion protection. For non-strength usage, it loss out to Aluminium and Fibreglass. Just a little bit on sharing, hope my contribution to balance out the pros and cons. Happy Trading

2021-10-05 22:57

BlessedInvestor

Around 0.6 tonnes (600 kg) of coke produces 1 tonne (1000 kg) of steel, which means that around 770 kg of coal are used to produce 1 tonne of steel through this production route.

Now coal and coke price are historical high. The drop in iron ore price will be offset by sky high coal price. As such cost of producing still high, as such steel price remains high. Any sifu can share more accurate calculation or insight?

2021-10-06 08:52

nakata

May i know how to get the report? i went in to FB and can't see a place to download it, thanks

2021-10-06 17:29

nickinvests

Jus go and watch Ann Joo online briefing la... its in youtube

2021-10-07 16:50

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