Icandelo labavelisi bentsimbi iZacks libone ukunyuka okukhulu emva kokuthwala ubunzima bokubuyela kwemfuno kunye namaxabiso entsimbi alungileyo kumacandelo amakhulu asebenzisa intsimbi. Imfuno esempilweni yentsimbi kwiimarike eziphambili kubandakanya ulwakhiwo kunye neemoto imele umngeni kushishino. Amaxabiso entsimbi ahlala ephezulu nangona kukho ukurhoxa kwakutshanje, okuya kunyusa inzuzo yabadlali beli shishini. ITernium SA TX, Commercial Metals Company CMC, TimkenSteel Corporation TMST kunye neOlympic Steel, Inc. ZEUS zikulungele ukuxhamla kwezi ndlela.
Ishishini labavelisi bentsimbi iZacks likhonza uluhlu olubanzi lwamashishini asetyenziswa ngokupheleleyo kwiimveliso ezahlukeneyo zentsimbi kuquka iimoto, ulwakhiwo, izixhobo, izikhongozeli, ukupakisha, oomatshini bemizi-mveliso, izixhobo zemigodi, uthutho, kunye neoyile negesi. Ezi mveliso ziquka i-coil kunye neshiti eqengqelekayo eshushu nebandayo, i-hot-dip kunye ne-galvanized coil kunye neshiti, i-rebar, i-billet kunye ne-bloom, i-wire rod, i-strip mill plate, i-standard pipe kunye ne-line pipe, kunye neemveliso zepayipi zoomatshini. Intsimbi iveliswa kakhulu ngeendlela ezimbini - i-blast furnace kunye ne-electric arc furnace. Ibonwa njengomqolo wokuvelisa. Iimarike zeemoto kunye nezokwakha bezisoloko zingabathengi abakhulu bentsimbi. Okuphawulekayo kukuba, izindlu kunye nolwakhiwo zezona bathengi baninzi bentsimbi, ezimalunga nesiqingatha sexabiso lilonke lokusetyenziswa kwihlabathi liphela.
Ubunzulu bemfuno kwiimarike eziphambili zokusetyenziswa: Abavelisi bentsimbi bakwindawo entle yokuxhamla kwimfuno ekhulayo kwiimarike eziphambili zokusetyenziswa kwentsimbi ezifana neemoto, ulwakhiwo kunye noomatshini phakathi kokwehla kwe-coronavirus. Imfuno yentsimbi inyukile kwikota yesithathu ka-2020 njengoko amashishini amakhulu asebenzisa intsimbi aqala ukusebenza njengoko ukuvalwa kwehlabathi kunye nemiqathango iyancipha. Ishishini lokwakha liphinde landa emva kokuqalisa kwakhona iiprojekthi ezithintelwe kukuphazamiseka kwekhonkco lokubonelela kunye nokunqongophala kwabasebenzi. Imisebenzi ye-odolo kwimarike yokwakha engeyoyasekhaya ihlale iqinile, igxininisa amandla angundoqo ale candelo. Abenzi bentsimbi kulindeleke ukuba bazuze kwiincwadi eziphezulu ze-odolo kwimarike yeemoto kwisiqingatha sesibini sika-2022 njengoko ingxaki ye-semiconductor iyancipha kwaye abenzi bezithuthi bonyusa imveliso. Imfuno kwicandelo lamandla nayo iphucukile ngokuchasene nemeko yokunyuka kwamaxabiso eoyile negesi. Iindlela ezilungileyo kwiimarike ezinkulu zithembisa imfuno yentsimbi. Amaxabiso entsimbi ahlala ephezulu ukunyusa imida yenzuzo: Amaxabiso entsimbi abuyele kwimeko yesiqhelo kunyaka ophelileyo kwaye afikelele kumanqanaba arekhodiweyo kunyaka ophelileyo ngokuchasene nemeko yokubuyela kwimeko yemfuno kwiimarike eziphambili, izinto ezixinzelelweyo kunye neempahla zentsimbi eziphantsi kulo lonke uthotho lokubonelela. Okuphawulekayo kukuba, amaxabiso entsimbi yase-US Inyuke yaya kutsho kwinqanaba eliphezulu kunyaka ophelileyo emva kokwehla kwiminyaka emininzi ngenxa yobhubhane ngo-Agasti 2020. Amaxabiso eBenchmark hot rolled coil (HRC) adlule kwi-$1,900 ngenqanaba le-short ton ngo-Agasti 2021 kwaye ekugqibeleni afikelela kwincopho ngoSeptemba. Kodwa amaxabiso alahlekelwe ngamandla ukusukela ngo-Okthobha, esindwa yimfuno ezinzileyo, ephucula iimeko zokubonelela kunye nokunyuka kokungeniswa kwentsimbi. Ukusukela ekuhlaselweni yiRashiya e-Ukraine, amaxabiso entsimbi abuyele phezulu kakhulu kwaye anyuke afikelela phantse kwi-$1,500 nge-short ton ngo-Epreli 2022 ngenxa yenkxalabo yokubonelela kunye namaxesha okwanda kokuhanjiswa. Nangona kunjalo, amaxabiso abuyele umva, ngokuyinxenye ebonisa amaxesha okuhanjiswa amafutshane kunye noloyiko lokudodobala koqoqosho. Nangona kukho ukulungiswa kokwehla kwakutshanje, amaxabiso e-HRC ahlala ngaphezulu kwenqanaba le-$1,000 nge-short ton kwaye anokufumana inkxaso kwimfuno esempilweni yemarike. Kwixesha elifutshane, kulindeleke ukuba amaxabiso alungileyo anyuse inzuzo kunye nokuhamba kwemali kwabavelisi bentsimbi. Oku kukhokelela ekucothweni koqoqosho lwelizwe. Ukuwa kwecandelo lezindlu zelizwe kukhokelele ekucothweni koqoqosho. Ukuvalwa kwezindlu okutsha amanyathelo nawo achaphazele kakhulu uqoqosho lwesibini ngobukhulu kwihlabathi. Ukuhla kwemisebenzi yokuvelisa kukhokelele ekuncipheni kwemfuno yentsimbi yaseTshayina. Ukuveliswa kwemveliso kuye kwachaphazeleka njengoko ukuphinda kuvele intsholongwane kuchaphazela imfuno yeempahla ezenziweyo kunye neekhonkco zokubonelela. Isenzo saseBeijing sokunciphisa ubushushu kwimarike yezindlu, ngokuyinxenye ngamanyathelo okuqinisa iikhredithi, sikwayinkxalabo kushishino lwentsimbi yelizwe.
Ishishini labavelisi bentsimbi iZacks liyinxalenye yecandelo elibanzi leZacks Basic Materials. Linesikhundla seshishini iZacks #95 kwaye likwi-38% ephezulu yemizi-mveliso iZacks engaphezu kwama-250. Isikhundla seshishini iZacks seqela, esimalunga nomndilili weZacks Ranks kuzo zonke izitokhwe ezingamalungu, sikhomba kwikamva eliqaqambileyo elizayo. Uphando lwethu lubonisa ukuba ama-50% aphezulu emizi-mveliso kwiZacks Rank adlula ama-50% asezantsi ngaphezulu kwe-2 ukuya kwi-1. Ngaphambi kokuba sazise ezinye izitokhwe onokuthi ufune ukuziqwalasela kwipotifoliyo yakho, makhe sijonge ukusebenza kwemarike yesitokhwe yakutshanje kunye noxabiso lweshishini.
Ishishini labavelisi bentsimbi iZacks alisebenzanga kakuhle kwiZacks S&P 500 nakwishishini leZacks Basic Materials kulo nyaka uphelileyo. Eli shishini lehle nge-19.3% kweli xesha, ngelixa iS&P 500 ilahlekelwe yi-9.2% kwaye eli shishini liphela lehle nge-16%.
Ngokusekelwe kwixabiso leshishini elingaphantsi kweenyanga ezili-12 ukuya kwi-EBITDA (EV/EBITDA), eliyi-multiple eqhelekileyo yokuvavanya amasheya esinyithi, eli candelo ngoku lirhweba ngamaxesha angama-2.27, aphantsi kune-S&P 500's 12.55 amaxesha kunye ne-5.41 amaxesha eshishini angama-X. Kwiminyaka emihlanu edlulileyo, eli shishini lirhwebe phezulu ukuya kwi-11.62X kwaye liphantsi njenge-2.19X kunye nomyinge we-7.22X, njengoko kubonisiwe kwitshathi engezantsi.
ITernium: ITernium eseLuxembourg ineZacks Rank #1 (Strong Buy) kwaye ngumvelisi ophambili wemveliso yentsimbi ethe tyaba nende eLatin America. Kulindeleke ukuba izuze kwimfuno enamandla yeemveliso zentsimbi kunye namaxabiso aphezulu entsimbi. Imfuno esempilweni evela kubathengi bemizi-mveliso kunye nemarike yeemoto ephucukileyo inokunceda ukuthunyelwa kwayo eMexico. Imfuno esempilweni yezixhobo zokwakha nayo kulindeleke ukuba ixhase ukuthunyelwa eArgentina. ITernium ikwazuza kukhuphiswano lweendleko lwezakhiwo zayo. ITexas ikwatshintshele ekwandiseni ulwelo kwaye yomeleze imali yayo emva kobhubhane. Ungalujonga uluhlu olupheleleyo lwezabelo zeZacks #1 Rank zanamhlanje apha. I-Zacks Consensus Estimate yengeniso yeTernium yangoku ihlaziywe nge-39.3% kwiintsuku ezingama-60 ezidlulileyo. Ingeniso yeTexas ikwayibethe iZacks Consensus Estimate kwiikota ezine ezilandelanayo, umyinge we-22.4%.
IiMetals zoRhwebo: I-Commercial Metals eseTexas, eneZacks Rank #1, ivelisa, iphinda isebenzise kwaye ithengise iimveliso zentsimbi nezesinyithi, izixhobo kunye neenkonzo ezinxulumene noko. Izuze kwimfuno enamandla yentsimbi evela kwi-backlog ekhulayo kunye nenqanaba lomsebenzi omtsha wokwakha ongena kwiprojekthi. Iyaqhubeka nokubona imfuno enamandla yeemveliso zentsimbi kwiimarike ezininzi zokugqibela. Imarike yokwakha esempilweni inokuthi ixhase imfuno enamandla ye-rebar kunye neentambo zocingo eMntla Melika. Intengiso yentsimbi eYurophu kulindeleke ukuba ihlale iqinile ngenxa yemfuno ekhulayo evela kwiimarike zokwakha kunye nezemizi-mveliso. I-CMC ikwaqhubeka nokufumana inzuzo kwimizamo yayo yokuphucula inethiwekhi eqhubekayo. Ikwanayo neprofayili eqinileyo yemali kunye nezezimali kwaye iyaqhubeka nokugxila ekunciphiseni amatyala. I-Commercial Metals inezinga lokukhula kwengeniso elilindelekileyo le-31.5% kulo nyaka-mali wangoku. I-Zacks Consensus Estimate yengeniso yonyaka-mali wangoku ye-CMC ihlaziywe nge-42% kwiintsuku ezingama-60 ezidlulileyo. Le nkampani ikwayigqithile i-Zacks Consensus Estimate kwisithathu kwezine ezisemva. Inembuyekezo engumndilili engalindelekanga ye-15.1% ngeli xesha.
I-Olympic Steel: I-Olympic Steel ese-Ohio, eneZacks Rank #1, liziko leenkonzo zesinyithi eliphambili eligxile ekucubunguleni ikhabhoni, i-coated kunye ne-stainless flat rolled, i-coil kunye ne-plate, i-aluminium, i-tinplate yokuthengisa kunye nokusasazwa ngokuthe ngqo, kunye neemveliso ezinophawu lwesinyithi. I-ZEUS izuze kwindawo yayo enamandla yokuthengiswa kwemali, amanyathelo okunciphisa iindleko zokusebenza, kunye namandla kumashishini ayo e-Tubing kunye ne-Specialty Metals. Iimeko zemarike yemizi-mveliso eziphuculweyo kunye nokunyuka kwemfuno kulindeleke ukuba kuxhase intengiso yayo. Ibhalansi eqinileyo yenkampani ikwavumela ukuba ityale imali kumathuba okukhula okuphezulu. I-Zacks Consensus Estimate yengeniso ye-Olympic Steel yangoku ihlaziywe nge-84.1% kwiintsuku ezingama-60 ezidlulileyo. I-ZEUS ikwadlule i-Zacks Consensus Estimate kwisithathu kwezine ezilandelelanayo. Inembuyekezo engumndilili emalunga ne-44.9% ngeli xesha.
I-TimkenSteel: I-TimkenSteel ese-Ohio ivelisa iintsimbi ezixutyiweyo kunye neentsimbi zekhabhoni kunye ne-microalloy. Nangona ukuphazamiseka kwe-semiconductor supply chain kuchaphazele ukuthunyelwa kwabathengi abaphathwayo, inkampani izuze kwimfuno ephezulu yemizi-mveliso kunye namandla kunye nemeko entle yamaxabiso. Imarike yemizi-mveliso ye-TMST iyaqhubeka nokubuyela kwimeko yesiqhelo. Imfuno ephezulu yemarike yokugqibela kunye nezenzo zokunciphisa iindleko nazo zibe negalelo ekusebenzeni kwayo. Ixhamla kwimizamo yokuphucula ulwakhiwo lweendleko kunye nokusebenza kakuhle kwemveliso. I-TimkenSteel ineZacks Rank #2 (Thenga) kwaye kulindeleke ukuba ithumele ukukhula kwengeniso kwe-29.3% kulo nyaka. Uqikelelo lwemvumelwano yengeniso yonyaka wangoku luhlaziywe nge-9.2% kwiintsuku ezingama-60 ezidlulileyo. I-TMST iyoyisile iZacks Consensus Estimate kwikota nganye kwezine ezilandelelanayo, umyinge we-39.8%.
Ngaba ufuna icebiso lamva nje elivela kwiZacks Investment Research? Namhlanje, ungakhuphela izitokhwe ezisi-7 ezilungileyo kwiintsuku ezingama-30 ezizayo. Cofa ukuze ufumane le ngxelo yasimahla iTernium SA (TX): Ingxelo yoHlalutyo lweStokhwe sasimahla iCommercial Metals Company (CMC): Ingxelo yoHlalutyo lweStokhwe sasimahla iOlympic Steel, Inc. (ZEUS): Ingxelo yoHlalutyo lweStokhwe sasimahla iTimken Steel Corporation (TMST): Ingxelo yoHlalutyo lweStokhwe sasimahla Ukuze ufunde eli nqaku kwiZacks.com, cofa apha.
Kwisiqingatha sesibini sonyaka, imvakalelo yemarike yacaca kancinci kancinci. Okokuqala, kukho ingcinga yokuba ukuwohloka kwe-1H kusenokuba kuyancipha, okanye ubuncinane kufike kwinqanaba eliphezulu kwaye kume ngaphambi kokuba kuqhubeke. Okwesibini, kukho ukuvumelana okukhulayo kokuba ukuwohloka kwezoqoqosho kuza, kunyaka okanye ngaphantsi. Imbono yabambalwa kukuba ukuwohloka kwezoqoqosho ngokwenene kufikile; kodwa asiyi kwazi ngokuqinisekileyo de kukhutshwe amanani okukhula kwe-Q2 kamva kule nyanga. Kuthetha ukuthini oku?
Iingcebiso zobungcali ezivela kubacebisi beepaspoti kunye neevisa base-UK ukukunceda uhlengahlengise inkqubo nganye yesicelo. Yenza idinga kwi-intanethi namhlanje ukuze udibane nengcali. Iziko le-arhente likwiZiko laseLippo e-Admiralty. Abacebisi beepaspoti kunye neevisa banamava eminyaka emininzi. Inkonzo yokubonisana yasimahla yomntu ngamnye, kwaye ujongane nayo xa nidibana. Siza kunceda ekujongeni amaxwebhu nasekuthumeleni amaxwebhu e-UK.
IINDABA ZIKADOW JONES NGUWANG Yifan Izabelo zenkampani enkulu yezobuchwepheshe yaseTshayina ziwe eHong Kong ngoMvulo emva kokuba iBeijing ihlawulise ezinye zeenkampani ezinkulu ze-intanethi zeli lizwe ngokusilela ukwenza iingxelo ezifanelekileyo zokuchasana nokuthembana kwizivumelwano zangaphambili.
Ngenxa yokukhula kotyalo-mali oludibeneyo, ixesha elifanelekileyo lokuqala ukutyala imali lihlala lingoku. Ukuza kuthi ga ngoku kulo nyaka, i-S&P 500 kunye ne-Nasdaq Composite zehle nge-18% kunye ne-26%, ngokulandelelana. Becinga ngaloo nto, abaxhasi abathathu beFool.com bacinga ukuba iNvidia (NASDAQ: NVDA), ASML Holdings (NASDAQ: ASML), kunye neNetflix (NASDAQ: NFLX) Now lukhetho oluhle kakhulu kubatyali-mali abatsha.
Akukho loyiko lomngcipheko, vala imbuyekezo eqinisekisiweyo yeminyaka emi-5! Yonwabele ubomi, ukhuseleko lwezifo eziqatha kunye neengozi ngaxeshanye. Izaphulelo zexesha elilinganiselweyo ngaphambi komhla wama-31 ku-Agasti, unokufumana izaphulelo zeprimiyamu zexesha elilinganiselweyo kunye nembuyekezo ephezulu eqinisekisiweyo. Iimveliso kunye nezibonelelo ziphantsi kwemigaqo nemiqathango.
Ukunyuka kwemarike kujongene novavanyo phakathi kwenkxalabo entsha malunga neTshayina. I-CEO yeTesla u-Elon Musk uqala ukumisa ukuthengwa kwe-Twitter.
I-S&P 500 yehle ngaphezulu kwama-20%. Kodwa ukuhla kwemarike yesitokhwe asikokuphela kwento ekufuneka ixhalabe ngayo.
Bhalisela iinkonzo zotyalo-mali ze-ESG ezimiselweyo kwaye ube nethuba lokuphumelela ikhadi lesipho le-HK$10,000 le-Apple Store. Utyalo-mali lubandakanya imingcipheko kwaye izibonelelo zixhomekeke kwimigaqo nemiqathango.
Izabelo zeGameStop (NYSE: GME) zinyuke nge-15% ngoJulayi 7 emva kokuba ibhodi yayo ivumile ukwahlulwahlulwa kwesitokhwe ngo-4-for-1. Ukwahlulwahlulwa kwesitokhwe akuyi kutshintsha umda wemarike yeGameStop okanye ixabiso, kodwa isigqibo sisayenza ibe yenye yezona zihloko zishushu kwi-subreddit yeReddit yeWallStreetBets kwakhona. Iintsuku zayo zazibonakala zibaliwe ngaphambi kokuba iGameStop iqalise ukhuphiswano lweReddit kunyaka ophelileyo.
(Bloomberg) — Amaxabiso eoyile ehlile njengoko ithemba lokuba imfuno engaphezulu evela eTshayina inciphisa imiqathango yentsholongwane lisithe iimpawu zokuqina kwemarike. I-OutTrump, uninzi lwayo evela kwiBloombergElon, igxeka u-Elon Musk kunye ne-'botten' Twitter Deal isixhobo esitsha sikaPutin sokutshabalalisa abantu: IPetroKazakhstan idubula u-Abe, kutheni? Yonke into esiyaziyo Ukuza kuthi ga ngoku Ukufuna kukaBiden ioyile yaseSaudi kujongene nokuhlolwa kwenyani. I-crude ephakathi yaseWest Texas yehle yaya kwi-$103 ibhareli emva kokuwa kurhwebo oluguquguqukayo kwiveki ephelileyo. Intsholongwane
Okwangoku, amasheya afumana izabelo ngoku aneenzuzo eziphezulu kuba isivuno sesitokhwe sihambelana nexabiso laso. I-Altria ngokuyintloko ngumvelisi kunye nomsasazi wemveliso yecuba etshayiwayo kunye nezinye iimveliso zecuba. Le nkampani inophawu lweMarlboro olunengeniso, kunye necuba leBlack & Mild kunye necuba lepipe, kunye neemveliso zecuba ezingenamsi ezimanzi ezifana neCopenhagen kunye neSkoal. Ukongeza kwezo mveliso zecuba zemveli, ipotifoliyo ye-Altria ibandakanya i-On!
Ngokwenza uhlalutyo lobuchwephesha kwiitshathi zezi zabelo, kwaye apho kufanelekileyo, sisebenzisa isenzo samva nje kunye novavanyo oluvela kwiTheStreet Quantitative Ratings, sijonge ngqo kumagama amathathu. Nangona singayi kugxila kuhlalutyo olusisiseko, sinethemba lokuba eli nqaku liza kunika abatyali-mali abanomdla kwisitokhwe indawo elungileyo yokuqala ukwenza umsebenzi wasekhaya ongaphezulu ngegama. I-Best Buy isandula ukuhla iye kwinqanaba le-C+ yiTheStreet's Quant Ratings.
Jonga isenzo esinzima seveki yonke esabonwa yiClearfield kwiveki yokugqibela kaJuni nakwiiveki ezintathu zokuqala zikaJulayi 2020.
Masithi iqela labatyali-mali lichaze umngcipheko, kwaye uninzi lunokuthi luyisongelo lokulahlekelwa yimali ngokusisigxina.
I-Shopify (NYSE: SHOP) kunye ne-The Trade Desk (NASDAQ: TTD) zizabelo ezikhula kakuhle kakhulu abatyali-mali abanokuzithenga baze bazigcine kwiminyaka elishumi ezayo. I-Shopify ibisoloko iqhuba ixesha elide abathengi bechitha imali eninzi kwi-intanethi. I-Shopify izuze kule ndlela njengesixhobo sokuxhasa urhwebo lwe-e-commerce, inceda abathengisi ukuba bakhe iiwebhusayithi zabo kwaye bamkele iintlawulo kwi-intanethi.
Nazi izitokhwe ezilungileyo zaseTshayina onokuzithenga nozibukela ngoJulayi. Amathemba okukhuthaza okutsha kunye neenkxaso-mali ze-EV ziyanceda izitokhwe zaseTshayina, kodwa ngaba ukucinezela kuphelile?
Sebenzisana namashishini akwiinkampani ezisaqalayo eziphambili eAsia ukuze uthengise iingcinga zakho ngokukhawuleza
“Ndenze imizamo enzima yokuba iibhanki zifumane imali yazo, ngoko ke ndizibuza ukuba loo mali iya kuba yeyam ngokusemthethweni nanini na.”
NgoLwesithathu, i-US Bureau of Labor Statistics ikhuphe i-index yayo yamaxabiso abathengi ngoJuni, kwaye i-Federal Reserve iza kukhupha i-Beige Book yayo yesihlanu yonyaka.
Ngamaxesha okunyuka kwamaxabiso kunye nokukhula koqoqosho okucothayo, njengale nto siyibonayo ngoku, kukho into enye abatyali-mali abanokuthembela kuyo, kwaye leyo kukuthembeka kwezabelo zezabelo ukuxhasa iipotifoliyo zabo. Abaphathi beeasethi kwiHartford Funds bafunde ukusebenza kwe-benchmark S&P 500 ukusukela ngo-1930 baza bafumanisa ukuba izabelo zinegalelo lama-40% kwimbuyekezo iyonke yesalathisi kwixesha leminyaka engama-91. Kwiminyaka emininzi ephawulwe kukudodobala kwezoqoqosho kunye neemfazwe zehlabathi, ukudodobala koqoqosho kunye nobhubhane, izabelo bezisoloko zivelisa imbuyekezo entle.