Bank of America names its 'best' stocks to play the U.S. and global recovery

CNBC2021-06-01

Analysts fromBank of Americahave picked stocks set to get a boost as economies in the U.S. and Europe recover from the coronavirus pandemic.“We highlight stock opportunities in both regions poised to ...

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精彩评论

Alvisgzw
2021-06-01
Alvisgzw
Nicee
shiky
2021-06-01
shiky
like and comment thanks
CPCat
2021-06-01
CPCat
BofA seems to assume that we will go back to the old Normal (or at least this is how I see it), especially with the travel industry. Also in Luxury goods, will the new generation of consumers be beholden to brands still?
- Ljoney:
  I think it The new normAl that people have to aDapt n accepT in the coming years. the virus is still gona to be ard
LeeWan
2021-06-01
LeeWan
Please help to comment
KopiBoss
2021-06-01
KopiBoss
Like and comment please?
- LeeWan:
  Please help to reply
KopiBoss
2021-06-01
KopiBoss
Like and comment!

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US growth and rising inflation), as well as beneficiaries of the faster-than-expected re-opening in Europe,” the bank’s analysts wrote in a note published Wednesday.The bank added stocks to its “Best Ideas List,” some of which it said were set for a particularly strong bounce and positive growth. “The companies range from airlines to online fashion retail to healthcare supplies and insurance,” the analysts, led by Jill Carey Hall, wrote.BofA’s “best” stock picks include:Luxury and retailLuxury online fashion retailerFarfetchis a pick for the bank, which said it is “a good way to gain exposure to North America and especially the U.S., which is the group’s single largest country exposure.” It comes as the bank noted a sharp rise in demand for luxury goods in March. The bank also picked ecommerce retailerAsosand duty-free operatorDufry.FoodBofA likes salmon supplierAtlantic Sapphireas it is building a large-scale land-based farm in Miami — making it the first local producer for the U.S. market. This is likely to make it “the most cost effective and sustainable salmon supplier” in the country. The bank also pickedAAK, a Swedish specialist producer of fats and oils, which it said is tapping into a U.S. trend for plant-based foods as well as a rise in chocolate consumption.Airlines and aerospaceBritish Airways-ownerIAGis a pick for BofA as it “could see a strong swing in both sentiment and earnings momentum as the economy opens up.” Europe is set to be the most popular travel destination for Americans once travel restrictions are lifted, according to a survey the bank carried out in March, which is set to benefit the airline stock. German aircraft engine manufacturerMTU Aero Enginesis also a pick.Metals and manufacturingGerman steel and engineering firmThyssenkruppis set to benefit from a V-shaped recovery after the coronavirus pandemic, BofA’s analysts said. “There are discussions about a potential lifting of US tariffs on European metals. If this happens, we’d expect to see European steel prices bid up,” they wrote.Spirax Sarco, a British firm that makes steam management systems, is also a pick for its mix of direct and distributor sales, and could see “particularly strong” growth this year. French semiconductor materials manufacturerSoitecis also on the bank’s list for its 5G smartphone tech.The Bank of America research note was focused on small and mid-caps in each region, and the analysts noted they were now overweight on small caps in both Europe and the U.S.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":119115787,"gmtCreate":1622526658550,"gmtModify":1634100795695,"author":{"id":"3575175105051692","authorId":"3575175105051692","name":"Alvisgzw","avatar":"https://static.tigerbbs.com/02e55dbf7031255f561a06b003aa8844","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575175105051692","authorIdStr":"3575175105051692"},"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119115787","repostId":1138201380,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":119118467,"gmtCreate":1622526408359,"gmtModify":1634100797918,"author":{"id":"3585617508094797","authorId":"3585617508094797","name":"shiky","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3585617508094797","authorIdStr":"3585617508094797"},"htmlText":"like and comment thanks","listText":"like and comment thanks","text":"like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119118467","repostId":1138201380,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":119325752,"gmtCreate":1622521760976,"gmtModify":1634100849509,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582520228861009","authorIdStr":"3582520228861009"},"htmlText":"BofA seems to assume that we will go back to the old Normal (or at least this is how I see it), especially with the travel industry. 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Also in Luxury goods, will the new generation of consumers be beholden to brands still?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/119325752","repostId":1138201380,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4527060,"gmtCreate":1622525447768,"gmtModify":1635392776344,"authorId":3581591015314710,"author":{"id":3581591015314710,"idStr":"3581591015314710","authorId":3581591015314710,"name":"Ljoney","avatar":"https://static.tigerbbs.com/8376cac12c1b661feac4d507eb1379e4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":119325752,"type":1,"supId":0,"prevId":0,"content":"I think it The new normAl that people have to aDapt n accepT in the coming years. the virus is still gona to be ard","text":"I think it The new normAl that people have to aDapt n accepT in the coming years. the virus is still gona to be ard","html":"I think it The new normAl that people have to aDapt n accepT in the coming years. the virus is still gona to be ard"}],"langContent":"EN"},{"id":119362694,"gmtCreate":1622520595818,"gmtModify":1634100857415,"author":{"id":"3558097748623340","authorId":"3558097748623340","name":"LeeWan","avatar":"https://static.tigerbbs.com/88769849d29a340fce73355c249755a4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3558097748623340","authorIdStr":"3558097748623340"},"htmlText":"Please help to comment&nbsp;","listText":"Please help to comment&nbsp;","text":"Please help to comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119362694","repostId":1138201380,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":119316209,"gmtCreate":1622519089401,"gmtModify":1634100870361,"author":{"id":"3557149930616781","authorId":"3557149930616781","name":"KopiBoss","avatar":"https://static.tigerbbs.com/ec1f1b214ba4e85eb62a7572751a28b2","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3557149930616781","authorIdStr":"3557149930616781"},"htmlText":"Like and comment please?","listText":"Like and comment please?","text":"Like and comment please?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/119316209","repostId":1138201380,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4526021,"gmtCreate":1622520620909,"gmtModify":1635392875691,"authorId":3558097748623340,"author":{"id":3558097748623340,"idStr":"3558097748623340","authorId":3558097748623340,"name":"LeeWan","avatar":"https://static.tigerbbs.com/88769849d29a340fce73355c249755a4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":119316209,"type":1,"supId":0,"prevId":0,"content":"Please help to reply ","text":"Please help to reply ","html":"Please help to reply "}],"langContent":"EN"},{"id":119316939,"gmtCreate":1622519060321,"gmtModify":1634100870602,"author":{"id":"3557149930616781","authorId":"3557149930616781","name":"KopiBoss","avatar":"https://static.tigerbbs.com/ec1f1b214ba4e85eb62a7572751a28b2","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3557149930616781","authorIdStr":"3557149930616781"},"htmlText":"Like and comment!","listText":"Like and comment!","text":"Like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119316939","repostId":1138201380,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":135,"commentSize":34,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.0","shortVersion":"4.29.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1138201380"}