Kei te rite te umanga Zacks Steel Producers ki te whai i te whakaoranga o te tono i roto i te motuka, he mākete nui, i te mea ka marino haere te raruraru semiconductor me te whakanui ake i te whakaputanga a ngā kaihanga motuka. He tohu pai hoki te haumitanga hanganga nui mō te umanga maitai o Amerika. Tērā pea ka tautokona ngā utu maitai e te whakaoranga o te tono me te whakapaunga hanganga. Ko te mākete hanga kore-noho pakari me te tono hauora i roto i te ao pūngao he hau hiku mō te umanga. Ko ngā kaitākaro mai i te umanga pēnei i a Nucor Corporation NUE, Steel Dynamics, Inc. STLD, TimkenSteel Corporation TMST me Olympic Steel, Inc. ZEUS kei te pai te tūnga ki te whai hua mai i ēnei au.
Mō te Ahumahi
He whānuitanga o ngā ahumahi whakamahi mutunga e mahi ana te umanga Zacks Steel Producers, pērā i te motuka, te hanga, ngā taputapu, ngā ipu, ngā tākai, ngā mīhini ahumahi, ngā taputapu keri, te kawe waka, me te hinu me te hau me ngā momo hua maitai. Kei roto i ēnei hua ko ngā koiri me ngā rau hurihuri wera me te makariri, ngā koiri me ngā rau kua toua wera me te kōwiri, ngā pae whakakaha, ngā pereki me ngā pua, ngā tokotoko waea, ngā pereti mira rīpene, ngā paipa paerewa me te raina, me ngā hua ngongo miihini. E rua ngā tikanga matua e hangaia ai te maitai - te oumu pupuhi me te oumu hiko. E kiia ana ko ia te pou tuara o te umanga hanga. Ko ngā mākete motuka me te hanga te hunga e whakamahi nui ana i te maitai i ngā wā o mua. He mea nui, ko te rāngai whare me te hanga te hunga e whakamahi nui ana i te maitai, e tata ana ki te haurua o te whakamahinga katoa o te ao.
He aha te mea e hanga ana i te heke mai o te umanga kaihanga rino?
Te Kaha o te Tono i roto i ngā Mākete Whakamahinga Mutunga Nui: Ka whiwhi ngā kaihanga maitai i te pikinga ake o te tono puta noa i ngā mākete whakamahinga mutunga maitai nui pēnei i te motuka, te hanga me te mīhini mai i te hekenga i arahina e te mate urutā coronavirus. E matapaetia ana ka whai hua rātou i te tono ota teitei ake mai i te mākete motuka i te tau 2023. E matapaetia ana ka pai ake te tono maitai i roto i te motuka i tēnei tau i runga i te whakaiti i te korenga o ngā maramara haurua-ira i taumaha ki te umanga motuka mō te tata ki te rua tau. Ko te iti o ngā taonga a ngā kaihokohoko me te tono kua puritia pea ko ngā mea tautoko. Kei te kaha tonu ngā mahi ota i roto i te mākete hanga kore-noho, e whakaatu ana i te kaha o tēnei umanga. Kua pai ake hoki te tono i roto i te rāngai pūngao i runga i te pikinga o ngā utu hinu me te hau. He tohu pai ngā au pai puta noa i ēnei mākete mō te umanga maitai. Te Whakaora Waka, Te Whakapaunga Hanganga hei Āwhina i ngā Utu Maitai: I kite ngā utu maitai i tētahi whakatikatika koi puta noa i te ao i te tau 2022 i te mea i te pakanga o Ruhia-Ukraine, te pikinga o ngā utu pūngao i Ūropi, te pikinga tonu o te pikinga utu, te pikinga o ngā reiti huamoni me te puhoi o Haina nā ngā rāhui COVID-19 hou i whakaiti i te tono mō te maitai puta noa i ngā mākete whakamahinga mutunga matua. He mea nui, i heke ngā utu maitai o US i muri i te pikinga ki te $1,500 mō ia tana poto i te Paenga-whāwhā 2022 nā ngā āwangawanga tuku i puta mai i te pakanga o Ruhia-Ukraine. Ko ngā utu tohu koiri wera-hurihuri ("HRC") i heke ki te tata ki te taumata $600 mō ia tana poto i te Whiringa-ā-rangi 2022. Ko te hekenga o te hekenga e whakaatu ana i te ngoikore o te tono me te wehi o te hokinga whakamuri. Heoi, kua kitea he tautoko mō ngā utu i ēnei rā tata nei mai i ngā mahi pikinga utu a ngā mira maitai o US me te whakaoranga o te tono. E matapaetia ana hoki ka whakanui ake te tono motuka i ngā utu maitai i tēnei tau. Tērā pea ka noho te kaupapa whanaketanga hanganga nui hei whakakorikori i te umanga maitai o Amerika me ngā utu HRC o Amerika i te tau 2023. Ka whai hua te whakapaunga hanganga nui a te kāwanatanga ki te umanga maitai o Amerika, i runga i te pikinga e tumanakohia ana o te whakamahinga o te taonga. He Take hei Āwangawanga mō te Pōturitanga i Haina: Kua ngoikore te tono maitai i Haina, te kaihoko nui rawa atu o te ao mō te taonga, mai i te haurua tuarua o te tau 2021 nā te pōturitanga o te ōhanga o te whenua. Kei te pāngia te ōhanga tuarua o te ao e ngā rāhui hou. Nā te pōturitanga o ngā mahi hanga kua heke te tono mō te maitai i Haina. Kua pāngia te rāngai hanga i te mea kua pāngia te tono mō ngā taonga hanga me ngā mekameka tuku e te mate urutā. Kua kite hoki a Haina i te pōturitanga puta noa i ngā rāngai hanga me ngā rawa. Kua pāngia te rāngai hoko whenua o te whenua e ngā rāhui maha. Kua pōturi te haumi ki te rāngai ki tōna taumata iti rawa i roto i te toru tekau tau pea. E matapaetia ana ka pāngia te tono mō te maitai e te pōturitanga o ēnei rāngai kai maitai matua i roto i te wā poto.
Ko te Tūnga Ahumahi a Zacks e tohu ana i ngā tumanakohanga hihiri
Ko te umanga Zacks Steel Producers he wāhanga o te whānui o te Zacks Basic Materials Sector. Kei a ia te Zacks Industry Rank #9, e whakanoho ana i a ia ki te 4% o runga o te neke atu i te 250 ahumahi Zacks. Ko te Zacks Industry Rank a te rōpū, ko te toharite o te Zacks Rank o ngā hea mema katoa, e tohu ana i ngā tumanakohanga pai mō te wā tata. E whakaatu ana tā mātou rangahau ko te 50% o runga o ngā ahumahi kua whakarārangihia e Zacks he pai ake i te 50% o raro mā te neke atu i te 2 ki te 1. I mua i te whakaatu i ētahi hea e hiahia ana koe ki te whakaaro mō tō putea, me titiro tātou ki te mahi me te pikitia aromatawai o te mākete hea o te umanga i ngā wā tata nei.
He pai ake te mahi a te Ahumahi i te Rāngai me te S&P 500
Kua eke te umanga Zacks Steel Producers ki runga ake i te Zacks S&P 500 composite me te whānui o te rāngai Zacks Basic Materials i te tau kua hipa. Kua piki ake te umanga mā te 2.2% i tēnei wā, ki te whakataurite ki te hekenga o te S&P 500 mā te 18% me te hekenga o te rāngai whānui mā te 3.2%.
Te Aromatawai o Nāianei o te Ahumahi
I runga i te ōwehenga uara-ki-EBITDA hinonga 12-marama e whai ake nei, he tauwehenga e whakamahia whānuitia ana mō te aromatawai i ngā hea maitai, kei te hokohoko te umanga i tēnei wā i te 3.89X, kei raro iho i te 11.75X o te S&P 500 me te 7.85X o te rāngai. I roto i ngā tau e rima kua pahure ake nei, kua hokohoko te umanga ki te 11.52X, ki te 2.48X me te toharite o te 6.71X, e whakaatuhia ana e te tūtohi i raro nei.

 
4 Ngā Hea a ngā Kaihanga Rino hei Tirotiro Tata
Nucor: Ko Nucor kei Charlotte, NC, e whakaatu ana i te Zacks Rank #1 (Strong Buy), e hanga ana i ngā hua rino me te maitai me ngā whare mahi i te United States, Canada me Mexico. Kei te whai hua te kamupene i te kaha o te mākete hanga kore-noho. Kei te kite hoki i ngā āhuatanga kua pai ake i roto i ngā mākete taputapu taumaha, ahuwhenua me te pūngao hou. Me whiwhi hoki a Nucor i ngā whai wāhitanga mākete nui mai i ana haumitanga rautaki i roto i ana kaupapa tipu tino nui. Kei te whakapau kaha tonu a NUE ki te whakanui ake i te kaha whakaputa, e tika ana kia akiaki i te tipu me te whakapakari i tōna tūranga hei kaihanga iti-utu. I hinga ngā whiwhinga a Nucor i te Zacks Consensus Estimate i roto i ngā hauwhā e toru o ngā hauwhā e whā kua hipa. He ohorere tana whiwhinga mō ngā hauwhā e whā, tata ki te 3.1%, i te toharite. Kua whakahoutia te Zacks Consensus Estimate mō te tau 2023 mō NUE mā te 15.9% ki runga i ngā rā 60 kua hipa. Ka taea e koe te kite i te rārangi katoa o ngā hea Zacks #1 Rank o tēnei rā i konei.

Steel Dynamics: Kei Indiana te turanga, ko Steel Dynamics tētahi o ngā kaihanga rino me ngā kaihanga hangarua konganuku matua i te United States, kei a ia te Zacks Rank #1. Kei te whai hua mai i te kaha o te whanaketanga o te rāngai hangahanga kore-noho e akiakihia ana e te mahi ota hauora a ngā kiritaki. Kei te whakahaerehia hoki e Steel Dynamics ētahi kaupapa e tika ana kia tāpiri atu ki tōna kaha me te whakanui ake i te hua. Kei te whakanui ake a STLD i ngā mahi i tana Sinton Flat Roll Steel Mill. Kei te haere tonu te tipu rautaki o te haumi kua whakaritea ki tētahi mira konumohe hurihuri papatahi hou he iti-waro te kounga. Kua whakahoutia te whakatau tata mō ngā whiwhinga mō Steel Dynamics mō te tau 2023 mā te 36.3% ki runga ake i roto i ngā rā 60 kua hipa. I hinga hoki a STLD i te Zacks Consensus Estimate mō ngā whiwhinga i ia o ngā hauwhā e whā e whai ake nei, ko te toharite he 6.2%.

 
Olympic Steel: Ko Olympic Steel kei Ohio, kei a ia te tohu Zacks Rank #1, he pokapū ratonga whakarewa matua e aro ana ki te hoko tika me te tohatoha o te waro tukatuka, te pepa pania me te kowiri tira, te maitai koiri me te pereti, te konumohe, te pereti tine, me ngā hua waitohu whakarewa-nui. Kei te whai hua ia i tōna tūranga kaha o te moni, ngā mahi hei whakaiti i ngā whakapaunga whakahaere, me te kaha o ana pakihi paipa me te ngongo me te konganuku motuhake. Ko te whakapai ake i ngā āhuatanga o te mākete ahumahi me te hokinga mai o te tono e tumanakohia ana hei tautoko i ana rahinga. 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 a Olympic Steel mō te tau 2023 mā te 21.1% ki runga ake 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. I roto i tēnei wā, kua tukuna e ia he ohorere whiwhinga toharite o te 25.4%.

 
TimkenSteel: Kei te mahi a TimkenSteel i Ohio ki te hanga rino koranu, me te rino waro me te rino moroiti-koranu. Kei te whai hua te kamupene mai i te pikinga ake o te tono ahumahi me te pūngao me te taiao utu pai, ahakoa ngā whakararuraru mekameka tuku haurua-haurua e pā ana ki ngā tuku ki ngā kiritaki waea pūkoro. Kei te kite a TMST i te whakaoranga tonu i roto i ana mākete ahumahi. Ko te pikinga ake o te tono mākete mutunga me ngā mahi whakaiti utu kei te āwhina i tana mahi. Kei te whiwhi hua mai i ana mahi ki te whakapai ake i tana hanganga utu me te whai huatanga o te hanga. Ko TimkenSteel, e mau ana i te Zacks Rank #2 (Hoko), he tere tipu whiwhinga moni e tumanakohia ana he 28.9% mō te tau 2023. Kua whakahoutia te whakatau tata mō ngā whiwhinga moni o te tau 2023 mā te 97% ki runga i ngā rā 60 kua hipa.
Kei te hiahia koe ki ngā taunakitanga hou mai i a Zacks Investment Research? I tēnei rā, ka taea e koe te tango i ngā hea pai e 7 mō ngā rā 30 e whai ake nei. Pāwhiritia hei tiki i tēnei pūrongo kore utu.
Steel Dynamics, Inc. (STLD): Pūrongo Tātari Hea Koreutu
Nucor Corporation (NUE): Pūrongo Tātari Hea Koreutu
Olympic Steel, Inc. (ZEUS): Pūrongo Tātari Hea Koreutu
Timken Steel Corporation (TMST): Pūrongo Tātari Hea Koreutu
Pāwhiri ki konei hei pānui i tēnei tuhinga i runga i te Zacks.com.
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