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 yee-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 phezulu kakhulu kunyaka ophelileyo kwaye afikelele kwinqanaba eliphezulu lokufumana imfuno kwiimarike eziphambili, izixhobo ezixineneyo kunye neempahla zentsimbi eziphantsi kulo lonke uthotho lokubonelela. Okuphawulekayo kukuba, intsimbi yase-US Amaxabiso anyuke kakhulu kunyaka ophelileyo emva kokwehla ukuya kwinqanaba eliphantsi leminyaka emininzi elibangelwe yibhubhane 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 okungenisa anyukayo. Nangona kunjalo, amaxabiso abuyele umva, ngokuyinxenye ebonisa amaxesha okuhambisa amfutshane kunye noloyiko lokudodobala koqoqosho. Nangona kukho ukulungiswa okutsha, 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 nezindlu zelizwe kukhokelele ekucothweni koqoqosho. Okutsha Amanyathelo okuvalelwa ekhaya 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 engaphezu kwama-250 eZacks. 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 ukuthengisa kwayo. Ibhalansi eqinileyo yenkampani ikwayivumela ukuba ityale imali kumathuba okukhula okuphezulu. Kwiintsuku ezingama-60 ezidlulileyo, i-Zacks Consensus Estimate ye-Olympic Steel yonyaka wangoku inyuke nge-84.1%. I-ZEUS ikwadlule i-Zacks Consensus Estimate kwikota ezintathu 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.
I-NEW YORK (Reuters) – Umtyali-mali oyibhiliyoni uWilliam Ackman uqokelele i-$4 yeebhiliyoni kwinkampani enkulu kunazo zonke eyakha yafumana iinkonzo ezikhethekileyo (SPAC), uxelele abatyali-mali emva kokungaphumeleli ukufumana inkampani efanelekileyo kwiinjongo ezikhethekileyo ngokudityaniswa. Olu phuhliso luyingxaki enkulu kumphathi odumileyo we-hedge fund, owayecebe ekuqaleni ukunika i-SPAC isabelo kwi-Universal Music Group, emva kokuba izithuthi zotyalo-mali zazishushu eWall Street kunyaka ophelileyo. Kwileta eya kubaninizabelo ngoMvulo, u-Ackman ugxininise izinto ezininzi, kuquka iimeko zemarike ezingathandekiyo kunye nokhuphiswano oluqatha oluvela kwiminikelo yokuqala yoluntu (ii-IPO), ezithintele ukufuna kwakhe inkampani efanelekileyo yokudibana ne-SPAC.
Ukuqonda imakethi yeyona nto iphambili kumtyali-mali ngamaxesha onke, kodwa kwimeko yanamhlanje ingxamisekile kunangaphambili. Ayisiyonto imbi kangako eWall Street (i-S&P 500 iphantsi nge-19% kunyaka ophelileyo) njengoko kujikelezwana kweengxaki ezingqubanayo ezenza imeko yangasemva. Idatha yemisebenzi kaJuni ichazwe njengenamandla - into entle - kodwa ukunyuka kwamaxabiso kusaqhubeka kuphezulu kakhulu kwaye i-Fed itshintshe umgaqo-nkqubo wayo ukuya ekunyuseni amazinga enzala ukuze ilwe nayo.
UNeil Dingman, umlawuli ophetheyo wophando lwamandla eTruist, ujoyina iYahoo Finance Live ukuxoxa ngeemarike zamandla kunye nembono yamaxabiso eoyile kwisiqingatha sesibini sonyaka.
Ukuyekela kuka-Elon Musk ukuzama ukuthenga i-Twitter Inc kunokushiya indoda esisityebi emhlabeni inamandla ngokwezimali kunangaphambili kokuba ibhengeze isivumelwano se-$44 yeebhiliyoni, awasifumana ngokuthengisa izabelo zeTesla eziziibhiliyoni zeedola ngemali okwangoku zisezibhankini. NgoLwesihlanu, uMusk wakrazula isivumelwano sakhe sango-Epreli 25 ukuze athenge iqonga leendaba zoluntu, i-Twitter ithembisa ukumnyanzela ukuba enze okulungileyo, kwaye la macala mabini ajongene nedabi elinokuthatha ixesha elide elisenokubiza uMusk amashumi eedola phantsi komthetho. Ikhulu lezigidi zeedola zaseMelika. ingcali. Kungakhathaliseki ukuba isiphumo sithini, i-CEO yeTesla ibonakala ihleli kwimali emalunga ne-$8.5 yeebhiliyoni evela ekuthengisweni kwesitokhwe somenzi weemoto ngasekupheleni kuka-Epreli ukuxhasa ukuthengwa kwe-Twitter.
Izabelo zezabelo ezininzi ezidumileyo ze-fintech ziqhubekile nokuhla namhlanje njengoko abatyali-mali belungiselela ukuqala kwexesha lengeniso kunye nedatha entsha yale veki eya kusinika umbono wemeko yangoku yokunyuka kwamaxabiso. Izabelo zenkampani ethi Thenga ngoku, Pay later (BNPL) i-Affirm (NASDAQ: AFRM) zehle phantse nge-9% kwiyure yokugqibela yokurhweba. Izabelo zenkampani ebolekisa ubukrelekrele bokwenziwa i-Upstart (NASDAQ: UPST) zehle malunga ne-1.4%, kwaye i-digital bank SoFi (NASDAQ: SOFI) zehle phantse nge-4%.
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?
Umenzi wesoftware yedijithali iDocuSign (NASDAQ: DOCU) ube nonyaka ombi kakhulu. Ngenxa yexabiso lesabelo eliphantsi kunye nokutshintsha kobunkokeli, abanye abahlalutyi babona iDocuSign njengento ekunokwenzeka ukuba ifumaneke. Makhe sihlolisise ukuba zeziphi iinkampani ezinokucinga ngokwenza isiphakamiso seDocuSign kunye nemeko yeshishini yenkampani nganye.
U-Andrew Left, umseki weCitron Research kunye nomnye wabathengisi abadumileyo kwihlabathi, uchaze ii-cryptocurrencies "njengobuqhetseba" ngoMvulo. Ebuzwa kwingqungquthela malunga nobuqhetseba kwiimarike zemali malunga nokubona kwakhe ubuqhetseba obunokubakho, uLeft uxelele abaphulaphuli: "Ndicinga ukuba ii-cryptocurrencies bubuqhetseba obupheleleyo obuphindaphindeneyo." Akazange atsho ukuba wakha watyala imali kwi-cryptocurrencies.
Ezi zitokhwe zixabiso liphantsi azibonisi ukudodobala okukhulu koqoqosho kodwa azibonisi ukuphucuka okukhulu kwibhalansi yeshishini lazo ukusukela ekudodobaleni kokugqibela kweemveliso ngo-2016.
(Bloomberg) — UBill Gross unecebiso elinye kwabo bafuna ukungena kwiibhondi, amasheya kunye neempahla: Musa. U-OutTrump, uninzi lwabo luvela kwiBloombergElon, ugxeka u-Elon Musk kunye no-'Rotten' kwi-Twitter DealWall Street izimvo ngezitokhwe Ngomhla worhwebo olungenagazi: I-Market WrapIsixhobo esitsha sikaPutin sokutshabalalisa: IYunivesithi yasePetroKazakhstan yaseWuhan ifumanisa ukuba ikholera ibangela uloyiko lokusasazeka Iibhili zeTreasury zonyaka omnye zilukhetho olungcono phantse kulo naluphi na olunye utyalo-mali, utsho owayesakuba yinkosi yeebhondi kuba
UJimmy Lee, i-CEO yeWealth Consulting Group, kunye no-Eddie Ghabour, umnini weKey Advisors Group, bajoyina iYahoo Finance Live ukuxoxa ngezalathisi zokudodobala koqoqosho kunye nokuguquguquka kwemarike kumjikelo wokunyuka kwamaxabiso e-Fed.
Abatyali-mali bajonge isikhokelo seWall Street malunga nokuba inzuzo yakutshanje ingaqhubeka na ukuphela konyaka
I-Applied kunye neLam zifana kancinci neCoca-Cola kunye nePepsi yezixhobo ze-semiconductor etch kunye ne-deposition. Eli nyathelo liphindaphindwa rhoqo ukuvelisa ii-semiconductors zanamhlanje. Okwangoku, iLam Research yinkampani egxile ekugcabeni nasekubekeni kwaye yingcali ekubekeni ngokuthe nkqo.
Lo mvelisi weemoto zombane uselula unethemba lokunciphisa iindleko ngokwandisa imveliso kuyo yonke ibhodi.
Kwinyanga ephelileyo, inkampani yophando i-IDC yehlise uqikelelo lwayo lokuthunyelwa kwee-smartphone, iqikelela ukwehla kwe-3.5% kulo nyaka xa kuthelekiswa nowama-2021.
Ixesha lokuqala endaliva ngalo igama elithi “isigebenga esileleyo” kuxa ndafumana isicatshulwa esidumileyo esivela ku-Admiral Yamamoto Yamamoto malunga nohlaselo lwePearl Harbor ngo-1941 kwidayari yakhe: “Ndixhalabile malunga nento yethu eyenzayo kukuvusa umntu oleleyo. Mzalise ngokuzimisela okukhulu.” Kwaye eso sigebenga sileleyo, ewe, yi-United States of America. Emva kohlaselo, iMelika yavuka yaya kwindawo yayo kwimbali nasehlabathini, kwaye isizukulwana esikhulu soyisa iMelika ngamandla ayo.
UMichael Kushma, i-CIO yeBroad Markets Fixed Income kwiMorgan Stanley Investment Management, ujoyina iYahoo Finance Live ukuze axoxe ngendlela abatyali-mali abasabela ngayo kukuguquguquka kwemarike okukhoyo phakathi kokunyuka kwesivuno, ukunyuka kwamaxabiso kunye nokunyuka kwamaxabiso enzala.