Izitoko Ezi-4 Zomkhiqizi Wensimbi Zigibela ku-Strong Demand Trend

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 zisalokhu ziphezulu ukuze kukhuliswe amamajini enzuzo: Izintengo zensimbi ziphinde zasimama kakhulu ngonyaka odlule futhi zashaya irekhodi eliphezulu ngonyaka odlule ngokumelene nesizinda sesidingo esitholakalayo ezimakethe ezibalulekile, izimpahla eziqinile kanye nempahla yensimbi ephansi kulo lonke uchungechunge lokuhlinzekwa kwempahla. U-$1,900 ngethoni ngalinye elifushane ngo-August 2021 futhi ekugcineni lafinyelela inani eliphakeme ngo-September. Kodwa amanani alahlekelwe amandla kusukela ngo-Okthoba, asindwa yisidingo esizinzile, ukuthuthukiswa kwezimo zokuhlinzekwa kwensimbi kanye nokukhuphuka kwempahla yensimbi. Kusukela ekuhlaselweni kwe-Ukraine kweRussia, izintengo zensimbi ziye zaphindeka kakhulu futhi zakhuphukela cishe ku-$1,500 njengoba ithani elifushane ngo-Aprili liphinde lenyuka laya ku-20 ngo-April. ukukhombisa izikhathi ezimfishane zokulethwa kwezidingo kanye nokwesaba ukuwohloka komnotho.Naphezu kokulungiswa kokwehla kwakamuva, amanani entengo e-HRC ahlala engaphezulu kwezinga lika-$1,000/ithani elifushane futhi angase athole ukwesekwa ngenxa yesidingo semakethe enempilo. Esikhathini esiseduze, amanani asavumayo kulindeleke ukuthi akhuphule inzuzo kanye nokugeleza kwemali kubakhiqizi bensimbi.okuholela ekwehleni komnotho wezwe.Ukwehla kwezomnotho kwezwe kubangele ukwehla komnotho wezwe.Ukwehla komnotho wezwe. kuphinde kwaba nethonya elikhulu emnothweni wesibili ngobukhulu emhlabeni.Ukuncipha komsebenzi wokukhiqiza kuholele ekuncipheni kwesidingo sensimbi saseChina.Ukukhiqiza kuthathe igxalaba njengoba ukuqubuka kabusha kwaleli gciwane kuhlasela isidingo sempahla ekhiqiziwe kanye namaketanga okuhlinzeka.Isinyathelo sikaBeijing sokunciphisa ukushisa emakethe yezakhiwo, ngokwengxenye ngezinyathelo zokuqinisa isikweletu, kuphinde kube nokukhathazeka ngemboni 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 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 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. ukuthengiswa kwayo.Ishidi lebhalansi eliqinile lenkampani liphinde liyivumele ukuthi itshale emathubeni okukhula anembuyiselo ephezulu.Kulezi zinsuku ezingu-60 ezedlule, i-Zacks Consensus Estimate for Olympic Steel’s Estimate of Olympic Steel’s the current income inyuke ngo-84.1%.I-ZEUS iphinde yadlula Isilinganiso Se-Zacks Consensus Estimate kumakota amane alandelayo.Inayo lesi simangaliso sesikhathi esingaphezu kuka-44%.9%
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
I-NEW YORK (Reuters) - Umtshali-zimali ongubhiliyoni uWilliam Ackman usehlanganise amaRandi ayizigidi eziyizinkulungwane ezine enkampanini enkulu kunazo zonke eyake yathengwa (i-SPAC), utshele abatshalizimali ngemuva kokuhluleka ukuthola inkampani efanelekile ezinkampanini ebezihlosiwe ngokuhlanganisa. U-Ackman ugqamise izinto eziningi, ezihlanganisa izimo zemakethe ezingezinhle nokuncintisana okuqinile okuvela ekunikeni umphakathi okujwayelekile (ama-IPO), okuvimbe ukusesha kwakhe inkampani efanele ukuthi ihlangane ne-SPAC yakhe.umzamo.
Ukuqonda imakethe kuyinto ehamba phambili yabatshali-zimali ngaso sonke isikhathi, kodwa endaweni yanamuhla kuphuthuma kakhulu kunangaphambili. Akusona isimo esiphansi kakhulu ku-Wall Street (i-S&P 500 yehle ngo-19% ngonyaka kuze kube manje) njengoba iwukuzungeza kwemimoya engqubuzanayo eyakha ingemuva. Idatha yemisebenzi yango-June iye yachazwa ngokuthi iqinile kodwa inqubomgomo yemisebenzi iqinile kodwa iqinile ukukhuphula amanani enzalo ukuze kuliwe nakho
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 kunangaphambi kokuthi amemezele isivumelwano sika- $ 44 billion, asithola ngokudayisa amasheya ka-Tesla izigidigidi zamarandi asezihlalele emabhange. s zamadola 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 yemali engenayo 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% ngehora lokugcina lokuhweba.Amasheya e-artificial artificial, UPtelligeNAS awile nge-DAQ4% kanye ne-UPtellige UPST 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
I-Digital signature software maker i-DocuSign (NASDAQ: DOCU) ibe nonyaka omubi kakhulu. Ngenani lezabelo elidangele kanye nobuholi obushintshayo, abanye abahlaziyi babona i-DocuSign njengento engase ibe khona okuhloswe ukutholwa. Ake sihlole ukuthi yiziphi izinkampani ezingase zicabangele ukwenza isithembiso se-DocuSign kanye necala lebhizinisi lenkampani ngayinye.
U-Andrew Left, umsunguli weCitron Research kanye noyedwa 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 i-cryptocurrencies iwukukhwabanisa okuphelele 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 e-BloombergElon, ugxeka u-Elon Musk kanye no-'Rotten' Twitter DealWall Street ukubukwa esitokweni Ngosuku lokuhweba olune-anemic: I-Market WrapPutinIsikhali esisha se-Market WrapPutin's entsha yesikhali sokucekela phansi i-cholera ye-Wuhan Unyaka owodwa wokubhubhisa i-Wuhan izikweletu ziyisinqumo esingcono sanoma yikuphi okunye ukutshalwa kwezimali, kusho inkosi yangaphambili 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.
Isikhathi sokuqala lapho ngezwa igama elithi "i-giant elele" yilapho ngithola isicaphuna esidumile esivela ku-Admiral Yamamoto Yamamoto mayelana nokuhlaselwa kwe-Pearl Harbor ngo-1941 encwadini yakhe yezenzakalo: "Ngikhathazekile ngelethu Konke okwenzayo 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.


Isikhathi sokuthumela: Jul-12-2022