Basic Materials Roundup: Market Talk

The latest Market Talks covering Basic Materials. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

0721 ET – Aperam is currently facing a difficult part of the economic cycle, but the stainless-steel company has strong upside potential, Deutsche Bank analysts say in a research note. Aperam is highly sensitive to any recovery in demand and pricing, which EU regulations could support, Deutsche Bank says. Furthermore, the company continues to generate solid cash and it aims to deliver more than 300 million euros in efficiency gains. EU policy changes on carbon emissions and the trade defense instrument could also act as catalysts, the bank adds. Shares are up 3.7% at 33.10 euros. (maitane.sardon@wsj.com)