In this memo, we will evaluate and analyze the remarkable performance of two steel symbols called Kavir and Khostan Steel in the stock market and taken from the Cadal system. It seems that there is significant information in the trading process of these two shares. We will discuss this in detail below. Significant Steel price difference in the products of these two companies in the Cadal system and the Commodity Exchange is an issue that is not far from the eyes of steel analysts. Please stay with Artan Press until the end.
*** Significant difference in steel prices between two domestic steel producers
Significant differences in the prices of Kavir steel and Khorasan steel is an issue that this analysis will evaluate. While only 2% of the types of desert rebar produced in the commodity exchange have been sold during this period. We are in a situation where 83% of the sales of Fakhas rebar during the same period have been through the commodity exchange.
*** Desert steel performance statistics according to Kadal system
The significant difference in the price of Kavir Steel and Khorasan Steel originated from the Kedal system. The report of Kadal period of the first two months of Farab Kavir white steel year with the symbol “Kavir” has been explained as follows:
*** Total sales from the beginning of 1400 to the end of May
In the domestic market:
• Weight 51,668,500 kg
• Sales rate 154,164 kg / Rials
• Total: 8,077,770 million Rials
In the export market:
• Weight 98,064,940 kg
• Sales rate: 122,004 Rials / kg
• Total: 11,964,310 million rials
• Total sales from the beginning of the fiscal year 20,039,348 million rials
*** Khorasan Steel Statistics according to Kadal system
It is enough to evaluate the same information in a similar way for the symbol of Khorasan Steel Complex. The calculation of this information is important in order to be able to assess the significant difference in the prices of the products of these two manufacturers. By evaluating the data of Kadal system, we reach the following information:
Total sales from the beginning of 1400 to the end of May are only for ribbed rebar as follows:
*** Domestic market statistics:
• Weight 72,144,000 kg
• Sales rate 117,232 kg / Rials
• Total: 8,457,574 million rials
Export market statistics:
• Weight 20,427,000 kg
• Sales rate: 118,998 Rials / kg
• Total: 2,430,780 million rials
• Total sales from the beginning of the fiscal year to 02/31/1400 only related to ribbed rebar 10,888,354 million rials
*** Analysis of significant differences in the price of Kavir Steel and Khorasan Steel
But how is the significant difference between the price of Kavir steel and Khorasan steel analyzed? The next thing to consider is that in the same circumstances, the 2% sale of Kavir through the commodity exchange; The same producer sold about 51.66 thousand tons in the domestic market, which is approximately 772.14 thousand tons of Fakhas; In other words, about 71.6% of Pfkhas has sold all kinds of rebar in the domestic market, according to Kadal. In other words, almost all of the company’s products minus this 2% have been sold outside the commodity exchange.
*** Why and the surprise of the significant difference in the price of Kavir Steel and Khorasan Steel
Another point to consider is that at the same time, the quality of ingots used by both manufacturers in the production process has been almost equal. Kavir Company has sold its final product price in the domestic market at an average of about 3700 Tomans per kilogram. This is another issue that has cast doubt on the significant difference between the prices of Kavir Steel and Khorasan Steel in the stock market. While the average sales rate of Kavir export product was only about 300 Tomans higher per kilogram, which shows that there was no significant difference in the unit export rate between the product of these two companies. Evaluation of this small disorder shows that this 300 Toman difference should most likely be related to the sale of Kavir Kavir.
*** The possibility of price growth in the commodity exchange week
Evaluation of the latest market data shows that in some factories and rebar sales bases, we see some price increases of sometimes 50 to 100 Tomans, which can be affected by the following two prominent factors:
۱- Three days off in front of the market
۲- Correction of the rolling field margin in relation to the last trading bullion rate in the commodity exchange; Because it has been under some pressure in the last few days.
On the other hand, it has been heard that according to the determination of the red line of the world rate as the ceiling of the base rate of ingot supply in the commodity exchange; If there is no significant increase in the rate of “half dollar remittance” and the rate of “global steel”; Given the current parity of the base rate of Bloom ingot supply on the Commodity Exchange; At least for next week, we will not have a 3% increase in the bullion rate . Regarding the base supply rate of ribbed rebar and generally the long sections of the final product but; The issue is somewhat different and all the possibilities for determining the base rate are on the table.
*** Conclusion
The most important point to consider in comparing the sales of these two companies in the domestic market is that it should be rooted out why the product of two companies that have relatively the same quality; In one, only 2% of the sales volume was made in the commodity exchange, and in the other, it was 83% more. Why the same manufacturer with 2% sales on the commodity exchange; Has it sold its final product in the domestic market for about 3700 Tomans per kilogram? Is all this difference of 3700 Tomans related to the sale of Klaf product? Or because it was sold out of stock?
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