Gawo la Zacks Steel Producers lawona kukwera kwakukulu pambuyo poti lakhala ndi kukwera kwakukulu kwa kufunikira kwa zitsulo komanso mitengo yabwino ya zitsulo m'magawo akuluakulu ogwiritsa ntchito zitsulo. Kufunika kwabwino kwa zitsulo m'misika yayikulu kuphatikizapo zomangamanga ndi magalimoto kukuyimira vuto lalikulu kwa makampani. Mitengo yachitsulo ikadali yokwera ngakhale kuti posachedwapa yatsika, zomwe ziyeneranso kukweza phindu la osewera m'makampani. Ternium SA TX, Commercial Metals Company CMC, TimkenSteel Corporation TMST ndi Olympic Steel, Inc. ZEUS akukonzekera kupindula ndi izi.
Makampani opanga zitsulo a Zacks Steel Producers amapereka mitundu yosiyanasiyana ya mafakitale ogwiritsidwa ntchito kumapeto kwa zinthu zosiyanasiyana zachitsulo kuphatikizapo magalimoto, zomangamanga, zida zamagetsi, makontena, ma CD, makina amafakitale, zida zamigodi, mayendedwe, ndi mafuta ndi gasi. Zinthuzi zikuphatikizapo coil ndi sheet yotsekedwa ndi yozizira, hot-dip ndi galvanized coil ndi sheet, rebar, billet ndi bloom, waya wa waya, strip mill plate, standard pipe and line pipe, ndi zinthu zamakina pipe. Chitsulo chimapangidwa makamaka pogwiritsa ntchito njira ziwiri - blast furnace ndi electric arc furnace. Chimaonedwa ngati msana wa kupanga. Misika yamagalimoto ndi zomangamanga yakhala ikugula kwambiri zitsulo. Chodziwika bwino ndi chakuti, nyumba ndi zomangamanga ndiye ogula kwambiri zitsulo, zomwe zimapanga pafupifupi theka la ndalama zonse zomwe zimagwiritsidwa ntchito padziko lonse lapansi.
Kufunika kwa zinthu m'misika yofunikira kwambiri: Opanga zitsulo ali pamalo abwino oti apindule ndi kukwera kwa kufunika kwa zinthu m'misika yofunikira kwambiri ya zitsulo monga magalimoto, zomangamanga ndi makina pakati pa kuchepa kwa coronavirus. Kufunika kwa zitsulo kwawonjezeka kuyambira kotala lachitatu la 2020 pamene mafakitale akuluakulu ogwiritsa ntchito zitsulo anayambanso kugwira ntchito pamene malamulo ndi ziletso zapadziko lonse lapansi zachepa. Makampani omanga awonjezekanso pambuyo poti mapulojekiti omwe adayimitsidwa ndi kusokonekera kwa unyolo woperekera zinthu ndi kusowa kwa anthu ogwira ntchito. Ntchito zoyitanitsa zinthu m'misika yomanga yomwe si ya nyumba zakhala zolimba, zomwe zikugogomezera mphamvu ya gawoli. Opanga zitsulo akuyembekezekanso kupindula ndi mabuku apamwamba pamsika wamagalimoto mu theka lachiwiri la 2022 pamene vuto la semiconductor likuchepa ndipo opanga magalimoto akuwonjezera kupanga. Kufunika kwa zinthu m'gawo lamagetsi kwasinthanso poyerekeza ndi kukwera kwa mitengo yamafuta ndi gasi. Zochitika zabwino m'misika yayikulu zikuwonetsa bwino kufunika kwa zinthu m'zitsulo. Mitengo ya zitsulo ikadali yokwera kuti iwonjezere phindu: Mitengo ya zitsulo idakwera kwambiri chaka chatha ndipo idafika pamlingo wapamwamba chaka chatha motsutsana ndi kukwera kwa kufunika kwa zinthu m'misika yofunikira, zinthu zochepa komanso zinthu zochepa zachitsulo m'masitolo ogulitsa zinthu. Chochititsa chidwi n'chakuti, mitengo ya zitsulo ku US Chaka chatha, mitengo ya Benchmark hot rolled coil (HRC) inakwera kwambiri kuposa $1,900 pa tani imodzi mu Ogasiti 2021 ndipo potsiriza inafika pachimake mu Seputembala. Koma mitengo yachepa mphamvu kuyambira Okutobala, yolemedwa ndi kufunikira kokhazikika, kusintha kwa zinthu zomwe zilipo komanso kukwera kwa zinthu zomwe zimachokera kunja kwa chitsulo. Kuyambira pomwe Russia idaukira Ukraine, mitengo yachitsulo yakwera kwambiri ndipo yafika pafupifupi $1,500 pa tani imodzi mu Epulo 2022 chifukwa cha nkhawa za kupezeka kwa zinthu komanso nthawi yowonjezereka yotumizira. Komabe, mitengo yatsika, pang'ono kuwonetsa nthawi yochepa yotumizira ndi mantha a zachuma. Ngakhale kuti kusintha kwaposachedwa kwachitika, mitengo ya HRC ikadali pamwamba pa $1,000 pa tani imodzi ndipo ingapeze thandizo kuchokera ku kufunikira kwabwino pamsika. Posachedwapa, mitengo yabwino ikuyembekezeka kukweza phindu ndi kuyenda kwa ndalama kwa opanga zitsulo. Izi zimabweretsa kuchepa kwa chuma cha dzikolo. Kutsika kwachuma m'gawo la malo ogulitsa nyumba mdzikolo kwapangitsa kuti chuma chichepe. Kutsekedwa kwatsopano kwa lockdown Njira zoyesera zakhudzanso kwambiri chuma chachiwiri chachikulu padziko lonse lapansi. Kuchepa kwa ntchito zopangira zinthu kwapangitsa kuti kufunikira kwa zitsulo ku China kuchepe. Kupanga zinthu kwakhala kovuta pamene kubwereranso kwa kachilomboka kukukhudza kufunikira kwa zinthu zopangidwa ndi unyolo woperekera katundu. Chisankho cha Beijing chochepetsa kutentha pamsika wa malo, mwa zina kudzera mu njira zolimbikitsira ngongole, ndi nkhawanso kwa makampani azitsulo mdzikolo.
Makampani opanga Zacks Steel ndi gawo la Zacks Basic Materials. Ili ndi Zacks Industry Rank #95 ndipo ili pamwamba pa 38% mwa mafakitale opitilira 250 a Zacks. Gulu la Zacks Industry Rank, lomwe kwenikweni ndi avareji ya Zacks Ranks ya masheya onse omwe ali mamembala, likuwonetsa tsogolo labwino. Kafukufuku wathu akuwonetsa kuti 50% ya mafakitale apamwamba pa Zacks Rank akuchita bwino kwambiri kuposa 50% yotsika ndi oposa 2 mpaka 1. Tisanayambitse masheya ena omwe mungafune kuganizira mu portfolio yanu, tiyeni tiwone momwe msika wamasheya waposachedwa wagwirira ntchito komanso mtengo wake.
Makampani opanga Zacks Steel Producers sanachite bwino kwambiri pa Zacks S&P 500 komanso makampani onse a Zacks Basic Materials chaka chathachi. Makampaniwa adatsika ndi 19.3% panthawiyi, pomwe S&P 500 idataya 9.2% ndipo makampani onse adatsika ndi 16%.
Kutengera ndi chiŵerengero cha bizinesi cha miyezi 12 chomwe chili kumbuyo kwa EBITDA (EV/EBITDA), chomwe ndi chiwerengero chofala poyesa masheya achitsulo, pakadali pano gawoli likugulitsa pa nthawi 2.27, zomwe ndi zotsika kuposa nthawi 12.55 za S&P 500 ndi nthawi 5.41 za X. Pazaka zisanu zapitazi, makampaniwa agulitsa pamtengo wokwera kufika pa 11.62X ndi 2.19X ndi apakatikati a 7.22X, monga momwe zasonyezedwera pa tchati pansipa.
Ternium: Ternium yochokera ku Luxembourg ili ndi Zacks Rank #1 (Strong Buy) ndipo ndi kampani yotsogola yopanga zitsulo zazitali ndi zazitali ku Latin America. Ikuyembekezeka kupindula ndi kufunikira kwakukulu kwa zitsulo komanso mitengo yokwera yachitsulo. Kufunika kwabwino kuchokera kwa makasitomala amakampani komanso msika wabwino wamagalimoto kungathandize kutumiza kwake ku Mexico. Kufunika kwabwino kwa zipangizo zomangira kukuyembekezekanso kuthandizira kutumiza ku Argentina. Ternium imapindulanso ndi mpikisano wamitengo wa malo ake. Texas yasinthanso kuti iwonjezere ndalama ndikulimbitsa ndalama zake pambuyo pa mliriwu. Mutha kuwona mndandanda wonse wa masheya a Zacks #1 Rank a lero pano. Zacks Consensus Estimate ya ndalama za Ternium zomwe zapezeka chaka chino zasinthidwa ndi 39.3% m'masiku 60 apitawa. Ndalama za Texas zapambananso Zacks Consensus Estimate m'magawo anayi otsatira, pafupifupi 22.4%.
Zitsulo Zamalonda: Kampani ya Commercial Metals yochokera ku Texas, yokhala ndi Zacks Rank #1, imapanga, kubwezeretsanso ndikugulitsa zinthu zachitsulo ndi zitsulo, zipangizo ndi ntchito zina zokhudzana nazo. Yapindula ndi kufunikira kwakukulu kwa zitsulo chifukwa cha kuchuluka kwa ntchito zomanga zatsopano zomwe zikulowa mu projekitiyi. Ikupitilizabe kuwona kufunikira kwakukulu kwa zinthu zachitsulo m'misika yambiri yomaliza. Msika wabwino womanga ukhoza kuthandizira kufunikira kwakukulu kwa rebar ndi waya ku North America. Kugulitsa zitsulo ku Europe kukuyembekezeka kukhalabe kolimba chifukwa cha kufunikira kwakukulu kuchokera kumisika yomanga ndi mafakitale. CMC ikupitilizanso kupindula ndi kuyesetsa kwake kopititsa patsogolo maukonde. Ilinso ndi ndalama zokwanira komanso mbiri yazachuma ndipo ikupitiliza kuyang'ana kwambiri kuchepetsa ngongole. Commercial Metals ili ndi chiwongola dzanja chowonjezeka cha 31.5% cha chaka chino chachuma. Zacks Consensus Estimate ya ndalama za CMC za chaka chino chachuma yasinthidwa ndi 42% m'masiku 60 apitawa. Kampaniyo idapambananso Zacks Consensus Estimate m'magawo atatu mwa anayi otsatira. Ili ndi phindu lapakati la pafupifupi 15.1% panthawiyi.
Olympic Steel: Olympic Steel yomwe ili ku Ohio, yokhala ndi Zacks Rank #1, ndi malo otsogola operekera chithandizo chachitsulo omwe amayang'ana kwambiri kukonza kaboni, wokutidwa ndi wosapanga dzimbiri wopindidwa, coil ndi plate, aluminiyamu, tinplate yogulitsira mwachindunji ndi kugawa, komanso zinthu zopangidwa ndi zitsulo zambiri. ZEUS yapindula ndi malo ake amphamvu a ndalama, zochita zochepetsera ndalama zogwirira ntchito, komanso mphamvu m'mabizinesi ake a Tubing ndi Specialty Metals. Mikhalidwe yabwino pamsika wamafakitale komanso kufunikira kowonjezereka kukuyembekezeka kuthandizira malonda ake. Chikalata cholimba cha kampaniyo chimathandizanso kuti igwiritse ntchito mwayi wopeza phindu lalikulu. Zacks Consensus Estimate ya Olympic Steel yomwe yapeza chaka chino yasinthidwa ndi 84.1% m'masiku 60 apitawa. ZEUS yadutsanso Zacks Consensus Estimate m'magawo atatu mwa magawo anayi otsatira. Ili ndi phindu lapakati la pafupifupi 44.9% panthawiyi.
TimkenSteel: TimkenSteel yochokera ku Ohio imapanga zitsulo zopangidwa ndi alloy komanso zitsulo zopangidwa ndi kaboni ndi microalloy. Ngakhale kusokonekera kwa unyolo wa semiconductor kunakhudza kutumiza kwa makasitomala am'manja, kampaniyo idapindula ndi kufunikira kwakukulu kwa mafakitale ndi mphamvu komanso malo abwino ogulira mitengo. Msika wamafakitale wa TMST ukupitilizabe kuchira. Kufunika kwakukulu pamsika womaliza komanso zochita zochepetsera ndalama zathandiziranso kuti igwire bwino ntchito. Ikupindula ndi kuyesetsa kukonza kapangidwe ka ndalama ndi magwiridwe antchito opangira. TimkenSteel ili ndi Zacks Rank #2 (Buy) ndipo ikuyembekezeka kukweza ndalama zomwe amapeza ndi 29.3% pachaka. Ziwerengero za mgwirizano wa ndalama zomwe zapezeka chaka chino zasinthidwa ndi 9.2% m'masiku 60 apitawa. TMST yapambana Zacks Consensus Estimate mu gawo lililonse la magawo anayi otsatira, pafupifupi 39.8%.
Mukufuna upangiri waposachedwa kuchokera ku Zacks Investment Research? Lero, mutha kutsitsa masheya 7 abwino kwambiri masiku 30 otsatira. Dinani kuti mupeze lipoti laulere ili Ternium SA (TX): Lipoti la Kusanthula Masheya Kwaulere Kampani ya Zitsulo Zamalonda (CMC): Lipoti la Kusanthula Masheya Kwaulere Olympic Steel, Inc. (ZEUS): Lipoti la Kusanthula Masheya Kwaulere Timken Steel Corporation (TMST): Lipoti la Kusanthula Masheya Kwaulere Kuti muwerenge nkhaniyi pa Zacks.com, dinani apa.
Mu theka lachiwiri la chaka, malingaliro amsika pang'onopang'ono anayamba kuonekera bwino. Choyamba, pali lingaliro lakuti kugwa kwa 1H kungakhale kutsika, kapena kufika pamlingo wapamwamba ndikuyima kaye musanatsike. Chachiwiri, pali mgwirizano womwe ukukulirakulira kuti kugwa kwachuma kukubwera, m'chaka chimodzi kapena kuchepera. Lingaliro la anthu ochepa ndilakuti kugwa kwachuma kwenikweni kwatifikira; koma sitidzadziwa motsimikiza mpaka ziwerengero za kukula kwa kotala lachiwiri zitatulutsidwa kumapeto kwa mwezi uno. Kodi zikutanthauza chiyani?
Upangiri wa akatswiri ochokera kwa alangizi a pasipoti ndi ma visa aku UK kuti akuthandizeni kukonza njira iliyonse yofunsira. Konzani nthawi yokumana pa intaneti lero kuti mukakumane ndi katswiri. Malo ogwirira ntchito ali ku Lippo Center ku Admiralty. Alangizi a pasipoti ndi ma visa ali ndi zaka zambiri zokumana nazo. Utumiki waulere wolankhulana ndi munthu mmodzi, ndipo uthane nawo mukakumana. Tidzathandiza kuwona zikalata ndikutumiza zikalata ku UK.
DOW JONES NEWS WOLEMBEDWA NDI WANG Yifan Magawo a kampani yayikulu yaukadaulo yaku China adagwa ku Hong Kong Lolemba pambuyo poti Beijing yalipiritsa chindapusa makampani akuluakulu a pa intaneti mdzikolo chifukwa cholephera kupereka zikalata zoyenera zotsutsana ndi kusakhulupirika pa mapangano am'mbuyomu.
Chifukwa cha kukula kwa ndalama zomwe zikuchulukirachulukira, nthawi yabwino yoyambira kuyika ndalama ndi ino nthawi zonse. Mpaka pano chaka chino, S&P 500 ndi Nasdaq Composite zatsika ndi 18% ndi 26%, motsatana. Poganizira zimenezi, anthu atatu omwe adathandizira Fool.com akuganiza kuti Nvidia (NASDAQ: NVDA), ASML Holdings (NASDAQ: ASML), ndi Netflix (NASDAQ: NFLX) Now ndi chisankho chabwino kwambiri kwa omwe angoyamba kumene kuyika ndalama.
Musaope zoopsa, sungani kubweza kotsimikizika kwa zaka 5! Sangalalani ndi moyo, matenda aakulu komanso chitetezo cha ngozi nthawi imodzi. Kuchotsera kochepa kwa nthawi yochepa musanafike pa 31 Ogasiti, mutha kupeza kuchotsera kwa nthawi yochepa komanso kubweza kotsimikizika kwakukulu. Zogulitsa ndi zopereka zimadalira malamulo ndi zikhalidwe.
Kukwera kwa msika kukukumana ndi mayeso chifukwa cha nkhawa yatsopano yokhudza China. CEO wa Tesla Elon Musk wayamba kuchepetsa kugula kwa Twitter.
Ndalama ya S&P 500 yatsika ndi zoposa 20%. Koma kutsika kwa msika wamasheya si chinthu chokhacho chomwe muyenera kuda nkhawa nacho.
Lembetsani ku mautumiki odziwika bwino a ESG kuti mupeze mwayi wopambana khadi lamphatso la Apple Store la HK$10,000. Ndalama zomwe zimayikidwa zimaphatikiza zoopsa ndipo zopereka zimadalira malamulo ndi zikhalidwe.
Masheya a GameStop (NYSE: GME) adakwera ndi 15% pa Julayi 7 pambuyo poti bungwe lawo lavomereza kugawa magawo 4 pa 1. Kugawa magawo sikusintha mtengo wa GameStop pamsika kapena mtengo wake, koma chisankhochi chikupangitsabe kukhala chimodzi mwa mitu yodziwika kwambiri pa Reddit's WallStreetBets subreddit kachiwiri. Masiku ake ankaoneka kuti anali owerengeka GameStop isanayambe kukwera kwa Reddit chaka chatha.
(Bloomberg) — Mitengo yamafuta yatsika pamene chiyembekezo cha kufunikira kwakukulu kuchokera ku China kuchepetsa zoletsa za kachilomboka chaphimba zizindikiro za kuuma kwa msika. OutTrump, makamaka wochokera ku BloombergElon, akutsutsa Elon Musk ndi 'wowola' Twitter Deal Chida chatsopano cha Putin chowononga anthu ambiri: PetroKazakhstan akuwombera Abe, chifukwa chiyani? Zonse Zomwe Tikudziwa Mpaka Pano Kufunafuna kwa Biden mafuta aku Saudi kukuyang'aniridwa ndi zenizeni. Mafuta apakatikati aku West Texas adatsika kufika pa $103 pa mbiya imodzi atagwa mu malonda osakhazikika sabata yatha. Kachirombo
Pakadali pano, magawo a magawo tsopano ali ndi zokolola zambiri chifukwa phindu la magawo limagwirizana ndi mtengo wake. Altria makamaka ndi kampani yopanga ndi kugawa fodya yosuta ndi zina ku US. Kampaniyo ili ndi mtundu wopindulitsa wa Marlboro, komanso ndudu za Black & Mild ndi fodya wa pipe, ndi mitundu ya fodya yopanda utsi yonyowa monga Copenhagen ndi Skoal. Kuphatikiza pa fodya wachikhalidwe, mbiri ya Altria ikuphatikizapo On!
Mwa kuchita kusanthula kwaukadaulo pa matchati a masheya awa, ndipo ngati kuli koyenera, pogwiritsa ntchito zochita ndi mavoti aposachedwa kuchokera ku TheStreet Quantitative Ratings, tayang'ana kwambiri mayina atatuwa. Ngakhale sitidzalankhula za kusanthula koyambira, tikukhulupirira kuti nkhaniyi ipatsa osunga ndalama omwe ali ndi chidwi ndi masheya malo abwino oyambira kuti achite ntchito zina pa dzinalo. Best Buy posachedwapa yatsitsidwa kufika pa C+ rating ndi TheStreet's Quant Ratings.
Onani zochitika zazikulu zomwe Clearfield adawona sabata yatha ya Juni ndi masabata atatu oyamba a Julayi 2020.
Tiyeni gulu la osunga ndalama lifotokoze zoopsa, ndipo ambiri anganene kuti ndi chiopsezo cha kutayika kwa ndalama kwamuyaya.
Shopify (NYSE: SHOP) ndi The Trade Desk (NASDAQ: TTD) ndi masheya abwino kwambiri omwe amalonda angagule ndi kusunga m'zaka khumi zikubwerazi. Shopify yakhala ikuyenda bwino kwambiri kwa ogula omwe amagwiritsa ntchito ndalama zambiri pa intaneti. Shopify yapindula ndi izi ngati njira yopezera malonda pa intaneti, kuthandiza amalonda kupanga mawebusayiti awoawo ndikulandila malipiro apaintaneti.
Nawa masheya abwino kwambiri aku China oti mugule ndikuwonera mu Julayi. Ziyembekezo zatsopano zolimbikitsa ndi ndalama zothandizira pa EV zimathandiza masheya aku China, koma kodi kuletsa kumeneku kwatha?
Lumikizanani ndi mabizinesi omwe ali pampikisano waukulu wamakampani oyambira ku Asia kuti malingaliro anu agulitsidwe mwachangu
"Ndayesetsa kwambiri kuti mabanki abweze ndalama zawo, kotero ndikudabwa ngati ndalamazo zidzakhala zanga mwalamulo nthawi iliyonse kapena nthawi ina."
Lachitatu, US Bureau of Labor Statistics idatulutsa mndandanda wake wa mitengo ya ogula wa June, ndipo Federal Reserve idzatulutsa buku lake lachisanu la Beige Book of the Year.
Mu nthawi ya kukwera kwa mitengo ya zinthu komanso kukula kwachuma pang'onopang'ono, monga momwe tikuonera panopa, pali chinthu chimodzi chomwe amalonda angadalire, ndipo ndicho kudalirika kwa magawo a magawo kuti athandizire ma portfolio awo. Oyang'anira chuma ku Hartford Funds adaphunzira momwe S&P 500 imagwirira ntchito kuyambira 1930 ndipo adapeza kuti magawo a magawo adapereka 40% ku phindu lonse la index kwa zaka 91. M'zaka makumi ambiri zomwe zakhala zikudziwika ndi kutsika kwachuma komanso nkhondo zapadziko lonse lapansi, kuchepa kwachuma ndi miliri, magawo nthawi zonse akhala akupereka phindu labwino.