Ternium S.A. (TX)

NYSE - Nasdaq Real Time Price. Currency in USD

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Visitors trend2W10W9M

34.33

+0.53

(+1.57%)

As of 09:38AM EDT. Market open.

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G
Small company, stock price easily manipulated by any funds. But company has no danger of losing money,

Dividends are stable:

Ex/EFF DATE TYPE CASH AMT DECLARATION DATE RECORD DATE PAYMENT DATE
05/05/2022 CASH $1.80 03/22/2022 05/06/2022 05/16/2022
11/12/2021 CASH $0.80 11/04/2021 11/15/2021 11/19/2021
05/05/2021 CASH $2.10 04/14/2021 05/06/2021 05/14/2021
04/29/2020 CASH $1.20 04/30/2020 05/05/2020
05/08/2019 CASH $1.20 02/19/2019 05/09/2019 05/17/2019
05/04/2018 CASH $1.10 02/20/2018 05/07/2018 05/15/2018
05/05/2017 CASH $1.00 05/16/2017 05/09/2017 05/19/2017
05/06/2016 CASH $0.90 05/12/2016 05/10/2016 05/16/2016
05/08/2015 CASH $0.90 04/07/2015 05/12/2015 05/18/2015
05/09/2014 CASH $0.75 05/14/2014 05/13/2014 05/19/2014
05/03/2013 CASH $0.65 04/26/2013 05/07/2013 05/13/2013
Y
Just don't get why the steel prices kept dropping when inflation is high, shouldn't raw material prices go up instead of going year low? infrastructures and manufacturers still needs steel, but we are acting like its back to beginning of covid when everything is shut down completely? smh
S
TX has a $5.5B EV (net cash position) and will post > $1B in FCF this qtr. TX Hot-Rolled Coil Steel averaged $768/ton in 2020 and they generated FCF of $1.2B that year. I sold out $44 - $45 range got back in the high 30's may nibble a bit more here
l
Just heard that TX got alerted at (http://market-engross.club). I hope it pushes us higher!
D
At year low nearly. Don't understand why others are picking this stock at 7.2% div and great balance sheet.
Bullish
A
As I have said back to 11
T
Europe is nationalizing companies and cant compete having to pay do much for energy. Looks like they ate embracing fascizm again in europe
H
https://discord.gg/c5QmdS2p8E
A
steel prices are down 40% and now are making new yearly lows everyday...in so much that tx balance sheet is strong the future doesn't look as bright- high inflation with lower demand(recession) and collapsing steel prices spells disaster- that's what the market sees.
D
This stock got the Zacks kiss of death 2 weeks ago.
10 more dollars on the downside to go.
Bearish
R
ANALISTS convergin to a HUGE STROG BUY
ZACKS: From hold(3) yesterday to Strong BUY (1) today
SIMPLYWALL.ST From Target $143 last week to $183 this week
TRADINGVIEW From Q2 EPS $3.04/sh to $3.92/sh

Buy now while is ridiculous cheap, $44 4.5 x CHEAPER than $183 target
P/E=2!!! Thats an historical, NO BRAINER BUY

When TX get to $70 than the big banks, JP, City, etc will call strong buy and target at $150
Bullish
A
Where are all those pumpers now LOL
R
Analists RAISING TX price target!!
SIMPLYWALL.ST just raised TX from $146 to $183 !!!
That's it $183 a 4.2 BAGGER

Breaking up $43,2, there she goes. TX goes fast to $48
Bullish
L
My take on the company, and the reason I feel it is under-valued and trading for a bargain:
I project a FBV based on its past 10-year BV growth of $64.20. Intrinsic Value if $74.23. Its ROE is excellent at 19.6% (I consider >7% good). Its Current Ratio is 2.4 (good if >1), Quick Ratio of 1.4, D/E of .25 (<.5 is good). EPS next year 6.32. PE of 4.60 (<15 is good), PS of .69 (<1 is excellent). Solid financials IMO with a nice 6% dividend.
Bullish
d
Well, I will pump this stock based on the fact that the forward PE is 4.21x's, it is trading well below the 50 day average and slightly above the 200 day average, and has a dividend exceeding 5%; which is expected to increase over the coming years.
Solid, well managed company-----if this trend continues much further I will double my position during this summer doldrum .
Bullish
c
$STLD topped earnings, should $TX follow? If they were to have the same EPS, which one should you buy?
R
Everybody knows that markets have distortions, manipulations, mistakes, misunderstandings etc.
But this TX case is EXAGERATED CHEAP ....

P/E= 5.5
EV/EBTIDA = 3.9
P/B = 0.990
ROE = 20% will grow a lot (huge investments done)
TOT DEB/EQ= 20% ONLY 20% ...

Great great company, total focused on shareholder's value. First class management ...
Unbelievable at the same price $40 of 2008! 13 YEARS AGO !!!

I think may be some big shots are still loading up at these obscene prices
Maybe waiting till next Monday to receive the dividend and LOAD UP on May or June CALL options
I only know that it will not last for long, soon this thing will sky rocket, $60 to begin

Adding more now, sub 40.
P
Question for you all. TX produces steel and mines ore. From what I’ve read about TX, most of the ore they mine is sold inter company so dropping ore prices should not effect the bottom line. This is much like CLF’s model. They sound vertically integrated and that’s good no?
TX has very little debt, very low PE and they pay a decent dividend.
Why shouldn’t I buy this stock???
Thanks in advance.....
B
$1.80 dividend in May. $5.08 EPS for Q4, 2021, $19.49 EPS for 2021 (compared to $3.97 for 2020), Zero debt, $1.2 Bil net cash !
The stock is way too cheap at the current price!
S
TX; I feel terrible if any of you panic sold after that completely misleading Bloomberg news piece, price reaction and confusing partial dividend advance, but their guidance on the call was higher than the average street estimate for next qtr of $5.14, as mgmt. guided to a slight decrease from eps of $6.12 in q3 due to higher slab costs. In Q4 ebitda will be >$1.7B or 22% of current EV and their FCF should be around $1.1B or 15% of EV ($1.7B ebitda - $400M working capital increase - $200M maint cap-ex) Their FCF will be more than double last qtrs. as Q3 had an enormous $1.1B working capital hit to FCF as they ramped up inventory in their new Pesqueria Mexico plant + trade receivables increased. Since they negotiate contracts on a 3mo and 6 mo period Q1 2022 should approximate Q4 (mgmt guided pricing is reseting at higher levels on the conf call and Hot rolled coil steel prices have remained in the $1,800 to $1,900/ton range since July). Going into 2022 FCF is set to significantly increase as working capital has increased by $2.7B over the last 4 qtrs. (inventory is up $1.6B and trade receivables are up $1.1B since the beginning of the year). With a 10-15% increase in production capacity from their new plant + steel prices remaining strong + a partial reversal of the $2.7B in working capital increases (I think there will be an additional $400M for Q4), I just don't see how TX posts free cash flow in 2022 that's less than 50% of their current EV.