Makampani a Zacks Steel Producers ali okonzeka kukweranso pakufunika kwa magalimoto, msika waukulu, pomwe vuto la semiconductor limachepa pang'onopang'ono ndipo opanga ma automaker akukweza kupanga.Ndalama zazikuluzikulu zoyendetsera ntchito zimathandiziranso makampani azitsulo aku US.Mitengo yazitsulo ingathenso kuthandizidwa ndi kukonzanso kufunikira ndi kugwiritsira ntchito ndalama zowonongeka.Msika wokhazikika wosakhazikika womanga nyumba komanso kufunikira kwathanzi m'malo amagetsi kumayimiranso zovuta zamakampani.Osewera ochokera kumakampani monga Nucor Corporation NUE, Steel Dynamics, Inc. STLD, TimkenSteel Corporation TMST ndi Olympic Steel, Inc. ZEUS ali bwino kuti apindule kuchokera kuzinthu izi.
Za Makampani
Makampani a Zacks Steel Producers amagwiritsa ntchito mafakitale ambiri omaliza monga magalimoto, zomangamanga, zida, chidebe, zonyamula, makina a mafakitale, zida zamigodi, zoyendera, mafuta ndi gasi okhala ndi zitsulo zosiyanasiyana.Zogulitsazi zimaphatikizapo makola ndi mapepala otenthedwa ndi ozizira, zoviikidwa ndi malata ndi mapepala, zitsulo zolimbitsa, mapepala ndi maluwa, ndodo za waya, mbale za mphero, chitoliro chokhazikika ndi mzere, ndi mankhwala opangira chubu.Chitsulo chimapangidwa makamaka pogwiritsa ntchito njira ziwiri - Blast Furnace ndi Electric Arc Furnace.Imawonedwa ngati msana wamakampani opanga zinthu.Misika yamagalimoto ndi zomangamanga m'mbiri yakale yakhala ikugwiritsa ntchito kwambiri zitsulo.Zochititsa chidwi, gawo la nyumba ndi zomangamanga ndilomwe limagwiritsa ntchito kwambiri zitsulo, zomwe zimagwiritsa ntchito pafupifupi theka la zinthu zonse zomwe zimagwiritsidwa ntchito padziko lonse lapansi.
Kodi Tsogolo la Makampani Opanga Zitsulo Ndi Chiyani?
Kufunika Kwamphamvu M'misika Yaikulu Yogwiritsa Ntchito Mapeto: Opanga zitsulo akuyembekezeka kupindula kuchokera pakufunidwanso m'misika yayikulu yogwiritsira ntchito zitsulo monga magalimoto, zomangamanga ndi makina kuchokera pakugwa kotsogozedwa ndi coronavirus.Akuyembekezeka kupindula ndi kusungitsa kwapamwamba kwambiri pamsika wamagalimoto mu 2023. Kufuna kwazitsulo pamagalimoto kukuyembekezeka kuyenda bwino chaka chino chifukwa cha kuchepa kwapadziko lonse kwa tchipisi ta semiconductor komwe kudalemera kwambiri pamakampani amagalimoto pafupifupi zaka ziwiri.Zogulitsa zotsika komanso kufunikira kwa pent-up zitha kukhala zothandizira.Ntchito zoyitanitsa pamsika womanga nyumba zosakhalamo zimakhalanso zamphamvu, kutsimikizira mphamvu yamakampaniyi.Kufunika kwa gawo lamagetsi kwakweranso chifukwa chakukwera kwamitengo yamafuta ndi gasi.Kubwezeretsa Magalimoto, Kugwiritsa Ntchito Zida Zothandizira Mitengo ya Zitsulo: Mitengo yazitsulo idawona kusintha kwakukulu padziko lonse lapansi mu 2022 monga mkangano wa Russia-Ukraine, kukwera mtengo kwamagetsi ku Europe, kukwera kwamitengo yamitengo, kukwera kwa chiwongola dzanja komanso kutsika kwapang'onopang'ono kwa msika ku China chifukwa cha kutsika kwamphamvu kwa msika wa COVID-19.Makamaka, mitengo yazitsulo yaku US idatsika itafika pafupifupi $1,500 pa tani yaifupi mu Epulo 2022 chifukwa cha nkhawa zomwe zidachokera kunkhondo yaku Russia-Ukraine.Mitengo ya benchmark hot-rolled coil (“HRC”) idakwera kufika pafupi ndi $600 pa mulingo wochepa wa matani mu Novembala 2022. Kutsika kwapansi kukuwonetsa kucheperako komanso kuopa kugwa kwachuma.Komabe, mitengo yapeza thandizo mochedwerapo kuchokera ku kukwera mtengo kwamitengo ya zitsulo zaku US komanso kuyambiranso kwakufunika.Kuwonjezeka kwa kufunikira kwa magalimoto kukuyembekezekanso kulimbikitsa mitengo yachitsulo chaka chino.Ntchito yaikulu yachitukuko cha zomangamanga ikuyeneranso kukhala chothandizira makampani azitsulo aku America ndi mitengo ya US HRC mu 2023. Kugwiritsa ntchito ndalama zazikuluzikulu za federal kudzakhala ndi phindu pamakampani azitsulo a US, chifukwa cha kukwera kwamtengo wapatali kwa katundu. .Kutseka kwatsopano kukuwononga kwambiri chuma chachiwiri padziko lonse lapansi.Kutsika kwapang'onopang'ono kwa ntchito zopanga zinthu kwadzetsa kuchepa kwa kufunikira kwa zitsulo ku China.Gawo lopanga zinthu lafika pachimake chifukwa kuyambiranso kwa kachilomboka kwasokoneza kufunikira kwa zinthu zopangidwa ndi zinthu zopangira.China yawonanso kuchepa m'magawo onse omanga ndi katundu.Makampani ogulitsa nyumba mdziko muno akumana ndi zovuta kwambiri chifukwa chotseka mobwerezabwereza.Kuyika ndalama m'gawoli kwatsika kwambiri m'zaka makumi atatu.Kutsika kwapang'onopang'ono m'magawo ofunikira ogwiritsira ntchito zitsulozi kukuyembekezeka kuvulaza kufunikira kwachitsulo pakanthawi kochepa.
Maudindo Amakampani a Zacks Akuwonetsa Zomwe Zikuyembekezeka
Makampani a Zacks Steel Producers ndi gawo la Zacks Basic Materials Sector.Imanyamula Zacks Industry Rank #9, yomwe imayika pamwamba pa 4% ya mafakitale a Zacks oposa 250. Gulu la Zacks Industry Rank, lomwe kwenikweni ndilo chiwerengero cha Zacks Rank la masheya onse a mamembala, limasonyeza chiyembekezo chowala chapafupi.Kafukufuku wathu akuwonetsa kuti 50% yapamwamba ya mafakitale omwe ali ndi Zacks amaposa 50% yapansi ndi chiwerengero cha 2 mpaka 1. Tisanayambe kupereka zochepa zomwe mungafune kuziganizira pazochitika zanu, tiyeni tiwone momwe ntchito yamalonda yamalonda ikugwiritsidwira ntchito ndi chithunzi cha mtengo.
Sector Outperforms Sector ndi S&P 500
Makampani a Zacks Steel Producers achita bwino kwambiri kuposa gulu la Zacks S&P 500 komanso gawo lalikulu la Zacks Basic Materials mchaka chathachi. Makampani apeza 2.2% panthawiyi poyerekeza ndi kuchepa kwa S&P 500 ndi 18% komanso kutsika kwa gawo lalikulu ndi 3.2%.
Kuwerengera Kwamakono Kwamakampani
Pamaziko a chiŵerengero chotsatira cha EBITDA (EV/EBITDA) cha miyezi 12, chomwe chimagwiritsidwa ntchito kawirikawiri poyesa zitsulo zamtengo wapatali, makampaniwa akugulitsa pa 3.89X, pansi pa S&P 500's 11.75X ndi 7.85X. X komanso pakatikati pa 6.71X, monga tchati chomwe chili pansipa chikuwonetsa.

 
4 Opanga Zitsulo Amagulitsa Kuti Muyang'ane Kwambiri
Nucor: Charlotte, NC-based Nucor, sporting a Zacks Rank #1 (Strong Buy), amapanga zitsulo ndi zitsulo zopangidwa ndi zipangizo zogwirira ntchito ku United States, Canada ndi Mexico.Kampaniyo ikupindula ndi mphamvu pamsika womanga nyumba zosakhalamo.Ikuwonanso kusintha kwazinthu zamagetsi zolemera, zaulimi komanso misika yamagetsi ongowonjezera.Nucor ikuyeneranso kupindula kuchokera ku mwayi wochuluka wamsika kuchokera kuzinthu zake zoyendetsera bwino ntchito zake zomwe zikukula kwambiri.NUE imakhalabe yodzipereka kuti iwonjezere mphamvu zopanga, zomwe ziyenera kuyendetsa kukula ndi kulimbikitsa malo ake monga opanga mtengo wotsika mtengo.Zopeza za Nucor zimagonjetsa Zacks Consensus Estimate m'magawo atatu mwa magawo anayi otsiriza.Ili ndi chodabwitsa chotsatira cha magawo anayi apakati pa 3.1%, pafupifupi.Chiyerekezo cha Zacks Consensus cha 2023 cha NUE chasinthidwa 15.9% kukwera m'masiku 60 apitawa.Mutha kuwona mndandanda wathunthu wama stock amasiku ano a Zacks #1 Pano.

Steel Dynamics: Wochokera ku Indiana, Steel Dynamics ndiwotsogola opanga zitsulo komanso okonzanso zitsulo ku United States, amasewera Zacks Rank #1.Ikupindula ndi chilimbikitso champhamvu pantchito yomanga yosakhalamo motsogozedwa ndi ntchito yabwino yamakasitomala.Steel Dynamics ikuchitanso ma projekiti angapo omwe akuyenera kuwonjezera mphamvu zake ndikukulitsa phindu.STLD ikukulitsa ntchito zake pa Sinton Flat Roll Steel Mill.Ndalama zomwe zakonzedwa pakupanga mphero yatsopano ya aluminiyamu yotsika kwambiri ya carbon low-carbon-rolled ikupitilizanso kukula kwake.Chiyembekezo chogwirizana pazachuma cha Steel Dynamics cha 2023 chasinthidwanso 36.3% m'masiku 60 apitawa.STLD idagonjetsanso Zacks Consensus Estimate pazachuma chilichonse mwa magawo anayi omwe adatsata, pafupifupi 6.2%.

 
Zitsulo za Olimpiki: Zitsulo za Olympic zochokera ku Ohio, zonyamula Zacks Rank #1, ndi malo otsogola azitsulo omwe amayang'ana kwambiri kugulitsa ndi kugawa mpweya wopangidwa, wokutidwa komanso wosapanga dzimbiri wopindika, chitsulo chachitsulo ndi mbale, aluminiyamu, mbale ya malata, ndi zinthu zodziwika bwino zachitsulo.Imapindula ndi mphamvu zake zokhala ndi ndalama zambiri, zochita zochepetsera ndalama zogwirira ntchito, komanso mphamvu zamapaipi ake ndi machubu ndi mabizinesi apadera azitsulo.Kupititsa patsogolo msika wamafakitale komanso kufunikira kowonjezereka kukuyembekezeka kuthandizira kuchuluka kwake.Mapepala amphamvu a kampaniyi amalolanso kuti agwiritse ntchito mwayi wopeza ndalama zambiri. The Zacks Consensus Estimate for Olympic Steel's 2023 zomwe amapeza zasinthidwanso ndi 21.1% m'masiku 60 apitawa.ZEUS yadutsanso Zacks Consensus Estimate m'magawo atatu mwa anayi omwe akutsatira.Panthawiyi, yapereka ndalama zodabwitsa pafupifupi 25.4%.

 
TimkenSteel: TimkenSteel yochokera ku Ohio imapanga zitsulo zopangidwa ndi alloy, komanso carbon ndi micro-alloy steel.Kampaniyo ikupindula ndi kufunikira kwakukulu kwa mafakitale ndi mphamvu komanso malo abwino amitengo, ngakhale kusokonezeka kwa ma semiconductor supply-chain chain kumakhudza kutumiza kwa makasitomala am'manja.TMST ikuwona kupitilizabe kuchira m'misika yake yamafakitale.Kufuna kwapamwamba kwa msika wotsiriza ndi ntchito zochepetsera mtengo zikuthandiziranso ntchito yake.Ikupindula kuchokera ku zoyesayesa zake zokonzanso mtengo wake ndi kupanga bwino.TimkenSteel, yonyamula Zacks Rank #2 (Buy), ili ndi chiyembekezero cha kukula kwa malipiro a 28.9% a 2023. Chiyembekezo chogwirizana cha 2023 chapindula chasinthidwa 97% pamwamba pa masiku 60 apitawo.
Mukufuna malingaliro aposachedwa kwambiri kuchokera ku Zacks Investment Research?Lero, mutha kutsitsa Masheya 7 Abwino Kwambiri Pamasiku 30 Otsatira.Dinani kuti mupeze lipoti ili laulere
Steel Dynamics, Inc. (STLD) : Lipoti la Free Stock Analysis Report
Nucor Corporation (NUE): Lipoti la Free Stock Analysis Report
Olympic Steel, Inc. (ZEUS) : Lipoti la Free Stock Analysis
Timken Steel Corporation (TMST): Lipoti la Free Stock Analysis
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