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Steel Dynamics STLD

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    1. Steel Dynamics' 1Q Results in Line With Our Expectations; Shares Trading Just Below Our $22 FVE


      Tue, 21 Apr 2015

      presented by a strong U.S. dollar, Steel Dynamics remained profitable in the first quarter ..... effectively unchanged. We still expect Steel Dynamics to generate a 6.5% operating margin ..... production. In our view, however, Steel Dynamics remains firmly entrenched as a low

    2. Nucor's 1Q Guidance Release Allows for Attractive Entry Point; $62 Fair Value Estimate Unchanged


      Thu, 19 Mar 2015

      restored in the second quarter. The market commentary Nucor provided in its guidance release was consistent with that from Steel Dynamics in its guidance release March 17. Both companies argued that U.S. end-market demand for steel is healthy and import

    3. Steel Dynamics' 1Q Guidance Supports View That Headwinds Will Abate for U.S. Steelmakers in 2H15


      Wed, 18 Mar 2015

      steelmakers under our coverage rallied after Steel Dynamics released its first-quarter guidance ..... steelmakers, the outlook provided by Steel Dynamics seems to indicate that the operating ..... declined roughly 30% in February alone. Steel Dynamics and other minimill operators will face

    4. The Finest Steel Must Endure the Hottest Fire


      Mon, 23 Feb 2015

      catalyst would be Commercial Metals, Gerdau GGB, Nucor, and Steel Dynamics STLD, each of which has an established fleet of electric ..... rolled steelmakers under our coverage (AK Steel, Nucor, Steel Dynamics , and U.S. Steel) have endured steep sell-offs in

    5. U.S. Steelmaker Shares Move Higher Due to Rebound in Oil Prices and Weakening of U.S. Dollar


      Tue, 3 Feb 2015

      signs of softening. Share prices for AK Steel, Nucor, Steel Dynamics , and U.S. Steel have been pressured in recent months ..... of steel spot prices. The shares of AK Steel, Nucor, Steel Dynamics , and U.S. Steel rallied 10.1%, 3.4%, 5.6

    6. With U.S. Steelmakers Having Reported 4Q Results, We Reiterate Our View That the Space Is Oversold


      Thu, 29 Jan 2015

      Our thesis that the U.S. steelmaking space is oversold remains very much intact after AK Steel, Nucor, Steel Dynamics , and U.S. Steel each reported fourth-quarter earnings this week. In summary, we argue that although significant headwinds

    7. Steel Dynamics Reports Middling 4Q Results; Lowering Fair Value Estimate to $22


      Thu, 29 Jan 2015

      Steel Dynamics issued mixed fourth-quarter results ..... Columbus flat-roll division that Steel Dynamics purchased from Severstal last September ..... operations. As a result, we expect Steel Dynamics ' shipment volume to increase very

    8. Steel Dynamics Provides Discouraging Fourth-quarter Guidance


      Thu, 18 Dec 2014

      Steel Dynamics ' fourth-quarter guidance release ..... operating margins just above 5% in 2013, Steel Dynamics expanded margins to 8.1% in the ..... quarter. In the related press release, Steel Dynamics also indicated that it is reassessing

    9. Steel Dynamics Boosts Volumes and Profitability in 3Q; FVE Maintained at $23


      Tue, 21 Oct 2014

      per share and narrow moat rating. Steel Dynamics ’ first earnings release after finalizing ..... in 2013, its lowest since 2009, Steel Dynamics delivered an 8.1% operating margin ..... for declining U.S. steel prices, Steel Dynamics appears well on its way to achieving

    10. Schnitzer’s 4Q Guidance Points to Strong Nonresidential Construction Activity in North America


      Tue, 30 Sep 2014

      expected to deliver improved margins in the fourth quarter. Combining this news with strong guidance releases from Nucor and Steel Dynamics earlier this month, North American rebar demand has bounced back in a big way. Although we've ticked our near-term

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