Jun. 05, 2025 4:15 AM ETTernium S.A. (TX) StockTXQuality Contrarian Value146 Followers(9min)SummaryTernium's integrated business model leverages low-cost raw materials, flexible production methods, and proximity to high-growth Latin American.They are positioned to benefit from nearshoring trends and import substitution, especially as Mexico imports nearly half its steel and USMCA incentives drive demand.TX stands out for disciplined capital deployment into ESG-aligned projects, investing ahead of peers in efficient, cleaner steelmaking capacity for future growth.With Latin America's steel sector recovering and nearshoring accelerating, TX is poised to capture outsized demand and deliver strong mid-cycle returns.zhaojiankangSummaryTernium S.A. (NYSE:TX) is a vertically integrated steel producer with a strong presence in Central America. Backed by Techint Group, one of the region's largest industrial conglomerates, TX stands out from its operational expertise and disciplinedThis article was written byQuality Contrarian Value146 FollowersI am currently working as an investment analyst at a family office. My specialty is identifying high-quality and/or severely mispriced investment ideas. I believe that a great investment idea would "jump" at you intuitively and it comes in buying great companies at great prices. If you like my investment ideas, please do give me a follow!In my free time, I like to read books to educate myself and watch shows on Netflix.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments