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Malaysia Metals Report Q4 2014

  • ID: 3025601
  • October 2014
  • Region: Malaysia
  • 48 pages
  • Business Monitor International
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BMI View: Malaysia's has one of the most developed metals industries in the Asia-Pacific region, however,
the industry has found itself increasingly challenged by the pricing strategies of other regional producers which have increasingly started to affect companies profit margins.

The Q4 2014 Malaysia Metals Report analyses developments with the country's steel and tin sectors as well as the strategies being undertaken by companies as they face into an increasingly challenging operating environment. H2 2014 will see Malaysia's status as a leading steel producer come under threat as output growth is set to fall from 8.1% year-on-year (y-o-y) in 2013, to 5.4% this year. The increasing threat posed by Chinese exporters, who have been able to lower prices on a number of products both on the domestic market as well as internationally, is starting to cut into the operating margins of Malaysian producers, many of whom are now expect to begin limiting their capacity utilisation. A more conservative operating will see the country's total steel production growth begin to decelerate over the next few years, a trend that will see Malaysia surrender its status as the fastest growing steel sector in the Asia-Pacific region.

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BMI Industry View 7

SWOT 8

Metals SWOT 8

Industry Forecast 10

Steel: Producers Face Narrowing Margins 10
Table: Steel Production & Consumption (Malaysia 2012-2018) 14

Tin: Output To Stabilise On Higher Prices 14
Table: Refined Tin Production, Consumption & Balance (Malaysia 2012-2018) 16

Regulatory Development 17
Table: Import Duties - Steel Wire Rods 18
Table: Political Overview 20

Commodities Forecast 22

Commodity Strategy 22

Ferrous Metals: 23

Iron Ore: Bounce Won't Last, Weakness In 2015 23

Steel: Long Road To Price Recovery 24

Non-Ferrous Metals: 25

Aluminium: Elevated Prices In Coming Weeks 25

Copper: Strength To Turn To Weakness By Q414 26

Lead: Price Bounce Underway 27

Nickel: Prices To Cool In Coming Months 28

Tin: Market Tightness To Drive Prices Higher 29

Zinc: Prices To Moderate By Q414 30
Table: Select Commodities - Performance & BMI Forecasts 31

Commodities Forecast 32
Table: BMI Steel Price Forecast 32

Short-Term Outlook 32

Core View 33

Surplus Set To Slim 34

Production: Reining In Growth 34

Consumption: Deceleration Ahead 36

No Respite From Chinese Exports Over Coming Months 38

Arbitrage Set To Grow Between East And West 39

Risks To Price Outlook 40
Table: Steel Data & Forecasts 40
Table: Global Steel Prices By Region & Product, USD/tonne (average) 41

Competitive Landscape 42
Table: Malaysia - Financial Data Of Key Listed Companies 43

Company Profile 45

Malaysia Smelting Corporation Berhad 45
Table: MSC - Key Financial Data 47

Methodology 48

Cross Checks 48

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Malaysia Smelting Corporation Berhad

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