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TX 特尔尼翁钢铁

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40.670
+0.160+0.39%

交易中 05/02 12:58 (美东)

79.84亿总市值12.32市盈率TTM

特尔尼翁钢铁股票讨论区

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102054460

04/28 10:09

Ternium – don’t missthis boat

As a value investor, I have been told not to watch prices daily. But given the general upbeat, you may miss the opportunity if you do not do this. Take Ternium as an example
Ternium and its subsidiaries manufacture, process, and sell various steel products mainly in South America. This is cyclical company that is fundamentally sound. It doubled its revenue over the past 12 years through organic growth and acquisitions. It achieved a growing ROE with corresponding imp...

逍遥投资派

04/05 00:03

$特尔尼翁钢铁(TX.US)$🎯 2024.4.4 当前价格41.77，持仓浮盈13%
新增数据：23Q4，营收、营业利润和净利润均恢复增长。
2023年营收增长7.3%，营业利润受毛利率下滑费用暴增影响萎缩22.1%，净利润受重组与并购费用影响萎缩52.9%，
资产负债率从21.3%大幅提高到30.5%，总资产和净资产都有较大增加。资产端现金略增，营收和存货均大幅增长，固定资产增加也很多，商誉增加不多，似乎是贴近净资产的一次收购。负债端长期借款从5亿增加到12亿，杠杆率依然很低，增加的主要是无息负债。
现金流经营净额高于投资净额，产生了一些股东盈余。目前净资产收益率大幅下降到5.6%，是个不太好的迹象。
市盈率12.3，股息率6.9%，5年平均净利15.2亿对应市盈率为5.4，估值依然很低值得选择(⭐️⭐️)。

iamiam

03/19 22:46

$克利夫兰克里夫(CLF.US)$
BRING EM ALL WITH YOU
$Steel Dynamics(STLD.US)$
$美国钢铁(X.US)$
$特尔尼翁钢铁(TX.US)$
$盖尔道钢铁(GGB.US)$
$巴西国民钢铁公司(SID.US)$
$Radius Recycling(RDUS.US)$
$美国工商五金公司(CMC.US)$
$泰纳瑞斯钢铁(TS.US)$
$Ryerson(RYI.US)$
$纽柯钢铁(NUE.US)$

102054460

01/31 07:40

Ternium – a geographical diversification opportunity

Ternium is a South American steel company. Although it has some mining operations, these serve mainly in-house and are a small component relative to the steel output. It achieved revenue and profit growth through organic growth and acquisitions over the past 11 years.
It has a strong financial position and a good capital allocation plan, creating value for shareholders. A Valuation based on the steel price cycle shows a sufficient margin of sa...

Moomoo AI

01/30 03:11

The market seems to have moderated its expectations for Ternium's growth, despite its strong EPS growth. The company's future performance is more important for shareholders. The positive market reception over time suggests that Ternium might be a business worth watching.

Ternium (NYSE:TX) Shareholders Have Earned a 23% CAGR Over the Last Three Years

iamiam

2023/12/19 22:01

UPDATE December 19

Still climbing, but will it continue? 🧗‍♀️
$纳斯达克100指数主连(2406)(NQmain.US)$
Bearish divergences continue. We are 6 days over the upper bollinger band, 5 days above is rare, and 6 is extremely rare. This run also has not had a 23% correction. That's the largest move in history without a correction. That's how rare this 8-week bullish move is.
$纳指100ETF-Invesco QQQ Trust(QQQ.US)$
It's still squeezing. The holiday low volume makes price easy to manipulate. Bearish divergences ...

+21

Moomoo AI

2023/12/19 00:50

Ternium's poor growth outlook justifies low P/S ratio. Expected negative revenue growth could pressure stock price unless conditions improve. Ternium's growth prospects seem unattractive compared to industry, as seen in the P/S metric.

Improved Revenues Required Before Ternium S.A. (NYSE:TX) Shares Find Their Feet

iamiam

2023/12/18 22:05

UPDATE December 18

A quick update to start the week.
I'm looking for a pullback. According to my indicators, it should be shallow, or at least start out that way. On QQQ 402 is the expected low for today, with 408.52 as the high.
$纳指100ETF-Invesco QQQ Trust(QQQ.US)$
Below the mid bollinger, bearish divergences. The trendline is around ~398, I could easily see hitting that this week.
$纳斯达克100指数主连(2406)(NQmain.US)$
Above the mid bollinger, bollingers are "pinching," meaning a move could be...

Moomoo AI

2023/11/01 04:43

Ternium's Q4 outlook looks bleak with lower EBITDA margin projected, offset by higher steel shipments. The decrease in prices in Mexico and Brazil, shipment reduction in Argentina due to import restrictions, pose a potential threat to their profits.

Ternium Non-GAAP EPADS of $1.38 Misses by $0.12, Revenue of $5.19B

iamiam

2023/10/25 04:09

STEEL

$克利夫兰克里夫(CLF.US)$
My beast went off, and I didn't even post about it 🤑😥
let's see how other STEEL is doing
Domestic
$美国钢铁(X.US)$
$Steel Dynamics(STLD.US)$
$纽柯钢铁(NUE.US)$
Foreign
$安赛乐米塔尔(MT.US)$
damn that is cheap, screw you Europe 🤣
$浦项钢铁(PKX.US)$
Korea steel
$巴西国民钢铁公司(SID.US)$
South America
$特尔尼翁钢铁(TX.US)$
Mexico 🇲🇽
$盖尔道钢铁(GGB.US)$
more South America (I like South America as an investment. if we won't work, China won't work, and Europe won't w...

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