I kite te rāngai Zacks Steel Producers i tētahi hokinga kaha i muri i te pikaunga o te whakaoranga o te tono me ngā utu maitai pai i roto i ngā rāngai kai maitai nui. Ko te tono hauora mō te maitai i roto i ngā mākete matua tae atu ki te hanga me te motuka he hau hiku mō te umanga. Kei te teitei tonu ngā utu maitai ahakoa te hekenga tata nei, ā, me whakapiki ake hoki i te hua o ngā kaitākaro umanga. Kei te rite a Ternium SA TX, Commercial Metals Company CMC, TimkenSteel Corporation TMST me Olympic Steel, Inc. ZEUS ki te whai hua mai i ēnei au.
He whānuitia ngā ahumahi whakamahi mutunga o te umanga Zacks Steel Producers, tae atu ki ngā waka, te hanga, ngā taputapu, ngā ipu, ngā takai, ngā mīhini ahumahi, ngā taputapu keri, te kawe waka, me te hinu me te hau. Kei roto i ēnei hua ko te koiri me te rau hurihuri wera me te koiri matao, te koiri me te rau hurihuri wera me te kowiri, te rebar, te billet me te bloom, te tokotoko waea, te pereti mira rīpene, te paipa me te paipa raina paerewa, me ngā hua paipa miihini. E rua ngā tikanga matua e hangaia ai te maitai – te oumu pupuhi me te oumu pewa hiko. E kitea ana ko ia te pou tuara o te hanga. Ko ngā mākete waka me te hanga i ngā wā o mua ko ngā kaihoko nui rawa atu o te maitai. He mea nui, ko te whare me te hanga te hunga kaihoko nui rawa atu o te maitai, e tata ana ki te haurua o te katoa o te ao e pau ana.
Te kaha o te tono i roto i ngā mākete whakamahinga mutunga matua: Kei te pai te tūnga o ngā kaihanga maitai ki te whai hua mai i te pikinga o te tono i roto i ngā mākete whakamahinga mutunga matua o te maitai pēnei i te motuka, te hanga me te mīhini i waenganui i te hekenga o te mate urutā coronavirus. I piki ake te tono maitai mai i te hauwhā tuatoru o te tau 2020 i te mea ka tīmata anō ngā mahi a ngā umanga kai maitai nui i te mea kua whakangāwarihia ngā rāhui me ngā here o te ao. Kua hoki mai te umanga hanga i muri i te tīmatanga anō o ngā kaupapa i aukatihia e ngā whakararuraru mekameka tuku me te korenga o ngā kaimahi. I kaha tonu te mahi ota i roto i te mākete hanga kore-noho, e whakaatu ana i te kaha o te rāngai. E matapaetia ana hoki ka whai hua ngā kaihanga maitai mai i ngā pukapuka ota teitei ake i roto i te mākete motuka i te haurua tuarua o te tau 2022 i te mea ka whakangāwarihia te raruraru semiconductor me te whakanui ake i te whakaputanga a ngā kaihanga motuka. Kua pai ake hoki te tono i roto i te rāngai pūngao i roto i te papamuri o te pikinga o ngā utu hinu me te hau. Ko ngā ia pai i roto i ngā mākete nui he tohu pai mō te tono maitai. Kei te teitei tonu ngā utu maitai hei whakanui ake i ngā tawhē hua: Kua kaha te hokinga mai o ngā utu maitai i te tau kua hipa, ā, kua eke ki ngā taumata rekoata i te tau kua hipa i roto i te papamuri o te hokinga mai o te tono i roto i ngā mākete matua, ngā taonga iti me ngā taonga maitai iti puta noa i te mekameka tuku. He mea nui, ko te maitai o Amerika I piki ake ngā utu ki ngā taumata teitei o te tau kua hipa whai muri i te hinganga ki ngā taumata iti maha-tau i puta mai i te mate urutā i Ākuhata 2020. I pakaru ngā utu paearu mō te koiri hurihuri wera (HRC) i te taumata $1,900 mō ia tana poto i Ākuhata 2021, ā, i te mutunga ka eke ki tōna taumata teitei i te marama o Hepetema. Engari kua ngaro te kaha o ngā utu mai i Oketopa, nā te taumahatanga o te tono pumau, te whakapai ake i ngā āhuatanga tuku me te pikinga o ngā kawemai maitai. Mai i te whakaekenga a Rūhia ki Ukraine, kua piki ake ngā utu maitai, ā, kua piki ake ki te tata ki te $1,500 mō ia tana poto i te marama o Āperira 2022 nā ngā āwangawanga tuku me te pikinga o ngā wā tuku. Heoi, kua hoki whakamuri ngā utu mai i taua wā, e whakaatu ana i ngā wā tuku poto me ngā mataku mō te hokinga whakamuri. Ahakoa te whakatikatika tata nei, kei runga ake ngā utu HRC i te taumata $1,000/tana poto, ā, tera pea ka tautokona e te tono hauora o te mākete mutunga. I roto i ngā wā tata nei, e tumanakohia ana ka piki ake te hua me te rere moni a ngā kaihanga maitai mā ngā utu pai. Ka arahi ki te puhoi o te ōhanga o te whenua. Nā te hekenga o te rāngai hoko whenua o te whenua i arahi ki te puhoi o te ōhanga. Kua tangohia hoki ngā mahi kati hou. he pānga nui ki te tuarua o ngā ōhanga nui rawa atu o te ao. Nā te puhoi o ngā mahi hanga kua heke te tono mō te maitai o Haina. Kua pāngia te hanga i te mea kua pā te hokinga mai o te huaketo ki te tono mō ngā taonga hanga me ngā mekameka tuku. Ko te nekehanga a Beijing ki te whakamama i te wera i roto i te mākete rawa, i roto i ētahi wāhanga mā ngā mahi whakakaha nama, he āwangawanga anō hoki mō te umanga maitai o te whenua.
Ko te umanga Zacks Steel Producers he wāhanga o te rāngai whānui o Zacks Basic Materials. Kei a ia te Zacks Industry Rank #95, ā, kei roto i te 38% o runga o ngā umanga Zacks neke atu i te 250. Ko te Zacks Industry Rank a te rōpū, ko te toharite o ngā Zacks Ranks o ngā hea mema katoa, e tohu ana i tētahi heke mai kanapa kei mua. E whakaatu ana ā mātou rangahau ko te 50% o runga o ngā umanga kei runga i te Zacks Rank he pai ake i te 50% o raro mā te neke atu i te 2 ki te 1. I mua i te whakaurunga o ētahi hea e hiahia ana koe ki te whakaaro ki roto i tō putea, me titiro tātou ki te mahi me te aromatawai o te mākete hea o te umanga i ngā wā tata nei.
Kāore i tino pai ake te mahi a te umanga Zacks Steel Producers i te Zacks S&P 500 me te umanga whānui o Zacks Basic Materials i te tau kua hipa. I heke te umanga mā te 19.3% i roto i taua wā, i te mea i ngaro te S&P 500 mā te 9.2%, ā, i heke te umanga katoa mā te 16%.
I runga i te ōwehenga uara hinonga ki te EBITDA (EV/EBITDA) mō ngā marama 12 e whai ake nei, he tauwehenga noa mō te aromatawai i ngā hea maitai, kei te hokohoko te rāngai i tēnei wā i te 2.27 ngā wā, he iti iho i te 12.55 ngā wā o te S&P 500 me te 5.41 ngā wā X o te umanga. I roto i ngā tau e rima kua pahure ake nei, kua hokohoko te umanga ki te 11.62X me te iti ki te 2.19X me te toharite o te 7.22X, e whakaaturia ana i te tūtohi i raro nei.
Ternium: Kei a Ternium kei Luxembourg te Zacks Rank #1 (Strong Buy) ā, ko ia te kaihanga matua o Amerika Latina mō ngā hua maitai papatahi me te roa. E matapaetia ana ka whai hua mai i te kaha o te tono mō ngā hua maitai me ngā utu maitai kua kitea. Ko te tono hauora mai i ngā kaihoko ahumahi me te whakapai ake o te mākete motuka ka āwhina pea i ana tuku ki Mexico. E matapaetia ana hoki ko te tono hauora mō ngā rauemi hanga ka tautoko i ngā tuku ki Argentina. Ka whai hua hoki a Ternium i te whakataetae utu o ana whakaurunga. Kua neke hoki a Texas ki te whakanui ake i te moni me te whakapakari i ana putea i muri i te mate urutā. Ka taea e koe te tiro i te rārangi katoa o ngā hea Zacks #1 Rank o tēnei rā i konei. Kua whakahoutia te Zacks Consensus Estimate mō ngā whiwhinga tau o nāianei a Ternium mā te 39.3% i roto i ngā rā 60 kua hipa. Kua hinga hoki ngā whiwhinga a Texas i te Zacks Consensus Estimate i roto i ngā hauwhā e whā e whai ake nei, ko te toharite he 22.4%.
Ngā Konganuku Tauhokohoko: Ko Commercial Metals kei Texas, me te Zacks Rank #1, e hanga ana, e hangarua ana, e hoko ana hoki i ngā hua rino me ngā konganuku, ngā rauemi me ngā ratonga e pā ana. I whai hua mai i te tono nui mō te rino i ahu mai i te pikinga o te mahi whakamuri me te taumata o ngā mahi hanga hou e uru ana ki te paipa kaupapa. Kei te kite tonu i te tono nui mō ngā hua rino i te nuinga o ngā mākete mutunga. Tērā pea ka tautokohia e te mākete hanga hauora te tono kaha mō te rebar me te wire rod i Amerika Te Raki. E matapaetia ana ka noho tonu ngā hoko rino i Ūropi nā te pikinga o te tono mai i ngā mākete mutunga hanga me te ahumahi. Kei te whai hua tonu hoki a CMC i ana mahi whakapai ake whatunga. He pakari hoki te moni me te āhua pūtea, ā, kei te arotahi tonu ki te whakaiti i te nama. Ko te tere tipu whiwhinga moni a Commercial Metals e matapaetia ana he 31.5% mō te tau pūtea o nāianei. Kua whakahoutia te Zacks Consensus Estimate mō ngā whiwhinga moni o nāianei a CMC mā te 42% i roto i ngā rā 60 kua hipa. I hinga hoki i te kamupene te Zacks Consensus Estimate i roto i ngā hauwhā e toru o muri mai. He ohorere hokinga toharite tata ki te 15.1% i roto i tēnei wā.
Olympic Steel: Ko Olympic Steel kei Ohio, me te Zacks Rank #1, he pokapū ratonga whakarewa matua e arotahi ana ki te tukatuka waro, pania me te kowiri tira papatahi, ko te koiri me te pereti, te konumohe, te pereti tine o ngā hoko tika me te tohatoha, me ngā hua waitohu whakarewa-nui. I whai hua a ZEUS i tana tūranga kaha o te moni, ngā mahi hei whakaiti i ngā whakapaunga whakahaere, me te kaha i roto i ana pakihi Ngongo me ngā Konganuku Motuhake. Ko te whakapai ake i ngā āhuatanga o te mākete ahumahi me te pikinga o te tono e tumanakohia ana hei tautoko i ana hoko. Mā te pepa toenga kaha o te kamupene ka taea hoki e ia te haumi ki ngā whai wāhitanga tipu teitei ake te hokinga mai. Kua whakahoutia te Zacks Consensus Estimate mō ngā whiwhinga o Olympic Steel o nāianei mā te 84.1% i roto i ngā rā 60 kua hipa. Kua hipa ake hoki a ZEUS i te Zacks Consensus Estimate i roto i ngā hauwhā e toru o muri mai. He ohorere hokinga mai toharite o te 44.9% i roto i tēnei wā.
TimkenSteel: Kei te hanga a TimkenSteel, kei Ohio, i ngā maitai whakarewa me ngā maitai waro me te maitai moroiti. Ahakoa i pāngia ngā tuku ki ngā kiritaki waea pūkoro e ngā whakararuraru o te mekameka tuku haurua-ira, i whai hua te kamupene mai i te pikinga ake o te tono ahumahi me te pūngao me te taiao utu pai. Kei te haere tonu te whakaoranga o te mākete ahumahi mō te TMST. I whai wāhi atu hoki te tono mākete mutunga teitei me ngā mahi whakaheke utu ki tana mahi. Kei te whai hua mai i ngā mahi ki te whakapai ake i te hanganga utu me te whai huatanga o te hanga. Kei a TimkenSteel te Zacks Rank #2 (Hoko) ā, e matapaetia ana ka piki ake ngā whiwhinga moni o te 29.3% mō te tau. Kua whakahoutia ngā whakatau tata mō ngā whiwhinga moni o nāianei ki te 9.2% i roto i ngā rā 60 kua hipa. Kua hinga i te TMST te Zacks Consensus Estimate i ia o ngā hauwhā e whā e whai ake nei, ko te toharite he 39.8%.
Kei te hiahia koe ki ngā tohutohu hou mai i a Zacks Investment Research? I tēnei rā, ka taea e koe te tango i ngā hea pai rawa atu e 7 mō ngā rā 30 e whai ake nei. Pāwhiritia hei tiki i tēnei pūrongo kore utu Ternium SA (TX): Pūrongo Tātari Hea Koreutu Commercial Metals Company (CMC): Pūrongo Tātari Hea Koreutu Olympic Steel, Inc. (ZEUS): Pūrongo Tātari Hea Koreutu Timken Steel Corporation (TMST): Pūrongo Tātari Hea Koreutu Hei pānui i tēnei tuhinga i runga i a Zacks.com, pāwhiri ki konei.
I te haurua tuarua o te tau, ka mārama haere ngā kare ā-roto o te mākete. Tuatahi, kei te kitea te āhua o te hinganga o te 1H kua tae ki te taumata raro, kua tae rānei ki te taumata papatahi, ā, kua mutu i mua i te hinganga atu. Tuarua, kei te piki haere te whakaae kei te haere mai he hokinga whakamuri, i roto i te tau, iti iho rānei. Ko te tirohanga a te hunga tokoiti ko te hokinga whakamuri tūturu kei te tata mai ki a tātou; engari kāore tātou e tino mōhio kia tukuna rā anō ngā tau tipu o te hauwhā tuarua i muri mai i tēnei marama. He aha te tikanga o tēnei?
He tīma kaiako ngaio mō ngā akoranga ipurangi, ā-tinana rānei, e tika ana mō ngā taumata katoa, he mahi ahurea kore utu auau, he wheako i ngā tikanga o ngā whenua rerekē, ko Piriniha Edward, ko Tuen Mun, ko Yuen Long, ko Tin Shui Wai, ko Sha Tin me Tsuen Wan!
NGĀ PŪRONGOTANGA A DOW JONES NĀ WANG Yifan I hinga ngā hea o te kamupene hangarau nui o Haina i Hong Kong i te Rāhina whai muri i te whiunga a Beijing i ētahi o ngā kamupene ipurangi nui rawa atu o te whenua mō te korenga i tuku tika i ngā tuku whakapae mō ngā whakaaetanga o mua.
Kei te anga atu te pikinga o te mākete ki tētahi whakamātautau i waenganui i ngā āwangawanga hou mō Haina. Ka tīmata te Tumu Whakarae o Tesla, a Elon Musk, ki te whakamutu i te hoko a Twitter.
Neke atu i te 20% te hekenga o te uara o te S&P 500. Engari ehara i te mea ko te hekenga o te mākete hea anake te mea hei āwangawanga māu.
Nā te tipu haere o te haumitanga, ko te wā pai rawa atu ki te tīmata haumi ko nāianei tonu. I tēnei tau, kua heke te S&P 500 me te Nasdaq Composite mā te 18% me te 26%. Me te maumahara ki tēnā, e whakaaro ana ētahi kaituhi tokotoru o Fool.com he kōwhiringa pai a Nvidia (NASDAQ: NVDA), ASML Holdings (NASDAQ: ASML), me Netflix (NASDAQ: NFLX) Now mō ngā kaipupuri moni hou.
I tēnei wā, he nui ake ngā hua o ngā hea wehewehenga nā te mea he rerekē te ōrite o te hua o te hea ki tōna utu. Ko Altria te kaihanga me te kaituku o ngā hua tupeka paowa me ētahi atu hua tupeka o Amerika. Kei te kamupene te waitohu Marlboro whai hua, me ngā hikareti me ngā tupeka paipa Black & Mild, me ngā waitohu tupeka kore paowa makuku pērā i a Copenhagen me Skoal. Haunga aua hua tupeka tuku iho, kei roto i te putea a Altria a On!
(Bloomberg) — I heke ngā utu hinu i te mea i taupokina ngā tohu o te whakawhāititanga o te mākete e te tumanako ka nui ake te tono mai i Haina e whakararu ana i ngā here huaketo. Ko OutTrump, te nuinga mai i Bloomberg Elon, e whakahe ana i a Elon Musk me te 'pirau' Twitter Deal Ko te patu hou a Putin mo te whakangaromanga nui: PetroKazakhstan e pupuhi ana i a Abe, he aha? Nga mea katoa e mohio ana tatou tae noa ki tenei wa Ko te rapu a Biden mo te hinu Saudi Arabia kei te anga atu ki te tirotiro mooni. I heke te hinu hinu West Texas Intermediate ki te $103 te oko i muri i te hinganga i roto i te hokohoko rerekee i te wiki kua hipa. Ko te huaketo
Mā te mahi tātari hangarau i ngā tūtohi o ēnei hea, ā, ki te tika, mā te whakamahi i ngā mahi me ngā whakatauranga hou mai i TheStreet Quantitative Ratings, i arotahi mātou ki ngā ingoa e toru. Ahakoa kāore mātou e aro ki te tātari taketake, ko te tumanako ka hoatu e tēnei tuhinga he tīmatanga pai ki ngā kaipupuri moni e hiahia ana ki te hea hei mahi i ētahi atu mahi kāinga mō te ingoa. Nō nā tata nei i whakahekehia a Best Buy ki te whakatauranga C+ e Quant Ratings a TheStreet.
Tirohia ngā mahi kaha o ia wiki i kitea e Clearfield i te wiki whakamutunga o Hune me ngā wiki tuatahi e toru o Hūrae 2020.
He tino pai ngā hea tipu a Shopify (NYSE: SHOP) me The Trade Desk (NASDAQ: TTD) ka taea e ngā kaipupuri moni te hoko me te pupuri i roto i te tekau tau e whai ake nei. Kei te eke a Shopify i te hau roa o ngā kaihoko e whakapau moni ana i runga ipurangi. Kua whai hua a Shopify i tēnei ia hei kaiwhakahohe hokohoko ipurangi, e āwhina ana i ngā kaihokohoko ki te hanga i ā rātou ake paetukutuku me te whakaae ki ngā utu ipurangi.
Ahakoa te kino o tēnei tau mō te nuinga o ngā hea, he tino kino rawa atu mō ngā kaihoko tarukino raihana ā-kāwanatanga.
"Kua whakapau kaha ahau ki te whakahoki mai i ngā moni a ngā peeke, nō reira kei te whakaaro ahau mēnā ka riro ture mai aua moni i ahau i tētahi wā, i tētahi wā rānei."
Tukua he rōpū kaipupuri moni hei tautuhi i te mōrearea, ā, he tokomaha pea e kī ana koinei te tūmomo mōrearea o te ngaronga pūtea tuturu.
Kua tino piki ake ngā hea o ngā waka hiko i muri i a Tesla, nā te mea kua rongonui haere ngā EV. Anei ngā kaihanga EV matua.
I piki ake ngā hea o GameStop (NYSE: GME) mā te 15% i te 7 o Hūrae i muri i te whakaae a tōna poari ki te wehenga hea 4-mō-1. Kāore te wehenga hea e whakarerekē i te whakapaipai mākete, i te uara rānei o GameStop, engari nā te whakataunga tonu i waiho hei kaupapa wera rawa atu i runga i te subreddit WallStreetBets a Reddit. I te āhua nei kua tau ngā rā i mua i te pikinga o GameStop i te tau kua hipa i whakakahangia e Reddit.
Ko ngā raraunga pikinga utu te kaupapa matua mō ngā kaipupuri moni i te wiki e tū mai nei whai muri i te whiwhinga o te pūrongo mahi mō te marama o Hune i ngā tumanakohanga, me te pehi i ngā mataku mō te paheketanga ohaoha e tata mai ana.