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2021-12-02

😊 nice 👍🏽

Singapore Stocks to watch: SPH, SPH Reit, Keppel, Sembcorp, Ntegrator

2021-11-23

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Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist

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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to watch: SPH, SPH Reit, Keppel, Sembcorp, Ntegrator</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to watch: SPH, SPH Reit, Keppel, Sembcorp, Ntegrator\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 08:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-sph-sph-reit-keppel-sembcorp-ntegrator><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Thursday (Dec 2):\nSingapore Press Holdings (SPH), SPH Reit: In a bourse filing on Wednesday (Dec 1) night, ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sph-sph-reit-keppel-sembcorp-ntegrator\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司","SK6U.SI":"百利宫房地产投资信托","U96.SI":"胜科工业","Q01.SI":"佳福","STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sph-sph-reit-keppel-sembcorp-ntegrator","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187224831","content_text":"THE following companies saw new developments that may affect trading of their securities on Thursday (Dec 2):\nSingapore Press Holdings (SPH), SPH Reit: In a bourse filing on Wednesday (Dec 1) night, SPH said its entire media-related business, including 2,500 employees, have been transferred to SPH Media Trust, a company limited by guarantee, for a nominal consideration of S$1. Following the completion, SPH will no longer have to meet the requirements imposed on newspaper companies under the Newspaper and Printing Presses Act in Singapore. SPH's shares closed up S$0.01 or 0.4 per cent to S$2.34 on Wednesday before the announcement, while shares for SPH Reit went up 0.5 per cent, or S$0.005 to close at S$1.\nKeppel Corporation: Its partially-owned subsidiary M1, said on Wednesday (Dec 1) that it will acquire up to 70 per cent of Malaysia-based Glocomp Systems and its 2 affiliate companies for RM111 million (S$36 million) through its indirect subsidiary AsiaPac Technology. In a separate statement, Keppel said AsiaPac will acquire an initial 26 per cent stake in Glocomp for RM26.3 million, funded via a combination of subscription of new ordinary shares to be issued by Glocomp, and purchase of ordinary shares from Glocomp founders Liew Yoon Kit, Giam Teck Eng, Chan Yue Mun and Chan Tze Ming. Keppel shares closed up S$0.01 or 0.2 per cent to S$5.11 on Wednesday.\nSembcorp Industries: The conglomerate on Thursday (Dec 2) said it is acquiring a 35 per cent interest in SDIC New Energy, a power company in China with a portfolio of 30 operational wind and solar photovoltaic assets, for an equity consideration of 1.5 billion yuan (S$320 million). Shares of Sembcorp closed at S$1.93 on Wednesday (Dec 1), up S$0.05 or 2.7 per cent.\nNtegrator International: The communications network specialist secured an S$8.6 million contract extension from a regional telecom provider for pipe installation and maintenance works in eastern, northern and western Singapore. The Catalist-listed group said in a bourse filing on Wednesday (Dec 1) that this deal adds to its order book of S$65.9 million as at Jun 30, 2021. Shares of thinly-traded Ntegrator ended Wednesday unchanged at S$0.007, before the announcement.\nTrading halt: Bread specialist QAF has called for a trading halt on Thursday (Dec 2) morning, pending an announcement. Shares of the counter closed at S$0.875, up 1.7 per cent or S$0.015, on Wednesday (Dec 1).","news_type":1},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875469341,"gmtCreate":1637679417600,"gmtModify":1637679417600,"author":{"id":"4100609247115880","authorId":"4100609247115880","name":"Faye21","avatar":"https://static.tigerbbs.com/2fc95887634961e424b5168b08f08b39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍🏽&nbsp;","listText":"👍🏽&nbsp;","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875469341","repostId":"2185318384","repostType":4,"repost":{"id":"2185318384","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1637675340,"share":"https://www.laohu8.com/m/news/2185318384?lang=&edition=full","pubTime":"2021-11-23 21:49","market":"us","language":"en","title":"Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=2185318384","media":"Dow Jones","summary":"A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street loo","content":"<p>A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.</p>\n<p>The stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.</p>\n<p>\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.</p>\n<p>So interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5523af8cb36029c6e2e2957eea1bc1\" tg-width=\"700\" tg-height=\"703\" referrerpolicy=\"no-referrer\"></p>\n<p>Onto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.</p>\n<p>And while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:</p>\n<p><img src=\"https://static.tigerbbs.com/3225be6ff40d868304067584d3fe5ae0\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>But then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.</p>\n<p>Here are his four themes he says investors should bear in mind in the year ahead:</p>\n<ul>\n <li>Consider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.</li>\n <li>Go green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.</li>\n <li>Buybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.</li>\n <li>Watch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.</li>\n</ul>\n<p>The chart</p>\n<p>Doug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:</p>\n<p>\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M<a href=\"https://laohu8.com/S/SFT\">$(SFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> + Nvidia N(VDA) <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.</p>\n<p>He uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&amp;P 500 at its highest since 2000:</p>\n<p><img src=\"https://static.tigerbbs.com/55b127991dd6bfa59ea9301e85f9ca39\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>He also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:</p>\n<p><img src=\"https://static.tigerbbs.com/f451bca17e0ca7913e2f27e899afb354\" tg-width=\"700\" tg-height=\"1560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>As some on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-11-23 21:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.</p>\n<p>The stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.</p>\n<p>\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.</p>\n<p>So interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5523af8cb36029c6e2e2957eea1bc1\" tg-width=\"700\" tg-height=\"703\" referrerpolicy=\"no-referrer\"></p>\n<p>Onto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.</p>\n<p>And while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:</p>\n<p><img src=\"https://static.tigerbbs.com/3225be6ff40d868304067584d3fe5ae0\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>But then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.</p>\n<p>Here are his four themes he says investors should bear in mind in the year ahead:</p>\n<ul>\n <li>Consider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.</li>\n <li>Go green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.</li>\n <li>Buybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.</li>\n <li>Watch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.</li>\n</ul>\n<p>The chart</p>\n<p>Doug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:</p>\n<p>\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M<a href=\"https://laohu8.com/S/SFT\">$(SFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> + Nvidia N(VDA) <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.</p>\n<p>He uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&amp;P 500 at its highest since 2000:</p>\n<p><img src=\"https://static.tigerbbs.com/55b127991dd6bfa59ea9301e85f9ca39\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>He also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:</p>\n<p><img src=\"https://static.tigerbbs.com/f451bca17e0ca7913e2f27e899afb354\" tg-width=\"700\" tg-height=\"1560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>As some on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","SCHW":"嘉信理财","BK4127":"投资银行业与经纪业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185318384","content_text":"A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.\nThe stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.\n\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.\nSo interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:\n\nOnto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.\nAnd while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:\n\nBut then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.\nHere are his four themes he says investors should bear in mind in the year ahead:\n\nConsider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.\nGo green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.\nBuybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.\nWatch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.\n\nThe chart\nDoug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:\n\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M$(SFT)$ $(MSFT)$ + Nvidia N(VDA) $(NVDA)$ -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.\nHe uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&P 500 at its highest since 2000:\n\nHe also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:\n\nAs some on Twitter responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":875469341,"gmtCreate":1637679417600,"gmtModify":1637679417600,"author":{"id":"4100609247115880","authorId":"4100609247115880","name":"Faye21","avatar":"https://static.tigerbbs.com/2fc95887634961e424b5168b08f08b39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍🏽&nbsp;","listText":"👍🏽&nbsp;","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875469341","repostId":"2185318384","repostType":4,"repost":{"id":"2185318384","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1637675340,"share":"https://www.laohu8.com/m/news/2185318384?lang=&edition=full","pubTime":"2021-11-23 21:49","market":"us","language":"en","title":"Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=2185318384","media":"Dow Jones","summary":"A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street loo","content":"<p>A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.</p>\n<p>The stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.</p>\n<p>\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.</p>\n<p>So interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5523af8cb36029c6e2e2957eea1bc1\" tg-width=\"700\" tg-height=\"703\" referrerpolicy=\"no-referrer\"></p>\n<p>Onto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.</p>\n<p>And while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:</p>\n<p><img src=\"https://static.tigerbbs.com/3225be6ff40d868304067584d3fe5ae0\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>But then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.</p>\n<p>Here are his four themes he says investors should bear in mind in the year ahead:</p>\n<ul>\n <li>Consider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.</li>\n <li>Go green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.</li>\n <li>Buybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.</li>\n <li>Watch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.</li>\n</ul>\n<p>The chart</p>\n<p>Doug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:</p>\n<p>\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M<a href=\"https://laohu8.com/S/SFT\">$(SFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> + Nvidia N(VDA) <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.</p>\n<p>He uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&amp;P 500 at its highest since 2000:</p>\n<p><img src=\"https://static.tigerbbs.com/55b127991dd6bfa59ea9301e85f9ca39\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>He also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:</p>\n<p><img src=\"https://static.tigerbbs.com/f451bca17e0ca7913e2f27e899afb354\" tg-width=\"700\" tg-height=\"1560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>As some on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-11-23 21:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.</p>\n<p>The stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.</p>\n<p>\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.</p>\n<p>So interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5523af8cb36029c6e2e2957eea1bc1\" tg-width=\"700\" tg-height=\"703\" referrerpolicy=\"no-referrer\"></p>\n<p>Onto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.</p>\n<p>And while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:</p>\n<p><img src=\"https://static.tigerbbs.com/3225be6ff40d868304067584d3fe5ae0\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>But then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.</p>\n<p>Here are his four themes he says investors should bear in mind in the year ahead:</p>\n<ul>\n <li>Consider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.</li>\n <li>Go green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.</li>\n <li>Buybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.</li>\n <li>Watch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.</li>\n</ul>\n<p>The chart</p>\n<p>Doug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:</p>\n<p>\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M<a href=\"https://laohu8.com/S/SFT\">$(SFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> + Nvidia N(VDA) <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.</p>\n<p>He uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&amp;P 500 at its highest since 2000:</p>\n<p><img src=\"https://static.tigerbbs.com/55b127991dd6bfa59ea9301e85f9ca39\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>He also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:</p>\n<p><img src=\"https://static.tigerbbs.com/f451bca17e0ca7913e2f27e899afb354\" tg-width=\"700\" tg-height=\"1560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>As some on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","SCHW":"嘉信理财","BK4127":"投资银行业与经纪业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185318384","content_text":"A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.\nThe stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.\n\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.\nSo interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:\n\nOnto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.\nAnd while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:\n\nBut then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.\nHere are his four themes he says investors should bear in mind in the year ahead:\n\nConsider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.\nGo green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.\nBuybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.\nWatch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.\n\nThe chart\nDoug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:\n\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M$(SFT)$ $(MSFT)$ + Nvidia N(VDA) $(NVDA)$ -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.\nHe uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&P 500 at its highest since 2000:\n\nHe also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:\n\nAs some on Twitter responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603250636,"gmtCreate":1638416224633,"gmtModify":1638416224770,"author":{"id":"4100609247115880","authorId":"4100609247115880","name":"Faye21","avatar":"https://static.tigerbbs.com/2fc95887634961e424b5168b08f08b39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"😊 nice 👍🏽&nbsp;","listText":"😊 nice 👍🏽&nbsp;","text":"😊 nice 👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603250636","repostId":"1187224831","repostType":4,"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}