Masheya 4 Opanga Zitsulo Amakwera pa Strong Demand Trend

Gawo la Zacks Steel Producers lidawona kuyambiranso kwamphamvu pambuyo pokumana ndi vuto la kuchira pakufunidwa komanso mitengo yabwino yazitsulo m'magawo akuluakulu ogwiritsira ntchito zitsulo.Kufuna kwaumoyo kwazitsulo m'misika yofunika kwambiri kuphatikiza zomangamanga ndi magalimoto zikuyimira vuto lalikulu pamakampani. Mitengo yazitsulo imakhalabe yokwera ngakhale posachedwapa, yomwe ikuyenera kulimbikitsanso phindu la osewera amakampani, Commercial TMSTEL TM Olympic Corporation, Commercial SA, Commercial Corporation ndi TXST. Steel, Inc. ZEUS yakonzeka kupindula ndi izi.
Zacks Steel Producers makampani amagwiritsa ntchito mafakitale osiyanasiyana ogwiritsira ntchito zitsulo zosiyanasiyana kuphatikiza magalimoto, zomangamanga, zida, zotengera, zonyamula, makina am'mafakitale, zida zamigodi, zoyendera, mafuta ndi gasi. ndi chitoliro cha mzere, ndi mankhwala a chitoliro cha makina.Chitsulo chimapangidwa makamaka pogwiritsa ntchito njira ziwiri - kuphulika kwa ng'anjo ndi ng'anjo yamagetsi yamagetsi.Imawonedwa ngati msana wa kupanga.Misika yamagalimoto ndi zomangamanga m'mbiri yakale yakhala yogula kwambiri zitsulo.N'zochititsa chidwi kuti nyumba ndi zomangamanga ndizomwe zimagwiritsidwa ntchito kwambiri ndi zitsulo, zomwe zimawerengera pafupifupi theka la zomwe zimagwiritsidwa ntchito padziko lonse lapansi.
Kuchulukirachulukira m'misika yayikulu yogwiritsa ntchito kumapeto: Opanga zitsulo ali ndi mwayi wopindula ndi kukwera kwa misika yayikulu yogwiritsa ntchito zitsulo monga magalimoto, zomanga ndi makina pakugwa kwapadziko lonse lapansi. Kuperewera kwa magetsi. Ntchito zoyitanitsa pamsika womanga nyumba zosakhalamo zidakhala zolimba, kutsimikizira kulimba kwa gawoli. Opanga zitsulo akuyembekezekanso kupindula ndi mabuku apamwamba pamsika wamagalimoto mu theka lachiwiri la 2022 pomwe vuto la semiconductor likucheperachepera komanso opanga ma automaker akukweza kupanga. Mitengo ya zitsulo imakhalabe yokwera kwambiri kuti iwonjezere phindu: Mitengo yazitsulo inakula kwambiri chaka chatha ndipo idakwera kwambiri chaka chatha pokhudzana ndi kubwezeredwa m'misika yayikulu, zinthu zolimba komanso zitsulo zotsika kwambiri pazachuma. 1,900 pa mlingo wamfupi wa tani mu Ogasiti 2021 ndipo pamapeto pake idafika pachimake mu Seputembala. Koma mitengo yataya mphamvu kuyambira Okutobala, ikulemedwa ndi kufunikira kokhazikika, kuwongolera zinthu komanso kukwera kwa zitsulo kuchokera kumayiko ena. Ngakhale kuwongolera kwakanthawi kochepa, mitengo ya HRC ikadali pamwamba pa $1,000 / tani yaying'ono ndipo ikhoza kupeza chithandizo kuchokera kumisika yofunikira yamsika. Posachedwapa, mitengo yabwino ikuyembekezeka kukulitsa phindu komanso kuchuluka kwa ndalama kwa opanga zitsulo.Zimapangitsa kuti chuma cha dziko chichepe kwambiri. Kuchepa kwa ntchito zopanga zinthu kwadzetsa kutsika kwa chuma cha China.Kupanga kwafika pachiwopsezo pomwe kachilomboka kakuwombanso kufunikira kwa zinthu zopangidwa ndi zitsulo zopangira zinthu.
Makampani a Zacks Steel Producers ndi gawo la gawo lalikulu la Zacks Basic Materials. Ili ndi Zacks Industry Rank #95 ndipo ili pamwamba pa 38% ya mafakitale a 250+ Zacks. Gulu la Zacks Industry Rank, lomwe kwenikweni ndilopakati pa Zacks Ranks za masheya onse omwe ali mamembala, amalozera ku tsogolo lowala patsogolo. kuposa 2 mpaka 1.Tisanayambe kufotokozera zina zomwe mungafune kuziganizira muzolemba zanu, tiyeni tiwone momwe msika wamalonda wamalonda ukuyendera ndi kuwerengera kwaposachedwapa.
Makampani a Zacks Steel Producers sanagwire bwino ntchito za Zacks S&P 500 komanso makampani ambiri a Zacks Basic Materials mchaka chathachi. Makampaniwa adatsika ndi 19.3% panthawiyi, pomwe S&P 500 idataya 9.2% ndipo bizinesi yonse idagwa 16%.
Kutengera kuchuluka kwa bizinesi kwa miyezi 12 ku EBITDA (EV/EBITDA), yomwe ndi yochulukirapo poyesa kuyesa zitsulo zachitsulo, gawoli likugulitsa pa nthawi ya 2.27, yomwe ili yotsika kuposa nthawi za S&P 500's 12.55 ndi 5.41 nthawi X. Pazaka 2119 zakhala zikukwera kwambiri kuposa zaka 21. X yokhala ndi pakati pa 7.22X, monga momwe tawonetsera pa tchati pansipa.
Ternium: Ternium yochokera ku Luxembourg ili ndi Zacks Rank #1 (Kugula Kwamphamvu) ndipo ndiyomwe ikutsogolera ku Latin America yopanga zinthu zachitsulo zosalala komanso zazitali. Ikuyembekezeka kupindula ndi kufunikira kwamphamvu kwazinthu zachitsulo komanso mitengo yamtengo wapatali yazitsulo. ndalama zake chifukwa cha mliriwu.Mutha kuwona mndandanda wathunthu wamasheya amasiku ano a Zacks # 1 pano.Kuyerekeza kwa Zacks Consensus kwa ndalama zomwe Ternium amapeza pazaka zamakono zasinthidwa ndi 39.3% m'masiku 60 apitawa.Zopeza za Texas zapambananso Zacks Consensus Estimate pazaka zinayi zomwe zatsala pang'ono kutsata 22.4%.
Zitsulo Zamalonda: Zitsulo Zamalonda za ku Texas, zomwe zili ndi Zacks Rank # 1, zimapanga, zimabwezeretsanso ndikugulitsa zinthu zazitsulo ndi zitsulo, zipangizo zogwirizana ndi ntchito. Zimapindula ndi kufunikira kwachitsulo cholimba chifukwa cha kukula kwa mtsinje wotsalira komanso kukula kwa ntchito yomanga yatsopano yomwe ikulowa mu pipeline ya polojekitiyi. chifukwa cha kuchuluka kwa misika yomanga ndi mafakitale.CMC ikupitilizabe kupindula ndi zoyesayesa zake zopititsira patsogolo maukonde.Ilinso ndi ndalama zolimba komanso mbiri yazachuma ndipo ikupitiliza kuyang'ana kwambiri pakuchepetsa ngongole.Commercial Metals ili ndi chiwongolero chakukula kwachuma cha 31.5% pazaka zomwe zakhala zikuchitika.The Zacks Consensus Estimate for CMC's current fiscal year over the previous company up the 62% smate mu atatu mwa magawo anayi omwe atsala pang'ono kutsata. Ili ndi kubweza modabwitsa kwa pafupifupi 15.1% panthawiyi.
Zitsulo za Olimpiki: Ohio-based Olympic Steel, ndi Zacks Rank #1, ndi malo otsogolera zitsulo omwe amagwiritsidwa ntchito pokonza mpweya, wokutira ndi zosapanga dzimbiri zosapanga dzimbiri, koyilo ndi mbale, aluminiyamu, tinplate ya malonda ndi kugawa mwachindunji, ndi zitsulo zolemera kwambiri zopangidwa. malonda ake.Chiwerengero champhamvu cha kampaniyo chimalolanso kuti agwiritse ntchito mwayi wokulirapo wobwerera.Zacks Consensus Estimate for Olympic Steel zomwe amapeza panopa zasinthidwa kufika 84.1% m'masiku 60 apitawo.ZEUS yadutsanso Zacks Consensus Estimate mu magawo atatu mwa magawo anayi omwe akutsatira.
TimkenSteel: TimkenSteel yochokera ku Ohio imapanga zitsulo zopangidwa ndi alloyed komanso zitsulo za carbon ndi microalloyed. efficient.TimkenSteel ili ndi Zacks Rank #2 (Buy) ndipo ikuyembekezeka kutumiza kukula kwa phindu la 29.3% kwa chaka. Kulingalira kwa mgwirizano wa zopindula zazaka zamakono kwasinthidwa ndi 9.2% m'masiku 60 apitawo. TMST yagonjetsa Zacks Consensus Estimate mu gawo lililonse la magawo anayi omwe akutsatira 39%.
Mukufuna upangiri waposachedwa kuchokera ku Zacks Investment Research?Lero, mutha kutsitsa masheya 7 abwino kwambiri kwa masiku 30 otsatirawa. Dinani kuti mupeze lipoti laulere Ternium SA (TX): Lipoti la Free Stock Analysis Report Commercial Metals Company (CMC): Lipoti la Free Stock Analysis Olympic Steel, Inc. (ZEUS): Lipoti la Free Stock Analysis Report Timken Steel Corporation (TMST).
Mu theka lachiwiri la chaka, malingaliro a msika pang'onopang'ono adawonekera.Choyamba, pali lingaliro lakuti kuwonongeka kwa 1H kungakhale kutsika, kapena kugunda pamtunda ndikuyima asanagwere.Chachiwiri, pali mgwirizano wochuluka woti kugwa kwachuma kukubwera, mu chaka chimodzi kapena zochepa.Maonero ochepa chabe ndi akuti kuchepa kwenikweni kuli pa ife;koma sitidziwa motsimikiza mpaka chiwerengero cha kukula kwa Q2 chidzatulutsidwa kumapeto kwa mwezi uno.Kodi zikutanthauza chiyani
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NKHANI ZA DOW JONES YOLEMBEDWA NDI WANG Yifan Magawo a chimphona chaukadaulo waku China adagwa ku Hong Kong Lolemba pomwe Beijing idalipira chindapusa makampani ena akuluakulu apaintaneti mdzikolo chifukwa cholephera kupanga zolemba zosagwirizana ndi zomwe adachita m'mbuyomu.
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Osawopa ngozi, tsekani kubwerera kotsimikizika kwazaka 5! Sangalalani ndi moyo, matenda oopsa komanso chitetezo cha ngozi nthawi yomweyo.Kuchotsera kwakanthawi kochepa pa Ogasiti 31, mutha kuchotsera nthawi yochepa komanso kubwezeredwa kotsimikizika.
Msonkhano wamsika ukukumana ndi chiyeso pakati pa nkhawa zatsopano za China.Mkulu wa Tesla Elon Musk akuyamba kuthetsa kutengeka kwa Twitter.
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(Bloomberg) - Mitengo yamafuta idatsika pomwe chiyembekezo chofuna kuchulukirachulukira kuchokera ku China denting virus zoletsa zidaphimba zizindikiro zakukula kwa msika.OutTrump, makamaka ochokera ku BloombergElon, amadzudzula Elon Musk ndi "wovunda" wa Twitter DealPutin chida chatsopano cha Saudi chowononga anthu ambiri: PetroKazakhstan akuwombera Abe, chifukwa chiyani?Chilichonse Tikudziwa Chowonadi Chomwe Tikudziwa Kuti Ndi Chowonadi.West Texas Intermediate crude idagwera pafupifupi $103 mbiya itagwa mu malonda osakhazikika sabata yatha.Virus
Pakadali pano, magawo agawidwe tsopano ali ndi zokolola zambiri chifukwa zokolola za masheya zimayenderana ndi mtengo wake. mbiri ya tria ikuphatikiza On!
Pochita kusanthula kwaukadaulo pamatchati a masitokowa, ndipo, ngati kuli koyenera, kugwiritsa ntchito zomwe zachitika posachedwa komanso mavoti a TheStreet Quantitative Ratings, tidatsata mayina atatuwa.Ngakhale sitidzapendanso kusanthula kofunikira, tikukhulupirira kuti nkhaniyi ipatsa osunga ndalama omwe ali ndi chidwi ndi katunduyo poyambira bwino kuti achite homuweki yowonjezereka pa dzina.Best Buy idatsitsidwa posachedwa ndi Crett Rating.
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Nawa masheya abwino kwambiri aku China omwe mungagule ndikuwonera mu Julayi. Chiyembekezo cha zolimbikitsa zatsopano ndi thandizo la EV zimathandizira masheya aku China, koma kodi kuwonongeka kwatha?
Co-innovative ndi mabizinesi omwe ali pampikisano wotsogola ku Asia kuti mubweretse malingaliro anu pamsika mwachangu
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Lachitatu, US Bureau of Labor Statistics inatulutsa ndondomeko ya mtengo wa ogula mu June, ndipo Federal Reserve idzatulutsa Bukhu lake lachisanu la Beige la chaka.
Munthawi ya kukwera kwa inflation ndi kuchepa kwa kukula kwachuma, monga zomwe tikukumana nazo pakalipano, pali nthawi imodzi yomwe osunga ndalama angadalire, ndipo ndiko kudalirika kwa magawo agawidwe kuti athandizire ma portfolios awo.Oyang'anira katundu ku Hartford Funds adaphunzira momwe benchmark S&P 500 imagwirira ntchito kuyambira 1930 ndipo adapeza kuti magawo 40% obwezeredwa pazaka khumi ndi zinayi zobweza ndalama pazaka khumi ndi zinayi. motsogozedwa ndi kupsinjika ndi nkhondo zapadziko lonse lapansi, kuchepa kwachuma ndi miliri, zopindula zakhala zimabweretsa zabwino zonse.


Nthawi yotumiza: Jul-11-2022