Umkhakha weZacks Steel Producers ubone ukubuya okuqinile ngemuva kokuthwala ubunzima bokuthola kabusha isidingo kanye namanani avumayo ensimbi emikhakheni emikhulu esetshenziswa insimbi.Isidingo esinempilo sensimbi ezimakethe ezibalulekile ezihlanganisa ukwakhiwa kanye nezimoto zimelela isimo esiqinile embonini.Izintengo zensimbi zisalokhu ziphezulu naphezu kokuhlehla kwakamuva, okufanele futhi kukhulise inzuzo yabadlali bemboni, I-TMSken Olympic Company, i-Ternium Olympics Corporation kanye ne-Olympikil TMST. Steel, Inc. I-ZEUS isilungele ukuzuza kulezi zindlela.
Imboni yeZacks Steel Producers inikezela ngezimboni ezisetshenziswayo ezihlukene emikhiqizweni yensimbi eyahlukene okuhlanganisa ezezimoto, ezokwakha, izinto zikagesi, iziqukathi, ukupakisha, imishini yezimboni, okokusebenza kwezimayini, ezokuthutha, kanye nowoyela negesi. Le mikhiqizo ihlanganisa ikhoyili neshidi eligoqiwe elishisayo neligoqwa ngokubanda, idiphu eshisayo kanye neshidi, i-valvanized coil, i-roll and galvanized coil kanye nepayipi kalayini, kanye nemikhiqizo yamapayipi omshini.Insimbi ikhiqizwa ikakhulukazi kusetshenziswa izindlela ezimbili - isithando somlilo esiqhumayo kanye nesithando somlilo sikagesi se-arc.Kubonwa njengomgogodla wokukhiqiza.Izimakethe zezimoto nezokwakha bezilokhu zingabathengi abakhulu bensimbi.Ngokuphawulekayo, izindlu nokwakha kungabathengi abakhulu bensimbi, okubalelwa cishe ingxenye yengqikithi yokusetshenziswa komhlaba wonke.
Ukushuba kwesidingo ezimakethe zokusetshenziswa kokugcina okubalulekile: Abakhiqizi bensimbi basesimweni esihle sokuzuza ekukhuleni kwesidingo sezimakethe ezibalulekile zokusetshenziswa kwensimbi njengezimoto, ezokwakha kanye nemishini phakathi nokuwohloka kwe-coronavirus. ukushoda kwamandla.Umsebenzi woku-oda emakethe yezokwakha okungezona ezokuhlala uhlale uqinile, okugcizelela amandla ayisisekelo omkhakha.Abenzi bensimbi kulindeleke ukuthi bahlomule ezincwadini zekhwalithi ephezulu emakethe yezimoto engxenyeni yesibili ka-2022 njengoba incithakalo ye-semiconductor iyancipha futhi abakhiqizi bezimoto banyusa ukukhiqizwa.Isidingo emkhakheni wezamandla siphinde saba ngcono uma kuqhathaniswa nentengo kawoyela ekhuphukayo kanye negebe eliphansi lentengo yensimbi yemakethe. Izintengo ze-el zihlala ziphezulu ukuze kukhuliswe amamajini enzuzo: Izintengo zensimbi ziphinde zasimama kakhulu ngonyaka odlule futhi zafinyelela amazinga arekhodiwe ngonyaka odlule ngokumelene nesizinda sokusimama kwesidingo sezimakethe ezibalulekile, izimpahla eziqinile kanye nempahla yensimbi ephansi kulo lonke uchungechunge lokuhlinzekwa kwempahla. 1,900 ngezinga ngalinye lethani elifushane ngo-Agasti 2021 futhi ekugcineni lafinyelela inani eliphakeme ngoSepthemba. Kodwa amanani alahlekelwe amandla kusukela ngo-Okthoba, asindwa yisidingo esizinzile, ukuthuthukiswa kwezimo zokuhlinzeka kanye nokwenyuka kwempahla yensimbi. Kusukela ekuhlaselweni kweRussia e-Ukraine, amanani ensimbi aphinde akhuphuka kakhulu futhi akhuphukela cishe ku-$ 1,500 ithani elifushane kusukela ngo-Aprili we-22 futhi intengo iphinde yanda ngo-April. Ukufinyezwa kwezikhathi zokulethwa kwezidingo kanye nokwesaba ukuwohloka komnotho.Naphezu kokulungiswa okuphansi kwakamuva, amanani entengo e-HRC ahlala engaphezulu kwezinga lika-$1,000/ithani elifushane futhi angase athole ukwesekwa okuvela esidingweni semakethe enempilo. kuthinte kakhulu umnotho wesibili ngobukhulu emhlabeni.Ukuncipha komsebenzi wokukhiqiza kuholele ekuncipheni kwesidingo sensimbi saseChina.Ukukhiqiza kuthathe igxathu njengoba ukuvela kabusha kwaleli gciwane kuhlasela isidingo sempahla ekhiqiziwe kanye namaketanga okuhlinzeka.Isinyathelo sikaBeijing sokunciphisa ukushisa emakethe yezakhiwo, ngokwengxenye ngezinyathelo zokuqinisa isikweletu, kuphinde kukhathaze imboni yensimbi yezwe.
Imboni Yabakhiqizi Bensimbi Yakwa-Zacks iyingxenye yomkhakha obanzi we-Zacks Basic Materials. Ine-Zacks Industry Rank #95 futhi iphezulu ngo-38% wezimboni ze-250+ Zacks.I-Zacks Industry Rank yeqembu, okuyisilinganiso esimaphakathi sama-Zacks azo zonke izitoko zamalungu, ikhomba ikusasa eliqhakazile elingaphambili.Ucwaningo lwethu lubonisa ukuthi i-Rank 5 ephezulu nge-5% iphuma phezulu nge-Rank 0% ikhombisa ukuthi i-Rank 5 ephezulu nge-5% iphuma phambili ngaphezu koku-2 kuya koku-1.Ngaphambi kokuthi sethule ezinye izitoko ongase uthande ukuzicabangela kuphothifoliyo yakho, ake sibheke ukusebenza kwakamuva kwemakethe yamasheya kanye nokulinganisa inani lemboni.
Imboni yabakhiqizi bensimbi yakwa-Zacks yenze kabi kokubili i-Zacks S&P 500 kanye nemboni ebanzi ye-Zacks Basic Materials onyakeni odlule. Imboni yehle ngo-19.3% phakathi nalesi sikhathi, kuyilapho i-S&P 500 yehle ngo-9.2% futhi imboni iyonke yehle ngo-16%.
Ngokusekelwe enanini lebhizinisi elilandela ngemuva lezinyanga eziyi-12 kusilinganiso se-EBITDA (EV/EBITDA), okuwukuphindaphinda okuvamile kokuhlola amasheya ensimbi, lo mkhakha okwamanje uhweba ngezikhathi ezingu-2.27, ongaphansi kune-S&P 500′s 12.55 izikhathi kanye no-5.41 izikhathi ezingu-X. Ngaphezulu kweminyaka engu-21 yemboni iphakeme njenge-611 edlule. X enemidiyan engu-7.22X, njengoba kuboniswe eshadini elingezansi.
I-Ternium: I-Ternium ezinze e-Luxembourg ine-Zacks Rank #1 (i-Strong Buy) futhi ingumkhiqizi ohamba phambili wase-Latin America wemikhiqizo yensimbi eyisicaba futhi ende.Kulindeleke ukuthi izuze esidingweni esiqinile semikhiqizo yensimbi namanani aphezulu ensimbi.Isidingo esinempilo esivela kumakhasimende ezimboni kanye nemakethe yezimoto ethuthukayo ingasiza ukuthunyelwa kwayo eMexico.Isidingo esinempilo sezinto zokwakha kulindeleke ukuthi sisekele ukuthunyelwa kwempahla e-Argentina futhi kuqinise izinzuzo zokuthutha e-Argentina. ezezimali zayo ngemva kwalolu bhubhane.Ungabuka uhlu olugcwele lwezitoko zanamuhla zeZacks #1 Rank lapha.Isilinganiso se-Zacks Consensus semali etholwayo ye-Ternium yamanje sibuyekezwe saba ngama-39.3% ezinsukwini ezingu-60 ezedlule.Imali etholwayo yaseTexas iphinde yasidlula Isilinganiso Sesivumelwano Se-Zacks kumakota amane alandelayo, amaphesenti angu-4.
Izinsimbi Zezentengiselwano: Izinsimbi Zezohwebo ezizinze eTexas, ezine-Zacks Rank #1, zenza, zigaywe kabusha futhi zidayise imikhiqizo yensimbi neyensimbi, izinto ezihlobene namasevisi. Izuze ekudingeni insimbi okuqinile okuvela ekushiyeni okukhulayo komfula kanye nezinga lomsebenzi omusha wokwakha ongena epayipini lephrojekthi. Iyaqhubeka nokufakazela isidingo esinamandla semikhiqizo yensimbi ezimakethe eziningi zokugcina. Imakethe eqinile yokwakha eqinile eNyakatho neMelika kulindeleke ukuthi isekele ukuthengiswa kwezintambo eziqinile eNyakatho Melika. ngenxa yokwenyuka kwesidingo sezimakethe zezokwakha neziphetho zezimboni.I-CMC iphinde iqhubeke nokuhlomula emizamweni yayo eqhubekayo yokuthuthukisa inethiwekhi.Iphinde ibe nezimali eziqinile kanye nephrofayili yezezimali futhi iyaqhubeka nokugxila ekwehliseni izikweletu.I-Commercial Metals inezinga lokukhula kweholo elilindelekile lika-31.5% onyakeni wezimali wamanje.I-Zacks Consensus Estimate ye-CMC's yamanje yemali engenayo phakathi nezinsuku ze-CMC ze-Consus ekhuphukayo I-Consus res 62% yenkampani eyedlule linganisela kumakota amane alandelayo. Inesilinganiso sokubuyisela esimangalisayo esingaba ngu-15.1% kulolu hlaka lwesikhathi.
I-Olympic Steel: I-Ohio-based Olympic Steel, ene-Zacks Rank #1, iyisikhungo senkonzo yensimbi ehamba phambili egxile ekucubunguleni ikhabhoni, embozwe futhi engenastainless flat rolled, ikhoyili nepuleti, i-aluminium, i-tinplate yokuthengisa okuqondile nokusabalalisa, kanye nemikhiqizo enezimpawu zensimbi. ukuthengisa kwayo.Ishidi lebhalansi eliqinile lenkampani liphinde liyivumele ukuthi itshale emathubeni okukhula anembuyiselo ephezulu.I-Zacks Consensus Estimate yemali etholwayo ye-Olympic Steel yamanje ibuyekezwe yaba ngu-84.1% ezinsukwini ezingu-60 ezedlule.I-ZEUS iphinde yadlula Isilinganiso se-Zacks Consensus Estimate ezintathu kwezine ezilandelanayo.Inokumangala okungaphezu kwe-44 yesikhathi.
I-TimkenSteel: I-TimkenSteel yase-Ohio ikhiqiza izinsimbi ezihlanganisiwe kanye nezinsimbi ze-carbon kanye ne-microalloyed. Nakuba ukuphazamiseka kwe-semiconductor supply chain kube nomthelela ekuthunyelweni kumakhasimende ahambayo, inkampani izuze ekudingeni okuphezulu kwezimboni namandla kanye nesimo samanani esivumayo.Imakethe yezimboni ye-TMST iyaqhubeka nokusimama. ukusebenza kahle.I-TimkenSteel ineZinga le-Zacks #2 (Thenga) futhi kulindeleke ukuthi ithumele ukukhula kweholo ngo-29.3% ngonyaka.Izilinganiso zokuvumelana ngezinzuzo zonyaka wamanje zibuyekezwe zaba ngu-9.2% kulezi zinsuku ezingu-60 ezedlule.I-TMST yehlule Isilinganiso Se-Zacks Consensus engxenyeni ngayinye kwezine ezilandelanayo ezingu-39, i-veraging%.
Ufuna iseluleko sakamuva esivela ku-Zacks Investment Research?Namuhla, ungadawuniloda izitoko ezingcono kakhulu ezingu-7 ezinsukwini ezingu-30 ezilandelayo.Chofoza ukuze uthole lo mbiko wamahhala Ternium SA (TX): Umbiko Wamahhala Wokuhlaziya I-Commercial Metals Company (CMC): Umbiko Wamahhala Wokuhlaziywa Kwesitoko Olympic Steel, Inc. (ZEUS): Umbiko Wamahhala Wokuhlaziywa Kwesitoko. Ukuhlaziywa Kwesitoko Kwamahhala I-Timken Steel Article Ukuze ufunde lesi sihloko se-Stock Corporation (TMST): Mahhala
Engxenyeni yesibili yonyaka, kancane kancane umuzwa wemakethe waba sobala.Okokuqala, kunomuzwa wokuthi ukuphahlazeka kwe-1H kungase kube phansi, noma okungenani kushaye ithafa futhi kume kancane ngaphambi kokuwa ngokuqhubekayo.Okwesibili, kukhona ukuvumelana okukhulayo kokuthi ukwehla komnotho kuyeza, ngonyaka noma ngaphansi.Umbono oyingcosana ukuthi ukwehla kwangempela komnotho kuphezu kwethu;kodwa ngeke sazi ngokuqinisekile kuze kukhishwe izinombolo zokukhula kwe-Q2 ngasekupheleni kwale nyanga. Kusho ukuthini
Izeluleko zobungcweti ezivela kuma-passport ase-UK kanye nabelaphi be-visa ukukusiza ukuthi ulungise inqubo yesicelo ngasinye.Yenza i-aphoyintimenti ku-inthanethi namuhla ukuze uhlangane nochwepheshe.Isikhungo se-ejensi sitholakala e-Lippo Center e-Admiralty.Ama-passport nama-visa consultant anesipiliyoni seminyaka eminingi.Isevisi yokubonisana yamahhala yomuntu nomuntu, futhi sibhekane nayo lapho nihlangana.Sizosiza ekuhloleni imibhalo kanye nokuthumela imibhalo e-UK.
IZINDABA ZE-DOW JONES KA-WANG Yifan Amasheya enkampani yezobuchwepheshe yaseShayina awe e-Hong Kong ngoMsombuluko ngemuva kokuthi iBeijing ihlawulise ezinye zezinkampani ezinkulu ze-inthanethi zezwe ngokwehluleka ukwenza amaphephadonga afanele wokungathembeki kumadili wangaphambilini.
Ngenxa yokukhula kokuhlanganiswa kokutshalwa kwezimali, isikhathi esingcono kakhulu sokuqala ukutshala imali sihlala manje.Kuze kube manje kulo nyaka, i-S&P 500 kanye ne-Nasdaq Composite zehle ngo-18% no-26%, ngokulandelana. Unalokho engqondweni, abanikeli abathathu be-Fool.com bacabanga ukuthi i-Nvidia (NASDAQ: NVDA), ASML Holdings (NASDAQ: I-ASXML entsha) ukukhetha okuhle kakhulu kwe-Netflix (i-ASXML).
Akukho ukwesaba ubungozi, khiyela imbuyiselo eqinisekisiwe yeminyaka emi-5!Jabulela impilo, ukugula okubucayi nokuvikelwa kwezingozi ngesikhathi esifanayo.Izaphulelo zesikhathi esilinganiselwe ngaphambi komhla zingama-31 ku-Agasti, ungathola izaphulelo zesikhathi esinqunyelwe kanye nembuyiselo ephakeme eqinisekisiwe.Imikhiqizo nokunikezwayo kungaphansi kwemigomo nemibandela.
I-rally yemakethe ibhekene nesivivinyo phakathi kokukhathazeka okuvuselelwe mayelana ne-China.I-CEO ye-Tesla u-Elon Musk uqala ukuqeda ukutholwa kwe-Twitter.
I-S&P 500 yehle ngaphezu kuka-20%.Kodwa ukwehla kwezimakethe zamasheya akuyona ukuphela kwento okufanele sikhathazeke ngayo.
Bhalisela izinsiza zokutshala izimali ze-ESG futhi ube sethubeni lokuwina ikhadi lesipho le-Apple Store elingu-HK$10,000.Ukutshalwa kwezimali kubandakanya ubungozi futhi okunikezwayo kungaphansi kwemigomo nemibandela
Amasheya e-GameStop (NYSE: GME) akhuphuke ngo-15% ngoJulayi 7 ngemva kokuba ibhodi layo ligunyaze ukuhlukaniswa kwesitoko sika-4 kuya ku-1. Ukuhlukaniswa kwesitoko ngeke kushintshe umkhawulo wemakethe noma inani le-GameStop, kodwa isinqumo sisayenza ibe ngesinye sezihloko ezishisa izikhotha ku-Reddit's WallStreetBets subreddit futhi.
(Bloomberg) - Amanani kawoyela ehle njengoba amathuba okufunwa okwengeziwe emikhawulweni yegciwane le-denting yase-China avala izimpawu zokuqiniswa kwemakethe.I-OutTrump, ikakhulukazi evela e-BloombergElon, igxeka u-Elon Musk kanye ne-Twitter DealPutin's isikhali esisha sokucekela phansi okukhulu: UPetroKazakhstan udubula u-Abe, kungani?Konke Esikwaziyo Kubhekana Neqiniso Kakhulu Kawoyela.I-West Texas Intermediate crude yehle yafinyelela cishe ku-$103 umgqomo ngemva kokuwa ekuhwebeni okuguquguqukayo ngesonto eledlule.Virus
Khonamanjalo, isitoko sezabelo manje sinesivuno esiphezulu ngenxa yokuthi isivuno sesitoko silingana ngokuphambene nenani laso. I-Altria ingumkhiqizi wase-US kanye nomsabalalisi wemikhiqizo eshunqayo neminye imikhiqizo kagwayi. Le nkampani ingumnikazi womkhiqizo onenzuzo enkulu we-Marlboro, kanye nogwayi oMnyama & Mild kanye nogwayi oyipayipi, kanye nemikhiqizo kagwayi ye-Cope oswakeme njenge-Altria. iphothifoliyo ye-tria ihlanganisa i-On!
Ngokwenza ukuhlaziya kobuchwepheshe kumashadi alezi zitoko, futhi, lapho kufaneleka, sisebenzisa isenzo sakamuva kanye nezilinganiso ezivela ku-TheStreet Quantitative Ratings, siye safinyelela emagameni amathathu. Nakuba singeke sihlole ukuhlaziya okuyisisekelo, sethemba ukuthi lesi sihloko sizonikeza abatshalizimali abanentshisekelo esitoko isiqalo esihle sokwenza umsebenzi wesikole oqhubekayo egameni.I-Best Buy isanda kwehliswa izinga le-Quant+s's.
Bheka isenzo samasonto onke esishubile esabonwa yi-Clearfield evikini lokugcina likaJuni nasemavikini amathathu okuqala kaJulayi 2020.
Vumela iqembu labatshalizimali lichaze ubungozi, futhi abaningi bangase bathi usongo lokulahlekelwa unomphela kwemali.
I-Shopify (NYSE: SHOP) kanye ne-The Trade Desk (NASDAQ: TTD) zingama-stock okukhula amahle kakhulu abatshali bezimali abangazithenga futhi bazibambe eminyakeni eyishumi ezayo.I-Shopify ibilokhu igibele umkhuba omude wabathengi abasebenzisa imali eningi ku-inthanethi.I-Shopify ihlomule kulo mkhuba njengendlela yokuhweba nge-e-commerce, isiza abathengisi bazakhele amawebhusayithi abo futhi bamukele izinkokhelo ze-inthanethi.
Nazi izitoko ezingcono kakhulu zamaShayina ongazithenga futhi uzibukele ngoJulayi.Amathemba okuvuselela kabusha kanye noxhaso lwe-EV asiza amasheya aseShayina, kodwa ingabe ukuqhekeka kuphelile?
Hlanganisa namabhizinisi emqhudelwaneni wokuqala ohamba phambili wase-Asia ukuze ulethe imibono yakho ngokushesha
“Ngizame kanzima ukuthi amabhange athole imali yawo, ngakho ngiyazibuza ukuthi leyo mali izoba ngeyami yini ngokusemthethweni noma nini.”
NgoLwesithathu, i-US Bureau of Labor Statistics ikhiphe inkomba yentengo yabathengi ngoJuni, kanti i-Federal Reserve izokhipha i-Beige Book yayo yesihlanu yonyaka.
Ezikhathini zokwenyuka kwamandla emali kanye nokuncipha kokukhula komnotho, njengalokhu esibhekene nakho njengamanje, kukhona okungaguquki abatshalizimali abangathembela kukho, futhi lokho ukwethembeka kwezabelo zezabelo ukuze zisekele amaphothifoliyo abo.Abaphathi bempahla e-Hartford Funds bafunde ukusebenza kwe-benchmark S&P 500 kusukela ngo-1930 futhi bathola ukuthi izabelo ze-dividend ezingama-40% esikhathini seminyaka eyishumi nesishiyagalolunye ye-dividend kumaki we-dividend angu-40% enkathini yeshumi leminyaka enikelelwe. ehlelwe yizinkinga zokucindezeleka nezimpi zomhlaba, ukuwohloka komnotho kanye nezifo eziwubhadane, izinzuzo bezilokhu ziletha izinzuzo ezinhle.