Umkhakha weZacks Steel Producers ubone ukubuya okuqinile ngemva kokuthwala ubunzima bokuthola kabusha isidingo kanye nezintengo zensimbi ezivumayo emikhakheni emikhulu esetshenziswa insimbi.Isidingo esinempilo sensimbi ezimakethe ezibalulekile ezihlanganisa ukwakhiwa kanye nezimoto simele isimo esibucayi embonini.Izintengo zensimbi zisalokhu ziphezulu naphezu kokuhlehla kwakamuva, okufanele futhi kukhulise inzuzo yabadlali bemboni, i-Commercial Company TXSteel SA, i-Ternium Metal SA. I-TMST kanye ne-Olympic Steel, Inc. I-ZEUS ikulungele ukuzuza kulawa mathrendi.
Imboni yeZacks Steel Producers inikezela ngezimboni ezisetshenziswayo ezihlukene emikhiqizweni yensimbi eyahlukene okuhlanganisa ezezimoto, ezokwakha, izinto zikagesi, iziqukathi, ukupakisha, imishini yezimboni, okokusebenza kwezimayini, ezokuthutha, kanye nowoyela negesi. Le mikhiqizo ihlanganisa ikhoyili neshidi eligoqiwe elishisayo neligoqwa ngokubanda, idiphu eshisayo neshidi, i-valvanized coil, i-valvanized coil, i-valvanized coil ipuleti lokugaya, ipayipi elijwayelekile kanye nepayipi lolayini, kanye nemikhiqizo yamapayipi kamshini.Insimbi ikhiqizwa ikakhulukazi kusetshenziswa izindlela ezimbili - isithando somlilo esiqhumayo kanye nesithando somlilo sikagesi se-arc.Kubonwa njengomgogodla wokukhiqiza.Izimakethe zezimoto nezokwakha bezilokhu zingabathengi abakhulu bensimbi.Ngokuphawulekayo, izindlu nezokwakha kungabathengi abakhulu bensimbi, okubalelwa cishe ingxenye yengqikithi yomhlaba wonke'.
Ukuqina kwesidingo ezimakethe zokusetshenziswa kokugcina okubalulekile: Abakhiqizi bensimbi basesimweni esihle sokuzuza ekukhuleni kwesidingo sezimakethe ezibalulekile zokusetshenziswa kwensimbi njengezimoto, ezokwakha kanye nemishini phakathi nokuwohloka kwe-coronavirus. ukuphazamiseka kanye nokuntuleka kwabasebenzi.Umsebenzi woku-oda emakethe yokwakha okungezona ezokuhlala uhlale uqinile, ogcizelela amandla ayisisekelo omkhakha.Abenzi bensimbi kulindeleke ukuthi bahlomule ezincwadini ezisezingeni eliphezulu emakethe yezimoto engxenyeni yesibili ka-2022 njengoba inkinga ye-semiconductor iyancipha futhi abakhiqizi bezimoto bakhuphula ukukhiqizwa.Isidingo emkhakheni wezamandla sehle kakhulu ngenxa yokwehla kwentengo kawoyela ngenxa yokwehla kwentengo. Izimakethe zihamba kahle ngesidingo sensimbi.Izintengo zensimbi zisalokhu ziphezulu ukuze kukhuliswe amamajini enzuzo: Izintengo zensimbi zitholakale ngamandla ngonyaka odlule futhi zafinyelela amazinga aqopha umlando ngonyaka odlule ngokumelene nesizinda sokusimama kwesidingo sezimakethe ezibalulekile, izimpahla eziqinile kanye nempahla yensimbi ephansi kulo lonke uchungechunge lokuhlinzekwa kwempahla. Ngokuphawulekayo, amanani ensimbi ase-US anyuke kakhulu aqopha ukuphakama ngonyaka odlule ngemva kokuba ehle kakhulu ngo-August-20 Intengo yekhoyili egayiwe (i-HRC) yephule u-$1,900 ngethani ngalinye elifushane ngo-Agasti 2021 futhi ekugcineni yafinyelela umvuthwandaba ngoSepthemba. Kodwa amanani entengo alahlekelwe amandla kusukela ngo-Okthoba, ancishiswa ukufunwa okuzinzile, ukuthuthukiswa kwezimo zokuhlinzekwa kwempahla kanye nokwenyuka kokuthengwa kwensimbi. ukukhathazeka kanye nezikhathi zokulethwa ezikhuphukile.Kodwa-ke, amanani selokhu ahlehla, ngokwengxenye akhombisa izikhathi ezimfushane zokulethwa kanye nokwesaba ukuwohloka komnotho.Naphezu kokulungiswa kwakamuva nje, amanani e-HRC ahlala engaphezulu kwezinga lika-$1,000/ithani elifushane futhi angase athole ukwesekwa ngesidingo semakethe enempilo. Imboni yezindlu nezindlu iholele ekwehleni komnotho. Izinyathelo ezintsha zokuvala umnyango ziphinde zaba nomthelela omubi emnothweni wesibili ngobukhulu emhlabeni. Ukwehla komsebenzi wokukhiqiza kuholele ekwehleni kwesidingo sensimbi yaseChina. Ukukhiqiza kuthinteke njengoba ukuqubuka kabusha kwaleli gciwane kuhlasela isidingo sempahla ekhiqizwayo kanye nezinyathelo eziqinile zokuhlinzeka ngezikweletu, iBeijing inciphisa izinga lokushisa kwempahla. ukukhathazeka ngemboni yensimbi yezwe.
Imboni Yabakhiqizi Bensimbi Yakwa-Zacks iyingxenye yomkhakha obanzi we-Zacks Basic Materials. Ine-Zacks Industry Rank #95 futhi iphezulu ngo-38% wezimboni ezingama-250+ zeZacks.I-Zacks Industry Rank yeqembu, okuyisilinganiso esimaphakathi sama-Zacks azo zonke izitoko zamalungu, ikhomba ikusasa eliqhakazile elingaphambili.Ucwaningo lwethu lubonisa ukuthi i-Rank 5 ephezulu iveza ukuthi i-Rank ephezulu ye-Zacks iphezulu 50% ngaphezu kuka-2 kuya ku-1.Ngaphambi kokuthi sethule ezinye izitoko ongase uthande ukuzicabangela kuphothifoliyo yakho, ake sibheke ukusebenza kwakamuva kwemakethe yamasheya kanye nokulinganisa inani.
Imboni yabakhiqizi bensimbi yakwa-Zacks yenze kabi kokubili i-Zacks S&P 500 kanye nemboni ebanzi ye-Zacks Basic Materials onyakeni odlule. Imboni yehle ngo-19.3% phakathi nalesi sikhathi, kuyilapho i-S&P 500 yehle ngo-9.2% futhi imboni iyonke yehle ngo-16%.
Ngokusekelwe enanini lebhizinisi elilandela ngemuva lezinyanga eziyi-12 kusilinganiso se-EBITDA (EV/EBITDA), okuwukuphindaphinda okuvamile kokuhlola izitoko zensimbi, lo mkhakha okwamanje uhweba ngezikhathi ezingu-2.27, ongaphansi kunezikhathi ze-S&P 500′s 12.55 kanye nezikhathi zemboni ezingu-5.41 ezingu-X. Ngaphezulu kweminyaka engu-2X iphakeme njenge-11 edlule njenge-6 ephezulu yemboni futhi iphansi njenge-6 edlule. 2.19X nge-median engu-7.22X, njengoba kuboniswe eshadini elingezansi.
I-Ternium: I-Ternium ezinze e-Luxembourg ine-Zacks Rank #1 (i-Strong Buy) futhi ingumkhiqizi ohamba phambili wase-Latin America wemikhiqizo yensimbi eyisicaba futhi ende. Kulindeleke ukuthi izuze esidingweni esinamandla semikhiqizo yensimbi namanani aphezulu ensimbi. Isidingo esinempilo esivela kumakhasimende ezimboni kanye nemakethe yezimoto ethuthukayo ingasiza ukuthunyelwa kwayo eMexico.Isidingo esinempilo sezinto zokwakha kulindeleke ukuthi sisekele ukuthunyelwa kwempahla e-Argentina. ukwandisa imali yezimali futhi uqinise izimali zayo ngemva kwalolu bhubhane.Ungabuka uhlu olugcwele lwezitoko zanamuhla zeZacks #1 Rank lapha.Isilinganiso se-Zacks Consensus semali etholwayo yonyaka wamanje ye-Ternium sibuyekezwe saba ngu-39.3% ezinsukwini ezingu-60 ezedlule.Imali etholwayo yaseTexas iphinde yahlula Isilinganiso se-Zacks Consensus Estimate ngaphezu kwe-4% elandelayo.
Izinsimbi Zezentengiselwano: Izinsimbi Zezohwebo ezizinze e-Texas, ezine-Zacks Rank #1, zenza, zigaywe kabusha futhi zidayise imikhiqizo yensimbi neyensimbi, izinto ezihlobene namasevisi. Izuze ekudingeni insimbi okuqinile okuvela ekusikeleleni okukhulayo okusuka phansi komfula kanye nezinga lomsebenzi omusha wokwakha ongena epayipini lephrojekthi. Iyaqhubeka nokufakazela isidingo esinamandla semikhiqizo yensimbi ezimakethe eziningi zokugcina. Imakethe eqinile yokwakha kabusha eNyakatho ye-Europe ingase isekele imakethe yezokwakha eqinile eNyakatho Melika. okulindeleke ukuthi ihlale iqinile ngenxa yesidingo esikhulayo sezimakethe zezokwakha neziphetho zezimboni.I-CMC iphinde iqhubeke nokuhlomula emizamweni yayo eqhubekayo yokuthuthukisa inethiwekhi.Iphinde ibe nezimali eziqinile kanye nephrofayili yezezimali futhi iyaqhubeka nokugxila ekwehliseni izikweletu.I-Commercial Metals inezinga lokukhula kweholo elilindelekile lika-31.5% kulo nyaka wezimali wamanje.I-Zacks Consensus Estimate yenzuzo ye-CMC yenyuke ngezinsuku ezingu-420 ezedlule. inkampani iphinde yahlula i-Zacks Consensus Estimate kumakota amathathu alandela ngemuva.Inokumangala okujwayelekile okungaba ngu-15.1% ngalesi sikhathi.
I-Olympic Steel: I-Ohio-based Olympic Steel, ene-Zacks Rank #1, iyisikhungo senkonzo yensimbi ehamba phambili egxile ekucubunguleni i-carbon, i-coated ne-stainless flat rolled, ikhoyili nepuleti, i-aluminium, i-tinplate yokuthengisa okuqondile nokusabalalisa, kanye nemikhiqizo yensimbi enamandla kakhulu. isidingo silindeleke ukuthi sisekele ukuthengisa kwayo.Ishidi lebhalansi eliqinile lenkampani liphinde liyivumele ukuthi itshale kumathuba okukhula kwembuyiselo ephezulu.I-Zacks Consensus Estimate yemali etholwayo ye-Olympic Steel yamanje ibuyekezwe yaba ngu-84.1% ezinsukwini ezingu-60 ezedlule.I-ZEUS iphinde yadlula Isilinganiso se-Zacks Consensus Estimate ezintathu kwezingu-3 kwezingu-4 ezilandelanayo mayelana nokumangala kwezikhathi ezine.9.
I-TimkenSteel: I-TimkenSteel yase-Ohio ikhiqiza izinsimbi ezihlanganisiwe kanye nezinsimbi ze-carbon kanye nezinsimbi ezincane. Nakuba ukuphazamiseka kwe-semiconductor supply chain kube nomthelela ekuthunyelweni kumakhasimende angomahamba-nendlwana, inkampani yazuza ekudingeni okuphezulu kwezimboni namandla kanye nesimo samanani esivumayo.Imakethe yezimboni ye-TMST iyaqhubeka nokusimama. thuthukisa ukwakheka kwezindleko nokusebenza kahle kokukhiqiza.I-TimkenSteel ineZinga le-Zacks #2 (Thenga) futhi kulindeleke ukuthi ithumele ukukhula kweholo ngo-29.3% ngonyaka.Izilinganiso zokuvumelana zeholo lonyaka wamanje zibuyekezwe zaba ngu-9.2% ezinsukwini ezingu-60 ezidlule.I-TMST yehlule Isilinganiso sekota ye-Zacks Consensus engxenyeni ngayinye yama-39 angu-8 alandelayo.
Ufuna iseluleko sakamuva esivela ku-Zacks Investment Research?Namuhla, ungadawuniloda izitoko ezingcono kakhulu ezingu-7 ezinsukwini ezingu-30 ezilandelayo.Chofoza ukuze uthole lo mbiko wamahhala Ternium SA (TX): Umbiko Wamahhala Wokuhlaziya I-Commercial Metals Company (CMC): Umbiko Wamahhala Wokuhlaziywa Kwesitoko Olympic Steel, Inc. (ZEUS): Umbiko Wamahhala Wokuhlaziywa Kwesitoko. Ukuhlaziywa Kwesitoko Kwamahhala I-Timken Steel Article Ukuze ufunde lesi sihloko se-Stock Corporation (TMST): Mahhala
Engxenyeni yesibili yonyaka, kancane kancane umuzwa wemakethe waba sobala.Okokuqala, kunomuzwa wokuthi ukuphahlazeka kwe-1H kungase kube phansi, noma okungenani kushaye ithafa futhi kume kancane ngaphambi kokuwa ngokuqhubekayo.Okwesibili, kukhona ukuvumelana okukhulayo kokuthi ukwehla komnotho kuyeza, ngonyaka noma ngaphansi.Umbono oyingcosana ukuthi ukwehla kwangempela komnotho kuphezu kwethu; kodwa ngeke sazi ngokuqinisekile kuze kukhishwe izinombolo zokukhula kwe-Q2 ngasekupheleni kwale nyanga. Kusho ukuthini
Izeluleko zobungcweti ezivela kuma-passport ase-UK kanye nabelaphi be-visa ukukusiza ukuthi ulungise inqubo yesicelo ngasinye.Yenza i-aphoyintimenti ku-inthanethi namuhla ukuze uhlangane nochwepheshe.Isikhungo se-ejensi sitholakala e-Lippo Center e-Admiralty. Ama-passport nama-visa consultant anesipiliyoni seminyaka eminingi.Isevisi yokubonisana yamahhala yomuntu nomuntu, futhi sibhekane nayo lapho nihlangana.Sizosiza ekuhloleni imibhalo kanye nokuthumela imibhalo e-UK.
IZINDABA ZE-DOW JONES KA-WANG Yifan Amasheya enkampani yezobuchwepheshe yaseShayina awe e-Hong Kong ngoMsombuluko ngemuva kokuthi iBeijing ihlawulise ezinye zezinkampani ezinkulu ze-inthanethi zezwe ngokwehluleka ukwenza amaphephadonga afanele wokungathembeki kumadili wangaphambilini.
Ngenxa yokukhula kokuhlanganiswa kokutshalwa kwezimali, isikhathi esingcono kakhulu sokuqala ukutshala imali sihlala manje.Kuze kube manje kulo nyaka, i-S&P 500 kanye ne-Nasdaq Composite zehle ngo-18% no-26%, ngokulandelana. Unalokho engqondweni, abanikeli abathathu be-Fool.com bacabanga ukuthi i-Nvidia (NASDAQ: NVDA), ASML Holdings (NASDAQ: I-ASXML entsha) ukukhetha okuhle kakhulu kwe-Netflix (i-ASXML).
Akukho ukwesaba ubungozi, khiyela imbuyiselo eqinisekisiwe yeminyaka emi-5!Jabulela impilo, ukugula okubucayi nokuvikelwa kwezingozi ngesikhathi esifanayo.Izaphulelo zesikhathi esilinganiselwe ngaphambi komhla zingama-31 ku-Agasti, ungathola izaphulelo zesikhathi esinqunyelwe kanye nembuyiselo ephakeme eqinisekisiwe.Imikhiqizo nokunikezwayo kungaphansi kwemigomo nemibandela.
I-rally yemakethe ibhekene nesivivinyo phakathi kokukhathazeka okuvuselelwe mayelana ne-China.I-CEO ye-Tesla u-Elon Musk uqala ukuqeda ukutholwa kwe-Twitter.
I-S&P 500 yehle ngaphezu kuka-20%.Kodwa ukwehla kwezimakethe zamasheya akuyona ukuphela kwento okufanele sikhathazeke ngayo.
Bhalisela izinsiza zokutshala izimali ze-ESG futhi ube sethubeni lokuwina ikhadi lesipho le-Apple Store elingu-HK$10,000. Ukutshalwa kwezimali kubandakanya ubungozi futhi okunikezwayo kungaphansi kwemigomo nemibandela
Amasheya e-GameStop (NYSE: GME) akhuphuke ngo-15% ngoJulayi 7 ngemva kokuba ibhodi layo ligunyaze ukuhlukaniswa kwesitoko sika-4 kuya ku-1. Ukuhlukaniswa kwesitoko ngeke kushintshe umkhawulo wemakethe noma inani le-GameStop, kodwa isinqumo sisayenza ibe ngesinye sezihloko ezishisa izikhotha ku-Reddit's WallStreetBets subreddit futhi.
(Bloomberg) - Amanani kawoyela ehle njengoba amathuba okufunwa okwengeziwe emikhawulweni yegciwane le-denting yase-China avala izimpawu zokuqiniswa kwemakethe.I-OutTrump, ikakhulukazi evela e-BloombergElon, igxeka u-Elon Musk kanye ne-Twitter DealPutin's isikhali esisha sokucekela phansi okukhulu: UPetroKazakhstan udubula u-Abe, kungani?Konke Esikwaziyo Kubhekana Neqiniso Kakhulu Kawoyela. I-West Texas Intermediate crude yehle yafinyelela cishe ku-$103 umgqomo ngemva kokuwa ekuhwebeni okuguquguqukayo ngesonto eledlule.Virus
Khonamanjalo, izabelo zezabelo manje zinesivuno esiphezulu ngenxa yokuthi isivuno sesitoko silingana ngokuphambene nenani laso. I-Altria ngokuyinhloko ingumkhiqizi wase-US nomsabalalisi wemikhiqizo eshunqayo neminye imikhiqizo kagwayi. Le nkampani ingumnikazi womkhiqizo onenzuzo enkulu we-Marlboro, kanye nogwayi oMnyama & Mild kanye nogwayi wamapayipi, kanye nogwayi wendabuko wase-Copenha oswakame njengogwayi we-Cope. imikhiqizo kagwayi, iphothifoliyo ka-Altria ihlanganisa i-On!
Ngokwenza ukuhlaziya kobuchwepheshe kumashadi alezi zitoko, futhi, lapho kufaneleka, sisebenzisa isenzo sakamuva kanye nezilinganiso ezivela ku-TheStreet Quantitative Ratings, siye safinyelela emagameni amathathu. Nakuba singeke sihlole ukuhlaziya okuyisisekelo, sethemba ukuthi lesi sihloko sizonikeza abatshalizimali abanentshisekelo esitoko isiqalo esihle sokwenza umsebenzi wesikole oqhubekayo egameni.I-Best Buy isanda kwehliswa izinga le-Quant+s's.
Bheka isenzo samasonto onke esishubile esabonwa yi-Clearfield evikini lokugcina likaJuni nasemavikini amathathu okuqala kaJulayi 2020.
Vumela iqembu labatshalizimali lichaze ubungozi, futhi abaningi bangase bathi usongo lokulahlekelwa unomphela kwemali.
I-Shopify (NYSE: SHOP) kanye ne-The Trade Desk (NASDAQ: TTD) zingama-stock okukhula amahle kakhulu abatshali bezimali abangazithenga futhi bazibambe eminyakeni eyishumi ezayo.I-Shopify ibilokhu igibele umkhuba omude wabathengi abasebenzisa imali eningi ku-inthanethi.I-Shopify ihlomule kulo mkhuba njengendlela yokuhweba nge-e-commerce, isiza abathengisi bazakhele amawebhusayithi abo futhi bamukele izinkokhelo ze-inthanethi.
Nazi izitoko ezingcono kakhulu zamaShayina ongazithenga futhi uzibukele ngoJulayi.Amathemba okuvuselela kabusha kanye noxhaso lwe-EV asiza amasheya aseShayina, kodwa ingabe ukuqhekeka kuphelile?
Hlanganisa namabhizinisi emqhudelwaneni wokuqala ohamba phambili wase-Asia ukuze ulethe imibono yakho ngokushesha
“Ngizame kanzima ukuthi amabhange athole imali yawo, ngakho ngiyazibuza ukuthi leyo mali izoba ngeyami yini ngokusemthethweni noma nini.”
NgoLwesithathu, i-US Bureau of Labor Statistics ikhiphe inkomba yentengo yabathengi ngoJuni, kanti i-Federal Reserve izokhipha i-Beige Book yayo yesihlanu yonyaka.
Ezikhathini zokwenyuka kwamandla emali kanye nokuncipha kokukhula komnotho, njengalokho esibhekene nakho njengamanje, kukhona okungaguquki abatshalizimali abangathembela kukho, futhi lokho ukwethembeka kwezabelo zezabelo ukuze zisekele amaphothifoliyo abo.Abaphathi bempahla eHartford Funds bafunde ukusebenza kwe-benchmark S&P 500 kusukela ngo-1930 futhi bathola ukuthi isamba sezabelo eziwu-40% esithelweni esinikelelwe ngaphezu kuka-91% wenzuzo yenkomba enikeziwe. Emashumini eminyaka aphawulwa ukucindezeleka kanye nezimpi zomhlaba, ukuwohloka komnotho kanye nezifo eziwubhadane, izinzuzo bezilokhu zinezinzuzo ezinhle.