Kambani yeOlympic Steel Inc. (NASDAQ: ZEUS) iri kuwedzera bhizinesi rayo nekutenga makambani ane hukama nezvikamu zvebhizinesi rayo. Mari yainowana yakawedzera mugore rapfuura nekuda kwekutengesa zvinhu zvakawanda, asi munguva pfupi yapfuura Olympic Steel yakasangana nematambudziko nekuda kwekuderera kwemitengo yesimbi, izvo zvakaita kuti zvinhu zvayo zviderere. Mutengo wemasheya wakakwira kupfuura S&P 500 neDow Jones Industrial Metals & Mining index (DJUSIM) neanopfuura 30%. Mutengo wemasheya wakakwira kupfuura S&P 500 neDow Jones Industrial Metals & Mining index (DJUSIM) neanopfuura 30%. Цена акций превысила индекс S&P 500 uye Dow Jones Industrial Metals & Mining (DJUSIM) более чем на 30%. Mutengo wemasheya wakakwira kupfuura S&P 500 neDow Jones Industrial Metals & Mining (DJUSIM) neanopfuura 30%. Акции торгуются более чем на 30% выше индекса S&P 500 и промышленного индекса Dow Jones Industrial Metals & Mining (DJUSIM). Masheya aya anotengeswa nemitengo inodarika 30% kupfuura S&P 500 neDow Jones Industrial Metals & Mining (DJUSIM).
Kunyange hazvo Olympic Steel yakaratidza hukama hwakasimba nemutengo wesimbi panguva yekukura kwesimbi kwakatanga panguva yedenda reCOVID-19, mubvunzo ikozvino ndewekuti kambani iyi inogona here kuramba ichikura uye kurega machira ayo achitungamira divi, kwete mhepo.
Kunyange hazvo kambani iyi iri kutenga zvakanaka mumamiriro ezvinhu akajairwa, handina kwandakarerekera panyaya yekuderera kwehupfumi kuripo kusvika mitengo yezvinhu yadzokera padanho rakajairika, panosvika kupera kwegore.
Olympic Steel, Inc., kambani diki yeveruzhinji ine mari inosvika US$293.77 miriyoni pamusika, inzvimbo yekushandira simbi inogadzira nekutengesa simbi muUnited States. Kambani iyi ine mabhizinesi matatu akasiyana;
Mafurati esimbi akasarudzika neMafurati ecarbon: Mapurati maviri aya anowanzo batanidzwa nekuda kwehunhu hwakafanana hwezviwanikwa zvinoshandiswa nepuratifomu mbiri idzi, zvichikonzera kugovaniswa kwemari. Sekureva kwemushumo wegore negore wekambani, zvigadzirwa zvemapatifomu ese ari maviri zvinochengetwa munzvimbo dzakajairika, uye mune dzimwe nzvimbo zvinogadziriswa pamidziyo inogovaniswa. Zvigadzirwa zvecarbon flat uye zvikamu zvesimbi zvakakosha zvakawana mari yakawanda yeOlympic Steel, zvichiita 55% & 29% yemari muMRQ. Zvigadzirwa zvecarbon flat uye zvikamu zvesimbi zvakakosha zvakawana mari yakawanda yeOlympic Steel, zvichiita 55% & 29% yemari muMRQ.Zvikamu zveCarbon Flat neSpecialty Metals ndizvo zvakawana mari yakawanda yeOlympic Steel, zvichiita kuti ive 55% uye 29% yemari yeMRQ.Zvikamu zvecarbon flats nesimbi dzakakosha ndizvo zvinotora chikamu chikuru chemari inowanikwa neOlympic Steel, zvichiita 55% uye 29% yemari inowanikwa neMRQ, zvichiteerana.
Chikamu cheCarbon & Specialty Sheets chinosanganisira nzvimbo makumi matatu nenhatu dzekuchenesa nekutengesa zvinhu muUS uye chimwe chiri muMonterrey, Mexico.
Chikamu chechitatu chekambani, Tubular Products, chine zvivakwa zvisere uye chinopa 16% yemari inowanikwa neMRQ. Kambani iri kuchinja zvishoma nezvishoma kutarisa kuchikamu chesimbi dzakakosha, uye zviri pachena kubva pamari inowanikwa pagore kuti mari inowanikwa kubva kuzvigadzirwa zvisina kusimba yakawedzera. Kusiyana neizvi, kugadzirwa kwemapaipi nezvigadzirwa zvemapaipi kwakadzikira.
Mabasa emakambani anonyanya kupihwa nevagadziri vemichina yemumaindasitiri, vagadziri vemotokari, vagadziri vemichina yemagetsi uye vagadziri vemichina yekurima.
Vatengi vanonyanya kukosha vekambani iyi vagadziri vemichina yemumaindasitiri, iyo inodarika 27.4% yezvinhu zvakatengeswa neMRQ. Mamwe manhamba akakodzera anoratidzwawo mutafura iri pazasi.
MunaGunyana 2021, Olympic Steel yakatengesa bhizinesi rayo reDetroit kuVenture Steel Inc. nemadhora $58.4 miriyoni pamwe nekubhadhara mari yekushanda inosvika $13.5 miriyoni kuti ivharwe kutanga kwa2022. Izvi zvinoratidza kuvandudzika kwemari inobva mukudyara mari mumashoko ayo emari, ayo akaderera neanopfuura 50% kubva pamadhora $28.1 miriyoni muna 2020 kusvika pakurasikirwa kwese kwemadhora $13.5 miriyoni pakupera kwa2021.
"Tichiri kutarisa pane hurongwa hwedu hwenguva refu hwekuwedzera kusiyanisa bhizinesi redu, kupa purofiti inoramba iripo uye kuwedzera kukosha kwevane migove. Mari inowanikwa kubva mukutengeswa kwebhizinesi reDetroit ichashandiswa kuderedza chikwereti, zvichikonzera kuchinjika kukuru kwekutenga organic uye kuisa mari muzvirongwa zvekukura uye otomatiki."
Mumakore mashoma apfuura, Olympic Steel yakachinja pfungwa dzayo kubva pakugadzira zvinhu zvinogadzira kabhoni kuenda kuzvinhu zvakagadzirwa nesimbi. Inotsvaga kubatanidza vagadziri vanoshandisa simbi zvakanyanya mubhizinesi rayo nekutenga makambani ari muindasitiri imwe chete.
Mashandiro eDetroit akatarisana nekuparadzira ma "carbon flats" kumakambani emota dzemuno nevatengesi vawo, kunyanya muchikamu che "carbon flats". Olympic Steel inoshuma kuti pasi pe3% yekutengesa kwavo kunobva kumakambani emota kana vagadziri vezvikamu zvemota.
Mushure mekunge Detroit yatengesa zvinhu zvine chekuita necarbon, Olympic Steel yakashandisa imwe yemari yakawanikwa kutenga rimwe bhizinesi rekuparadzira simbi dzisina ngura nearuminiyamu, Shaw Stainless Steel & Alloy, Inc., nemadhora $12.1 miriyoni. Mushure mekunge Detroit yatengesa zvinhu zvine chekuita necarbon, Olympic Steel yakashandisa imwe yemari yakawanikwa kutenga rimwe bhizinesi rekuparadzira simbi dzisina ngura nearuminiyamu, Shaw Stainless Steel & Alloy, Inc., nemadhora $12.1 miriyoni. Сразу после продажи Детройта, ориентированного на выбросы углерода, Olympic Steel использовала часть выручки от продажи для приобрепение продаже нержавеющей стали и алюминия, Shaw Stainless Steel & Alloy, Inc., за 12,1 миллиона долларов. Mushure mekutengeswa kweDetroit inotungamirirwa nekabhoni, Olympic Steel yakashandisa chikamu chemari yakawanikwa kubva mukutengeswa uku kutenga mumwe mutengesi wesimbi isina ngura nearuminiyamu, Shaw Stainless Steel & Alloy, Inc., nemadhora mamiriyoni gumi nemaviri.在底特律以碳為中心的业务出售后，Olympic Steel 使用部分出售收益以1210 万美元收购了另一家不锈钢和锈钢和锈锡公平和锡话Alloy, Inc..在 底 特律 以 碳 為的 业务 出售 后 , olympic simbi 使用 出售 收益 以 1210 万 美元 了 另 一 锈 钆 锈 钆 锈 钆 锈 锡 锋企业 Shaw Stainess Steel & Alloy, Inc .. После продажи своего углеродоориентированного бизнеса в Детройте Olympic Steel использовала часть выручки от продажи для приобретения, Inc. дистрибьютора нержавеющей стали и алюминия, за 12,1 миллиона долларов. Mushure mekutengeswa kwebhizinesi rayo rekutengesa kabhoni muDetroit, Olympic Steel yakashandisa chikamu chemari yakawanikwa pakutengesa kutenga Shaw Stainless Steel & Alloy, Inc., imwe kambani inopa simbi isina ngura nearuminiyamu, nemadhora mamiriyoni gumi nemaviri. Muna 2019, Olympic Steel yakatengawo Action Stainless & Alloys nemadhora $19.5 miriyoni. Muna 2019, Olympic Steel yakatengawo Action Stainless & Alloys nemadhora $19.5 miriyoni. В 2019 году Olympic Steel также приобрела Action Stainless & Alloys за 19,5 миллионов долларов. Muna 2019, Olympic Steel yakatengawo Action Stainless & Alloys nemadhora mamiriyoni gumi nemapfumbamwe nehafu ($19.5 miriyoni). 2019 年，Olympic Steel 还以1950 万美元收购了Action Stainless & Alloys. 2019 年，Olympic Steel 还以1950 万美元收购了Action Stainless & Alloys. В 2019 году Olympic Steel также приобрела Action Stainless & Alloys за 19,5 млн долларов. Muna 2019, Olympic Steel yakatengawo Action Stainless & Alloys nemadhora mamiriyoni gumi nemapfumbamwe nehafu ($19.5 miriyoni).Saizvozvowo, pakutanga kwegore ra2018, Olympic Steel yakatenga Berlin Metal, imwe yenzvimbo huru dzebasa muNorth America, iyo inogadzira nekutengesa tinplate yepamusoro uye strip yesimbi isina tsvina muchimiro chesloted coils.
Kuwana hupfumi hwakawanda uye kuwedzera huwandu hwemabhizinesi ayo kuburikidza nekutenga kwave kuri chinhu chakanyanya kutariswa neOlympic Steel mumakore mashanu apfuura uye yakawana makambani anopfuura mashanu, kusanganisira mana mumakore mashanu apfuura. Kutenga uku kunoratidza pachena kuti Olympic Steel ine chinangwa chekutarisa pakuwedzera nekusiyanisa huwandu hwemabhizinesi ayo uye kuderedza kutenderera kwemabhizinesi aripo.
Kudiwa kweChina kwatove kwakaoma mwedzi uno uye tinogona kuona kuderera zvishoma nezvishoma pamakambani ekuAmerica. Mitengo yesimbi nesimbi yayo huru yakachinja-chinja panguva yekuvharirwa muShanghai, asi yakaratidza kudzikira kwekutanga kwemwedzi uno, sekureva kweCNBC. Allied Market Research inofungidzira kuti musika wesimbi dzakakosha uchakura paCAGR ye3.50% kusvika pamadhora mabhiriyoni mazana maviri nemakumi manomwe nematanhatu panosvika gore ra2031. Kufungidzira uku kwekukura kunoita sekunge kwakagadzikana kukambani diki yakaita seOlympic Steel Inc.
Mitengo yemasheya muzvikamu zvakawanda zvesimbi, zvemigodhi uye zvemidziyo yakakwira uye ingangoramba ichikwira chero bedzi huwandu hwe inflation hwakakwira kupfuura zvaitarisirwa hukataurwa. Nekuda kweizvozvo, mutengo weZEUS wakakwira pamadhora makumi maviri nemanomwe mugore rapfuura, nekukwirira kwemavhiki makumi mashanu nemaviri kuri pamusoro pemadhora makumi mana nematatu.
Varimi vava kutsvaga kuisa mari muzvikamu zvakasimba zvebhizinesi iri, izvo zvinogona kutsungirira nguva dzakaoma kana vakazviwana vari munzvimbo ine njodzi. Zvinhu zvakakosha, mabharanzi ane hutano uye kuwanda kwemari zvichave zvimwe zvezvinhu zvakakosha kuti urambe uchitarisa mumamiriro ezvinhu akaoma emusika sezvo kukwira kwemitengo kungasaratidze chinzvimbo chaicho chekambani.
Kambani iyi yakashuma kuti MRQ EPS ye$3.10, ichipfuura fungidziro ne$0.84, zvichiunza chiyero chemutengo-ku-mari inowanikwa che2.06 mumwedzi gumi nemiviri yapfuura. Chiyero ichi chemutengo-ku-mari inowanikwa chiri nani zvikuru pane vanokwikwidza, chichiita avhareji ye11.76x. Saizvozvowo, zviyero zvese zvakakosha zvakaderera zvakanyanya kana tichienzanisa nevamwe vavo, neavhareji yekudzikiswa pazviyero zvese ye70%, zvichiratidza mukana wekuwedzera wemitengo yeOlympic Steel.
Pamusoro pezvo, muna Chivabvu 2022, Bhodhi reVatungamiriri rakabvumidza kubhadharwa kwemugove we $0.09 pachikamu chimwe nechimwe kune vagovani vakanyoreswa kubva musi wa1 Chikumi 2022, waifanira kubhadharwa musi wa15 Chikumi 2022.
Saizvozvowo, 35% ROE ne13% ROTA zvinoratidza kushandiswa kuri nani kwezviwanikwa kupfuura indasitiri, zvinopfuura kaviri huwandu hwepakati hweindasitiri hwe12.86% ne5.22%.
Ndinotarisira kuti huwandu hwezvinhu zviri mudura huchadzikira muchikamu chechitatu chegore ra2022 nekuda kwekuderera kwakanyanya kwemitengo yesimbi munguva pfupi yapfuura. Kusvika pari zvino, mutengo uye simba rezvinhu zvakabatana. Kana zvinhu zvekutanga zvikaramba zvakasimba, zvingave zvisina rusaruro uye zvine musoro kufunga kuti masheya madiki achaunza purofiti yakanaka mukufamba kwenguva.
Chinhu chinokosha ndechekuti chiyero chechikwereti cheOlympic Steel chakakwira zvikuru pa73.41%, chikwereti chayo chikuru chichionekwa sechikwereti chenguva refu chakachengetedzwa, kunyange zvazvo chakaderera ne5.83% gore negore, kubva pamadhora mamiriyoni mazana matatu nemakumi matanhatu kusvika pamadhora mamiriyoni mazana matatu nemakumi matatu nemapfumbamwe (339 miriyoni) chiri muMRQ.
Olympic Steel yakasaina chibvumirano chechikwereti chemadhora mazana mana nemakumi mashanu nemashanu emamiriyoni neBank of America (BAC) muna 2017, icho chinopera muna Zvita 2022. Chibvumirano ichi chinowedzera chikwereti chemadhora mazana mana nemakumi manomwe nemashanu emamiriyoni chemakore mashanu chiripo kusvika muna Chikumi 2026, chakachengetedzwa zvakanyanya nezvinhu zvekambani, zvinhu zviri mudura, pfuma nemidziyo. Mari iyi inosanganisira nzira dzekuwedzera dzinosvika mamiriyoni mazana maviri emadhora.
Sekambani iri muindasitiri inotenderera, Olympic Steel inotarisana nenjodzi huru yehurongwa hwemagetsi. Kuwanda uku kwakaita kuti kambani iwane beta yakakwira pa1.51, zvichikonzera kusagadzikana kwakanyanya.
Maumbirwo emari yekambani anofanira kunge akaenzana, zviri nani kuti chikwereti chikuru chekambani chive nemari shoma yemari, zvichibatsirwa nemitengo yakaderera yemubereko usati watanga kuderera kwemari.
Fitch anotarisira kuti mitengo yesimbi yepasi rose ichadzikira muna 2022 kana mitengo yepasi rose yapera kukwira.
Kunze kweChina, US iri kusara kumashure zvikuru nevanokwikwidza vayo pasi rose mukutangazve kugona kwayo kugadzira mushure mekukanganiswa kweCovid-19 uye kudzikiswa kwekugadzirwa. Zvichitevera, Fitch inotarisira kuti zvigadzirwa zveUS zvichatangazve mumwedzi iri kuuya uye zvinhu zvinopinzwa kunze kwenyika zvichavandudzika, zvichikonzera kugadzikana zvishoma nezvishoma kwemitengo yesimbi yeUS muna 2022.
Olympic Steel iri kushanda nesimba kuwedzera bhizinesi rayo munyika nekunze kwenyika, asi kana kambani iyi ichitarisira kukwikwidzana nevatambi vakuru mumakore anotevera, inofanirwa kuwedzera bhizinesi rayo, iro rinotarisirwa kukura nemutengo wepamusoro wegore kupfuura simbi dzinokosha, kana 3.5%. Olympic Steel ine mukana wekuwedzera kukosha kwemasheya, izvo zvinoita kuti kuisa mari mukambani kuve njodzi huru uye mubairo nekuda kwemari yayo shoma yemusika.
Zvichitevera nhoroondo yekambani iyi, yakatora matanho akashinga ekuwana nekuwedzera bhizinesi rayo. Asi ikozvino inguva yekuti Olympic Steel ideredze chikwereti chayo uye ichichipazve mari kusvika padanho rakanaka, uko kuchinja kwemari inowanikwa nemari inofanira kudzikira nekufamba kwenguva kuti irambe ichikura zvakanaka.
Zvichienderana nekushanduka-shanduka kwemusika kuripo iye zvino uye mamiriro eindasitiri iyo Olympic Steel inoshanda mairi, tinogona kuona mugwagwa wakaoma mberi. Zvinhu zvikuru zvakaita sekuwedzera kwemitengo yemitengo, kuvharirwa kweChina nekuda kweCOVID uye kushushikana kwehupfumi zvakawedzera kusagadzikana kwemusika, zvikandiita kuti ndione Olympic Steel se "kumira" kusvika zvinhu zvagadzikana uye pave nekugadzikana.
Kuzivisa: Ini/Isu hatina nzvimbo dzemasheya, sarudzo kana zvimwe zvakafanana zvemakambani ataurwa uye hatirongi kutora nzvimbo dzakadaro mukati memaawa makumi manomwe nemaviri anotevera. Kuzivisa Hukama hweBhizinesi: Nyaya iyi yakanyorwa neHaider Arshad Research uye yakaongororwa uye yakatumirwa naVaWalid Tariq.