Ua mākaukau ka ʻoihana ʻo Zacks Steel Producers e holo i ka hoʻihoʻi hou ʻana i ka noi i ka automotive, kahi mākeke nui, ʻoiai e maʻalahi ka pilikia semiconductor a hoʻonui nā mea hana i ka hana. ʻO ka hoʻopukapuka waiwai nui e hōʻike maikaʻi ana no ka ʻoihana kila US. Loaʻa paha i nā kumukūʻai kila ke kākoʻo mai ka hoʻihoʻi hou ʻana i ka noi a me ka hoʻolilo ʻana i ka ʻoihana. ʻO nā mea pāʻani mai ka ʻoihana e like me Nucor Corporation NUE, Steel Dynamics, Inc. STLD, TimkenSteel Corporation TMST a me Olympic Steel, Inc. ZEUS ua hoʻonohonoho maikaʻi ʻia e loaʻa mai kēia mau ʻano.
E pili ana i ka ʻOihana
Ke lawelawe nei ka ʻoihana ʻo Zacks Steel Producers i kahi ʻano nui o nā ʻoihana hoʻohana hope e like me ka automotive, ke kūkulu ʻana, ka mea hana, ka ipu hao, ka ʻeke, nā mīkini ʻenehana, nā mea mining, ka lawe ʻana, a me ka aila a me ke kinoea me nā huahana kila like ʻole. Loaʻa kēia mau huahana i nā ʻōwili wela a me nā ʻōwili anu, nā ʻili wela a me nā galvanized a me nā ʻāpana, hoʻoikaika i nā kaola, billets a me nā pua, nā lāʻau uea, nā papa wili, nā paipu maʻamau a me nā laina, a me nā huahana tubing mechanical. Hana mua ʻia ke kila me ka hoʻohana ʻana i ʻelua ala - Blast Furnace a me Electric Arc Furnace. Manaʻo ʻia ʻo ia ka iwi kuamoʻo o ka ʻoihana hana. ʻO nā mākeke kaʻa a me ke kūkulu hale ka mea kūʻai nui loa o ke kila. ʻO ka mea nui, ʻo ka ʻoihana hale a me ke kūkulu hale ka mea kūʻai nui loa i ke kila, e helu ana no ka hapalua o ka pau ʻana o ka honua.
He aha ke ʻano o ka wā e hiki mai ana o ka ʻoihana mea hana hao?
Ke koi ikaika i nā mākeke hoʻohana hope nui: Ua hoʻonohonoho ʻia nā mea hana kila e loaʻa mai ka rebound i ka noi ma nā mākeke hoʻohana hope kila nui e like me ka automotive, ke kūkulu ʻana a me nā mīkini mai ka hāʻule ʻana o ka coronavirus-alakaʻi. Manaʻo ʻia lākou e pōmaikaʻi mai ka papa inoa kiʻekiʻe mai ka mākeke kaʻa i 2023. Manaʻo ʻia ka hoʻomaikaʻi ʻana o ke koi kila i ka automotive i kēia makahiki ma ke kua o ka hoʻohaʻahaʻa ʻana i ka hemahema o ka honua i nā chips semiconductor i kaumaha nui i ka ʻoihana automotive no kahi kokoke i ʻelua makahiki. ʻO nā mea kūʻai haʻahaʻa haʻahaʻa a me nā koi i hoʻopaʻa ʻia he mau mea kākoʻo paha. Ke hoʻomau nei nā hana kauoha i ka mākeke kūkulu hale noho ʻole, e hōʻike ana i ka ikaika maoli o kēia ʻoihana. Ua ʻoi aku ka maikaʻi o ka noi ma ka ʻāpana ikehu ma hope o ka piʻi ʻana o nā kumukūʻai aila a me ke kinoea. ʻO nā hiʻohiʻona maikaʻi ma waena o kēia mau mākeke e hoʻonui maikaʻi i ka ʻoihana kila. ʻO ka mea nui, ua hāʻule nā ​​​​kumukūʻai kila US ma hope o ka piʻi ʻana i kahi $ 1,500 no ka pōkole pōkole i ʻApelila 2022 ma muli o ka hoʻolako ʻana i nā hopohopo e pili ana i ke kaua Russia-Ukraine. ʻO ke kumu kūʻai o ka hot-rolled coil (“HRC”) ua piʻi aʻe i kahi kokoke i $600 no ke kiʻekiʻe ton pōkole i Nowemapa 2022. ʻO ka neʻe ʻana i lalo e hōʻike ana i ka nāwaliwali o ka noi a me ka makaʻu i ka emi ʻana. Eia nō naʻe, ua loaʻa nā kumu kūʻai i ke kākoʻo o ka wā i hala mai nā hana piʻi kumu kūʻai o US a me ka hoʻihoʻi ʻana i ka noi. Manaʻo ʻia ka hoʻihoʻi hou ʻana i ka noi kaʻa e hoʻonui i nā kumukūʻai kila i kēia makahiki. ʻO ka papahana hoʻolālā nui e lilo i mea hoʻoikaika no ka ʻoihana kila ʻAmelika a me nā kumukūʻai US HRC i 2023. ʻO ka nui o ka hoʻolilo ʻana i nā ʻoihana federal e loaʻa i kahi hopena maikaʻi i ka ʻoihana kila US, ma muli o ka piʻi ʻana o ka ʻai ʻana o ka mea kūʻai aku. hoʻokele waiwai o ka ʻāina. Ke lawe nui nei nā laka hou i ka lua o ka hoʻokele waiwai nui o ka honua. ʻO ka lohi o nā hana hana i alakaʻi i ka hoʻohaʻahaʻa ʻana i ke koi no ke kila ma Kina. Ua hōʻeha ka ʻoihana hana no ka mea ua hōʻeha ka maʻi i ka noi no nā huahana i hana ʻia a me nā kaulahao lako. Ua ʻike pū ʻo Kina i ka lohi ma waena o nā ʻāpana hana a me nā waiwai. ʻO ka ʻāpana waiwai o ka ʻāina ua loaʻa i kahi pōʻino nui mai nā laka mau. Ua lohi ka hoʻokomo ʻana i ka ʻāpana i kona pae haʻahaʻa loa ma kahi o ʻekolu mau makahiki. ʻO ka emi ʻana o kēia mau ʻāpana mea hao nui i manaʻo ʻia e hōʻeha i ka koi no ke kila i ka wā pōkole.
Hōʻike ʻo Zacks Industry Rank i nā manaʻo Upbeat
ʻO ka ʻoihana ʻo Zacks Steel Producers kahi ʻāpana o ka ʻāpana o ka Zacks Basic Materials Sector. Lawe ʻo ia i kahi Zacks Industry Rank #9, kahi e kau ai ma luna o 4% o nā ʻoihana ʻoi aku ma mua o 250 Zacks. ʻO ka Zacks Industry Rank o ka hui, ʻo ia hoʻi ka awelika o ka Zacks Rank o nā lālā lālā a pau, e hōʻike ana i nā manaʻo maikaʻi kokoke i ka wā. Hōʻike kā mākou noiʻi ʻana ʻo ka 50% kiʻekiʻe o nā ʻoihana i hoʻonohonoho ʻia ma Zacks ma mua o ka 50% ma lalo o ka helu ʻoi aku ma mua o 2 a 1. Ma mua o ka hōʻike ʻana i kekahi mau waihona āu e makemake ai e noʻonoʻo no kāu kōpili, e nānā kākou i ka hana o ka ʻoihana kūʻai kūʻai a me ke kiʻi koho.
ʻOi aku ka maikaʻi o ka ʻoihana a me ka S&P 500
Ua ʻoi aku ka maikaʻi o ka ʻoihana Zacks Steel Producers i ka Zacks S&P 500 composite a me ka ʻoihana Zacks Basic Materials i ka makahiki i hala. Ua loaʻa ka ʻoihana i ka 2.2% i kēia manawa i hoʻohālikelike ʻia me ka emi ʻana o ka S&P 500 o 18% a me ka emi ʻana o ka ʻāpana ākea o 3.2%.
Ka Waiwai o keia wa
Ma ke kumu o ka 12-mahina waiwai waiwai-i ka EBITDA (EV/EBITDA) ratio, he mea maʻamau i hoʻohana ʻia no ka helu ʻana i nā kumukūʻai kila, ke kūʻai nei ka ʻoihana i kēia manawa ma 3.89X, ma lalo o ka S&P 500's 11.75X a me ka 7.85X. 2.48X a ma ka waena o 6.71X, e like me ka hōʻike ʻana o ka pakuhi ma lalo nei.

 
4 mau mea hana hao kila e malama pono ai
Nucor: Charlotte, NC-based Nucor, e pāʻani ana i ka Zacks Rank #1 (Strong Buy), hana i ke kila a me ke kila me nā mea hana ma United States, Canada a me Mexico. Loaʻa ka ʻoihana i ka ikaika ma ka mākeke kūkulu hale ʻole. Ke ʻike nei ʻo ia i nā kūlana i hoʻomaikaʻi ʻia i nā lako kaumaha, ka mahiʻai a me nā mākeke ikehu hou. Pono e loaʻa iā Nucor mai nā manawa mākeke nui mai kāna mau hoʻopukapuka hoʻolālā i kāna mau papahana ulu nui loa. Ke kūpaʻa nei ʻo NUE i ka hoʻonui ʻana i ka mana hana, pono e hoʻoikaika i ka ulu a hoʻoikaika i kona kūlana ma ke ʻano he mea kūʻai haʻahaʻa. Loaʻa iā ia kahi haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa ma kahi o 3.1%, ma ka awelika. Ua hoʻoponopono hou ʻia ʻo Zacks Consensus Estimate no 2023 loaʻa no NUE he 15.9% i luna i nā lā he 60 i hala. Hiki iā ʻoe ke ʻike i ka papa inoa piha o Zacks #1 Rank stocks ma aneʻi.

ʻO Steel Dynamics: Hoʻokumu ʻia ma Indiana, Steel Dynamics he alakaʻi i nā mea hana kila a me nā mea hana hou i ʻAmelika Hui Pū ʻIa, e pāʻani ana i kahi Zacks Rank #1. Loaʻa iā ia ka pōmaikaʻi mai ka manawa ikaika i ka ʻoihana kūkulu hale ʻole i alakaʻi ʻia e ka hana kauoha mea kūʻai aku olakino. Ke hoʻokō nei ʻo Steel Dynamics i kekahi mau papahana e hoʻohui i kona hiki a hoʻonui i ka loaʻa kālā. Ke hoʻonui nei ʻo STLD i nā hana ma kāna Sinton Flat Roll Steel Mill. ʻO ka hoʻolālā i hoʻolālā ʻia i loko o kahi hale wili liʻiliʻi haʻahaʻa haʻahaʻa haʻahaʻa alumini paʻa i hoʻomau ʻia i kāna ulu ʻana. Ua lanakila ʻo STLD i ka Zacks Consensus Estimate no ka loaʻa kālā ma kēlā me kēia o nā ʻehā ʻehā, ʻo ka awelika he 6.2%.

 
ʻOlumepika Steel: ʻO ka 'Olumepika Steel ma Ohio, e lawe ana i ka Zacks Rank #1, he kikowaena lawelawe metala nui i kālele ʻia i ke kūʻai pololei ʻana a me ka hāʻawi ʻana i ke kalapona i hana ʻia, uhi ʻia a me ka ʻōpala palahalaha, coil a me ka pā kila, aluminika, pā pā, a me nā huahana branded metala. Loaʻa iā ia ka pōmaikaʻi mai kona kūlana wai ikaika, nā hana e hoʻohaʻahaʻa i nā lilo hana, a me ka ikaika i kāna paipu a me nā ʻoihana metala kūikawā. ʻO ka hoʻomaikaʻi ʻana i nā kūlana mākeke ʻoihana a me ka rebound i ka noi e manaʻo ʻia e kākoʻo i kāna mau puke. ʻO ka waihona koena ikaika o ka hui e hiki ai iā ia ke hoʻokomo i nā manawa ulu kiʻekiʻe. Ua ʻoi aku ʻo ZEUS ma mua o ka Zacks Consensus Estimate ma ʻekolu o nā ʻehā ʻehā. I kēia manawa, ua hāʻawi ʻo ia i kahi haʻalulu loaʻa kālā ma kahi o 25.4%.

 
TimkenSteel: Hoʻokomo ʻo TimkenSteel ma Ohio i ka hana ʻana i ke kila kila, a me ke kila kalapona a me ka micro-alloy steel. Ke pōmaikaʻi nei ka ʻoihana mai ka koi ʻoihana kiʻekiʻe a me ka ikehu a me kahi kaiapuni kumu kūʻai maikaʻi, ʻoiai nā pilikia semiconductor supply-chain e pili ana i nā hoʻouna i nā mea kūʻai kelepona. Ke ʻike nei ʻo TMST i ka hoʻomau hou ʻana i kāna mau mākeke ʻoihana. ʻO ke koi kiʻekiʻe o ka mākeke hope a me nā hana hoʻemi kumukūʻai ke kōkua pū nei i kāna hana. Loaʻa iā ia mai kāna mau hoʻoikaika ʻana e hoʻomaikaʻi i kona ʻano kumu kūʻai a me ka hana ʻana i ka hana.
Makemake ʻoe i nā ʻōlelo aʻoaʻo hou mai Zacks Investment Research? I kēia lā, hiki iā ʻoe ke hoʻoiho i nā 7 Best Stocks no nā lā 30 aʻe. Kaomi no ka loaʻa ʻana o kēia hōʻike manuahi
Steel Dynamics, Inc. (STLD) : Hōʻike Kūʻai Kūʻai manuahi
Nucor Corporation (NUE) : ​​Hōʻike Kūʻai Kūʻai manuahi
'Olumepika Steel, Inc. (ZEUS): Free Stock Analysis Report
ʻO Timken Steel Corporation (TMST) : Hōʻike Kūʻai Kūʻai manuahi
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