I-4 ye-Steel Producer Stocks Ride kwi-Strong Demand Trend

Icandelo leZacks Steel Producers libone i-rebound eqinile emva kokuthwala ubunzima bokubuyiswa kwemfuno kunye namaxabiso afanelekileyo ensimbi kumacandelo amakhulu asebenzisa intsimbi.Imfuno enempilo yentsimbi kwiimarike ezingundoqo ekupheleni kuquka ukwakhiwa kunye nemoto imele umsila wezoshishino. Steel, Inc. I-ZEUS ilungele ukuxhamla kwezi ndlela.
Umzi-mveliso weZacks Steel Producers usebenzela uluhlu olubanzi lwemizi-mveliso yokusetyenziswa kokugqibela kwiimveliso ezahlukeneyo zentsimbi ezibandakanya iimoto, ulwakhiwo, izixhobo zombane, izikhongozeli, ukupakishwa, oomatshini boshishino, izixhobo zemigodi, uthutho, i-oyile kunye negesi. kunye nombhobho womgca, kunye neemveliso zombhobho womatshini.I-Steel iveliswa ikakhulu kusetyenziswa iindlela ezimbini - isithando somlilo kunye ne-arc furnace yombane.Ibonwa njengomqolo wemveliso.Iimarike zemoto kunye nokwakhiwa kwezembali ziye zaba ngabathengi abakhulu be-steel.Ngokucacileyo, izindlu kunye nokwakhiwa ngabasebenzisi abakhulu bentsimbi, babala malunga nesiqingatha sokusetyenziswa kwehlabathi lonke.
Ukuqina kwemfuno kwiimakethi eziphambili zokusetyenziswa kwentsimbi: Abavelisi bentsimbi bakwimeko entle yokuxhamla kwimfuno enyukayo kwiimarike ezingundoqo zokusetyenziswa kwentsimbi ezinje ngeemoto, ulwakhiwo kunye noomatshini phakathi kokudodobala kwe-coronavirus. Imfuno yentsimbi ifunyenwe ukusuka kwikota yesithathu ka-2020 njengoko amashishini amakhulu asebenzisa intsimbi aphinde aqala ukusebenza njengoko kuye kwarhoxiswa iiprojekthi zolwakhiwo kunye nezithintelo zobonelelo lwehlabathi. Ukunqongophala kwamandla.Umsebenzi woku-odola kwimarike yolwakhiwo olungeyondawo yokuhlala uhleli womelele, ugxininisa amandla angaphantsi kwecandelo.Abenzi bentsimbi nabo kulindeleke ukuba baxhamle kwiincwadi eziphezulu kwimarike yemoto kwisiqingatha sesibini sika-2022 njengoko ingxaki ye-semiconductor iyancipha kwaye i-automakers inyusa imveliso.Imfuno kwicandelo lamandla nayo iye yaphucuka ngokuchasene nexabiso le-oyile elisezantsi kunye ne-oyile ye-oyile. Amaxabiso el ahlala ephezulu ukunyusa imida yenzuzo: Amaxabiso entsimbi afunyenwe ngamandla kulo nyaka uphelileyo kwaye abetha amanqanaba erekhodi kulo nyaka uphelileyo ngokuchasene nomva wemfuno yokubuyisela kwiimarike eziphambili, iimpahla eziqinileyo kunye noluhlu lwentsimbi ephantsi kulo lonke unikezelo. I-1,900 kwinqanaba leetoni ezimfutshane ngo-Agasti 2021 kwaye ekugqibeleni inyuke ngoSeptemba. Kodwa amaxabiso alahlekelwe ngamandla ukususela ngo-Oktobha, axinzelelwe yimfuno ezinzileyo, ukuphuculwa kweemeko zokubonelela kunye nokunyuka kwentsimbi. Nangona kukho ukulungiswa okuhlayo kwamva nje, amaxabiso e-HRC ahlala engaphezulu kwe- $ 1,000 / inqanaba letoni emfutshane kwaye anokufumana inkxaso evela kwimfuno ephilileyo yemarike.Ngexesha elikufutshane, amaxabiso asancomekayo alindeleke ukuba akhulise inzuzo kunye nokuhamba kwemali yabavelisi bentsimbi.kukhokelela ekudodobaleni koqoqosho lwelizwe. ithathe umthwalo onzima kuqoqosho lwesibini ngobukhulu emhlabeni.Ukucotha komsebenzi wokwenziwa kwemveliso kukhokelele ekucuthekeni kwemfuno yentsimbi yaseTshayina.Ukwenziwa kwemveliso kuthathe ukubethabethano njengoko ukuvela kwakhona kwentsholongwane ibetha imfuno yempahla eyenziweyo kunye nonikezelo lwamakhonkco.Inyathelo likaBeijing lokunciphisa ubushushu kwimarike yepropathi, ngokuyinxenye ngokusebenzisa amanyathelo okuqinisa amatyala, ikwayinkxalabo yoshishino lwentsimbi yelizwe.
Ishishini leZacks Steel Producers liyinxalenye yecandelo elibanzi leZacks Basic Materials sector.ineZacks Industry Rank #95 kwaye iphezulu 38% ye250+ Zacks industries.Iqela leZacks Industry Rank, eyona nto ingumndilili weZacks Ranks yazo zonke izitokhwe zamalungu, ikhomba kwikamva eliqaqambileyo elingaphambili.Uphando lwethu 5 lubonisa ukuba i-5 ephezulu ye-5 ye-Rank ye-5 ye-5 ephezulu ngaphezu kwe-2 ukuya kwi-1.Ngaphambi kokuba sazise ezinye izitokhwe onokufuna ukuziqwalasela kwipotfoliyo yakho, makhe sijonge ukusebenza kwemarike yemasheya yamva nje kunye noqikelelo lwamaxabiso.
Ishishini leZacks Steel Producers liye laqhuba ngaphantsi kweZacks S&P 500 kunye neshishini elibanzi leZacks Basic Materials kulo nyaka uphelileyo.Ishishini lehle nge-19.3% ngeli xesha, ngelixa i-S&P 500 ilahlekelwe yi-9.2% kwaye ishishini lilonke lehle nge-16%.
Ngokusekelwe kwixabiso leshishini leenyanga ezili-12 ezilandelwayo kwi-EBITDA (EV / EBITDA) umlinganiselo, oqhelekileyo oqhelekileyo wokuvavanya izitokhwe zetsimbi, eli candelo ngoku lithengisa ngamaxesha angama-2.27, eliphantsi kwe-S & P 500's 12.55 amaxesha kunye ne-5.41 ye-industry ye-5.41 amaxesha e-X. Ngaphezulu kwe-2000 i-2000 i-2000 ephezulu njenge-2000 yorhwebo kunye ne-2000 i-2. X ene-median ye-7.22X, njengoko kubonisiwe kwitshathi engezantsi.
I-Ternium: I-Ternium esekwe eLuxembourg inenqanaba leZacks #1 (iThenga elinamandla) kwaye ingumvelisi ohamba phambili waseLatin America weemveliso zentsimbi ezisicaba nezinde.Kulindeleke ukuba uxhamle kwimfuno eyomeleleyo yeemveliso zentsimbi kunye namaxabiso aphezulu aqondwayo entsimbi.Imfuno enempilo evela kubathengi bemizi-mveliso kunye nokuphuculwa kwemarike yemoto kunokunceda ukuthunyelwa kwayo eMexico.Imfuno enempilo yemathiriyeli yokwakha ikwalindeleke ukuba ixhase ukuthunyelwa kwempahla e-Argentina. Izimali zayo emva kobhubhane.Ungajonga uluhlu olupheleleyo lweZacks #1 Rank yesitokhwe apha.I-Zacks Consensus Estimate yemivuzo yangoku ye-Ternium iye yahlaziywa yaya kutsho kuma-39.3% kwezi ntsuku zingama-60 zidlulileyo. Imivuzo yaseTexas nayo yabetha uQikelelo lwe-Zacks Consensus kwikota ezine ezilandela emva kwe-22.4%.
Izinyithi zoRhwebo: Izinyithi zoRhwebo ezisekelwe eTexas, ezineRanki yeZacks #1, ivelisa, iphinda isetyenziswe kwaye ithengise iimveliso zentsimbi kunye nesinyithi, izinto ezinxulumene neenkonzo kunye neenkonzo. Ixhamle kwimfuno yentsimbi eyomeleleyo evela kwi-backlog ekhulayo esezantsi kunye nenqanaba lomsebenzi wokwakha omtsha ongena kumbhobho weprojekthi.Iyaqhubeka nokungqina imfuno eqinile yeemveliso zentsimbi kwiindawo ezininzi zeemarike.Imarike yokwakha enempilo eqinile kwi-report eqinisekisiweyo yokuthengisa eMelika iya kuhlala ixhasa i-rebar eqinile yaseMntla kwaye ilindeleke ukuba ixhase ukuthengiswa kwe-wirete eMelika. ngenxa yokwanda kwemfuno evela kwiimarike zokwakha kunye nesiphelo soshishino.CMC ikwaqhubeleka nokuxhamla kwiinzame zayo eziqhubekayo zokuphucula uthungelwano.Ikwanayo noqingqo-mali oluluqilima kunye neprofayile yezemali kwaye iyaqhubeka igxile ekunciphiseni amatyala.Iintsimbi zoRhwebo zinezinga lokukhula kwemivuzo elindelekileyo ye-31.5% kulo nyaka-mali wangoku.I-Zacks Consensus Estimate yeCMC's yangoku yemali kunyaka-mali oye wanyuka ngaphezu kweentsuku ze-CMC ze-Consus 40% idlulileyo i-Consus yeentsuku ze-60 idlulileyo uqikelelo kwisithathu kwezine ezilandela emva kwekota.Inembuyekezo eyi-avareji eyothusayo malunga ne-15.1% kwesi sithuba sexesha.
Olympic Steel: Ohio-based Olympic Steel, kunye Zacks Rank #1, liziko lenkonzo yentsimbi ehamba phambili egxile processing carbon, coated and stainless flat rolled, coil kunye nepleyiti, aluminiyam, tinplate yokuthengisa ngokuthe ngqo kunye nokuhanjiswa, kunye metal-intensive branded products.ZEUS wazuza kwisikhundla salo elomeleleyo liquidity, izenzo zokunciphisa iindleko zokusebenza, kunye namandla emarikeni imfuno amashishini ezikhethekileyo I-imfuno I-indumendu ye-industrial kwinkxaso ye-Meprot ephindwe kabini. intengiso yayo.Iphepha lebhalansi eliqinileyo lenkampani likwavumela ukuba lityale imali kumathuba okukhula kwembuyekezo ephezulu.I-Zacks Consensus Estimate ye-Olympic Steel yemivuzo yangoku iye yahlaziywa yaya kutsho kwi-84.1% kwezi ntsuku zidlulileyo ze-60. I-ZEUS nayo idlule i-Zacks Consensus Estimate kwiikota ezintathu ezilandela emva kwekota ezine.
I-TimkenSteel: I-Ohio-based TimkenSteel yenza iintsimbi ezidibeneyo kunye ne-carbon kunye ne-microalloyed steels.Nangona ukuphazamiseka kwe-semiconductor ye-chain chain kuthintele ukuthunyelwa kubathengi abahambahambayo, inkampani ixhamle kwimfuno ephezulu yezoshishino kunye namandla kunye nexabiso elifanelekileyo lendawo.Imarike yoshishino ye-TMST iyaqhubeka nokubuyisela. ukusebenza kakuhle.I-TimkenSteel ine-Zacks Rank #2 (Thenga) kwaye kulindeleke ukuba ithumele ukukhula kwengeniso ye-29.3% yonyaka. Uqikelelo lwe-Consensus lwemivuzo yangoku luhlaziywe nge-9.2% kwiintsuku ezingama-60 ezidlulileyo. I-TMST iye yabetha i-Zacks Consensus Estimate nganye kwiikota ezine ezilandela i-39.8%.
Ngaba ufuna iingcebiso zamva nje ezivela kuPhando loTyalo-mali lweZacks?Namhlanje, unokukhuphela i-7 i-stocks engcono kakhulu kwiintsuku ze-30 ezizayo. Cofa ukuze ufumane le ngxelo yamahhala Ternium SA (TX): Ingxelo ye-Stock Analysis Report Commercial Metals Company (CMC): Ingxelo ye-Stock Analysis ye-Olympic Steel, Inc. (ZEUS): Ingxelo ye-Stock Analysis Report yasimahla ye-Timken Steel Corporation (TMST).
Kwisiqingatha sesibini sonyaka, imvakalelo yemarike ngokuthe ngcembe yacaca.Okokuqala, kukho ingqiqo yokuba i-1H ​​i-crash ingaba i-bottom, okanye ubuncinane ibetha i-plateau kwaye inqumame ngaphambi kokuwa ngaphezulu.Okwesibini, kukho ukuvumelana okukhulayo ukuba ukudodobala kwezoqoqosho kuza, ngonyaka okanye ngaphantsi.Umbono omncinci kukuba ukudodobala kokwenene kuphezu kwethu;kodwa asizukwazi ngokuqinisekileyo de kukhutshwe amanani e-Q2 ekupheleni kwale nyanga. Ithetha ukuthini
Iqela lootitshala abaqeqeshiweyo kwiikhosi ze-intanethi okanye zomzimba, ezifanelekileyo kuwo onke amanqanaba, imisebenzi yenkcubeko yasimahla, amava amasiko amazwe ahlukeneyo, iPrince Edward, Tuen Mun, Yuen Long, Tin Shui Wai, Sha Tin kunye noTsuen Wan!
IINDABA ZE-DOW JONES NGU-WANG Yifan Izabelo ze-technology yaseTshayina yawela eHong Kong ngoMvulo emva kokuba iBeijing ihlawulise ezinye zeenkampani ezinkulu ze-intanethi zelizwe ngokusilela ukwenza iifayile ezifanelekileyo zokungathembeki kwizivumelwano zangaphambili.
I-rally yemarike ijongene novavanyo phakathi kweenkxalabo ezihlaziyiweyo malunga ne-China.Tesla CEO u-Elon Musk uqala ukucima ukufunyanwa kwe-Twitter.
I-S&P 500 yehla ngaphezulu kwe-20%.Kodwa ukuhla kwe-stock market ayisiyiyo yodwa into enokukhathazeka ngayo.
Ngenxa yokukhula kotyalo-mali olukhulayo, ixesha elifanelekileyo lokuqalisa utyalo-mali lihlala lihlala ngoku.Kuze kube ngoku kulo nyaka, i-S & P 500 kunye ne-Nasdaq Composite iphantsi kwe-18% kunye ne-26%, ngokulandelanayo.Ngaloo nto engqondweni, abaxhasi abathathu be-Fool.com bacinga ukuba i-Nvidia (NASDAQ: NVDA), i-ASML Holdings (NASDAQ: I-ASXML entsha) i-NFP ikhetha i-NQNAS, kunye ne-Netflix entsha yokhetho.
Ngeli xesha, izabelo zezabelo ngoku zinesivuno esiphezulu ngenxa yokuba imveliso yesitokhwe ingqamene nexabiso layo. I-Altria ikakhulu ngumenzi wase-US kunye nomsasazi wemveliso yecuba etshayayo kunye nezinye. iphothifoliyo ye-tria ibandakanya i-On!
(Bloomberg) - Amaxabiso e-oyile ehle njengoko ithemba lemfuno engaphezulu evela kwizithintelo zentsholongwane yase-China zisibekele imiqondiso yokuqina kweemarike.I-OutTrump, ubukhulu becala evela kwi-BloombergElon, igxeka u-Elon Musk kunye nesixhobo esitsha se-Twitter DealPutin sokutshabalalisa: IPetroKazakhstan idubula uAbe, kutheni?I-West Texas Intermediate crude yawela malunga ne-103 yeedola ngomphanda emva kokuwa kurhwebo oluguquguqukayo kwiveki ephelileyo.
Ngokwenza uhlalutyo lobuchwephesha kwiitshathi zezi zitokhwe kwaye, apho kufanelekileyo, sisebenzisa isenzo samva nje kunye neereyithingi ezivela kwiTheStreet Quantitative Ratings, siye sangena kumagama amathathu.Ngelixa singayi kulinganisa kuhlalutyo olusisiseko, siyathemba ukuba eli nqaku liza kunika abatyali-mali abanomdla kwisitokhwe isiqalo esihle sokwenza umsebenzi wesikolo othe kratya kwigama.Best Buy isanda kuthotywa inqanaba leQuant+s.
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Nokuba umbi kangakanani lo nyaka kwizitokhwe ezininzi, bekunzima kakhulu kubathengisi bentsangu abanelayisensi karhulumente.
“Ndenze iinzame ezinzulu zokufumana iibhanki ukuba zibuyiselwe imali yazo, ngoko ke ndiyazibuza ukuba loo mali izakuba yeyam ngokusemthethweni nangaliphi na ixesha.”
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Idatha yokunyuka kwamaxabiso iya kuba yeyona nto iphambili kubatyali-mali kwiveki ezayo emva kokuba ingxelo yemisebenzi kaJuni ibethe okulindelekileyo kwaye yathomalalisa uloyiko lokudodobala koqoqosho oluzayo.


Ixesha lokuposa: Jul-11-2022