ភាគហ៊ុនដែកល្អបំផុតដើម្បីទិញឥឡូវនេះ

ការយល់ដឹងសំខាន់ៗ

• Steel prices have moved higher all over the world. 

• In the U.S., the infrastructure plan should provide additional demand for steel. 

• Steel stocks gained a lot of ground in 2022, but they continue to trade at reasonable valuation levels. 

Steel stocks had a strong start of this year as problems with steel production in Ukraine and sanctions on Russia have created a tight market in the world. In addition, U.S. President Joe Biden has recently said that U.S. – made steel will be mandated for projects made under the infrastructure plan. In this environment, steel stocks will remain on investors’ radars.

Cleveland-Cliffs

Cleveland-Cliffs stock is up by more than 40% year-to-date, but the company’s shares still trade at a modest 8 forward P/E.

At this point, analysts do not believe that current pricing conditions will remain in 2023, so the analyst consensus predicts that the company’s earnings will decline from $5.89 in 2022 to $3.79 in 2023. However, analyst estimates are rising fast, so Cleveland-Cliffs stock may have more upside without multiple expansion.

ណុច

ណុច stock has also benefited from favorable market conditions and gained about 50% since the beginning of this year. Nucor has historically enjoyed a premium over its peers in the steel industry, and it is currently trading at almost 19 forward P/E.

It should be noted that analysts believe that Nucor 2023 earnings will decline by more than 50% compared to the projected 2022 earnings, and it remains to be seen whether such forecasts are accurate.

ដែកថែបអាមេរិក

ក្នុង ដែកថែបអាមេរិក case, analysts expect that the company’s earnings will decline from $10.8 in 2022 to $3.93 in 2023, so the stock is trading at 9 forward P/E.

Analyst estimates for the year 2023 have been moving higher in recent weeks, and the continuation of this trend should provide additional support to U.S. Steel stock.

សូមក្រឡេកមើលព្រឹត្តិការណ៍សេដ្ឋកិច្ចនាពេលបច្ចុប្បន្ននេះសូមពិនិត្យមើលរបស់យើង ប្រតិទិនសេដ្ឋកិច្ច.

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