Urwego rw’abakora ibikoresho by’icyuma rwa Zacks rwabonye izamuka rikomeye nyuma yo kuzamuka kw’ibiciro by’ibyuma ndetse n’ibiciro by’ibyuma byiza mu nzego zikomeye zikoresha ibyuma. Ubukene bwiza bw’ibyuma mu masoko akomeye arimo ubwubatsi n’imodoka ni ikibazo gikomeye ku nganda. Ibiciro by’ibyuma biracyari hejuru nubwo habayeho igabanuka riherutse, rigomba no kongera inyungu z’abakora mu nganda. Ternium SA TX, Commercial Metals Company CMC, TimkenSteel Corporation TMST na Olympic Steel, Inc. ZEUS biteguye kungukira muri ibi bihe.
Inganda za Zacks Steel Producers zikorera inganda zitandukanye zikoresha ibikoresho by'ibyuma bitandukanye birimo imodoka, ubwubatsi, ibikoresho by'ikoranabuhanga, amakontena, gupakira, imashini z'inganda, ibikoresho by'ubucukuzi bw'amabuye y'agaciro, ubwikorezi, na peteroli na gazi. Ibi bicuruzwa birimo coil n'amashuka ashyushye n'akonje, coil n'amashuka ashyushye n'agati, rebar, billet na bloom, wire rod, strip mill plate, umuyoboro usanzwe w'imiyoboro n'imiyoboro, hamwe n'ibicuruzwa by'imiyoboro. Icyuma gikorwa ahanini hakoreshejwe uburyo bubiri - blast furnace n'umuriro w'amashanyarazi. Kibonwa nk'inkingi y'ibanze mu nganda. Amasoko y'imodoka n'ubwubatsi kuva kera ni yo abaguzi benshi b'ibyuma. Cyane cyane, amazu n'ubwubatsi ni byo bikoresha cyane ibyuma, bingana na kimwe cya kabiri cy'ibikoreshwa ku isi.
Ubushyuhe bw'ibikenewe ku masoko y'ingenzi akoreshwa mu byuma: Abakora ibyuma bahagaze neza mu kungukira ku kwiyongera kw'ibikenewe ku masoko y'ingenzi akoreshwa mu byuma nk'imodoka, ubwubatsi n'imashini mu gihe cy'igabanuka rya coronavirus. Ubushyuhe bw'ibyuma bwazamutse mu gihembwe cya gatatu cya 2020 ubwo inganda zikomeye zikoresha ibyuma zongeye gukora mu gihe ifungwa n'amabwiriza ku isi byagabanutse. Inganda z'ubwubatsi zongeye kuzamuka nyuma yo kongera gukora imishinga yahagaze kubera ihungabana ry'ibicuruzwa n'ibura ry'abakozi. Ibikorwa by'ibiciro ku isoko ry'ubwubatsi ritari iry'abaturage byakomeje gukomera, bishimangira imbaraga z'urwego. Abakora ibyuma nabo biteganijwe ko bazakungukira ku bitabo by'ibiciro biri hejuru ku isoko ry'imodoka mu gice cya kabiri cya 2022 mu gihe ikibazo cy'imiti ikoreshwa mu byuma bigabanuka kandi abakora imodoka bongera umusaruro. Ubushyuhe mu rwego rw'ingufu nabwo bwarushijeho kuba bwiza ugereranyije n'izamuka ry'ibiciro bya peteroli na gazi. Imiterere myiza mu masoko akomeye iragaragaza ko ibyuma bizakenerwa neza. Ibiciro by'ibyuma biracyari hejuru kugira ngo byongera inyungu: Ibiciro by'ibyuma byazamutse cyane umwaka ushize kandi byageze ku rwego ruhanitse umwaka ushize ugereranyije n'izamuka ry'ibikenewe ku masoko y'ingenzi, ibikoresho bike n'ibikoresho by'ibyuma biri hasi mu ruhererekane rw'ibicuruzwa. Cyane cyane, ibiciro by'ibyuma muri Amerika Byazamutse cyane umwaka ushize nyuma yo kugabanuka mu myaka myinshi yatewe n'icyorezo muri Kanama 2020. Ibiciro bya HRC byarenze ku gipimo cya $1,900 kuri toni ngufi muri Kanama 2021, amaherezo bigera ku rwego rwo hejuru muri Nzeri. Ariko ibiciro byatakaje imbaraga kuva mu Ukwakira, biremerewe n'ubusabe buhamye, birushaho kunoza imiterere y'ibicuruzwa n'ubwiyongere bw'ibyuma bitumizwa mu mahanga. Kuva Uburusiya butera Ukraine, ibiciro by'ibyuma byazamutse cyane bigera hafi ku $1,500 kuri toni ngufi muri Mata 2022 bitewe n'ibibazo by'ibicuruzwa n'ubwiyongere bw'igihe cyo kubitanga. Ariko, ibiciro byasubiye inyuma, bimwe bigaragaza igihe gito cyo kubitanga n'ubwoba bw'ihungabana ry'ubukungu. Nubwo habayeho ikosora riherutse, ibiciro bya HRC biracyari hejuru y'igipimo cya $1,000 kuri toni ngufi kandi bishobora kubona inkunga iturutse ku busabe bwiza ku isoko. Mu gihe cya vuba, ibiciro biracyari byiza byitezweho kongera inyungu n'urujya n'uruza rw'amafaranga rw'abakora ibyuma, bigatera igabanuka ry'ubukungu bw'igihugu. Igabanuka ry'urwego rw'ubutaka mu gihugu ryatumye ubukungu bugabanuka. Gufunga by'agateganyo gushya Ingamba zagize ingaruka zikomeye ku bukungu bwa kabiri ku isi. Kugabanuka kw'ibikorwa by'inganda byatumye ikiguzi cy'ibyuma mu Bushinwa kigabanuka. Inganda zagize ingaruka mbi ubwo icyorezo cyongeye kugaruka mu isabwa ry'ibicuruzwa byakozwe n'urusobe rw'ibicuruzwa. Ingamba za Beijing zo kugabanya ubushyuhe ku isoko ry'imitungo, kimwe mu bice binyuze mu ngamba zo kugabanya inguzanyo, nabyo ni impungenge ku nganda z'ibyuma mu gihugu.
Inganda za Zacks Steel Producers ni zimwe mu nzego za Zacks Basic Materials. Zifite urwego rwa Zacks Industry #95 kandi ziri mu 38% bya mbere by’inganda zirenga 250 za Zacks. Urutonde rw’inganda za Zacks muri iryo tsinda, rugizwe ahanini n’impuzandengo y’urwego rwa Zacks rw’imigabane yose igize abanyamuryango, rugaragaza ahazaza heza. Ubushakashatsi bwacu bwerekana ko 50% by’inganda za mbere kuri Zacks Rank ziruta 50% byo hasi ku kigero cya 2 kuri 1. Mbere yuko tumenyekanisha imigabane imwe n’imwe ushobora gushaka gusuzuma mu ishoramari ryawe, reka turebe uko isoko ry’imigabane ryagenze vuba aha n’uko ibiciro byaryo bihagaze.
Inganda za Zacks Steel Producers zakoze nabi cyane muri Zacks S&P 500 ndetse no muri Zacks Basic Materials mu mwaka ushize. Inganda zagabanutseho 19.3% muri icyo gihe, mu gihe S&P 500 yatakaje 9.2% naho inganda muri rusange zigabanukaho 16%.
Hashingiwe ku gipimo cy’amezi 12 cy’ubucuruzi kigenda gihinduka ugereranyije n’igipimo cya EBITDA (EV/EBITDA), kikaba ari igipimo gisanzwe cyo gusuzuma ububiko bw’ibyuma, ubu uru rwego ruri ku nshuro 2.27, ari munsi y’inshuro 12.55 za S&P 500 naho inshuro 5.41 za X. Mu myaka itanu ishize, uru rwego rwagurishije ku nshuro 11.62X no hasi cyane kugeza kuri 2.19X hamwe n’igipimo cya 7.22X, nk’uko bigaragara ku mbonerahamwe iri hepfo.
Ternium: Ternium ifite icyicaro i Luxembourg ifite umwanya wa mbere muri Zacks (Strong Buy) kandi ni ikigo gikomeye muri Amerika y'Epfo gitunganya ibikoresho by'icyuma birebire n'ibinini. Biteganijwe ko izakungukira ku gukenera cyane ibikoresho by'icyuma n'ibiciro by'icyuma biri hejuru. Gukenera neza kw'abakiriya b'inganda n'isoko ry'imodoka ritera imbere bishobora gufasha ibicuruzwa byayo muri Megizike. Gukenera neza ibikoresho by'ubwubatsi nabyo byitezweho gushyigikira ibyoherezwa muri Arijantine. Ternium kandi yungukira ku gupiganwa kw'ibiciro by'inyubako zayo. Texas nayo yiyemeje kongera amafaranga no kongera imari yayo nyuma y'icyorezo. Ushobora kureba urutonde rwuzuye rw'imigabane ya Zacks iri ku mwanya wa mbere hano. Icyegeranyo cya Zacks ku nyungu za Ternium muri uyu mwaka cyavuguruwe kigera kuri 39.3% mu minsi 60 ishize. Inyungu za Texas nazo zarushije Zacks ku cyegeranyo cy'amasezerano mu bihembwe bine bya nyuma, impuzandengo ya 22.4%.
Ibyuma by'Ubucuruzi: Isosiyete y'Ibyuma by'Ubucuruzi yo muri Texas, ifite umwanya wa mbere muri Zacks, ikora, ikongera ikanagurisha ibikoresho by'ibyuma n'ibyuma, ibikoresho na serivisi bifitanye isano. Yungutse ku busabe bukomeye bw'ibyuma bukomoka ku igabanuka ry'ibikorwa by'ubwubatsi bikomeje kwiyongera ndetse n'urwego rw'imirimo mishya y'ubwubatsi yinjira mu mushinga. Ikomeje kubona ubusabe bukomeye bw'ibikoresho by'ibyuma mu masoko menshi y'inyongera. Isoko ryiza ry'ubwubatsi rishobora gushyigikira ubusabe bukomeye bw'ibyuma n'insinga muri Amerika y'Amajyaruguru. Biteganijwe ko ibicuruzwa by'ibyuma mu Burayi bizakomeza gukomera bitewe n'ubwiyongere bw'ubusabe buturuka ku masoko y'ubwubatsi n'inganda. CMC kandi ikomeje kungukirwa n'ibikorwa byayo byo kunoza imiyoboro y'itumanaho. Ifite kandi ubukungu n'imari kandi ikomeje kwibanda ku kugabanya imyenda. Isosiyete y'Ibyuma by'Ubucuruzi ifite igipimo cy'izamuka ry'inyungu cya 31.5% mu mwaka w'ingengo y'imari uyu. Icyegeranyo cya Zacks ku bwumvikane bw'inyungu za CMC mu mwaka w'ingengo y'imari uyu mwaka cyavuguruwe kigera kuri 42% mu minsi 60 ishize. Iyi sosiyete kandi yatsinze Icyegeranyo cya Zacks ku bwumvikane mu bihembwe bitatu mu bine byakurikiyeho. Ifite inyungu mpuzandengo ya 15.1% muri iki gihembwe.
Olympic Steel: Olympic Steel ifite icyicaro muri Ohio, ifite umwanya wa mbere muri Zacks, ni ikigo gikomeye gitanga serivisi z'ibyuma cyibanda ku gutunganya karuboni, irangi ripfundikiye kandi ritanduye, irangi n'isahani, aluminiyumu, irangi ry'imashini rigurisha n'ikwirakwizwa ry'ibikoresho, hamwe n'ibicuruzwa bifite ikirango gikoresha ibyuma byinshi. ZEUS yungukiye ku mwanya wayo ukomeye mu bijyanye n'amafaranga, ibikorwa byo kugabanya amafaranga akoreshwa, n'imbaraga mu bucuruzi bwayo bwa Tubing na Specialty Metals. Imiterere myiza y'isoko ry'inganda n'izamuka ry'ibikenewe byitezwe ko bizashyigikira ibicuruzwa byayo. Imbonerahamwe ikomeye y'imari y'ikigo kandi ituma ishora imari mu mahirwe yo kwiyongera kw'inyungu nyinshi. Icyegeranyo cya Zacks ku nyungu za Olympic Steel muri uyu mwaka cyavuguruwe kigera kuri 84.1% mu minsi 60 ishize. ZEUS yarenze kandi Icyegeranyo cya Zacks ku masezerano mu bihembwe bitatu muri bine byakurikiyeho. Ifite inyungu mpuzandengo ya 44.9% muri iki gihembwe.
TimkenSteel: TimkenSteel yo muri Ohio ikora ibyuma byakozwe mu buryo bwa alloy ndetse n'ibyuma bya karuboni na mikoro. Nubwo ihungabana ry'umuyoboro w'ibikoresho bya semiconductor ryagize ingaruka ku byoherezwaga ku bakiriya ba telefoni zigendanwa, sosiyete yungukiye ku gukenera cyane inganda n'ingufu ndetse n'imiterere myiza y'ibiciro. Isoko ry'inganda rya TMST rikomeje kuzamuka. Gukenera cyane ku isoko no kugabanya ibiciro nabyo byagize uruhare mu mikorere yayo. Irimo kungukirwa n'ibikorwa byo kunoza imiterere y'ibiciro no kunoza imikorere y'inganda. TimkenSteel ifite umwanya wa 2 muri Zacks (Buy) kandi byitezwe ko inyungu ziyongeraho 29.3% muri uyu mwaka. Ibigereranyo by'inyungu z'umwaka byavuguruwe ku kigero cya 9.2% mu minsi 60 ishize. TMST yatsinze ibigereranyo by'amasezerano ya Zacks muri buri gihembwe cya nyuma, ku kigereranyo cya 39.8%.
Urashaka inama nshya za Zacks Investment Research? Uyu munsi, ushobora gukuramo imigabane 7 myiza mu minsi 30 iri imbere. Kanda kugira ngo ubone iyi raporo y'ubuntu Ternium SA (TX): Raporo y'isesengura ry'imigabane ku buntu Commercial Metals Company (CMC): Raporo y'isesengura ry'imigabane ku buntu Olympic Steel, Inc. (ZEUS): Raporo y'isesengura ry'imigabane ku buntu Timken Steel Corporation (TMST): Raporo y'isesengura ry'imigabane ku buntu Kugira ngo usome iyi nkuru kuri Zacks.com, kanda hano.
Mu gice cya kabiri cy'umwaka, igitekerezo cy'isoko cyagiye kigaragara buhoro buhoro. Ubwa mbere, hari igitekerezo cy'uko impanuka ya 1H ishobora kuba iri kugabanuka, cyangwa nibura ikagera ku rwego rwo hejuru ikahagarara mbere yo kugabanuka kurushaho. Icya kabiri, hari abantu benshi bemeranya ko ubukungu bugiye kuza, mu mwaka umwe cyangwa munsi yawo. Abatari bake batekereza ko ubukungu bugiye kuza; ariko ntituzamenya neza kugeza igihe imibare y'ubwiyongere bw'izamuka rya 2012 izasohorwa mu mpera z'uku kwezi. Ibyo bivuze iki?
Itsinda ry'abarimu b'inzobere mu masomo yo kuri interineti cyangwa siporo, bakwiriye ibyiciro byose, ibikorwa by'umuco bisanzwe ku buntu, bamenyera imigenzo y'ibihugu bitandukanye, Prince Edward, Tuen Mun, Yuen Long, Tin Shui Wai, Sha Tin na Tsuen Wan!
Amakuru ya DOW JONES yanditswe na WANG Yifan Imigabane y'ikigo cy'ikoranabuhanga cyo mu Bushinwa yagabanutse i Hong Kong kuwa mbere nyuma y'uko Beijing ihanishije amande amwe mu masosiyete akomeye yo kuri interineti yo muri icyo gihugu kubera kunanirwa gukora dosiye zikwiye zo kurwanya ubujura bw'amasosiyete ku masezerano yabanje.
Izamuka ry'isoko ririmo guhura n'ikigeragezo hagati y'impungenge nshya ku Bushinwa. Umuyobozi mukuru wa Tesla, Elon Musk, atangiye guhagarika kugura Twitter.
S&P 500 yagabanutseho ibirenze 20%. Ariko ihungabana ry'isoko ry'imigabane si cyo kintu cyonyine gihangayikishije.
Bitewe n’izamuka ry’ishoramari, igihe cyiza cyo gutangira gushora imari ni ubu. Kugeza ubu muri uyu mwaka, S&P 500 na Nasdaq Composite byagabanutseho 18% na 26%, uko bikurikirana. Babitekereje, abantu batatu ba Fool.com bavuga ko Nvidia (NASDAQ: NVDA), ASML Holdings (NASDAQ: ASML), na Netflix (NASDAQ: NFLX) Ubu ari amahitamo meza ku bashoramari bashya.
Hagati aho, imigabane y’inyungu ubu ifite umusaruro mwinshi kuko umusaruro w’imigabane ujyanye n’igiciro cyayo. Altria ni ikigo gikorera muri Amerika cyane cyane gicuruza ibikomoka ku itabi bishobora kunyweshwa n’ibindi bicuruzwa by’itabi. Iyi sosiyete ifite ikirango cya Marlboro cyunguka, kimwe n’itabi rya Black & Mild n’iry’imiyoboro, hamwe n’ibicuruzwa by’itabi bidafite umwotsi nk’ibya Copenhagen na Skoal. Uretse ibyo bicuruzwa gakondo by’itabi, Altria ifitemo On!
(Bloomberg) — Ibiciro bya peteroli byaragabanutse ubwo icyizere cy’uko Ubushinwa buzongera gusaba peteroli mu gihe habayeho kugabanuka kw’ibipimo bya virusi byatwikiriye ibimenyetso by’uko isoko rikomeje kugabanuka. OutTrump, ahanini ikomoka kuri BloombergElon, yanenze Elon Musk na Twitter Deal 'yaboze' Intwaro nshya ya Putin yo kurimbura imbaga: PetroKazakhstan irashe Abe, kuki? Byose Tuzi Kugeza ubu Igerageza rya Biden ryo gushaka peteroli ya Arabiya Sawudite rigiye kugenzurwa. Ingufu za peteroli zo mu Burengerazuba bwa Texas zagabanutse zikagera ku madolari 103 kuri buri ivatiri nyuma yo kugwa mu bucuruzi butunguranye mu cyumweru gishize. Virusi
Mu gukora isesengura rya tekiniki ku mbonerahamwe z’iyi migabane, aho bikwiye, dukoresheje ibikorwa n’amanota biherutse gukorwa na TheStreet Quantitative Ratings, twarebye ku mazina atatu. Nubwo tutazavuga ku isesengura ry’ibanze, twizeye ko iyi nkuru izaha abashoramari bashishikajwe n’iyi migabane ahantu heza ho gutangirira gukora indi mirimo kuri iri zina. Best Buy iherutse kugabanuka ikagera ku manota ya C+ na TheStreet's Quant Ratings.
Reba ibikorwa bikomeye bya buri cyumweru Clearfield yabonye mu cyumweru cya nyuma cya Kamena no mu byumweru bitatu bya mbere bya Nyakanga 2020.
Shopify (NYSE: SHOP) na The Trade Desk (NASDAQ: TTD) ni imigabane myiza cyane abashoramari bashobora kugura no kubika mu myaka icumi iri imbere. Shopify imaze igihe kinini igendera ku muvuduko w'abaguzi bakoresha amafaranga menshi kuri interineti. Shopify yungukiye muri iyi nzira nk'uburyo bwo gutuma ubucuruzi bukoreshwa kuri interineti, ifasha abacuruzi kubaka imbuga zabo za interineti no kwakira amafaranga yo kwishyura kuri interineti.
Nubwo uyu mwaka wabaye mubi gute ku migabane myinshi, byarushijeho kuba bibi cyane ku bagurisha urumogi bemerewe na leta.
“Nagerageje cyane kugira ngo amabanki agarure amafaranga yabo, bityo ndibaza niba ayo mafaranga azaba ayanjye mu buryo bwemewe n’amategeko igihe icyo ari cyo cyose cyangwa igihe icyo ari cyo cyose.”
Reka itsinda ry'abashoramari risobanure ibyago, kandi benshi bashobora kuvuga ko ari ikibazo cyo gutakaza imari burundu.
Imigabane y'imodoka zikoresha amashanyarazi yariyongereye cyane nyuma ya Tesla, kuko imodoka zikoresha amashanyarazi zigenda zikoreshwa cyane. Dore abakora imodoka zikoresha amashanyarazi bakomeye.
Imigabane ya GameStop (NYSE: GME) yazamutseho 15% ku ya 7 Nyakanga nyuma y’uko inama y’ubutegetsi yemereye igabanywa ry’imigabane 4 kuri 1. Igabanywa ry’imigabane ntirizahindura agaciro k’isoko rya GameStop cyangwa agaciro k’isoko, ariko icyemezo kiracyari kimwe mu bintu bishyushye cyane kuri WallStreetBets subreddit ya Reddit. Iminsi yayo yasaga n’aho ibaze mbere y’uko GameStop itera imbere muri Reddit umwaka ushize.
Amakuru yerekeye izamuka ry’ibiciro azaba ari yo azashyirwa imbere ku bashoramari mu cyumweru kiri imbere nyuma y’uko raporo y’akazi yo muri Kamena itsinze ibyo bari biteze no guhagarika ubwoba bw’ihungabana ry’ubukungu rigiye kuba.