Zacks Steel Producers kev lag luam tau npaj los caij rov qab los ntawm kev xav tau hauv tsheb, kev ua lag luam loj, vim tias cov teeb meem semiconductor maj mam txo qis thiab cov neeg tsim khoom lag luam nce ntau lawm.Kev nqis peev loj loj kuj tseem muaj txiaj ntsig zoo rau Asmeskas kev lag luam steel.Cov nqi hlau kuj tseem yuav tau txais kev txhawb nqa los ntawm kev thov rov qab los thiab kev siv nyiaj hauv vaj tse.Ib qho kev lag luam uas tsis yog neeg nyob hauv kev tsim kho thiab kev xav tau kev noj qab haus huv hauv lub zog qhov chaw kuj sawv cev rau tailwinds rau kev lag luam.Cov neeg ua si los ntawm kev lag luam xws li Nucor Corporation NUE, Steel Dynamics, Inc. STLD, TimkenSteel Corporation TMST thiab Olympic Steel, Inc. ZEUS tau txais txiaj ntsig zoo los ntawm cov qauv no.
Hais txog Kev Lag Luam
Kev lag luam Zacks Steel Cov neeg tsim khoom ua haujlwm rau ntau qhov kev lag luam siv kawg xws li tsheb, kev tsim kho, khoom siv, ntim, ntim khoom, kev siv tshuab, khoom siv mining, tsheb thauj mus los, thiab roj thiab roj nrog ntau yam khoom siv hlau.Cov khoom no muaj xws li kub dov thiab txias dov coils thiab nplooj ntawv, kub-dipped thiab galvanized coils thiab nplooj ntawv, reinforcing tuav, billets thiab paj, hlau rods, sawb zeb phaj, txheem thiab kab yeeb nkab, thiab mechanical tubing khoom.Hlau feem ntau yog tsim los ntawm ob txoj kev - Blast Furnace thiab Electric Arc rauv.Nws yog suav hais tias yog lub hauv paus ntawm kev tsim khoom lag luam.Kev lag luam tsheb thiab kev tsim kho muaj keeb kwm yog cov neeg siv khoom loj tshaj plaws ntawm cov hlau.Qhov tseem ceeb, vaj tse thiab kev tsim kho sector yog cov neeg siv khoom loj tshaj plaws ntawm cov hlau, suav txog kwv yees li ib nrab ntawm lub ntiaj teb kev siv tag nrho.
Dab tsi yog Shaping lub neej yav tom ntej ntawm Steel Producers 'Kev Lag Luam?
Kev Xav Tau Lub Zog Hauv Kev Lag Luam Loj Loj: Cov neeg tsim khoom hlau tau tsim kom tau txais los ntawm kev rov qab los ntawm kev thov thoob plaws cov kev lag luam steel loj xws li tsheb, kev tsim kho thiab cov tshuab los ntawm tus mob coronavirus-coj downturn.Lawv cia siab tias yuav tau txais txiaj ntsig los ntawm kev xaj ntau dua los ntawm kev lag luam tsheb hauv xyoo 2023. Cov kev xav tau steel hauv tsheb yuav tsum txhim kho xyoo no nyob rau sab nraub qaum ntawm kev txo qis thoob ntiaj teb hauv semiconductor chips uas hnyav hnyav ntawm kev lag luam tsheb tau ze li ob xyoos.Cov khoom lag luam qis qis thiab cov kev xav tau pent-up yuav yog qhov txhawb nqa.Kev txiav txim cov haujlwm hauv kev lag luam uas tsis yog neeg nyob hauv kev tsim kho kuj tseem muaj zog, underscoring lub zog ntawm qhov kev lag luam no.Kev xav tau hauv kev lag luam hluav taws xob kuj tau txhim kho nyob rau sab nraub qaum ntawm cov nqi roj thiab roj.Cov kev xav tau zoo nyob thoob plaws cov kev lag luam no ua rau muaj txiaj ntsig zoo rau kev lag luam steel.Auto Recovery, Infrastructure siv nyiaj rau cov nqi steel: cov nqi hlau tau pom qhov kev kho kom zoo thoob ntiaj teb hauv 2022 raws li Russia-Ukraine tsis sib haum xeeb, skyrocketing zog nqi nyob rau hauv cov teb chaws Europe, pheej nyiaj nce siab, paj laum hikes thiab lub slowdown nyob rau hauv Tuam Tshoj vim hais tias cov tshiab-kev lag luam lockdown.Qhov tseem ceeb, Asmeskas cov nqi hlau poob qis tom qab nce mus txog kwv yees li $ 1,500 ib tuj luv luv hauv lub Plaub Hlis 2022 vim muaj kev txhawj xeeb los ntawm kev ua tsov rog Russia-Ukraine.Qhov ntsuas kub-dov coil ("HRC") tus nqi cratered mus rau ze li ntawm $ 600 ib theem luv luv nyob rau lub Kaum Ib Hlis 2022. Qhov kev poob qis ib nrab qhia txog qhov kev xav tau qis dua thiab kev ntshai ntawm kev lag luam poob qis.Txawm li cas los xij, cov nqi tau pom qee qhov kev txhawb nqa lig los ntawm US steel mills 'tus nqi nce siab thiab kev rov qab los ntawm kev thov.Ib qho kev rov qab los ntawm kev thov tsheb kuj tseem yuav ua rau muaj kev txhawb nqa rau cov nqi steel xyoo no.Kev tsim kho vaj tse loj loj kuj tseem yuav ua rau muaj kev cuam tshuam rau Asmeskas kev lag luam steel thiab US HRC tus nqi hauv 2023. Kev siv nyiaj hauv tsoomfwv loj loj yuav muaj txiaj ntsig zoo rau Asmeskas kev lag luam steel, muab qhov kev cia siab nce hauv kev noj cov khoom lag luam.Slowdown hauv Tuam Tshoj ua rau muaj kev txhawj xeeb: steel xav tau hauv Suav teb, lub ntiaj teb cov khoom lag luam qis dua 2 qhov thib ob ntawm cov neeg siv khoom lag luam qeeb, vim tias cov khoom lag luam qis dua 2. lub teb chaws kev lag luam.Kev kaw haujlwm tshiab tau ua rau muaj kev cuam tshuam loj rau lub ntiaj teb kev lag luam loj thib ob.Kev poob qis hauv kev tsim khoom lag luam tau ua rau muaj kev cog lus ntawm kev thov rau steel hauv Suav teb.Kev tsim khoom lag luam tau raug ntaus vim tus kab mob rov tshwm sim tau ua rau kev xav tau ntawm cov khoom tsim thiab cov khoom siv.Tuam Tshoj kuj tau pom qhov kev poob qis thoob plaws hauv kev tsim kho thiab vaj tse.Lub teb chaws txoj kev lag luam vaj tse tau ua rau muaj kev cuam tshuam los ntawm kev rov qhib dua.Kev nqis peev hauv kev lag luam tau qeeb mus rau nws qib qis tshaj nyob rau hauv kwv yees li peb xyoo lawm.Kev poob qis hauv cov khoom siv hlau tseem ceeb no xav tias yuav ua rau muaj kev xav tau rau cov hlau nyob rau lub sijhawm luv.
Zacks Kev Lag Luam Qib Indicates Upbeat Prospects
Zacks Steel Producers kev lag luam yog ib feem ntawm Zacks Basic Materials Sector.Nws nqa Zacks Kev Lag Luam Qib # 9, uas tso nws rau saum 4% ntawm ntau dua 250 Zacks industries.Cov pab pawg Zacks Kev Lag Luam Qib, uas yog qhov nruab nrab ntawm Zacks Rank ntawm tag nrho cov tswv cuab cov khoom lag luam, qhia tau tias muaj kev cia siab nyob ze.Peb cov kev tshawb fawb qhia tau hais tias sab saum toj 50% ntawm Zacks-ranked industries outperforms hauv qab 50% los ntawm ib qho tseem ceeb ntawm ntau tshaj 2 mus rau 1.Ua ntej peb nthuav tawm ob peb cov khoom lag luam uas koj yuav xav xav txog rau koj cov ntaub ntawv, cia peb saib ntawm kev lag luam cov khoom lag luam tsis ntev los no thiab cov duab ntsuas.
Kev lag luam Outperforms Sector thiab S&P 500
Kev lag luam Zacks Steel Producers tau ua tiav ob qho tib si Zacks S&P 500 kev sib xyaw thiab qhov dav Zacks Basic Materials sector xyoo dhau los.Kev lag luam tau nce 2.2% nyob rau lub sijhawm no piv nrog S&P 500 qhov poob ntawm 18% thiab qhov dav dav qhov poob ntawm 3.2%.
Kev lag luam tus nqi tam sim no
Raws li qhov txuas ntawm 12-hli kev lag luam tus nqi-rau EBITDA (EV / EBITDA) piv, uas yog ib qho kev siv ntau yam rau cov nqi steel, kev lag luam tam sim no ua lag luam ntawm 3.89X, qis dua S&P 500's 11.75X thiab sector's 7.85X.Over the past 4 .1X . thiab ntawm qhov nruab nrab ntawm 6.71X, raws li daim duab hauv qab no qhia.

 
4 Steel Producers Stocks to Keep a Close Eye on
Nucor: Charlotte, NC-based Nucor, ntaus pob Zacks Qib # 1 (Muaj Zog), ua cov khoom siv hlau thiab hlau nrog cov chaw ua haujlwm hauv Tebchaws Meskas, Canada thiab Mexico.Lub tuam txhab tau txais txiaj ntsig los ntawm kev muaj zog hauv kev lag luam tsis nyob hauv kev tsim kho.Nws tseem tab tom pom kev txhim kho hauv cov cuab yeej siv hnyav, kev ua liaj ua teb thiab kev lag luam hluav taws xob txuas ntxiv.Nucor tseem yuav tsum tau txais txiaj ntsig los ntawm kev lag luam muaj txiaj ntsig zoo los ntawm nws cov kev nqis peev zoo hauv nws txoj haujlwm loj tshaj plaws.NUE tseem tau cog lus los txhawb kev tsim cov peev txheej, uas yuav tsum tau tsav kev loj hlob thiab ntxiv dag zog rau nws txoj haujlwm ua tus tsim khoom lag luam qis.Nucor cov nyiaj tau los yeej Zacks Consensus kwv yees nyob rau peb ntawm plaub lub hlis dhau los.Nws muaj qhov sib tw plaub-lub hlis twg cov nyiaj tau los surprise ntawm kwv yees li 3.1%, qhov nruab nrab.Zacks Kev pom zoo kwv yees rau 2023 cov nyiaj tau los rau NUE tau raug kho dua 15.9% nce siab dua 60 hnub dhau los.Koj tuaj yeem pom cov npe tag nrho ntawm Zacks # 1 Qib Tshuag hnub no.

Steel Dynamics: Raws li nyob rau hauv Indiana, Steel Dynamics yog ib tug ua steel tsim thiab hlau recycler nyob rau hauv lub tebchaws United States, ntaus pob ncaws pob Zacks qeb #1.Nws tau txais txiaj ntsig los ntawm lub zog muaj zog hauv kev tsim kho tsis nyob hauv tsev uas tau tsav los ntawm kev noj qab haus huv ntawm cov neeg siv khoom.Steel Dynamics tseem tab tom ua haujlwm ntau yam haujlwm uas yuav tsum tau ntxiv rau nws lub peev xwm thiab txhawb kev muaj txiaj ntsig.STLD tab tom txhim kho kev ua haujlwm ntawm nws Sinton Flat Roll Steel Mill.Cov phiaj xwm kev nqis peev hauv lub xeev tshiab-ntawm-lub-kos duab qis-carbon aluminium ca-dov zeb tseem txuas ntxiv nws txoj kev loj hlob zoo.Qhov kev pom zoo kwv yees rau cov nyiaj tau los rau Steel Dynamics rau 2023 tau hloov kho 36.3% nce siab dua 60 hnub dhau los.STLD tseem tuav lub Zacks Consensus Kev kwv yees rau cov nyiaj tau los hauv txhua qhov ntawm plaub lub hlis twg, qhov nruab nrab yog 6.2%.

 
Olympic Steel: Ohio-based Olympic Steel, nqa Zacks Qib # 1, yog lub chaw pabcuam hlau ua haujlwm tau tsom mus rau kev muag khoom ncaj qha thiab kev faib tawm ntawm cov pa roj carbon monoxide, coated thiab stainless flat-rolled ntawv, coil thiab phaj steel, txhuas, tin phaj, thiab cov khoom siv hlau ntau.Nws tau txais txiaj ntsig los ntawm nws txoj haujlwm muaj peev xwm ua tau zoo, ua rau txo cov nqi khiav lag luam, thiab lub zog hauv nws cov yeeb nkab thiab raj thiab cov lag luam tshwj xeeb hlau.Kev txhim kho kev lag luam kev lag luam thiab kev rov qab los ntawm kev thov yuav tsum txhawb nqa nws cov ntim.Lub tuam txhab cov ntaub ntawv muaj zog kuj tseem tso cai rau nws los nqis peev hauv cov hauv kev loj hlob rov qab ntau dua.Zacks Kev pom zoo kwv yees rau Olympic Steel cov nyiaj tau los xyoo 2023 tau hloov kho 21.1% nce siab hauv 60 hnub dhau los.ZEUS tseem tau tshaj tawm Zacks Kev Pom Zoo Kev kwv yees hauv peb ntawm plaub lub hlis tom qab.Nyob rau lub sijhawm no, nws tau xa cov nyiaj tau los nruab nrab ntawm kev xav tsis thoob ntawm kwv yees li 25.4%.

 
TimkenSteel: Ohio-based TimkenSteel koom nrog kev tsim hlau hlau, nrog rau carbon thiab micro-alloy steel.Lub tuam txhab tau txais txiaj ntsig los ntawm kev xav tau ntau dua ntawm kev lag luam thiab lub zog xav tau thiab ib puag ncig tus nqi zoo, txawm li cas los xij cov khoom lag luam semiconductor-chain cuam tshuam uas cuam tshuam rau kev xa khoom mus rau cov neeg siv khoom txawb.TMST tab tom pom kev rov qab los txuas ntxiv hauv nws cov lag luam kev lag luam.Kev xav tau ntawm kev ua lag luam siab dua thiab txo cov nqi txo kuj tseem pab tau nws txoj kev ua tau zoo.Nws tau txais txiaj ntsig los ntawm nws txoj kev siv zog los txhim kho nws cov nqi tsim khoom thiab kev tsim khoom.TimkenSteel, nqa Zacks Qib #2 (Buy), muaj qhov kev xav tau ntawm kev loj hlob ntawm 28.9% rau 2023. Qhov kev pom zoo kwv yees rau 2023 cov nyiaj tau los tau hloov kho 97% nce siab dua 60 hnub dhau los.
Xav tau cov lus pom zoo los ntawm Zacks Kev Tshawb Fawb Kev Lag Luam?Hnub no, koj tuaj yeem rub tawm 7 Qhov Zoo Tshaj Plaws rau 30 Hnub Tom ntej.Nyem kom tau txais daim ntawv qhia dawb no
Steel Dynamics, Inc. (STLD) : Daim Ntawv Qhia Txog Kev Tshawb Fawb Dawb
Nucor Corporation (NUE): Daim Ntawv Qhia Txog Kev Tshawb Fawb Dawb
Olympic Steel, Inc. (ZEUS): Daim Ntawv Qhia Txog Kev Tshawb Fawb Dawb
Timken Steel Corporation (TMST): Daim Ntawv Qhia Txog Kev Tshawb Fawb Dawb
Txhawm rau nyeem tsab xov xwm no ntawm Zacks.com nyem qhov no.
Zacks Kev Tshawb Fawb Kev Lag Luam
Cov nqe lus hais txog