Umkhakha weZacks Steel Producers ubone ukubuya okuqinile ngemva kokuthwala ubunzima bokuthola kabusha isidingo kanye nezintengo zensimbi ezivumayo emikhakheni emikhulu esetshenziswa insimbi.Isidingo esinempilo sensimbi ezimakethe ezibalulekile ezihlanganisa ukwakhiwa kanye nezimoto simele isimo esibucayi embonini.Izintengo zensimbi zisalokhu ziphezulu naphezu kokuhlehla kwakamuva, okufanele futhi kukhulise inzuzo yabadlali bemboni, i-Commercial Company TXSteel SA, i-Ternium Metal SA. I-TMST kanye ne-Olympic Steel, Inc. I-ZEUS ikulungele ukuzuza kulawa mathrendi.
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 neshidi, i-valvanized coil, i-valvanized coil, i-valvanized coil ipuleti lokugaya, ipayipi elijwayelekile kanye nepayipi lolayini, kanye nemikhiqizo yamapayipi kamshini.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 nezokwakha kungabathengi abakhulu bensimbi, okubalelwa cishe ingxenye yengqikithi yomhlaba wonke'.
Ukuqina kwesidingo ezimakethe zokusetshenziswa kokugcina okubalulekile: Abakhiqizi bensimbi basesimweni esihle sokuzuza ekukhuleni kwesidingo sezimakethe ezibalulekile zokusetshenziswa kwensimbi njengezimoto, ezokwakha kanye nemishini phakathi nokuwohloka kwe-coronavirus. ukuphazamiseka kanye nokuntuleka kwabasebenzi.Umsebenzi woku-oda emakethe yokwakha okungezona ezokuhlala uhlale uqinile, ogcizelela amandla ayisisekelo omkhakha.Abenzi bensimbi kulindeleke ukuthi bahlomule ezincwadini ezisezingeni eliphezulu emakethe yezimoto engxenyeni yesibili ka-2022 njengoba inkinga ye-semiconductor iyancipha futhi abakhiqizi bezimoto bakhuphula ukukhiqizwa.Isidingo emkhakheni wezamandla sehle kakhulu ngenxa yokwehla kwentengo kawoyela ngenxa yokwehla kwentengo. Izimakethe zihambisana kahle nesidingo sensimbi. Izintengo zensimbi zisalokhu ziphezulu ukuze kukhuliswe amamajini enzuzo: Izintengo zensimbi ziphinde zanyuka kakhulu ngonyaka odlule futhi zafinyelela ukuphakama kwamarekhodi ngonyaka odlule uma kuqhathaniswa nesizinda sokusimama kwesidingo sezimakethe ezibalulekile, izimpahla eziqinile kanye nempahla yensimbi ephansi kulo lonke uchungechunge lokuhlinzekwa kwempahla. Intengo yekhoyili egoqiwe eshisayo (HRC) yephule u-$1,900 ngezinga ngalinye lethani elifushane ngo-August 2021 futhi ekugcineni yafinyelela umvuthwandaba ngoSepthemba. Kodwa amanani entengo alahlekelwe umfutho kusukela ngo-Okthoba, ancishiswa ukufunwa okuzinzile, ukuthuthukiswa kwezimo zokuhlinzekwa kwempahla kanye nokwenyuka kwentengo yensimbi. ukuhlinzeka ngokukhathazeka nokwenyuka kwezikhathi zokulethwa. Nokho, amanani selokhu ahlehla, ngokwengxenye abonisa izikhathi ezimfushane zokulethwa kanye nokwesaba ukwehla komnotho. Naphezu kokulungiswa kwakamuva nje, amanani e-HRC ahlala engaphezulu kwezinga lika-$1,000/ithani elifushane futhi angase athole ukwesekwa ngenxa yesidingo semakethe ekupheleni esinempilo. Izinyathelo ezintsha zokuvala izikhala ziphinde zaba nomthelela omubi emnothweni wesibili ngobukhulu emhlabeni. Ukwehla komsebenzi wokukhiqiza sekuholele ekwehleni kwesidingo sensimbi yaseChina. Ukukhiqiza kuthinteke njengoba ukuvela kabusha kwaleli gciwane kuhlasela isidingo sempahla ekhiqizwayo kanye nezinyathelo eziqinile zokudambisa impahla emakethe ukuze kudambise iBeijing. 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 ezingama-250+ zeZacks.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 iveza ukuthi i-Rank ephezulu ye-Zacks iphezulu 50% ngaphezu kuka-2 kuya ku-1.Ngaphambi kokuthi sethule ezinye izitoko ongase uthande ukuzicabangela ngephothifoliyo yakho, ake sibheke ukusebenza kwemakethe yamasheya yakamuva kanye nokulinganisa.
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 izitoko zensimbi, lo mkhakha okwamanje uhweba ngezikhathi ezingu-2.27, ongaphansi kunezikhathi ze-S&P 500′s 12.55 kanye nezikhathi zemboni ezingu-5.41 ezingu-X. Ngaphezulu kweminyaka engu-2X iphakeme njenge-11 edlule njenge-6 ephezulu yemboni futhi iphansi njenge-6 edlule. 2.19X nge-median 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 esinamandla 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. ukwandisa imali yezimali futhi uqinise izimali zayo ngemva kwalolu bhubhane.Ungabuka uhlu olugcwele lwezitoko zanamuhla zeZacks #1 Rank lapha.Isilinganiso se-Zacks Consensus semali etholwayo yonyaka wamanje ye-Ternium sibuyekezwe saba ngu-39.3% ezinsukwini ezingu-60 ezedlule.Imali etholwayo yaseTexas iphinde yahlula Isilinganiso se-Zacks Consensus Estimate ngaphezu kwe-4% elandelayo.
Izinsimbi Zezentengiselwano: Izinsimbi Zezohwebo ezizinze e-Texas, ezine-Zacks Rank #1, zenza, zigaywe kabusha futhi zidayise imikhiqizo yensimbi neyensimbi, izinto ezihlobene namasevisi. Izuze ekudingeni insimbi okuqinile okuvela ekusikeleleni okukhulayo okusuka phansi komfula kanye nezinga lomsebenzi omusha wokwakha ongena epayipini lephrojekthi. Iyaqhubeka nokufakazela isidingo esinamandla semikhiqizo yensimbi ezimakethe eziningi zokugcina. Imakethe eqinile yokwakha kabusha eNyakatho ye-Europe ingase isekele imakethe yezokwakha eqinile eNyakatho Melika. okulindeleke ukuthi ihlale iqinile ngenxa yesidingo esikhulayo 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% kulo nyaka wezimali wamanje.I-Zacks Consensus Estimate yenzuzo ye-CMC yenyuke ngezinsuku ezingu-420 ezedlule. inkampani iphinde yahlula i-Zacks Consensus Estimate kumakota amathathu alandela ngemuva.Inokumangala okujwayelekile okungaba ngu-15.1% ngalesi sikhathi.
I-Olympic Steel: I-Ohio-based Olympic Steel, ene-Zacks Rank #1, iyisikhungo senkonzo yensimbi ehamba phambili egxile ekucubunguleni i-carbon, i-coated ne-stainless flat rolled, ikhoyili nepuleti, i-aluminium, i-tinplate yokuthengisa okuqondile nokusabalalisa, kanye nemikhiqizo yensimbi enamandla kakhulu. isidingo silindeleke ukuthi sisekele ukuthengisa kwayo.Ishidi lebhalansi eliqinile lenkampani liphinde liyivumele ukuthi itshale kumathuba okukhula anembuyiselo ephezulu.Kulezi zinsuku ezingu-60 ezedlule, i-Zacks Consensus Estimate for Olympic Steel's Estimate for Olympic Steel's Estimates ikhuphuke ngo-84.1%.I-ZEUS iphinde yadlula Isilinganiso se-Zacks Consensus Estimate ezintathu kwezine ezimaphakathi ezilandelanayo.
I-TimkenSteel: I-TimkenSteel yase-Ohio ikhiqiza izinsimbi ezihlanganisiwe kanye nezinsimbi ze-carbon kanye nezinsimbi ezincane. Nakuba ukuphazamiseka kwe-semiconductor supply chain kube nomthelela ekuthunyelweni kumakhasimende angomahamba-nendlwana, inkampani yazuza ekudingeni okuphezulu kwezimboni namandla kanye nesimo samanani esivumayo.Imakethe yezimboni ye-TMST iyaqhubeka nokusimama. thuthukisa ukwakheka kwezindleko nokusebenza kahle kokukhiqiza.I-TimkenSteel ineZinga le-Zacks #2 (Thenga) futhi kulindeleke ukuthi ithumele ukukhula kweholo ngo-29.3% ngonyaka.Izilinganiso zokuvumelana zeholo lonyaka wamanje zibuyekezwe zaba ngu-9.2% ezinsukwini ezingu-60 ezidlule.I-TMST yehlule Isilinganiso sekota ye-Zacks Consensus engxenyeni ngayinye yama-39 angu-8 alandelayo.
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
E-NEW YORK (Reuters) - Umtshali-zimali ongubhiliyoni uWilliam Ackman usehlanganise amaRandi ayizigidi eziyizinkulungwane ezine (R4 billion) enkampanini enkulu kunazo zonke eyake yathengwa ngezinjongo ezikhethekile (SPAC), utshele abatshalizimali ngemuva kokuhluleka ukuthola inkampani efanelekile ezinkampanini ezihlosiwe ngokuhlangana kwayo. abanikazi bamasheya ngoMsombuluko, u-Ackman ugqamise izinto eziningi, okuhlanganisa izimo zemakethe ezingezinhle kanye nokuncintisana okuqinile okuvela ezinkolelweni zomphakathi ezivamile (ama-IPO), ezithiye ukufuna kwakhe inkampani efanele ukuthi ihlangane ne-SPAC yakhe. umzamo.
Ukuqonda imakethe yinto ehamba phambili yabatshali-zimali ngaso sonke isikhathi, kodwa endaweni yanamuhla kuphuthuma kakhulu kunangaphambili. Akuyona into ephansi kangako ku-Wall Street (i-S&P 500 yehle ngo-19% ngonyaka kuze kube manje) njengoba iwukuzungeza kwemimoya engqubuzanayo eyakha ingemuva. Idatha yemisebenzi yango-June ichazwe njengeqinile kodwa iqinile kodwa iqinile yashintsha inqubomgomo yayo yabheka ekukhuphuleni izilinganiso zenzalo ukuze kuliwe nayo
U-Neil Dingman, umqondisi ophethe wocwaningo lwamandla kwa-Truist, ujoyina i-Yahoo Finance Live ukuze baxoxe ngezimakethe zamandla kanye nombono wamanani kawoyela engxenyeni yesibili yonyaka.
Ukulahla kuka-Elon Musk umzamo wokuthenga i-Twitter Inc kungase kushiye indoda ecebe kakhulu emhlabeni inamandla ngokwezimali kunangaphambili kokuthi amemezele isivumelwano sika- $44 billion, asithola ngokudayisa amasheya kaTesla izigidigidi zamarandi asezihlalele emabhange. kubiza uMusk inqwaba yamadola ngaphansi komthetho. Izigidi eziyikhulu zamadola aseMelika.Uchwepheshe.Ngaphandle komphumela, i-CEO ye-Tesla ibonakala ihlezi emalini engaba yizigidi eziyizinkulungwane ezingu-8.5 zamaRandi kusukela ekuthengisweni kwesitoko se-automaker ngasekupheleni kuka-April ukuze kuxhaswe ukuthengwa kwe-Twitter.
Amasheya amasheya amaningana adumile e-fintech aqhubekile nokuwa namuhla njengoba abatshalizimali belungiselela ukuqala kwesizini yeholo kanye nedatha entsha yaleli sonto ezosinika umbono wesimo samanje sokwehla kwamandla emali.Amasheya okuthenga manje, akhokhe kamuva (i-BNPL) inkampani Affirm (NASDAQ: AFRM) yehle cishe ngo-9% ehoreni lokugcina lokuhweba.Amasheya e-artificial lenders of artificial (UPtelligeNAS) awela nge-artificial ye-UptelligeNAS 1.4%, kanye nebhange ledijithali i-SoFi (NASDAQ:SOFI) yehle cishe ngo-4%.
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
Umenzi wesoftware yesiginesha yedijithali i-DocuSign (NASDAQ: DOCU) ube nonyaka omubi kakhulu. Ngenani lezabelo elidangele kanye nobuholi obushintshayo, abanye abahlaziyi babona i-DocuSign njengento engase ihloselwe ukutholwa. Ake sihlole ukuthi yiziphi izinkampani ezingase zicabangele ukwenza isithembiso se-DocuSign kanye necala lebhizinisi lenkampani ngayinye.
U-Andrew Left, umsunguli weCitron Research kanye nomunye wabathengisi abafushane abavelele emhlabeni, uchaze imali ye-crypto “njengokukhwabanisa” ngoMsombuluko.Ebuzwa engqungqutheleni yokukhwabanisa ezimakethe zezimali mayelana nokubona kwakhe ukukhwabanisa okungase kube khona, uLeft utshele izethameli: "Ngicabanga ukuthi ama-cryptocurrensets angama-cryptocurrencies agcwele ukukhwabanisa ngokuphindaphindiwe." Akazange asho ukuthi wake watshala imali kuma-cryptocurrencies.
Lezi zitoko ezinenani eliphansi zehlisa ukwehla komnotho okujulile kodwa azibonisi ukuthuthuka okumangazayo kumakhasi ebhalansi emboni yabo kusukela ekwehleni kwempahla yokugcina ngo-2016.
(Bloomberg) - UBill Gross unocezu olulodwa lweseluleko kulabo abafuna ukucwilisa kumabhondi, esitokweni nasezimpahleni: Musa.OutTrump, iningi labo elivela eBloombergElon, ugxeka u-Elon Musk kanye no-'Rotten' Twitter DealWall Street ukubukwa esitokweni Ngosuku lokuhweba olune-anemic: I-Market WrapPutinIsikhali esisha se-Market WrapPutin's isikhali esisha sokucekela phansi kwe-chokhstan i-Wuhan University Izikweletu zonyaka owodwa zoMgcinimafa ziyinketho engcono cishe kunoma yikuphi okunye ukutshalwa kwezimali, kusho owayeyinkosi yebhondi ngoba
UJimmy Lee, oyi-CEO ye-Wealth Consulting Group, kanye no-Eddie Ghabour, umnikazi we-Key Advisors Group, bajoyina i-Yahoo Finance Live ukuze baxoxe ngezinkomba zokwehla komnotho kanye nokuntengantenga kwezimakethe emjikelezweni wokwenyuka kwezinga le-Fed.
Abatshalizimali babheke isiqondiso se-Wall Street sokuthi izinzuzo zakamuva zingaqhubeka yini ekupheleni konyaka
I-Applied kanye ne-Lam ifana ne-Coca-Cola ne-Pepsi ye-semiconductor etch kanye nemishini yokubeka.Lesi sinyathelo siphindaphindiwe kaningi ukuze kukhiqizwe ama-semiconductors anamuhla.Ngaleso sikhathi, i-Lam Research yinkampani egxile etching kanye ne-deposition kanye nochwepheshe wokupakisha okuqondile.
Umenzi wezimoto ezisebenza ngogesi osemncane unethemba lokunciphisa izindleko ngokukhuphula umkhiqizo ebhodini lonke.
Ngenyanga edlule, inkampani yocwaningo i-IDC yehlise isibikezelo sayo sokuthunyelwa kwama-smartphone, yabikezela ukwehla ngo-3.5% kulo nyaka uma kuqhathaniswa no-2021.
Okokuqala ngqa lapho ngizwa igama elithi “umdondoshiya olele” kwaba yilapho ngihlangabezana nesicaphuno esidumile esivela ku-Admiral Yamamoto Yamamoto mayelana nokuhlaselwa kwePearl Harbor ngo-1941 encwadini yakhe yezenzakalo zezenzakalo: “Ngikhathazekile ngelethu Konke ekwenzayo ukuvusa indoda elele. Mgcwalise ngokuzimisela okukhulu.” Futhi leso siqhwaga esilele, kunjalo, yi-United States of America.Ngemva kokuhlasela, iMelika yavuka yafika endaweni yayo emlandweni nasemhlabeni, futhi isizukulwane esikhulu kunazo zonke sashaya iMelika ngamandla aso.
UMichael Kushma, i-CIO ye-Broad Markets Fixed Income kwaMorgan Stanley Investment Management, ujoyina i-Yahoo Finance Live ukuze baxoxe ngokuthi abatshalizimali basabela kanjani ekuntengantengeni kwezimakethe kwamanje phakathi kwesivuno esikhulayo, ukuqopha ukwehla kwamandla emali kanye nezinga lenzalo elikhulayo.