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 kua 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 teitei o 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, US I piki ake ngā utu maitai ki ngā taumata teitei i te tau kua hipa whai muri i te hinganga ki ngā taumata iti maha-tau i puta mai i te mate urutā i te marama o Ākuhata 2020. I pakaru ngā utu paearu mō te koiri hurihuri wera (HRC) i te taumata $1,900 mō ia tana poto i te marama o 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 te marama o 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 hinganga ohaoha. Ahakoa te whakatikatika i raro 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. Nā ngā mahi kati hou anō hoki i pāngia te tuarua o ngā ōhanga nui rawa atu o te ao e te mate urutā. Nā te puhoi o ngā mahi hanga kua heke te tono mō te maitai o Haina. Kua pāngia te hanga i te mea kua pāngia te tono mō ngā taonga hanga me ngā mekameka tuku e te mate urutā. Ko te nekehanga a Beijing ki te whakamama i te wera i roto i te mākete rawa, mā roto i 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 mō 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 o 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 tika ana kia 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. I roto i ngā rā 60 kua pahure ake nei, kua piki ake te Zacks Consensus Estimate mō ngā whiwhinga o te tau o nāianei a Olympic Steel mā te 84.1%. 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.
NIU IOKA (Reuters) – Kua kohia e te kaipupuri moni piriona a William Ackman te $4 piriona i roto i te kamupene hoko kaupapa motuhake nui rawa atu (SPAC), e ai ki tāna i kī atu ki ngā kaipupuri moni whai muri i te korenga i kitea he kamupene e tika ana mā te whakakotahitanga. He whakararu nui tēnei whanaketanga mō te kaiwhakahaere putea taiepa rongonui, nāna i whakaaro tuatahi ki te hoatu hea ki te SPAC i roto i te Universal Music Group, whai muri i te rongonui o ngā waka haumi i Wall Street i te tau kua hipa. I roto i tētahi reta ki ngā kaipupuri hea i te Rāhina, i whakamārama a Ackman i ētahi āhuatanga, tae atu ki ngā āhuatanga mākete kino me te whakataetae kaha mai i ngā tuku tuku iho a te iwi whānui (IPO), kua aukati i tana rapunga mō te kamupene tika hei whakakotahi me tana mahi SPAC.
Ko te mārama ki te mākete te kaupapa matua a te kaipupuri moni i ngā wā katoa, engari i roto i te taiao o ēnei rā he mea nui ake i mua. Ehara i te mea he hekenga iho i Wall Street (kua heke te S&P 500 mā te 19% mai i te tau ki tēnei rā) engari he porowhita o ngā hau e taupatupatu ana e hanga ana i te papamuri. Kua whakaahuatia ngā raraunga mahi mō Hune he kaha - he āhuatanga pai - engari kei te tino teitei tonu te pikinga utu, ā, kua nekehia e te Fed tana kaupapa here ki te whakapiki i ngā reiti huamoni hei whawhai atu.
Ka uru atu a Neil Dingman, te kaiwhakahaere matua o te rangahau pūngao i Truist, ki te Yahoo Finance Live ki te matapaki i ngā mākete pūngao me te tirohanga mō ngā utu hinu mō te haurua tuarua o te tau.
Mā te whakarērea e Elon Musk te ngana ki te hoko i a Twitter Inc ka kaha ake te taha pūtea o te tangata whai rawa o te ao i mua i tana panuitanga i te kirimana $44 piriona, i riro mai i a ia mai i te hoko hea o Tesla, e piriona tāra te moni kei roto i ngā peeke i tēnei wā. I te Paraire, i haehae a Musk i tana kirimana o te 25 o Paenga-whāwhā hei hoko i te papaaho pāpāho pāpori, me te oati a Twitter ki te akiaki i a ia ki te mahi pai, ā, kei te anga atu ngā taha e rua ki tētahi pakanga ture roa pea ka roa pea te utu ki a Musk i raro i te ture. Kotahi rau miriona tāra US. tohunga. Ahakoa te putanga, te āhua nei kei te noho te Tumu Whakarae o Tesla ki te $8.5 piriona tāra moni mai i te hokonga o ngā hea o te kaihanga waka i te mutunga o Paenga-whāwhā hei putea i te hokonga a Twitter.
I heke tonu ngā hea o ētahi hea hangarau pūtea rongonui i tēnei rā i te mea e whakarite ana ngā kaipupuri moni mō te tīmatanga o te wā whiwhinga moni me ngā raraunga hou o tēnei wiki e homai ai he tirohanga ki te āhua o te pikinga utu o nāianei. I heke tata ki te 9% ngā hea o te kamupene hoko inaianei, utu ā muri ake (BNPL) Affirm (NASDAQ: AFRM) i te haora whakamutunga o te hokohoko. I heke tata ki te 1.4% ngā hea o te kaituku moni mohio horihori Upstart (NASDAQ: UPST), ā, i heke tata ki te 4% te peeke mamati SoFi (NASDAQ: SOFI).
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 tau kino rawa atu tēnei mō te kaihanga pūmanawa waitohu mamati a DocuSign (NASDAQ: DOCU). Nā te hekenga o te utu hea me te nekehanga o te kaiārahi, e kite ana ētahi kaitātari i a DocuSign hei whāinga pea mō te hoko. Me tūhuratia ko ēhea kamupene ka whakaarohia pea he tuku mō DocuSign me te take pakihi a ia kamupene.
I te Rāhina, i te pātai a Andrew Left, te kaiwhakaū o Citron Research me tētahi o ngā kaihoko poto rongonui o te ao, mō ngā moni matihiko he "tinihanga". I te pātaitanga i tētahi huihuinga mō te tinihanga i roto i ngā mākete pūtea mō āna kitenga i te tinihanga pea, ka mea atu a Left ki te hunga whakarongo: "Ki taku whakaaro he tinihanga noa iho ngā moni matihiko i ngā wā katoa." Kāore ia i kī mēnā kua haumi ia ki ngā moni matihiko.
E whakaiti ana ēnei hea iti te utu i te pānga o te ōhanga nui, engari kāore e whakaata ana i te whakapainga nui o ngā pepa toenga o tā rātou umanga mai i te hekenga whakamutunga o ngā taonga i te tau 2016.
(Bloomberg) — He tohutohu tā Bill Gross mō te hunga e hiahia ana ki te hoko i ngā here, ngā hea me ngā taonga: Kaua e mahi. E kore e taea e Trump te hoko i ngā here, ngā hea me ngā taonga hokohoko. E whakahē ana a Elon Musk me te 'Pirau' Twitter Deal. Ngā tirohanga a Wall Street mō ngā hea. I te rā hokohoko ngoikore: Te Wrap o te Mākete. Te patu hou a Putin mō te whakangaromanga nui: PetroKazakhstan. Ka kitea e te Whare Wānanga o Wuhan he mate korara, ka whakanui i te wehi o te horapa. He pai ake ngā pire moni kotahi tau mō te nuinga o ngā haumitanga katoa, e ai ki te kīngi here o mua nā te mea.
Ka uru atu a Jimmy Lee, te Tumu Whakarae o Wealth Consulting Group, rāua ko Eddie Ghabour, te rangatira o Key Advisors Group, ki Yahoo Finance Live ki te matapaki i ngā tohu o te ōhanga me te hāereere o te mākete i roto i te huringa pikinga reiti a te Fed.
Kei te aro atu ngā kaipupuri moni ki ngā aratohu a Wall Street mō te haere tonu o ngā hua o nāianei tae noa ki te mutunga o te tau.
He rite tonu a Applied me Lam ki te Coca-Cola me te Pepsi o ngā taputapu whakairo me te whakatakotoranga haurua-haurua. Ka whakahokia tēnei mahi kia maha tonu hei whakaputa i ngā haurua-haurua o ēnei rā. I taua wā, he kamupene a Lam Research e tohunga ana ki te whakairo me te whakatakotoranga, ā, he tohunga hoki ki te whakarārangi poutū.
Ko te tumanako a te kaihanga waka hiko rangatahi ki te whakaheke i ngā utu mā te whakapiki ake i te hua puta noa i te poari.
I te marama kua taha ake nei, i whakahekehia e te kamupene rangahau IDC tana matapae mō ngā tuku waea atamai, me te matapae he hekenga 3.5% i tēnei tau ki te whakataurite ki te tau 2021.
Ko te wā tuatahi i rongo ai ahau i te kupu "nui moe" ko taku kitenga i tētahi kōrero rongonui a Admiral Yamamoto Yamamoto mō te whakaekenga o Pearl Harbor i te tau 1941 i roto i tana rātaka: "Kei te āwangawanga ahau mō tā tātou mahi. Ko tāna anake he whakaara i tētahi tangata e moe ana. Whakakīia ia ki te whakatau whakamataku." Ā, ko taua nui moe, ko te United States of America. Whai muri i te whakaekenga, ka ara ake a Amerika ki tōna tūranga i roto i te hītori me te ao, ā, ko te whakatupuranga nui rawa atu i hinga i a Amerika me tōna pūmanawa.
Ka uru atu a Michael Kushma, te Tumuaki Whakahaere o Broad Markets Fixed Income i Morgan Stanley Investment Management, ki a Yahoo Finance Live ki te matapaki i te urupare a ngā kaipupuri moni ki te huringa o te mākete o nāianei i waenganui i te pikinga o ngā hua, te pikinga utu nui me te pikinga o ngā reiti huamoni.