I-Mueller Industries Inc. (NYSE: MLI) yinkampani enkulu ekhiqiza izakhiwo zensimbi. Inkampani isebenza emakethe engakhiqizi inzuzo enkulu noma imibono yokukhula, futhi abaningi bangakuthola kuyisicefe. Kodwa benza imali futhi banebhizinisi elibikezelwayo nelizinzile. Lezi yizinkampani engizikhethayo, futhi ungaqiniseka ukuthi abanye abatshalizimali abanaki leli gumbi lemakethe. Inkampani ithwale kanzima ukukhokha isikweletu, manje ayinaso isikweletu esingu-zero futhi inomugqa wesikweletu ongamaRandi ayizigidi ezingama-400, okuwenza abe nezimo eziguquguqukayo uma izinhloso zokuthola kuphakama futhi inkampani ingahamba ngokushesha. Ngisho nangaphandle kokutholwa kokuqalisa ukukhula, inkampani inokugeleza kwemali kwamahhala okukhulu futhi isikhule iminyaka eminingi, okuwumkhuba obukeka uzoqhubeka esikhathini esizayo. Imakethe ayibonakali iyazisa inkampani, futhi ukukhula kwemali engenayo kanye nenzuzo eminyakeni yamuva kubonakala kwembula kakhulu.
"I-Mueller Industries, Inc. ikhiqiza futhi idayise imikhiqizo yethusi, ithusi, i-aluminium nepulasitiki e-US, UK, Canada, Korea, Middle East, China naseMexico. Le nkampani isebenza ngezigaba ezintathu: amapayipi amapayipi, izinsimbi zezimboni kanye nesimo sezulu. Amapayipi Amapayipi amathuluzi okubumba kanye nokuhlinzekwa kwamapayipi amapayipi.Le ngxenye ithengisa imikhiqizo yayo kubathengisi bezitolo ezimakethe zamapayipi kanye neziqandisi, abasabalalisi bezimoto zasekhaya nezokungcebeleka, abathengisi bezinto zokwakha kanye nabakhiqizi bokuqala bemishini yokushisa umoya (OEMs) i, insimbi, ithusi kanye ne-cast iron effect kanye ne-castings; ama-valve enziwe ngethusi, i-aluminium kanye nensimbi engagqwali; Izesekeli ze-Voltage High kanye nezinsiza zezimakethe zokushisa komoya kanye namashubhu ahlanganisiwe we-HVAC, amaphampu okushisa echibini lokubhukuda, abenzi beqhwa, ama-boilers wezohwebo kanye nezimakethe eziguquguqukayo ze-HVA; yasungulwa ngo-1917 futhi izinze e-Collierville, eTennessee.”
Ngo-2021, i-Mueller Industries izobika ama-dollar ayizigidi eziyizinkulungwane ezingu-3.8 emalini engenayo yonyaka, amaRandi ayizigidi ezingu-468.5 emalini engenayo, kanye nama- $ 8.25 emalini etholwayo ehlanjululwe ngesheya ngalinye. Le nkampani iphinde yabika amaholo ngekota yokuqala neyesibili ka-2022. Engxenyeni yokuqala ka-2022, inkampani yabika imali eyizigidi eziyizinkulungwane ezingu-2.16, imali engenayo eyizigidi ezingu-364 zamaRandi kanye nenzuzo ehlanjululwe ngesabelo ngasinye sika-$ 6.43. Le nkampani ikhokhele ama-dividend angu-1.00 $ ngesabelo sesikhathi sokugcina kanti isivuno sonyaka sakwa-1.48 %.
Amathemba okuthuthukiswa okuqhubekayo kwenkampani mahle. Ukwakhiwa kwezindlu ezintsha kanye nokuthuthukiswa kwezentengiselwano yizici ezibalulekile ezithonya futhi ezisiza ukunquma ukuthengiswa kwenkampani, njengoba lezi zindawo zibangela iningi lesidingo semikhiqizo yenkampani. Ngokusho kwe-US Census Bureau, inani langempela lemizi emisha e-US lizoba izigidi ezingu-1.6 ngo-2021, lisuka ezigidini ezingu-1.38 ngo-2020. Ngaphezu kwalokho, izakhiwo ezizimele ezingezona zokuhlala zazilinganiselwa ku-467.9 billion ngo-2021, 479 billion ngo-2020 kanye ne-500.19 yezinkampani eziqinile ezilindeleke ukuthi lezi zindawo zihlale ziqinile ku-2001. ibhizinisi labo kanye nokusebenza kwezimali kuzozuza kulezi zici futhi kuhlale kuzinzile. . Kubikezelwa ukuthi ngo-2022 no-2023 umthamo wokwakhiwa okungeyona indawo yokuhlala uzokhula ngo-5.4% no-6.1%, ngokulandelana. Lo mbono wokufunwa uzosiza i-Mueller Industries, Inc. igcine amazinga aphezulu okukhula nokusebenza.
Izinto ezingaba yingozi ezingase zibe nomthelela ebhizinisini izimo zomnotho ezihlobene nokuthuthukiswa kwezindawo zokuhlala nezohwebo. Izimakethe zokwakha njengamanje zibukeka zizinzile futhi bezilokhu zenza kahle eminyakeni embalwa edlule, kodwa ukuwohloka kwalezi zimakethe esikhathini esizayo kungaba nomthelela omkhulu ebhizinisini lenkampani.
Imali yamanje yemakethe ye-Mueller Industries Inc. ingu-$3.8 billion futhi inesilinganiso sentengo-to-earning (P/E) esingu-5.80. Lesi silinganiso sentengo-kuya-amaholo empeleni siphansi kakhulu kuneningi labaqhudelana no-Mueller. Ezinye izinkampani zensimbi okwamanje zihweba ngezilinganiso ze-P/E ezingaba ngu-20. Ngokwesisekelo sentengo-kuya-emalini, inkampani ibukeka ishibhile uma iqhathaniswa nontanga yayo. Ngokusekelwe esimweni samanje sokusebenza, inkampani ibukeka ibukelwa phansi. Uma kucatshangelwa ukukhula kwemali engenayo yenkampani kanye nemali engenayo yonke, lokhu kubonakala njengesitoko esikhangayo kakhulu esinenani elingaziwa.
Le nkampani ibikhokha izikweletu kanzima eminyakeni embalwa edlule futhi inkampani manje ayinazo izikweletu. Lokhu kuhle kakhulu enkampanini, ngoba manje akukhawuli inzuzo yenkampani futhi kuyenza ibe lula kakhulu. Inkampani iqede ikota yesibili ngemali eyizigidi ezingama- $202 futhi banemali ezungezayo engasetshenziswanga eyizigidi ezingama- $400 etholakalayo ukuze basebenzise uma kudingeka imisebenzi noma amathuba okuthola izinto aqhamukayo.
I-Mueller Industries ibukeka njengenkampani enkulu nesitoko esihle. Le nkampani ibilokhu izinzile ngokomlando futhi yabhekana nokukhula kwesidingo ngo-2021 okuzoqhubeka kuze kufike ku-2022. Iphothifoliyo yama-oda inkulu, inkampani yenza kahle. Le nkampani ihweba ngenani eliphansi lemali engenayo, ibukeka ingaphansi kakhulu uma iqhathaniswa nezimbangi zayo futhi ngokujwayelekile. Uma inkampani inesilinganiso esivamile se-P/E sika-10-15, isitokwe singaba ngaphezu kokuphindwe kabili kumazinga amanje. Le nkampani ibukeka izimisele ngokukhula, okwenza ukubukelwa phansi kwamanje kuthandeke kakhulu, ngisho noma ibhizinisi labo lingakhuli ngendlela emangalisayo, uma lihlala lizinzile, inkampani isilungiselele konke imakethe ezobanikeza yona ngaphandle kweshalofu.
Ukudalula: Mina/asinazo izitoko, izinketho noma okuphuma okufanayo kunoma yiziphi izinkampani ezibalwe ngenhla, kodwa singase singene endaweni enenzuzo ende ngokuthenga amasheya noma ukuthenga izingcingo noma okuphuma okufanayo ku-MLI phakathi namahora angu-72 alandelayo. Ngibhale lesi sihloko ngokwami ​​futhi siveza owami umbono. Angikayitholi isinxephezelo (ngaphandle kokuthi Ukufuna i-Alpha). Anginabo ubudlelwano bebhizinisi nanoma yiziphi izinkampani ezibalwe kulesi sihloko.