I-4 ye-Steel Producer Stocks Ride kwi-Strong Demand Trend

Icandelo leZacks Steel Producers libone ukuphindaphinda okunamandla emva kokuthwala ubunzima bokubuyisela kwimfuno kunye namaxabiso afanelekileyo ensimbi kumacandelo amakhulu asebenzisa intsimbi.Imfuno enempilo yentsimbi kwiimarike ezingundoqo ekupheleni kuquka ukwakhiwa kunye nemoto imele i-tailwind kushishino.Amaxabiso entsimbi ahlala ephezulu nangona i-pullback yakutsha nje, ekufuneka iphinde ikhulise inzuzo yabadlali be-industry TXSteel Corporation, i-Commercial Corporate TXSteel, i-Timmc SA I-TMST kunye ne-Olympic Steel, Inc. I-ZEUS ikulungele ukuxhamla kwezi ndlela.
Umzi-mveliso weZacks Steel Producers usebenzela uluhlu olubanzi lwemizi-mveliso yokusetyenziswa kokugqibela kwiimveliso ezahlukeneyo zentsimbi ezibandakanya iimoto, ulwakhiwo, izixhobo zombane, izikhongozeli, ukupakisha, oomatshini boshishino, izixhobo zemigodi, uthutho, ioyile kunye negesi. ipleyiti yokusila, umbhobho oqhelekileyo kunye nombhobho womgca, kunye neemveliso zemibhobho yomatshini.Insimbi ikhiqizwa ikakhulu kusetyenziswa iindlela ezimbini - isithando somlilo kunye ne-arc electric furnace.Ibonwa njengomqolo wemveliso.Iimarike zemoto kunye nolwakhiwo ngokwembali ziye zaba ngabathengi abakhulu be-steel.Notably, izindlu kunye nokwakhiwa ngabona bathengi baninzi bentsimbi, ababalelwa malunga nesiqingatha sokusetyenziswa kwehlabathi.
Ukuqina kwemfuno kwiimakethi eziphambili zokusetyenziswa kwentsimbi: Abavelisi bentsimbi bakwindawo entle yokuxhamla kwimfuno enyukayo kwiimarike zokusetyenziswa kwentsimbi ezingundoqo ezinje ngeemoto, ulwakhiwo kunye noomatshini phakathi kokudodobala kwe-coronavirus. Imfuno yentsimbi ifunyenwe ukusuka kwikota yesithathu ka-2020 njengoko amashishini amakhulu asebenzisa intsimbi aphinde aqala ukusebenza njengoko ukuvalwa kolwakhiwo lwehlabathi luphinde lwavala. Ukuphazamiseka kunye nokunqongophala kwabasebenzi. Umsebenzi we-odolo kwimarike yolwakhiwo olungeyondawo yokuhlala yahlala yomelele, igxininisa amandla angaphantsi kwecandelo. Abenzi bentsimbi balindeleke ukuba baxhamle kwiincwadi eziphezulu kwimarike yemoto kwisiqingatha sesibini sika-2022 njengoko ingxaki ye-semiconductor iyancipha kwaye abenzi beemoto baye banyusa imveliso. Amaxabiso entsimbi ahlala ephezulu ukukhulisa imida yenzuzo: Amaxabiso entsimbi afunyenwe ngamandla kulo nyaka uphelileyo kwaye afikelele phezulu kulo nyaka uphelileyo ngokuchasene nomva wemfuno yokubuyisela kwiimarike ezingundoqo, iimpahla eziqinileyo kunye noluhlu lwentsimbi ephantsi kulo lonke unikezelo. Amaxabiso e-coil eshushu (i-HRC) aphule i-1,900 ye-1,900 kwinqanaba letoni emfutshane ngo-Agasti ka-2021 kwaye ekugqibeleni anyuke ngoSeptemba. ukubonelela ngeenkxalabo kunye nokunyuka kwamaxesha okuhanjiswa.Nangona kunjalo, amaxabiso aye arhoxa, ngokuyinxenye ebonisa amaxesha amafutshane okuhanjiswa kunye noloyiko lokudodobala koqoqosho.Nangona ukulungiswa okuhla kwamva nje, amaxabiso e-HRC ahlala engaphezulu kwe-1,000/leetoni ezimfutshane kwaye anokufumana inkxaso evela kwimfuno ephilileyo yentengiso.K Amanyathelo amatsha okuvalwa kwelizwe athathe irhafu enkulu kuqoqosho lwesibini ngobukhulu emhlabeni. Ukucotha komsebenzi wokwenza izinto kukhokelele ekucuthekeni kwemfuno yentsimbi yaseTshayina. ikwayinkxalabo kushishino lwentsimbi yelizwe.
Ishishini leZacks Steel Producers liyinxalenye yecandelo elibanzi leZacks Basic Materials sector.IneZacks Industry Rank #95 kwaye iphezulu 38% ye250+ Zacks industries.Iqela leZacks Industry Rank, eyona nto ingumndilili weZacks Ranks yazo zonke izitokhwe zamalungu, zikhomba kwikamva eliqaqambileyo elingaphambili.Uphando lwethu lubonisa ukuba i-top 5 ye-Rank i-top I-50% ngaphezu kwe-2 ukuya kwi-1.Ngaphambi kokuba sazise ezinye izitokhwe onokufuna ukuziqwalasela kwipotfoliyo yakho, makhe sijonge ukusebenza kwemarike yemasheya yamva nje kunye noqikelelo lwamaxabiso.
Ishishini leZacks Steel Producers liye laqhuba ngaphantsi kweZacks S&P 500 kunye neshishini elibanzi leZacks Basic Materials kulo nyaka uphelileyo.Ishishini lehle nge-19.3% ngeli xesha, ngelixa i-S&P 500 ilahlekelwe yi-9.2% kwaye ishishini lilonke lehle nge-16%.
Ngokusekelwe kwixabiso leshishini leenyanga ezili-12 ezilandelwayo kwi-EBITDA (EV / EBITDA) umlinganiselo, oqhelekileyo wokuphindaphinda ukuvavanya izitokhwe zensimbi, eli candelo ngoku lithengisa ngamaxesha e-2.27, eliphantsi kwe-S & P 500's 12.55 amaxesha kunye ne-5.41 ye-industry ye-5.41 amaxesha X. Ngaphezulu kwe-21 ye-2x iphantsi njenge-2000 i-industry iphantsi njenge-1X ephantsi njenge-industry ye-10 ephantsi kunye ne-2X . I-2.19X ene-median ye-7.22X, njengoko kuboniswe kwitshathi engezantsi.
I-Ternium: I-Ternium esekwe eLuxembourg inenqanaba le-Zacks #1 (i-Strong Thenga) kwaye ingumvelisi ohamba phambili waseLatin America weemveliso zentsimbi ezisicaba nezinde.Kulindeleke ukuba uxhamle kwimfuno eyomeleleyo yeemveliso zentsimbi kunye namaxabiso aphezulu aqondayo entsimbi.Imfuno enempilo evela kubathengi bamashishini kunye nokuphuculwa kwemarike yemoto kunokunceda ukuthunyelwa kwayo eMexico.Imfuno enempilo yezinto zokwakha nayo kulindeleke ukuba ixhase ukuthunyelwa kwempahla e-Argentina. ukwandisa imali yokuhlawula amatyala kwaye womeleze iimali zayo emva kobhubhane.Ungajonga uluhlu olupheleleyo lweZacks #1 Rank izitokhwe apha.I-Zacks Consensus Estimate yemivuzo yangoku ye-Ternium iye yahlaziywa yaya kutsho kuma-39.3% kwezi ntsuku zingama-60 zidlulileyo. Imivuzo yaseTexas nayo yabetha iZacks Consensus Estimate, ilandela ikota yesine.
Izinyithi zoRhwebo: Izinyithi zoRhwebo ezisekelwe eTexas, ezineRanki yeZacks #1, ivelisa, iphinda isetyenziswe kwaye ithengise iimveliso zentsimbi kunye nesinyithi, izinto ezinxulumene neenkonzo kunye neenkonzo. Ixhamle kwimfuno eyomeleleyo yentsimbi esukela ekukhuleni okusemva komlambo kunye nenqanaba lomsebenzi omtsha wokwakha ongena kumbhobho weprojekthi Kulindeleke ukuba ihlale iqinile ngenxa yemfuno eyongeziweyo evela kwiimarike zokwakha nezokuphela kwemizi-mveliso.I-CMC ikwaqhubeleka nokuxhamla kwiinzame zayo eziqhubekayo zokuphucula uthungelwano.Ikwanakho noqingqo-mali oluluqilima kunye neprofayili yezemali kwaye iyaqhubeka nokugxila ekunciphiseni amatyala. inkampani kwakhona wabetha Zacks Consensus Uqikelelo ezintathu emva kwekota ezine.It has a avareji imbuyekezo ukothuka malunga 15.1% phezu kweli xesha isakhelo.
Olympic Steel: Ohio-based Olympic Steel, kunye Zacks Rank #1, liziko lenkonzo yentsimbi ekhokelayo egxile processing carbon, coated and stainless flat rolled, coil kunye nepleyiti, aluminiyam, tinplate yokuthengisa ngokuthe ngqo kunye nokuhanjiswa, kunye nentsimbi-ezinzulu iimveliso branded.ZEUS wazuza kwisikhundla salo elomeleleyo liquidity, izenzo zokunciphisa iindleko zokusebenza, kunye namandla eemeko kwimarike ezikhethekileyo I-Meprod amashishini aphindwe kabini kwi-iTubing. Imfuno ilindeleke ukuba ixhase intengiso yayo.Iphepha lomncono eliqinileyo lenkampani likwavumela ukuba lityale imali kumathuba okukhula kwembuyekezo ephezulu.Kwiintsuku ezingama-60 ezidlulileyo, iZacks Consensus Estimate ye-Olympic Steel yengeniso yonyaka inyuke nge-84.1%.I-ZEUS nayo igqithise iZacks Consensus Estimate kwisithathu kwi-avareji yomndilili osemva kwekota ezine.
I-TimkenSteel: I-Ohio-based TimkenSteel yenza iintsimbi ezidibeneyo kunye ne-carbon kunye ne-microalloyed steels.Nangona ukuphazamiseka kwekhonkco lonikezelo lwe-semiconductor kube nefuthe ekuhanjisweni kubathengi abahambahambayo, inkampani ixhamle kwimfuno ephezulu yezoshishino kunye namandla kunye nexabiso elifanelekileyo lendawo.Imarike yoshishino ye-TMST iyaqhubeka nokubuyisela. ukuphucula ulwakhiwo lweendleko kunye nokusebenza kakuhle kokwenziwa kwemveliso.I-TimkenSteel ine-Zacks Rank #2 (Thenga) kwaye kulindeleke ukuba ithumele ukukhula kwengeniso ye-29.3% yonyaka. Uqikelelo lwe-Consensus lwemivuzo yangoku luhlaziywe lwaya kutsho kwi-9.2% kwiintsuku ezingama-60 ezidlulileyo.I-TMST iye yabetha i-Zacks Consensus Estimate kwikota nganye ye-39, i-8 elandela emva.
Ngaba ufuna iingcebiso zakutshanje ezivela kuPhando loTyalo-mali lwe-Zacks? Namhlanje, unokukhuphela i-7 ye-stocks engcono kakhulu kwiintsuku ze-30 ezizayo. Cofa ukuze ufumane le ngxelo yamahhala Ternium SA (TX): Ingxelo ye-Stock Analysis Report Commercial Metals Company (CMC): Ingxelo ye-Stock Analysis Report Olympic Steel, Inc. (ZEUS): Ingxelo yoHlahlelo lweSitokhwe saMahala iNgxelo ye-Timken Steel Corporation (TMST) .
I-NEW YORK (Reuters) - Umtyali-mali oyibhiliyoni uWilliam Ackman uye wanyusa i-4 yeebhiliyoni zeedola kwinkampani enkulu kunazo zonke ezikhethekileyo zokufumana iinjongo (SPAC), uxelele abatyali-mali emva kokusilela ukufumana iinkampani ezijoliswe kuzo ngokudibana. abaninizabelo ngoMvulo, u-Ackman wabalaselisa inani lemiba, kubandakanywa iimeko zemarike ezingathandekiyo kunye nokhuphiswano oluqatha oluvela kwiminikelo yoluntu yokuqala (IPOs), ethintele ukukhangela kwakhe inkampani efanelekileyo yokudibanisa ne-SPAC yakhe. umzamo.
Ukuqonda imarike yeyona nto iphambili kumtyali-mali ngamaxesha onke, kodwa kwimekobume yanamhlanje ingxamiseke ngakumbi kunanini na ngaphambili.Ayiyonto iphantsi kakhulu eWall Street (i-S&P 500 iphantsi nge-19% ngonyaka ukuza kuthi ga ngoku) njengoko kungquzulwano lwemimoya engquzulanayo eyenza i-backdrop.Idatha yemisebenzi kaJuni ichazwe njengeyona nto iqinileyo kodwa ikwimeko entle kakhulu ngoJuni - ichazwe njengeyona nto inamandla yatshintsha umgaqo-nkqubo wayo ekunyuseni inzala ukuze ilwe
U-Neil Dingman, umlawuli olawulayo wophando lwamandla kwi-Truist, ujoyina i-Yahoo Finance Live ukuxoxa ngeemarike zamandla kunye nembonakalo yamaxabiso eoli kwisiqingatha sesibini sonyaka.
Ukuyeka kuka-Elon Musk kumzamo wokuthenga i-Twitter Inc kunokushiya eyona ndoda isisityebi emhlabeni yomelele ngakumbi kunangaphambi kokuba abhengeze isivumelwano se-44 yeebhiliyoni zeerandi, awayifumana ngokuthengisa izabelo zeTesla ngeebhiliyoni zeedola ngemali ngoku zihleli ezibhankini. iindleko Musk amashumi eedola phantsi komthetho. Ikhulu lezigidi zeedola zase-US. Kungakhathaliseki ukuba yintoni umphumo, i-CEO ye-Tesla ibonakala ihleli malunga ne-8,5 yeebhiliyoni zeedola ngemali evela ekuthengisweni kwe-automaker's stock ngasekupheleni kuka-Epreli ukuxhasa ukuthengwa kwe-Twitter.
Izabelo zamashishini e-fintech athandwayo aqhubeka ewa namhlanje njengoko abatyali-mali belungiselela ukuqala kwexesha lokufumana imali kunye nedatha entsha yale veki eya kusinika umboniso kwimeko yangoku yokunyuka kwamaxabiso.Izabelo zokuthenga ngoku, zihlawule kamva (i-BNPL) inkampani i-Affirm (NASDAQ: AFRM) yawa phantse i-9% kwiyure yokugqibela yokuthengisa.Izabelo ze-Artificial lenders zawa malunga ne-UPtelligeNAS (UPtellige) I-1.4%, kunye ne-digital bank ye-SoFi (NASDAQ: SOFI) yawa phantse i-4%.
Kwisiqingatha sesibini sonyaka, imvakalelo yemarike ngokuthe ngcembe yacaca.Okokuqala, kukho ingqiqo yokuba i-1H ​​i-crash ingaba i-bottom, okanye ubuncinane ibetha i-plateau kwaye inqumame ngaphambi kokuwa ngaphezulu.Okwesibini, kukho ukuvumelana okukhulayo ukuba ukudodobala kwezoqoqosho kuza, ngonyaka okanye ngaphantsi.Umbono omncinci kukuba ukudodobala kokwenene kuphezu kwethu; kodwa asizukwazi ngokuqinisekileyo de kukhutshwe amanani e-Q2 ekupheleni kwale nyanga. Ithetha ukuthini
Umenzi wesoftware weDigital signature DocuSign (NASDAQ: DOCU) uye wanonyaka ombi.Ngexabiso lesabelo esicinezelekileyo kunye nokutshintsha kobunkokeli, abanye abahlalutyi babona i-DocuSign njengento ekunokufunyanwa kuyo ekujoliswe kuyo.Makhe sihlolisise ukuba zeziphi iinkampani ezinokuqwalasela ukwenza umnikelo we-DocuSign kunye neshishini lenkampani nganye.
Andrew Ekhohlo, umseki Citron Research kunye omnye abathengisi ezimfutshane kakhulu ehlabathini, wachaza cryptocurrencies ngokuthi "ubuqhophololo" ngoMvulo.Ebuzwa kwinkomfa yobuqhophololo kwiimarike zemali malunga nokubona kwakhe ubuqhophololo ezinokubakho, Ekhohlo waxelela abaphulaphuli: "Ndicinga ukuba cryptocurrencies nje epheleleyo ubuqhophololo ngokuphindaphindiweyo." Akazange atsho ukuba ukhe watyala imali kwi-cryptocurrencies.
Ezi zitokhwe zixatyiswe ngexabiso eliphantsi zithomalalisa ukudodobala koqoqosho kodwa azibonakalisi ukuphucuka okumangalisayo kushicilelo lomncono weshishini labo ukusukela okokugqibela ukwehla kweemveliso ngo-2016.
(Bloomberg) - UBill Gross unengcebiso enye kwabo bafuna ukuntywila kwiibhondi, kwizitokhwe nakwizinto ezithengiswayo: Don't.OutTrump, ubukhulu becala eBloombergElon, ugxeka uElon Musk kunye ne-'Rotten' Twitter DealWall Street iimbono kwizitokhwe Ngomhla wokurhweba nge-anemic: Isixhobo esitsha se-Market WrapPutin's isixhobo soloyiko le-chokhstan i-Wuhan, i-Kaya ifumana isixhobo esitsha sokutshabalalisa i-fuel ye-Wuhan Amatyala onyaka omnye kaNondyebo lukhetho olungcono phantse kulo naluphi na olunye utyalo-mali, utshilo owayesakuba yinkosi yebhondi kuba
UJimmy Lee, i-CEO yeQela lokuNxibelela ubutyebi, kunye no-Eddie Ghabour, umnini weQela labacebisi abaPhambili, bajoyine i-Yahoo Finance Live ukuxoxa ngezalathisi zokudodobala koqoqosho kunye nokuguquguquka kwentengiso kumjikelo wokunyuka kwesantya seFed.
Abatyali mali bajonge isikhokelo seWall Street malunga nokuba iinzuzo zamva nje zingaqhubeka na ekupheleni konyaka
I-Applied kunye ne-Lam ifana ne-Coca-Cola kunye ne-Pepsi ye-semiconductor etch kunye ne-deposition equipment.Eli nyathelo liphindaphindwa ngokuphindaphindiweyo ukuvelisa i-semiconductors yanamhlanje.Okwangoku, i-Lam Research yinkampani ekhethekileyo kwi-etching kunye ne-deposition kunye neengcali kwi-stacking vertical.
Umenzi omncinci wemoto yombane unethemba lokunciphisa iindleko ngokunyusa imveliso kuyo yonke ibhodi.
Kwinyanga ephelileyo, ifemu yophando i-IDC yehlise uqikelelo lwayo lokuthunyelwa kwe-smartphone, iqikelela ukwehla kwe-3.5% kulo nyaka xa kuthelekiswa no-2021.
Ukuqala kwam ukuva igama elithi "isigebenga esileleyo" kwakuxa ndidibana nesicatshulwa esidumileyo esivela ku-Admiral Yamamoto Yamamoto malunga nokuhlaselwa kwe-Pearl Harbor ngo-1941 kwidayari yakhe: "Ndinexhala lethu Yonke into eyenzayo kukuvusa umntu oleleyo. Mzalise ngokuzimisela okukhulu. " Kwaye eso sigebenga silele, kunjalo, yi-United States of America.Emva kohlaselo, iMelika yavuka kwindawo yayo kwimbali nakwihlabathi, kwaye esona sizukulwana sikhulu sabetha iMelika ngamandla ayo.
UMichael Kushma, i-CIO ye-Broad Markets Fixed Income kuMorgan Stanley Investment Management, ujoyina i-Yahoo Finance Live ukuxoxa ngendlela abatyali-mali abasabela ngayo ekuguquguqukeni kweemarike zangoku phakathi kwezivuno ezikhulayo, irekhodi lokunyuka kwamaxabiso kunye nokunyuka kwamazinga enzala.


Ixesha lokuposa: Jul-12-2022