Ua ʻike ka ʻāpana Zacks Steel Producers i kahi piʻi hou ʻana ma hope o ke kaumaha o ka hoʻōla ʻana i ke koi a me nā kumukūʻai kila maikaʻi i nā ʻāpana hao nui. ʻO ke koi olakino no ke kila ma nā mākeke koʻikoʻi e like me ke kūkulu ʻana a me ke kaʻa e hōʻike ana i kahi makani huelo no ka ʻoihana. Ke kiʻekiʻe nei nā kumukūʻai kila ʻoiai ka emi ʻana o ka manawa, kahi e hoʻonui ai i ka loaʻa kālā o nā mea pāʻani ʻoihana. ʻO Ternium SA TX, Commercial Metals Company CMC, TimkenSteel Corporation TMST a me Olympic Steel, Inc. Ua mākaukau ʻo ZEUS e pōmaikaʻi mai kēia mau ʻano.
ʻO ka ʻoihana Zacks Steel Producers e lawelawe ana i kahi ākea o nā ʻoihana hoʻohana hope loa no nā huahana kila like ʻole e like me ke kaʻa, ke kūkulu ʻana, nā mīkini, nā ipu, ka hoʻopili ʻana, nā mīkini ʻoihana, nā lako mining, ka halihali, a me ka ʻaila a me ke kinoea. ʻO kēia mau huahana e komo pū me ka coil a me ka pepa i ʻōwili wela ʻia a me ke anu, ka coil a me ka pepa i hoʻoluʻu wela ʻia a me ka galvanized, rebar, billet a me ka bloom, wire rod, strip mill plate, standard pipe and line pipe, a me nā huahana paipu mechanical. Hana nui ʻia ke kila me ka hoʻohana ʻana i ʻelua mau ʻano - ka umu pahū a me ka umu arc uila. Ua ʻike ʻia ʻo ia ke kumu o ka hana ʻana. ʻO nā mākeke kaʻa a me ke kūkulu ʻana ka mea kūʻai nui loa o ke kila. ʻO ka mea nui, ʻo ka hale a me ke kūkulu ʻana ka mea kūʻai nui loa o ke kila, e helu ana i ka hapalua o ka hoʻohana holoʻokoʻa o ka honua.
Ka ikaika o ke koi ma nā mākeke hoʻohana hope loa: Aia nā mea hana kila i kahi kūlana maikaʻi e pōmaikaʻi ai mai ka piʻi ʻana o ke koi ma nā mākeke hoʻohana hope loa o ke kila e like me ke kaʻa, ke kūkulu ʻana a me nā mīkini i waena o ka emi ʻana o ka maʻi coronavirus. Ua piʻi aʻe ke koi kila mai ka hapaha ʻekolu o 2020 i ka wā i hoʻomaka hou ai nā ʻoihana hao nui i nā hana i ka wā i hoʻomaha ʻia ai nā laka honua a me nā kapu. Ua hoʻihoʻi hou ka ʻoihana kūkulu ma hope o ka hoʻomaka hou ʻana i nā papahana i kū ʻia e nā hoʻopilikia kaulahao lako a me ka nele o ka hana kanaka. Ua mau ka ikaika o ka hana kauoha ma ka mākeke kūkulu hale ʻole, e hōʻike ana i ka ikaika o ka ʻāpana. Manaʻo ʻia hoʻi e pōmaikaʻi nā mea hana kila mai nā puke kauoha kiʻekiʻe ma ka mākeke kaʻa i ka hapa lua o 2022 i ka wā e hoʻomaha ai ka pilikia semiconductor a hoʻonui nā mea hana kaʻa i ka hana. Ua hoʻomaikaʻi pū ʻia ke koi ma ka ʻāpana ikehu e kūʻē i ke kua o ka piʻi ʻana o nā kumukūʻai aila a me ke kinoea. ʻO nā ʻano maikaʻi ma nā mākeke nui e hōʻike maikaʻi ana no ke koi kila. Noho kiʻekiʻe nā kumukūʻai kila e hoʻonui i nā palena waiwai: Ua hoʻōla ikaika nā kumukūʻai kila i ka makahiki i hala a ua paʻi i nā pae moʻolelo i ka makahiki i hala e kūʻē i ke kua o ka hoʻōla ʻana i ke koi ma nā mākeke koʻikoʻi, nā lako paʻa a me nā waihona kila haʻahaʻa ma ke kaulahao lako. ʻIke ʻia, ʻo ke kila US Ua piʻi aʻe nā kumukūʻai i nā kiʻekiʻe hoʻopaʻa moʻolelo i ka makahiki i hala ma hope o ka hāʻule ʻana i nā haʻahaʻa makahiki he nui i hoʻoulu ʻia e ka maʻi ahulau i ʻAukake 2020. Ua uhaʻi nā kumukūʻai coil wela i ʻōwili ʻia (HRC) i ka pae $1,900 no kēlā me kēia ton pōkole i ʻAukake 2021 a ua piʻi hope loa i Kepakemapa. Akā ua nalowale nā ​​​​kumukūʻai i ka momentum mai ʻOkakopa, i kaumaha ʻia e ke koi paʻa, ka hoʻomaikaʻi ʻana i nā kūlana lako a me ka piʻi ʻana o nā lawe mai kila. Mai ka hoʻouka kaua ʻana o Rūsia iā Ukraine, ua piʻi hou nā kumukūʻai kila a piʻi a kokoke i $1,500 i kēlā me kēia ton pōkole i ʻApelila 2022 ma muli o nā hopohopo lako a me ka hoʻonui ʻana i nā manawa lawe. Eia nō naʻe, ua hoʻi hope nā kumukūʻai mai ia manawa, e hōʻike ana i nā manawa lawe pōkole a me nā makaʻu i ka recession. ʻOiai ka hoʻoponopono i lalo nei, noho mau nā kumukūʻai HRC ma luna o ka pae $1,000/ton pōkole a loaʻa paha ke kākoʻo mai ke koi olakino o ka mākeke hope loa. I ka wā kokoke, manaʻo ʻia nā kumukūʻai maikaʻi e hoʻonui i ka loaʻa kālā a me ke kahe kālā o nā mea hana kila. alakaʻi i ka lohi o ka hoʻokele waiwai o ka ʻāina. ʻO ka emi ʻana o ka ʻāpana waiwai o ka ʻāina ua alakaʻi i ka lohi o ka hoʻokele waiwai. Ua lawe pū ʻia nā hana laka hou. he kaumaha nui ma ka hoʻokele waiwai lua o ka honua. Ua alakaʻi ka lohi o ka hana hana i ka emi ʻana o ke koi kila Kina. Ua loaʻa i ka hana hana kahi pilikia i ka wā e hoʻi hou mai ai ka maʻi i ka noi no nā waiwai i hana ʻia a me nā kaulahao lako. ʻO ka neʻe ʻana o Beijing e hōʻoluʻolu i ka wela ma ka mākeke waiwai, ma kahi ʻāpana ma o nā hana hoʻopaʻa hōʻaiʻē, he mea hopohopo nō hoʻi ia no ka ʻoihana kila o ka ʻāina.
ʻO ka ʻoihana Zacks Steel Producers kekahi ʻāpana o ka ʻāpana Zacks Basic Materials ākea. Loaʻa iā ia kahi Zacks Industry Rank #95 a aia ma ka 38% kiʻekiʻe o nā ʻoihana 250+ Zacks. ʻO ka Zacks Industry Rank o ka hui, ʻo ia hoʻi ka awelika o nā Zacks Ranks o nā waihona lālā āpau, e kuhikuhi ana i kahi wā e hiki mai ana. Hōʻike kā mākou noiʻi ʻoi aku ka maikaʻi o ka 50% kiʻekiʻe o nā ʻoihana ma ka Zacks Rank ma mua o ka 50% lalo ma mua o 2 a 1. Ma mua o ko mākou hoʻolauna ʻana i kekahi mau waihona āu e makemake ai e noʻonoʻo i kāu waihona, e nānā kākou i ka hana a me ka loiloi o ka mākeke kūʻai hou o ka ʻoihana.
Ua emi ka hana a ka ʻoihana Zacks Steel Producers ma mua o ka Zacks S&P 500 a me ka ʻoihana Zacks Basic Materials ākea i ka makahiki i hala. Ua hāʻule ka ʻoihana i ka 19.3% i loko o ka manawa, ʻoiai ua nalowale ka S&P 500 i ka 9.2% a ua hāʻule ka ʻoihana holoʻokoʻa i ka 16%.
Ma muli o ka lakio waiwai ʻoihana 12 mahina i ka EBITDA (EV/EBITDA), he huina maʻamau no ka loiloi ʻana i nā waihona kila, ke kālepa nei ka ʻāpana i kēia manawa ma 2.27 mau manawa, ʻoi aku ka haʻahaʻa ma mua o 12.55 mau manawa o ka S&P 500 a me 5.41 mau manawa X o ka ʻoihana. I nā makahiki ʻelima i hala iho nei, ua kālepa ka ʻoihana a hiki i ka 11.62X a me ka haʻahaʻa e like me 2.19X me ka waena o 7.22X, e like me ka mea i hōʻike ʻia ma ka pakuhi ma lalo nei.
Ternium: Loaʻa iā Ternium ma Luxembourg kahi Zacks Rank #1 (Strong Buy) a he mea hana nui ʻo Latin American o nā huahana kila pālahalaha a lōʻihi. Manaʻo ʻia e pōmaikaʻi ia mai ke koi ikaika no nā huahana kila a me nā kumukūʻai kila kiʻekiʻe i ʻike ʻia. ʻO ke koi olakino mai nā mea kūʻai aku ʻoihana a me ka mākeke kaʻa e hoʻomaikaʻi ana e kōkua i kāna mau hoʻouna ma Mekiko. Manaʻo ʻia hoʻi ke koi olakino no nā mea kūkulu hale e kākoʻo i nā hoʻouna ma Argentina. Loaʻa pū iā Ternium ka pōmaikaʻi mai ka hoʻokūkū kumukūʻai o kāna mau hale. Ua neʻe pū ʻo Texas e hoʻonui i ka wai a hoʻoikaika i kāna kālā ma hope o ka maʻi ahulau. Hiki iā ʻoe ke nānā i ka papa inoa piha o nā waihona Zacks #1 Rank o kēia lā ma aneʻi. Ua hoʻoponopono hou ʻia ka Zacks Consensus Estimate no ka loaʻa kālā o Ternium i kēia makahiki he 39.3% i nā lā 60 i hala. Ua lanakila pū ka loaʻa kālā o Texas i ka Zacks Consensus Estimate ma luna o nā hapaha ʻehā ma hope, me ka awelika o 22.4%.
Nā Metala Kalepa: ʻO Commercial Metals ma Texas, me ka Zacks Rank #1, hana, hana hou a kūʻai aku i nā huahana kila a me nā metala, nā mea pili a me nā lawelawe. Ua pōmaikaʻi ia mai ke koi kila ikaika e pili ana i ka ulu ʻana o ka backlog downstream a me ka pae o ka hana kūkulu hou e komo ana i ka pipeline papahana. Ke hoʻomau nei ia i ka ʻike ʻana i ke koi ikaika no nā huahana kila ma ka hapa nui o nā mākeke hope. Manaʻo ʻia kahi mākeke kūkulu olakino e kākoʻo i ke koi ikaika o ka rebar a me ke koʻokoʻo uea ma ʻAmelika ʻĀkau. Manaʻo ʻia e paʻa mau ke kūʻai aku kila ma ʻEulopa ma muli o ka hoʻonui ʻia ʻana o ke koi mai nā mākeke kūkulu a me nā ʻoihana. Ke hoʻomau nei ʻo CMC i ka pōmaikaʻi mai kāna mau hana hoʻonui pūnaewele e hoʻomau nei. Loaʻa iā ia ka waiwai paʻa a me ka ʻike kālā a ke hoʻomau nei i ka nānā ʻana i ka hōʻemi ʻana i ka hōʻaiʻē. Loaʻa iā Commercial Metals kahi ulu kālā i manaʻo ʻia he 31.5% no ka makahiki kālā o kēia manawa. Ua hoʻoponopono hou ʻia ka Zacks Consensus Estimate no ka loaʻa kālā o CMC i kēia manawa he 42% i nā lā 60 i hala. Ua lanakila pū ka hui i ka Zacks Consensus Estimate i ʻekolu o nā hapaha ʻehā i hala. Loaʻa iā ia kahi hoʻihoʻi hoʻihoʻi awelika ma kahi o 15.1% ma luna o kēia manawa.
ʻOlumepika Keʻa: ʻO ʻOlumepika Keʻa ma Ohio, me ka Zacks Rank #1, he kikowaena lawelawe metala alakaʻi e kālele ana i ka hana ʻana i ke kalapona, ka ʻōwili pālahalaha i uhi ʻia a me ke kila kila, ka coil a me ka pā, ka alumini, ka tinplate o ke kūʻai pololei a me ka hāʻawi ʻana, a me nā huahana hōʻailona metala nui. Ua pōmaikaʻi ʻo ZEUS mai kona kūlana waiwai ikaika, nā hana e hōʻemi i nā lilo hana, a me ka ikaika i kāna mau ʻoihana Tubing a me Specialty Metals. Manaʻo ʻia nā kūlana mākeke ʻoihana i hoʻomaikaʻi ʻia a me ka piʻi hou ʻana o ke koi e kākoʻo i kāna kūʻai aku. ʻO ka pepa kaulike ikaika o ka hui e ʻae iā ia e hoʻopukapuka i nā manawa ulu hoʻihoʻi kiʻekiʻe. Ua hoʻoponopono hou ʻia ka Zacks Consensus Estimate no ka loaʻa kālā o ka makahiki o ʻOlumepika Keʻa i 84.1% i nā lā 60 i hala. Ua ʻoi aku hoʻi ʻo ZEUS ma mua o ka Zacks Consensus Estimate i ʻekolu o nā hapaha ʻehā ma hope. Loaʻa iā ia kahi kahaha hoʻihoʻi awelika ma kahi o 44.9% ma luna o kēia manawa.
TimkenSteel: Hana ʻo TimkenSteel ma Ohio i nā kila alloyed a me nā kila kalapona a me nā microalloyed. ʻOiai ua hoʻopilikia ka hoʻopilikia ʻana o ke kaulahao lako semiconductor i nā hoʻouna i nā mea kūʻai aku kelepona, ua pōmaikaʻi ka ʻoihana mai ke koi ʻoihana a me ka ikehu kiʻekiʻe a me kahi ʻano kumukūʻai kūpono. Ke hoʻomau nei ka hoʻōla ʻana o ka mākeke ʻoihana no TMST. Ua kōkua pū ka noi kiʻekiʻe o ka mākeke hope loa a me nā hana hōʻemi kumukūʻai i kāna hana. Ke pōmaikaʻi nei ia mai nā hoʻoikaika e hoʻomaikaʻi i ke ʻano kumukūʻai a me ka pono hana. Loaʻa iā TimkenSteel kahi Zacks Rank #2 (Buy) a manaʻo ʻia e kau i ka ulu ʻana o ka loaʻa kālā o 29.3% no ka makahiki. Ua hoʻoponopono hou ʻia nā kuhi manaʻo no ka loaʻa kālā o kēia makahiki i 9.2% i nā lā 60 i hala. Ua lanakila ka TMST i ka Zacks Consensus Estimate i kēlā me kēia hapaha ʻehā ma hope, me ka awelika o 39.8%.
Makemake ʻoe i ka ʻōlelo aʻoaʻo hou loa mai Zacks Investment Research? I kēia lā, hiki iā ʻoe ke hoʻoiho i nā waihona maikaʻi loa 7 no nā lā 30 e hiki mai ana. Kaomi e kiʻi i kēia hōʻike manuahi Ternium SA (TX): Hōʻike Loiloi Waihona Manuahi ʻOihana Metala Kūʻai (CMC): Hōʻike Loiloi Waihona Manuahi ʻOlumepika Steel, Inc. (ZEUS): Hōʻike Loiloi Waihona Manuahi ʻO Timken Steel Corporation (TMST): Hōʻike Loiloi Waihona Manuahi No ka heluhelu ʻana i kēia ʻatikala ma Zacks.com, kaomi ma aneʻi.
I ka hapa lua o ka makahiki, ua maopopo mālie ka manaʻo o ka mākeke. ʻO ka mea mua, aia kahi manaʻo e hiki ke emi iho ka hāʻule ʻana o ka 1H, a i ʻole e paʻi ana i kahi paepae a hoʻomaha ma mua o ka hāʻule hou ʻana. ʻO ka lua, aia kahi ʻaelike e ulu nei e hiki mai ana kahi recession, i hoʻokahi makahiki a i ʻole. ʻO ka manaʻo o ka hapa liʻiliʻi ʻo ia ka recession maoli ma luna o mākou; akā, ʻaʻole mākou e ʻike pono a hiki i ka hoʻokuʻu ʻia ʻana o nā helu ulu Q2 ma hope o kēia mahina. He aha ke ʻano o ia mea
He hui o nā kumu ʻoihana no nā papa pūnaewele a i ʻole nā ​​papa kino, kūpono no nā pae āpau, nā hana moʻomeheu manuahi maʻamau, ʻike i nā loina o nā ʻāina like ʻole, ʻo Prince Edward, ʻo Tuen Mun, ʻo Yuen Long, ʻo Tin Shui Wai, ʻo Sha Tin a me Tsuen Wan!
NĀ NEWSWIRES DOW JONES NA WANG Yifan Ua hāʻule nā ​​​​​​kumu o ka pilikua ʻenehana Kina ma Hong Kong i ka Pōʻakahi ma hope o ka hoʻopaʻi ʻana o Beijing i kekahi o nā ʻoihana pūnaewele nui loa o ka ʻāina no ka hana ʻole ʻana i nā faila antitrust kūpono e pili ana i nā ʻaelike ma mua.
Ke kū nei ka piʻi ʻana o ka mākeke i kahi hoʻāʻo ma waena o nā hopohopo hou e pili ana iā Kina. Hoʻomaka ka Luna Nui o Tesla ʻo Elon Musk e hoʻopau i ka loaʻa ʻana o Twitter.
Ua hāʻule ka S&P 500 ma mua o 20%. Akā, ʻaʻole ʻo ka emi ʻana o ka mākeke kūʻai wale nō ka mea e hopohopo ai.
Ma muli o ka ulu ʻana o ka hoʻohuihui ʻana o nā hoʻopukapuka kālā, ʻo ka manawa kūpono loa e hoʻomaka ai i ka hoʻopukapuka kālā ʻo ia ka manawa mau. I kēia makahiki, ua emi iho ka S&P 500 a me Nasdaq Composite ma 18% a me 26%. Me kēlā manaʻo, manaʻo ʻekolu mau mea kōkua Fool.com ʻo Nvidia (NASDAQ: NVDA), ASML Holdings (NASDAQ: ASML), a me Netflix (NASDAQ: NFLX) Now he koho maikaʻi loa no nā mea hoʻopukapuka kālā hou.
I kēia manawa, ʻoi aku ka kiʻekiʻe o nā hua o nā waihona mahele no ka mea ua like ka hua o kahi waihona me kona kumukūʻai. ʻO Altria kahi mea hana a me ka mea hoʻolaha o ʻAmelika Hui Pū ʻIa o nā huahana paka uahi a me nā huahana ʻē aʻe. Loaʻa i ka ʻoihana ka hōʻailona Marlboro waiwai nui, a me nā cigars Black & Mild a me ka paka paipu, a me nā hōʻailona paka uahi ʻole e like me Copenhagen lāua ʻo Skoal. Ma waho aʻe o kēlā mau huahana paka kuʻuna, aia pū ka waihona o Altria me On!
(Bloomberg) - Ua hāʻule nā ​​​​kumukūʻai aila i ka wā i manaʻolana ai ka nui o ke koi mai Kina e hōʻino ana i nā kapu virus i uhi ʻia i nā hōʻailona o ka paʻa ʻana o ka mākeke. ʻO OutTrump, ʻo ka hapa nui mai BloombergElon, hōʻino iā Elon Musk a me ka 'pala' Twitter DealPutin's new mea kaua luku nui: PetroKazakhstan pana iā Abe, no ke aha?ʻO nā mea a pau a mākou i ʻike ai a hiki i kēia manawaʻO ka ʻimi ʻana o Biden no ka aila Saudi e kū nei i kahi hōʻoia maoli. Ua hāʻule ka West Texas Intermediate crude ma kahi o $103 i ka barela ma hope o ka hāʻule ʻana i ke kālepa volatile i ka pule i hala.Virus
Ma ka hana ʻana i ka loiloi loea ma nā pakuhi o kēia mau waihona a, inā kūpono, me ka hoʻohana ʻana i nā hana hou a me nā helu mai TheStreet Quantitative Ratings, ua kau mākou i ka manaʻo ma nā inoa ʻekolu. ʻOiai ʻaʻole mākou e kaupaona i ka loiloi kumu, ke manaʻolana nei mākou e hāʻawi kēia ʻatikala i nā mea hoʻopukapuka kālā e makemake ana i ka waihona i kahi hoʻomaka maikaʻi e hana i nā hana home hou aʻe ma ka inoa. Ua hoʻohaʻahaʻa ʻia ʻo Best Buy i kahi helu C+ e TheStreet's Quant Ratings.
E nānā i ka hana ikaika o kēlā me kēia pule a Clearfield i ʻike ai i ka pule hope o Iune a me nā pule ʻekolu mua o Iulai 2020.
ʻO Shopify (NYSE: SHOP) a me The Trade Desk (NASDAQ: TTD) he mau waihona ulu maikaʻi loa e hiki ai i nā mea hoʻopukapuka ke kūʻai a paʻa i nā makahiki he ʻumi e hiki mai ana. Ke holo nei ʻo Shopify ma ka makani lōʻihi o nā mea kūʻai aku e hoʻolilo ana i ke kālā ma ka pūnaewele. Ua pōmaikaʻi ʻo Shopify mai kēia ʻano ma ke ʻano he mea hiki ke kūʻai aku i ka e-commerce, e kōkua ana i nā mea kūʻai aku e kūkulu i kā lākou mau pūnaewele ponoʻī a ʻae i nā uku pūnaewele.
ʻOiai ke ʻano ʻino o kēia makahiki no ka hapa nui o nā waihona, ua ʻoi aku ka paʻakikī no nā mea kūʻai aku i ka marijuana i laikini ʻia e ka mokuʻāina.
"Ua hoʻāʻo nui wau e hoʻihoʻi mai i nā panakō i kā lākou kālā, no laila ke noʻonoʻo nei au inā e lilo kū kānāwai kēlā kālā iaʻu i kēlā me kēia manawa."
E ʻae i kahi hui o nā mea hoʻopukapuka kālā e wehewehe i ka pilikia, a he nui ka poʻe e ʻōlelo he hoʻoweliweli ia o ka nalowale mau loa o ke kapikala.
Ua ulu nui nā waihona kaʻa uila ma hope o Tesla, ʻoiai ua lilo nā EV i mea kaulana. Eia nā mea hana EV kiʻekiʻe loa.
Ua piʻi aʻe nā ʻāpana o GameStop (NYSE: GME) i ka 15% ma Iulai 7 ma hope o ka ʻae ʻana o kāna papa i kahi māhele waiwai 4-no-1. ʻAʻole e hoʻololi ka māhele waiwai i ka pāpale mākeke a i ʻole ka loiloi o GameStop, akā naʻe, ʻo ka hoʻoholo ke hoʻolilo nei iā ia i hoʻokahi o nā kumuhana wela loa ma ka subreddit WallStreetBets o Reddit. Me he mea lā ua helu ʻia kona mau lā ma mua o ka hoʻouluulu ʻana o GameStop i hoʻoulu ʻia e Reddit i ka makahiki i hala.
ʻO ka ʻikepili hoʻonui kumukūʻai ka mea nui loa no nā mea hoʻopukapuka kālā i ka pule e hiki mai ana ma hope o ka hōʻike hana o Iune i lanakila ai i nā mea i manaʻo ʻia a hoʻopau i nā makaʻu o kahi recession e hiki mai ana.