Chikamu cheVagadziri vesimbi cheZacks chakaona kukwira kwakasimba mushure mekutakura mutoro wekudzoreredzwa kwekudiwa uye mitengo yakanaka yesimbi muzvikamu zvikuru zvinoshandisa simbi. Kudiwa kwakanaka kwesimbi mumisika mikuru inosanganisira kuvaka nemotokari kunomiririra dambudziko guru kuindasitiri. Mitengo yesimbi ichiri yakakwira kunyangwe kuderera kwazvino, izvo zvinofanirawo kuwedzera purofiti yevatambi veindasitiri. Ternium SA TX, Commercial Metals Company CMC, TimkenSteel Corporation TMST neOlympic Steel, Inc. ZEUS vakagadzirira kubatsirwa nemafambiro aya.
Indasitiri yeZacks Steel Producers inoshanda nemaindasitiri akasiyana-siyana ekushandisa zvigadzirwa zvesimbi zvinosanganisira mota, kuvaka, midziyo yemagetsi, makontena, kurongedza, michina yeindasitiri, michina yekuchera migodhi, kutakurwa, uye mafuta negesi. Zvigadzirwa izvi zvinosanganisira coil nesheet zvinoputika zvinotonhora, coil nesheet zvinopisa zvinodzika uye zvinotonhora, rebar, billet nemaruva, wire rod, strip mill plate, standard pipe neline pipe, uye zvigadzirwa zvemachina pipe. Simbi inonyanya kugadzirwa uchishandisa nzira mbiri - blast furnace ne electric arc furnace. Inoonekwa semusimboti wekugadzira. Misika yemotokari nekuvaka yagara iri vatengi vesimbi vakawanda. Zvinonyanya kukosha kuti dzimba nekuvaka ndizvo zvinoshandisa simbi zvakanyanya, zvichiita hafu yezvese zvinoshandiswa pasi rose.
Kudiwa kwakanyanya mumisika mikuru yekushandisa simbi: Vagadziri vesimbi vakagadzirira kubatsirwa nekuwedzera kwekudiwa mumisika mikuru yekushandisa simbi yakadai semotokari, kuvaka uye michina pakati pekuderera kwe coronavirus. Kudiwa kwesimbi kwakawedzera kubva muchikamu chechitatu cha2020 sezvo maindasitiri makuru anoshandisa simbi akatangazve kushanda sezvo lockdown yepasi rose uye zvirambidzo zvakaderera. Indasitiri yekuvaka yakawedzerazve mushure mekutangazve mapurojekiti akamiswa nekukanganiswa kwecheni yekupa uye kushomeka kwevashandi. Mabasa eodha mumusika wekuvaka asiri ekugara akaramba akasimba, zvichisimbisa simba riripo muchikamu ichi. Vagadziri vesimbi vanotarisirwawo kubatsirwa nemabhuku ekutengesa mota akakwira muchikamu chechipiri cha2022 sezvo dambudziko re semiconductor richiderera uye vagadziri vemotokari vachiwedzera kugadzirwa. Kudiwa muchikamu chesimba kwakavandudzikawo zvichienderana nemitengo yemafuta negesi iri kukwira. Mafambiro akanaka mumisika mikuru anoratidza zvakanaka kudiwa kwesimbi. Mitengo yesimbi inoramba yakakwira kuwedzera purofiti: Mitengo yesimbi yakadzoka zvakanyanya gore rapfuura uye yakasvika padanho repamusoro gore rapfuura zvichienderana nekuwedzera kwekudiwa mumisika mikuru, zvinhu zvishoma uye zvinhu zvesimbi zvakaderera mucheni yekupa. Zvikuru, mitengo yesimbi yeUS yakakwira zvakanyanya gore rapera mushure mekudonha kusvika padanho repasi mumakore akawanda rakakonzerwa nedenda muna Nyamavhuvhu 2020. Mitengo yeBenchmark hot rolled coil (HRC) yakakwira ne $1,900 pahuwandu hwematani mapfupi muna Nyamavhuvhu 2021 uye pakupedzisira yakakwira munaGunyana. Asi mitengo yarasikirwa nesimba kubva muna Gumiguru, ichiremerwa nekudiwa kwakagadzikana, kuvandudza mamiriro ekuwanikwa uye kuwedzera kwesimbi inopinzwa kunze kwenyika. Kubva pakapinda muUkraine neRussia, mitengo yesimbi yakawedzera zvakanyanya uye yakakwira kusvika pamadhora angangoita $1,500 patani mapfupi muna Kubvumbi 2022 nekuda kwekunetseka nezvekuwanikwa uye kuwedzera kwenguva dzekutumirwa. Zvisinei, mitengo yadzoka shure, zvichiratidza nguva pfupi dzekutumirwa uye kutya kudzikira kwehupfumi. Pasinei nekugadziriswa kwekuderera kwazvino, mitengo yeHRC ichiri pamusoro pe $1,000 patani mapfupi uye inogona kuwana rutsigiro kubva kudiwa kwakanaka kwemusika wekupedzisira. Munguva pfupi iri kutevera, mitengo yakanaka ichiri kutarisirwa kuwedzera purofiti uye kufamba kwemari kwevagadziri vesimbi. zvichikonzera kudzikira kwehupfumi hwenyika. Kudzikira kwechikamu chezvivakwa munyika kwakaita kuti hupfumi hudzikire. Kuvharirwa kutsva. Matanho aya akanganisawo hupfumi hwechipiri pakukura pasi rose. Kudzikira kwemabasa ekugadzira kwaita kuti kudiwa kwesimbi muChina kudzikire. Kugadzirwa kwezvinhu kwave kukanganiswa sezvo kumukazve kwehutachiona kuri kukanganisa kudiwa kwezvinhu zvakagadzirwa uye nzira dzekutengesa. Danho reBeijing rekuderedza kupisa mumusika wezvivakwa, pamwe nematanho ekusimbisa zvikwereti, idambudzikowo kuindasitiri yesimbi yenyika.
Indasitiri yeZacks Steel Producers chikamu chechikamu chakakura cheZacks Basic Materials. Ine Zacks Industry Rank #95 uye iri pakati pe38% yepamusoro pemaindasitiri anopfuura 250 eZacks. Zacks Industry Rank yeboka iri, iyo iri avhareji yeZacks Ranks yemasheya ese ari nhengo, inoratidza ramangwana rakajeka riri mberi. Tsvagiridzo yedu inoratidza kuti 50% yepamusoro yemaindasitiri ari paZacks Rank anopfuura 50% yepasi nekupfuura 2 kusvika 1. Tisati taunza mamwe masheya amungada kufunga nezvawo muportfolio yenyu, ngatitarisei mashandiro emusika wemasheya munguva pfupi yapfuura uye kukosha kweindasitiri.
Indasitiri yeZacks Steel Producers haina kubudirira zvakanyanya muZacks S&P 500 pamwe neindasitiri yeZacks Basic Materials mugore rapfuura. Indasitiri iyi yakaderera ne19.3% munguva iyi, nepo S&P 500 yakarasikirwa ne9.2% uye indasitiri yese yakadonha ne16%.
Zvichibva pachiyero chebhizinesi chemwedzi gumi nemiviri chiri shure kwechiyero cheEBITDA (EV/EBITDA), icho chiri chiyero chinowanzoonekwa pakuongorora masheya esimbi, chikamu ichi parizvino chiri kutengeserana ne2.27 times, izvo zviri pasi peS&P 500's 12.55 times uye indasitiri iyi ine 5.41 times X. Mumakore mashanu apfuura, indasitiri iyi yakatengesa ne11.62X uye ne2.19X nepakati pe7.22X, sezvakaratidzwa pachati iri pazasi.
Ternium: Ternium iri muLuxembourg ine Zacks Rank #1 (Strong Buy) uye inotungamira mukugadzira zvigadzirwa zvesimbi zvakatsetseka nezvirefu muLatin America. Inotarisirwa kubatsirwa nekudiwa kwakanyanya kwezvigadzirwa zvesimbi uye mitengo yakakwira yesimbi. Kudiwa kwakanaka kubva kuvatengi vemaindasitiri uye musika wemotokari uri nani zvinogona kubatsira kutumira kwayo muMexico. Kudiwa kwakanaka kwezvinhu zvekuvaka kunotarisirwawo kutsigira kutumira muArgentina. Ternium inobatsirwawo nemitengo inokwikwidzana yezvivakwa zvayo. Texas yakawedzerawo kuwedzera mari uye kusimbisa mari yayo mushure medenda. Unogona kuona runyorwa rwakazara rwemasheya eZacks #1 Rank nhasi pano. Zacks Consensus Estimate yemari yaTernium yegore razvino yakagadziridzwa yakakwira ne39.3% mumazuva makumi matanhatu apfuura. Mari yakawanikwa neTexas yakundawo Zacks Consensus Estimate muzvikamu zvina zviri shure, avhareji ye22.4%.
Commercial Metals: Commercial Metals iri kuTexas, ine Zacks Rank #1, inogadzira, inodzokorodza uye inotengesa zvigadzirwa zvesimbi nesimbi, zvinhu zvine chekuita nazvo uye masevhisi. Yakabatsirwa nekudiwa kwakasimba kwesimbi zvichibva pakukura kwekusashanda zvakanaka uye huwandu hwemabasa matsva ekuvaka ari kupinda muchirongwa. Inoramba ichiona kudiwa kwakasimba kwezvigadzirwa zvesimbi mumisika yakawanda yekupedzisira. Musika wekuvaka wakanaka ungangotsigira kudiwa kwakasimba kwe rebar ne wire rod muNorth America. Kutengeswa kwesimbi muEurope kunotarisirwa kuramba kwakasimba nekuda kwekuwedzera kwekudiwa kubva mumisika yekuvaka neyemaindasitiri. CMC inoramba ichibatsirwawo nekuedza kwayo kuri kuenderera mberi kwekugadzirisa network. Inewo huwandu hwakasimba hwemari uye hupfumi uye inoramba ichitarisa pakuderedza chikwereti. Commercial Metals ine mwero wekukura kwemari unotarisirwa we31.5% mugore razvino remari. Zacks Consensus Estimate yemari yeCMC yegore razvino remari yakagadziridzwa yakakwira ne42% mumazuva makumi matanhatu apfuura. Kambani iyi yakakundawo Zacks Consensus Estimate muzvikamu zvitatu zvezvikamu zvina zviri shure. Ine avhareji yekudzoka kunoshamisa kweinenge 15.1% munguva ino.
Olympic Steel: Olympic Steel iri kuOhio, ine Zacks Rank #1, inzvimbo inotungamira mukugadzira simbi inotarisa pakugadzira kabhoni, yakaputirwa uye isina ngura, coil neplate, aruminiyamu, tinplate yekutengesa zvakananga uye kugovera, uye zvigadzirwa zvine simbi yakawanda. ZEUS yakabatsirwa nenzvimbo yayo yakasimba yekuwandisa kwemari, zviito zvekuderedza mari yekushandisa, uye simba mumabhizinesi ayo eTubing neSpecialty Metals. Mamiriro emusika wemaindasitiri akavandudzwa uye kudiwa kuri kudiwa kunotarisirwa kutsigira kutengesa kwayo. Bhizinesi rakasimba rekambani rinoibvumirawo kuisa mari mumikana yekukura ine purofiti yakakwira. Zacks Consensus Estimate yemari inowanikwa neOlympic Steel mugore razvino yakagadziridzwa yakakwira ne84.1% mumazuva makumi matanhatu apfuura. ZEUS yadarikawo Zacks Consensus Estimate muzvikamu zvitatu zvezvikamu zvina zviri shure. Ine avhareji yekudzoka kunoshamisa kweinenge 44.9% munguva ino.
TimkenSteel: TimkenSteel iri muOhio inogadzira simbi dzakasanganiswa pamwe chete nesimbi dzine kabhoni ne microalloy. Kunyangwe kukanganiswa kwe semiconductor supply chain kwakakanganisa kutumira kune vatengi vemafoni, kambani yakabatsirwa nekudiwa kwakanyanya kwemaindasitiri nesimba uye mamiriro emitengo akanaka. Musika wemaindasitiri weTMST uri kuramba uchidzoka. Kudiwa kwakanyanya kwemusika wekupedzisira uye zviito zvekuderedza mitengo zvakabatsirawo mukushanda kwayo. Iri kubatsirwa nekuedza kuvandudza chimiro chemitengo uye kushanda zvakanaka kwekugadzira. TimkenSteel ine Zacks Rank #2 (Buy) uye inotarisirwa kuwedzera mari inowanikwa ne29.3% mugore. Kufungidzirwa kwemari inowanikwa mugore razvino kwakagadziridzwa ne9.2% mumazuva makumi matanhatu apfuura. TMST yakakunda Zacks Consensus Estimate mune imwe neimwe yezvikamu zvina zviri shure, neavhareji ye39.8%.
Unoda mazano matsva kubva kuZacks Investment Research?Nhasi, unogona kudhawunirodha masheya manomwe akanakisa emazuva makumi matatu anotevera. Dzvanya kuti uwane mushumo uyu wemahara Ternium SA (TX): Mushumo weKuongorora Masheya Emahara Commercial Metals Company (CMC): Mushumo weKuongorora Masheya Emahara Olympic Steel, Inc. (ZEUS): Mushumo weKuongorora Masheya Emahara Timken Steel Corporation (TMST): Mushumo weKuongorora Masheya Emahara Kuti uverenge chinyorwa ichi paZacks.com, tinya pano.
Muhafu yechipiri yegore, pfungwa yemusika yakava pachena zvishoma nezvishoma. Chekutanga, pane pfungwa yekuti kudonha kwe1H kungave kuri kudzikira, kana kuti kuri kudzika zvishoma nezvishoma uye kumira kusati kwawedzera. Chechipiri, pane kubvumirana kuri kukura kwekuti kudzikira kuri kuuya, mugore rimwe chete kana pasi. Maonero evashoma ndeekuti kudzikira kwechokwadi kuri patiri; asi hatizozivi zvechokwadi kusvika nhamba dzekukura kwekota yechipiri dzaburitswa gare gare mwedzi uno. Zvinorevei
Mazano ehunyanzvi kubva kuvanopa mazano emapasipoti nemavhiza kuUK kuti akubatsire kugadzirisa maitiro ega ega ekunyorera. Ronga musangano online nhasi kuti usangane nenyanzvi. Nzvimbo yemasangano iri muLippo Center muAdmiralty. Vanopa mazano emapasipoti nemavhiza vane ruzivo rwemakore akawanda. Basa rekutaurirana mahara, uye kugadzirisa kana masangana. Tichabatsira mukutarisa magwaro uye kutumira magwaro kuUK.
DOW JONES NHAU DZEMUNYAYA NA WANG Yifan Migove yekambani yetekinoroji yekuChina yakadonha muHong Kong neMuvhuro mushure mekunge Beijing yabhadharisa mamwe emakambani makuru einternet munyika iyi nekuda kwekutadza kuita magwaro akakodzera ekurwisa kusavimbika pamusoro pezvibvumirano zvekare.
Nekuda kwekuwedzera kwekuwedzera kwekudyara mari, nguva yakanaka yekutanga kudyara mari ndeyenguva dzose. Kusvika parizvino gore rino, S&P 500 neNasdaq Composite zvakaderera ne18% ne26%, zvichiteerana. Nekuda kweizvozvo, vatatu vanopa Fool.com vanofunga kuti Nvidia (NASDAQ: NVDA), ASML Holdings (NASDAQ: ASML), uye Netflix (NASDAQ: NFLX) Iye zvino isarudzo yakanaka kune vanoisa mari vatsva.
Usatya njodzi, pinda mukati kwemakore mashanu ekudzoka kwakavimbiswa! Nakidzwa nehupenyu, kurwara kwakanyanya uye dziviriro yetsaona panguva imwe chete. Zvidzikiso zvenguva pfupi usati wasvika Nyamavhuvhu 31, unogona kuwana zvidzikiso zveprimiyamu zvenguva pfupi uye kudzoka kwakawedzerwa kwakavimbiswa. Zvigadzirwa nezvipo zvinoenderana nemitemo nemamiriro.
Kukwira kwemusika kwakatarisana nemuedzo pakati pekunetsekana kutsva nezveChina. Mukuru weTesla Elon Musk anotanga kumisa kutenga kweTwitter.
S&P 500 yadonha neanopfuura 20%. Asi kudzikira kwemusika wemasheya handicho chinhu chega chekunetseka nacho.
Nyorera kune masevhisi ekudyara eESG akasarudzwa uye uve nemukana wekuhwina kadhi rechipo reHK$10,000 reApple Store. Kudyara mari kunosanganisira njodzi uye zvinopihwa zvinoenderana nemitemo nemamiriro ezvinhu.
Migove yeGameStop (NYSE: GME) yakakwira ne15% musi wa7 Chikunguru mushure mekunge bhodhi rayo rabvumidza kupatsanurwa kwemasheya mana pa1. Kupatsanurwa kwemasheya hakuzochinje mutengo wemusika weGameStop kana kukosha kwayo, asi sarudzo iyi ichiri kuita kuti ive imwe yenyaya dzinonyanya kufarirwa paWallStreetBets subreddit zvakare. Mazuva ayo airatidzika kunge akaverengeka GameStop isati yatanga kukwidziridzwa neReddit gore rapfuura.
(Bloomberg) — Mitengo yemafuta yakadzikira sezvo mukana wekuti kudiwa kwakawanda kubva kuChina kuwedzere kudzikira kwezvirambidzo zvehutachiona wakadzikira zviratidzo zvekusimba kwemusika. OutTrump, kunyanya kubva kuBloombergElon, anoshora Elon Musk uye 'akaora' Twitter Deal Chombo chitsva chaPutin chekuparadza vanhu vazhinji: PetroKazakhstan inopfura Abe, sei? Zvese Zvatinoziva Kusvika Pari Zvino Kutsvaga kwaBiden oiri yeSaudi kwatarisana nekuongororwa kwechokwadi. West Texas Intermediate crude yakaderera kusvika pamadhora zana nematatu pabhare mushure mekudonha mukutengeserana kusina kugadzikana svondo rapfuura. Virus
Zvichakadaro, migove yedividendi ikozvino ine goho rakakura nekuti goho remasheya rinoenderana nemutengo waro. Altria inonyanya kugadzira uye kugovera zvigadzirwa zvefodya zvinosvuta nezvimwe zvigadzirwa zvefodya. Kambani iyi ine mhando yeMarlboro ine mari yakawanda, pamwe neBlack & Mild cigar and pipe tobacco, uye mhando dzefodya dzisina utsi dzakanyorova dzakadai seCopenhagen neSkoal. Kuwedzera kune zvigadzirwa zvefodya zvechinyakare, portfolio yeAltria inosanganisira On!
Nekuita ongororo yehunyanzvi pamachati emasheya aya, uye pazvinenge zvakakodzera, tichishandisa chiito chazvino uye mareti kubva kuTheStreet Quantitative Ratings, takatarisa mazita matatu aya. Kunyange zvazvo tisingazotauri nezvekuongorora kwakakosha, tinotarisira kuti chinyorwa chino chichapa vanoisa mari vanofarira masheya nzvimbo yakanaka yekutanga kuita mamwe mabasa epamba pazita racho. Best Buy ichangobva kudzikiswa kusvika paC+ rating neTheStreet's Quant Ratings.
Tarisa chiitiko chakasimba chevhiki nevhiki chakaonekwa naClearfield muvhiki yekupedzisira yaChikumi nemavhiki matatu ekutanga aChikunguru 2020.
Regai boka revanoisa mari ritsanangure njodzi, uye vazhinji vangati injodzi yekurasikirwa nemari zvachose.
Shopify (NYSE: SHOP) neThe Trade Desk (NASDAQ: TTD) imasheya akanaka kwazvo anogona kutengwa nevanoisa mari mumakore gumi anotevera. Shopify yave ichipfuura nevatengi vachishandisa mari yakawanda online. Shopify yabatsirwa nemaitiro aya senzira yekubatsira vatengesi kuvaka mawebhusaiti avo uye kugamuchira mari dzepamhepo.
Heano masheya akanakisa ekuChina ekutenga nekutarisa muna Chikunguru. Tariro dzekukurudzira kutsva uye rubatsiro rwemagetsi zvinobatsira masheya ekuChina, asi kudzvanywa kwapera here?
Shanda pamwe chete nemabhizinesi ari mumakwikwi ekutanga eAsia kuti mazano ako akurumidze kutengeswa
"Ndakaedza zvakasimba kuti mabhanga adzoserwe mari yavo, saka ndiri kufunga kana mari iyoyo ichizove yangu zviri pamutemo chero nguva."
NeChitatu, US Bureau of Labor Statistics yakaburitsa indekisi yayo yemitengo yevatengi yaChikumi, uye Federal Reserve ichaburitsa Bhuku rayo rechishanu reBeige Book of the year.
Munguva dzekukwira kwemitengo uye kukura kwehupfumi kunoderera, senge zvatiri kusangana nazvo parizvino, pane chimwe chinhu chinogona kuvimbwa nacho nevanoisa mari, icho ndechekuvimbika kwemasheya edividend kutsigira maportfolio avo. Vatariri vezvinhu kuHartford Funds vakadzidza mashandiro eS&P 500 kubvira muna 1930 uye vakaona kuti madividend akapa 40% kumari yese yeindex mumakore makumi mapfumbamwe nerimwe. Mumakumi emakore akaratidzirwa nekuderera kwemitengo nehondo dzepasi rose, kudzikira kwehupfumi nedenda, madividend agara achiburitsa zvibereko zvakanaka.