It also covers the market trends in terms of imports and exports, impact of government initiatives, impact of China, investment, prices, and market outlook, plus the comparative matrix and SWOT analysis for the industry leading players: Lion Industries Corporation Berhad (LIONIND), Ann Joo Resources Berhad (ANNJOO), CSC Steel Holdings Berhad (CSCSTEL), Southern Steel Berhad (SSTEEL), and Kinsteel Berhad (KINSTEL).
The global steel industry was faced with a challenging environment in 2010 and 2011, arising from higher input costs and the increasingly adverse external environment. International steel demand was soft whilst raw material prices remained volatile. Despite these challenges, Malaysia’s steel consumption reached 8.3 million tons in 2010, an increase of 24.9% y-o-y. Likewise, production of crude steel also increased 6.3% y-o-y to 5.7 million tons.
According to the Malaysian Iron and Steel Industry Federation (MISIF), the local steel industry, in consumption terms, will grow at a rate of 5.0–7.5% in 2011. It also estimated the crude steel production to reach 6.0 million tons in 2011.
Demand for domestic steel products is expected to remain firm, driven primarily by the strong domestic demand from the private sector and the initiatives implemented under the government’s Economic Transformation Program (ETP).
The majority of local steel companies were affected by the unfavourable situation of higher average raw material costs and almost stagnant selling prices, which had eroded profit margins. The five leading players covered in the report include Lion Industries Corporation Berhad (LIONIND), Ann Joo Resources Berhad (ANNJOO), CSC Steel Holdings Berhad (CSCSTEL), Southern Steel Berhad (SSTEEL), and Kinsteel Berhad (KINSTEL).
1. Industry Profile
1.1 Global Overview
1.2 ASEAN Overview
1.3 Country Overview
1.4 Industry Performance
1.4.1 Production
1.4.2 Consumption
1.4.3 Employment and Labor Cost
1.4.4 Productivity
1.5 Government Policy
2. Market Trends and Outlook
2.1 Steel Industry Trends
2.2 Imports and Exports
2.3 Impact of Government Initiatives
2.3.1 Third Industrial Master Plan
2.3.2 10th Malaysia Plan
2.4 Impact of China
2.5 Investment
2.6 Prices
2.7 Market Outlook
3 Leading Players and Comparative Matrix
3.1 Company Profile
3.1.1 Lion Industries Corporation Berhad
3.1.2 Ann Joo Resources Berhad
3.1.3 CSC Steel Holdings Berhad
3.1.4 Southern Steel Berhad
3.1.5 Kinsteel Berhad
3.2 Comparative Matrix
3.3 SWOT Analysis
4. Tables & Charts
Table 1: Global Apparent Steel Use (ASU) for Finished Steel Products (2010–2012)
Table 2: Global Crude Steel Production (2006–2011) (Million Tons)
Table 3: Top 10 Steel Producing Countries in 2011 (Million Tons)
Table 4: ASEAN Apparent Steel Consumption in 2010 (Metric Tons)
Table 5: Malaysia Steel Production Statistics (2006–2010) (Metric Tons)
Table 6: Malaysia Production of Finished Steel Products (2006–2010) (Metric Tons)
Table 7: Malaysia Apparent Steel Consumption of Total Steel Products (2006–2010) (Metric Tons)
Table 8: Malaysia Apparent Steel Consumption by Finished Steel Products (2006–2010)
(Metric Tons)
Table 9: Total Employment and Labor Cost of the Iron and Steel Industry (2005–2009)
Table 10: Malaysia Imports of Iron and Steel Products (2006–2010) (Metric Tons)
Table 11: Malaysia Exports of Iron and Steel Products (2006–2010) (Metric Tons)
Table 12: Malaysia Iron Ore-based Projects in 2011
Table 13: Lion Group’s Major Companies in the Steel Division
Table 14: LIONIND Five-Year Financial Highlights
Table 15: ANNJOO Five-Year Financial Highlights
Table 16: CSCSTEL Five-Year Financial Highlights
Table 17: SSTEEL Five-Year Financial Highlights
Table 18: KINSTEL Five-Year Financial Highlights
Table 19: Financial Highlights of the Leading Players
Chart 1: Top 10 Global Steel Producers in 2010
Chart 2: ASEAN Production, Import, Export, and Consumption (2006–2010)
Chart 3: Malaysia Total Steel Production and Consumption (2001–2010)
Chart 4: Industrial Production Index: Basic Iron & Steel (2005=100) (Sep 2007–Sep 2011)
Chart 5: Malaysia Import and Export of Total Iron & Steel Products (2001–2010)
Chart 6: China's Crude Steel Production (2005–2011)
Chart 7: Scrap and Iron Ore Price Movement (Mar 2009–Jan 2012)
Chart 8: LIONIND Annual Production Capacity in 2011
Chart 9: ANNJOO Segmental Information (1H 2011 vs. 2010)