Mueller Industries Inc. (NYSE: MLI) ikambani huru yekugadzira simbi. Iyo kambani inoshanda mumusika usingaburitse purofiti yakakura kana mazano ekukura, uye vazhinji vangazviona zvichifinha. Asi vanoita mari uye vane bhizinesi rinofanotaurwa uye rakagadzikana. Aya ndiwo makambani andinoda, uye iwe unogona kuve nechokwadi chekuti vamwe vanoisa mari havateerere kune ino kona yemusika. Kambani yakanetseka kubhadhara chikwereti, parizvino vane zero chikwereti uye vane madhora mazana mana emamiriyoni emadhora asina kudhirowa mutsara wechikwereti, zvichiita kuti vashanduke zvakanyanya kana zvinangwa zvekutora zvikamuka uye kambani inogona kufamba nekukurumidza. Kunyangwe pasina chero kutora kwekutanga-kutanga kukura, kambani ine hombe yemahara yekuyerera kwemari uye yave kukura kwemakore mazhinji, maitiro anotaridzika kuenderera mberi mune ramangwana. Musika wacho hauite seunokoshesa kambani, uye kukura kwemari uye purofiti mumakore achangopfuura kunoratidzika kunge kuri kuratidza.
"Mueller Industries, Inc. inogadzira nekutengesa mhangura, ndarira, aluminium uye zvigadzirwa zvepurasitiki kuUS, UK, Canada, Korea, Middle East, China neMexico. Kambani inoshanda muzvikamu zvitatu: mapiping system, maindasitiri simbi uye mamiriro ekunze. Piping Systems kuumba maturusi uye pombi pombi supply.This segment inotengesa zvigadzirwa zvayo kune vatengesi mumisika yemvura uye firiji, imba uye vashambadziri vemotokari yevaraidzo, vatengesi vezvivako uye vanogadzira midziyo yepakutanga yemhepo yemhepo (OEMs) .Chikamu cheIndustrial Metals chinobudisa ndarira, ndarira uye mhangura alloy rods, mhangura yemagetsi ekugadzirisa mapepi, mavharuvhu e-copper uye mavharuvhu anotonhora; i, simbi, mhangura uye simbi kukanganisa uye castings; forgings yakagadzirwa nendarira, aruminiyamu uye Stainless simbi zvigadziriso uye yepakutanga midziyo vagadziri gasi masisitimu vakaungana kuti indasitiri, zvokuvakisa, HVAC, pombi dzemvura uye refrigeration misika HVAC mavharuvhu ezvokutengeserana, Zvishandiso zveHigh Voltage misika uye misika yekupisa yekupisa uye coaxial machubhu eHVAC, geothermal, firiji, pombi yekushambira, vagadziri veaizi, mabhairi ekutengesa uye mabheji emagetsi anochinjika yakavambwa muna 1917 uye ine dzimbahwe muCollierville, Tennessee.”
Muna 2021, Mueller Industries ichashuma madhora mazana matatu nemazana masere emadhora mumari yegore negore, madhora mazana mana nemakumi matanhatu neshanu emamiriyoni emari inowanikwa, uye madhora mazana masere nemakumi maviri nemashanu mumari yakaderedzwa pachikamu chimwe nechimwe. Iyo kambani yakashumawo mihoro yekutanga neyechipiri ye2022. Kwehafu yekutanga ye2022, kambani yakashuma mari ye2.16 bhiriyoni, mambure emadhora mazana matatu nemakumi matanhatu emamiriyoni emadhora uye yakaderedzwa mihoro pachikamu che6.43 madhora. Iyo kambani inobhadhara 1.00 $ chikamu chimwe nechimwe nguva yekupedzisira uye mugove wekugoverwa kwegore negore waiva 1.48 %.
Tarisiro yekuwedzera budiriro yekambani yakanaka. Kuvaka imba nyowani uye kusimudzira kutengeserana zvinhu zvakakosha zvinopesvedzera uye kubatsira kuona kutengesa kwekambani, sezvo nzvimbo idzi dzichiita ruzhinji rwekudiwa kwezvigadzirwa zvekambani. Maererano US Census Bureau, nhamba chaiyo dzimba itsva muUnited States achava mamiriyoni 1.6 muna 2021, kubva mamiriyoni 1.38 muna 2020. Uyezve, private asiri yokugara zvivako zvaikosheswa mabhiriyoni 467.9 muna 2021, 479 bhiriyoni muna 2020 uye 500,19 nzvimbo 2020 uye 500,19 makambani vanotenda kuti 2001 bhiriyoni. bhizinesi ravo uye kuita kwemari kuchabatsirwa nezvinhu izvi uye kuramba kugadzikana. . Zvinofungidzirwa kuti muna 2022 uye 2023 vhoriyamu yekuvaka isiri yekugara ichakura ne5.4% uye 6.1%, zvichiteerana. Aya maonero ekuda achabatsira Mueller Industries, Inc. kuchengetedza yakakwirira yekukura nekushanda.
Zvingangove zvengozi zvinogona kukanganisa bhizinesi mamiriro ehupfumi ane chekuita nekugara uye kutengeserana kusimudzira. Misika yekuvaka parizvino inotaridzika kugadzikana uye yanga ichiita zvakanaka mumakore mashoma apfuura, asi kudzikira mumisika iyi mune ramangwana kunogona kukanganisa bhizinesi rekambani.
Ikozvino musika capitalization yeMueller Industries Inc. imadhora 3.8 bhiriyoni uye ine mutengo-kune-mubairo reshiyo (P/E) ye5.80. Iyi mutengo-kune-mubairo chiyero chakadzikira zvakanyanya kupfuura vazhinji vevakwikwidzi vaMueller. Mamwe makambani esimbi iye zvino anotengesa paP / E zviyero zvakapoteredza 20. Pamutengo-ku-mubairo, kambani inotarisa yakachipa kana ichienzaniswa nevezera rayo. Zvichienderana nemamiriro azvino ekushanda, kambani inoratidzika isingakosheswi. Tichifunga nezvekukura kwemari yekambani uye mari inowanwa, izvi zvinoita senge stock inoyevedza ine kukosha kusingazivikanwe.
Kambani iyi yanga ichibhadhara chikwereti zvine hukasha mumakore mashoma apfuura uye kambani iyi haina zvikwereti. Izvi zvakanakira kambani, nekuti ikozvino hazvidzikisire purofiti yekambani uye inoita kuti vashanduke zvakanyanya. Iyo kambani yakapedza chikamu chechipiri nemadhora mazana maviri emamiriyoni emadhora uye vane mazana mana emamiriyoni emadhora asina kushandiswa anotenderedza kiredhiti nzvimbo inowanikwa yekukwevera kana mashandiro achidiwa kana mikana yekuwana nzira yamuka.
Mueller Industries inotaridzika sekambani huru uye huru stock. Iyo kambani yakagara yakagadzikana uye yakasangana nekuputika kwekuda kukura mu2021 iyo ichaenderera mberi mu2022. Iyo portfolio yemirairo yakakura, kambani iri kuita zvakanaka. Iyo kambani iri kutengeserana pamutengo wakaderera-kune-mubairo chiyero, inotaridzika zvakanyanya isingakosheswi kana ichienzaniswa nevakwikwidzi vayo uye kazhinji. Kana kambani yaive neyakajairwa P/E reshiyo ye10-15, saka stock yacho yaizopfuura kaviri kubva kumatanho azvino. Iyo kambani inoratidzika kunge yakagadzirira kuwedzera kukura, izvo zvinoita kuti kusakosheswa kwazvino kuwedzere kukwezva, kunyangwe bhizinesi ravo rikasakura zvinokatyamadza, kana rikaramba rakagadzikana, kambani yakagadzirira zvese izvo musika unofanirwa kuvapa kubva pasherufu.
Kuzivisa: Ini / isu hatibati masheya, sarudzo kana zvimwe zvakabva kune chero emakambani akanyorwa pamusoro, asi isu tinogona kupinda munzvimbo ine pundutso refu nekutenga masheya kana kutenga mafoni kana zvakafanana zvinobva muMLI mukati meanotevera 72 maawa. Ndakanyora chinyorwa ichi pachangu uye chinotaura maonero angu. Ini handina muripo (kunze kweKutsvaga Alpha). Ini handina hukama hwebhizinesi nechero yemakambani akanyorwa muchinyorwa chino.