Metals Weekly - Motilal Oswal
Metals Weekly - Motilal Oswal Metals Weekly - Motilal Oswal
Metals WeeklyMetals StockPerformanceAmong large-cap companies,Hindalco has outperformed andJSPL has underperformed overthe last one monthAmong mid-cap companies, SardaEnergy outperformed and MonnetIspat has underperformed overthe last one monthMetals stock performance on absolute and relative basis (%)Absolute Perf (%) Relative Perf to Sensex (%)Months 1 3 6 12 1 3 6 12SteelTata Steel 4.0 -17.0 -15.7 -22.0 -3.4 -21.9 -27.2 -48.4SAIL 3.1 -18.6 -20.1 -29.7 -4.3 -23.5 -31.6 -56.1JSW Steel -1.5 -11.1 -3.3 17.8 -8.9 -16.0 -14.8 -8.6JSPL -7.2 -19.1 -15.8 -33.5 -14.5 -24.0 -27.3 -60.0NMDC -1.4 -18.7 -28.3 -30.6 -8.8 -23.6 -39.8 -57.0Sesa Goa 10.2 0.8 -1.0 -14.1 2.8 -4.1 -12.5 -40.5Non-ferrousSterlite Inds. 9.2 -2.1 -0.2 -3.8 1.8 -7.0 -11.7 -30.2Hindustan Zinc 10.7 -0.3 -10.0 4.6 3.3 -5.2 -21.6 -21.8Nalco 4.8 -21.3 -20.5 -40.3 -2.5 -26.1 -32.0 -66.7Hindalco 17.6 0.4 1.1 2.0 10.2 -4.5 -10.4 -24.4Mid CapsMonnet Ispat -8.4 -23.1 -35.6 -55.4 -15.8 -28.0 -47.1 -81.9Godawari 2.3 -14.1 -29.6 -23.7 -5.0 -19.0 -41.2 -50.1Sarda Energy 5.1 -6.4 -24.1 -7.9 -2.3 -11.3 -35.7 -34.3Tata Sponge 2.1 -2.3 -4.9 12.9 -5.3 -7.2 -16.4 -13.5Adhunik Metaliks -4.4 -20.5 -14.1 -20.3 -11.8 -25.4 -25.7 -46.7Bhushan Steel 1.8 -0.1 -3.8 8.4 -5.6 -5.0 -15.4 -18.0Jai Balaji 3.0 -2.0 -19.5 2.6 -4.4 -6.9 -31.1 -23.8Rain Commodities -5.4 18.0 11.4 16.7 -12.8 13.1 -0.1 -9.7Prakash Industries 0.7 -1.6 -21.6 -17.3 -6.7 -6.5 -33.1 -43.7SENSEX 7.4 4.9 11.5 26.4 - - - -Best performer Worst performerSource: MOSL, BloombergGlobal metals stock performance on absolute basis (%)Absolute Perf (%)1week 1month 3 months 6 months 12 monthsAmong global mining companies,BHP Billiton was the best performerwhile FMG was the worst performingstock over the last one monthAmong global steel majors, JFEholdings was the best performerwhile Gerdau was the worstperforming stock over thelast one monthMiningRio Tinto -3.4 -0.7 -22.3 -1.2 4.0BHP Billiton 1.1 11.2 -9.5 6.1 11.0Vale -7.2 -2.6 -20.0 -8.8 -13.8FMG -7.0 -5.6 -31.9 -8.7 -23.6Anglo American -0.4 -1.7 -23.0 -5.6 -22.2Vedanta -0.5 10.6 -1.9 22.9 32.8SteelUS Steel -1.3 11.8 -20.9 -8.7 -15.0Nucor 2.0 8.0 -4.9 16.1 33.1Arcelor Mittal 0.1 13.8 -17.6 -13.1 -12.5Bao Steel 0.2 3.3 -4.1 7.6 3.8Posco 0.8 1.1 -11.0 2.5 -9.6JFE Holdings 5.4 19.2 10.2 90.9 77.8Nippon 3.8 11.5 7.9 52.8 50.3Thyssen Krupp 2.9 13.2 -13.0 -5.3 2.2Voest Alpine 1.9 13.8 -1.9 10.8 21.4Gerdau -3.3 -11.6 -23.3 -20.7 -12.7AluminiumAlcoa 0.9 6.6 -7.6 5.3 2.1Rusal -1.3 -3.3 -18.5 -12.6 -12.8Chalco 0.9 11.9 -10.4 -3.6 0.0Best performer Worst performerSource: MOSL, Bloomberg20 May 2013 24
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<strong>Metals</strong> <strong>Weekly</strong><strong>Metals</strong> StockPerformanceAmong large-cap companies,Hindalco has outperformed andJSPL has underperformed overthe last one monthAmong mid-cap companies, SardaEnergy outperformed and MonnetIspat has underperformed overthe last one month<strong>Metals</strong> stock performance on absolute and relative basis (%)Absolute Perf (%) Relative Perf to Sensex (%)Months 1 3 6 12 1 3 6 12SteelTata Steel 4.0 -17.0 -15.7 -22.0 -3.4 -21.9 -27.2 -48.4SAIL 3.1 -18.6 -20.1 -29.7 -4.3 -23.5 -31.6 -56.1JSW Steel -1.5 -11.1 -3.3 17.8 -8.9 -16.0 -14.8 -8.6JSPL -7.2 -19.1 -15.8 -33.5 -14.5 -24.0 -27.3 -60.0NMDC -1.4 -18.7 -28.3 -30.6 -8.8 -23.6 -39.8 -57.0Sesa Goa 10.2 0.8 -1.0 -14.1 2.8 -4.1 -12.5 -40.5Non-ferrousSterlite Inds. 9.2 -2.1 -0.2 -3.8 1.8 -7.0 -11.7 -30.2Hindustan Zinc 10.7 -0.3 -10.0 4.6 3.3 -5.2 -21.6 -21.8Nalco 4.8 -21.3 -20.5 -40.3 -2.5 -26.1 -32.0 -66.7Hindalco 17.6 0.4 1.1 2.0 10.2 -4.5 -10.4 -24.4Mid CapsMonnet Ispat -8.4 -23.1 -35.6 -55.4 -15.8 -28.0 -47.1 -81.9Godawari 2.3 -14.1 -29.6 -23.7 -5.0 -19.0 -41.2 -50.1Sarda Energy 5.1 -6.4 -24.1 -7.9 -2.3 -11.3 -35.7 -34.3Tata Sponge 2.1 -2.3 -4.9 12.9 -5.3 -7.2 -16.4 -13.5Adhunik Metaliks -4.4 -20.5 -14.1 -20.3 -11.8 -25.4 -25.7 -46.7Bhushan Steel 1.8 -0.1 -3.8 8.4 -5.6 -5.0 -15.4 -18.0Jai Balaji 3.0 -2.0 -19.5 2.6 -4.4 -6.9 -31.1 -23.8Rain Commodities -5.4 18.0 11.4 16.7 -12.8 13.1 -0.1 -9.7Prakash Industries 0.7 -1.6 -21.6 -17.3 -6.7 -6.5 -33.1 -43.7SENSEX 7.4 4.9 11.5 26.4 - - - -Best performer Worst performerSource: MOSL, BloombergGlobal metals stock performance on absolute basis (%)Absolute Perf (%)1week 1month 3 months 6 months 12 monthsAmong global mining companies,BHP Billiton was the best performerwhile FMG was the worst performingstock over the last one monthAmong global steel majors, JFEholdings was the best performerwhile Gerdau was the worstperforming stock over thelast one monthMiningRio Tinto -3.4 -0.7 -22.3 -1.2 4.0BHP Billiton 1.1 11.2 -9.5 6.1 11.0Vale -7.2 -2.6 -20.0 -8.8 -13.8FMG -7.0 -5.6 -31.9 -8.7 -23.6Anglo American -0.4 -1.7 -23.0 -5.6 -22.2Vedanta -0.5 10.6 -1.9 22.9 32.8SteelUS Steel -1.3 11.8 -20.9 -8.7 -15.0Nucor 2.0 8.0 -4.9 16.1 33.1Arcelor Mittal 0.1 13.8 -17.6 -13.1 -12.5Bao Steel 0.2 3.3 -4.1 7.6 3.8Posco 0.8 1.1 -11.0 2.5 -9.6JFE Holdings 5.4 19.2 10.2 90.9 77.8Nippon 3.8 11.5 7.9 52.8 50.3Thyssen Krupp 2.9 13.2 -13.0 -5.3 2.2Voest Alpine 1.9 13.8 -1.9 10.8 21.4Gerdau -3.3 -11.6 -23.3 -20.7 -12.7AluminiumAlcoa 0.9 6.6 -7.6 5.3 2.1Rusal -1.3 -3.3 -18.5 -12.6 -12.8Chalco 0.9 11.9 -10.4 -3.6 0.0Best performer Worst performerSource: MOSL, Bloomberg20 May 2013 24
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