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- Mister MakamMister Makam
  ·2021-12-08
  Good long term bet.
  German chip chemical supplier to spend $1 bln in U.S., pairs with Palantir on supply chain data
  Dec 7 (Reuters) - A German supplier of chemicals and materials used in making semiconductors said on
  German chip chemical supplier to spend $1 bln in U.S., pairs with Palantir on supply chain data
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- Mister MakamMister Makam
  ·2021-12-01
  good to hold for long term
  These 3 Stocks Have Underperformed the Market This Year. Is Now the Time to Buy?
  After their stocks have had a challenging year, how do these companies' long-term prospects stack up?
  These 3 Stocks Have Underperformed the Market This Year. Is Now the Time to Buy?
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The joint venture will aim to pull in data from material and chemical suppliers on one side and chip factories from the other and analyze it to improve efficiency.</p>\n<p>Both the suppliers and the chip factories have extensive trade secrets and have historically been reluctant to share data beyond their own organizations, said Laura Matz, who will oversee the new joint venture, which will be called Athinia. Athinia will be housed within another Merck KGaA subsidiary called EMD Digital that is separate from its electronics business.</p>\n<p>\"That has been the hurdle of solving this problem (of supply-chain inefficiency) for years,\" Matz said of the hesitance to share data. \"Until we came up with the concept of how we're structuring the data in a way that there's no (intellectual property) contamination, we couldn't get over it.\"</p>\n<p>Merck KGaA did not disclose financial details of the joint venture with Palantir.</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>German chip chemical supplier to spend $1 bln in U.S., pairs with Palantir on supply chain data</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\nGerman chip chemical supplier to spend $1 bln in U.S., pairs with Palantir on supply chain data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-07 20:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 7 (Reuters) - A German supplier of chemicals and materials used in making semiconductors said on Tuesday that it is investing $1 billion in its U.S. operations and forming a joint venture with data analytics firm Palantir Technologies&nbsp;to solve chip industry supply chain problems.</p>\n<p><a href=\"https://laohu8.com/S/MKGAF\">Merck KGaA</a>&nbsp;of Darmstadt, Germany - which uses the name EMD Electronics for its North American electronics business to avoid confusion with the unaffiliated pharmaceutical company of the same name - supplies a range of chemicals used by chip factories, which are expected to expand if U.S. lawmakers pass a $52 billion aide package to bolster domestic manufacturing.</p>\n<p>The company plans to spend $1 billion through 2025 for sites in Arizona, California, Texas and Pennsylvania.</p>\n<p>\"The chip shortage needs industry-wide cooperation to resolve the supply chain issues consumers are currently facing,\" Kai Beckmann, chief executive of the German firm's electronics unit, said in a statement.</p>\n<p><a href=\"https://laohu8.com/S/MKKGY\">Merck KGaA</a> also said Tuesday it is forming a joint venture with analytics firm Palantir. The joint venture will aim to pull in data from material and chemical suppliers on one side and chip factories from the other and analyze it to improve efficiency.</p>\n<p>Both the suppliers and the chip factories have extensive trade secrets and have historically been reluctant to share data beyond their own organizations, said Laura Matz, who will oversee the new joint venture, which will be called Athinia. Athinia will be housed within another Merck KGaA subsidiary called EMD Digital that is separate from its electronics business.</p>\n<p>\"That has been the hurdle of solving this problem (of supply-chain inefficiency) for years,\" Matz said of the hesitance to share data. \"Until we came up with the concept of how we're structuring the data in a way that there's no (intellectual property) contamination, we couldn't get over it.\"</p>\n<p>Merck KGaA did not disclose financial details of the joint venture with Palantir.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4547":"WSB热门概念","BK4543":"AI","PLTR":"Palantir Technologies Inc.","MKGAF":"Merck KGaA"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189420631","content_text":"Dec 7 (Reuters) - A German supplier of chemicals and materials used in making semiconductors said on Tuesday that it is investing $1 billion in its U.S. operations and forming a joint venture with data analytics firm Palantir Technologies to solve chip industry supply chain problems.\nMerck KGaA of Darmstadt, Germany - which uses the name EMD Electronics for its North American electronics business to avoid confusion with the unaffiliated pharmaceutical company of the same name - supplies a range of chemicals used by chip factories, which are expected to expand if U.S. lawmakers pass a $52 billion aide package to bolster domestic manufacturing.\nThe company plans to spend $1 billion through 2025 for sites in Arizona, California, Texas and Pennsylvania.\n\"The chip shortage needs industry-wide cooperation to resolve the supply chain issues consumers are currently facing,\" Kai Beckmann, chief executive of the German firm's electronics unit, said in a statement.\nMerck KGaA also said Tuesday it is forming a joint venture with analytics firm Palantir. The joint venture will aim to pull in data from material and chemical suppliers on one side and chip factories from the other and analyze it to improve efficiency.\nBoth the suppliers and the chip factories have extensive trade secrets and have historically been reluctant to share data beyond their own organizations, said Laura Matz, who will oversee the new joint venture, which will be called Athinia. Athinia will be housed within another Merck KGaA subsidiary called EMD Digital that is separate from its electronics business.\n\"That has been the hurdle of solving this problem (of supply-chain inefficiency) for years,\" Matz said of the hesitance to share data. \"Until we came up with the concept of how we're structuring the data in a way that there's no (intellectual property) contamination, we couldn't get over it.\"\nMerck KGaA did not disclose financial details of the joint venture with Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603005034,"gmtCreate":1638334436712,"gmtModify":1638336741312,"author":{"id":"4101300355305190","authorId":"4101300355305190","name":"Mister Makam","avatar":"https://static.tigerbbs.com/ea64a91f8d40f18e6d0caac27e5ea1a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101300355305190","idStr":"4101300355305190"},"themes":[],"htmlText":"good to hold for long term","listText":"good to hold for long term","text":"good to hold for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603005034","repostId":"2187216533","repostType":2,"repost":{"id":"2187216533","pubTimestamp":1638327167,"share":"https://www.laohu8.com/m/news/2187216533?lang=&edition=full","pubTime":"2021-12-01 10:52","market":"us","language":"en","title":"These 3 Stocks Have Underperformed the Market This Year. Is Now the Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2187216533","media":"Motley Fool","summary":"After their stocks have had a challenging year, how do these companies' long-term prospects stack up?","content":"<p>While the <b>S&amp;P 500 </b>has increased by more than 25% this year, not all stocks have benefited from the market's gain. The following stocks have badly lagged the overall market this year for various reasons.</p>\n<p>While that doesn't necessarily mean this is a good time to buy, each warrants a closer look.</p>\n<h2>1. Johnson &amp; Johnson</h2>\n<p><b>Johnson &amp; Johnson</b>'s (NYSE:JNJ) stock price has gained only 3% this year. This is partly due to the well-publicized issues with its COVID-19 vaccine. Following reports of blood clots, the U.S. Centers for Disease Control and Prevention and the Food and Drug Administration recommended pausing the use of the vaccine.</p>\n<p>However, while last year's results were hurt by COVID-19 for a variety of reasons, this year has been solid. In the third quarter, Johnson &amp; Johnson's adjusted sales increased by 10.6%</p>\n<p>In an effort to unlock shareholder value, the company recently announced a plan to spin off its consumer health business. This is a slower-growing business than the medical devices and pharmaceuticals segments. Consumer health's sales grew by less than 6% in the recent quarter.</p>\n<p>But the new stand-alone business will have powerful brands. These include Band-Aid, Tylenol, Motrin, Nicorette, and Listerine, to name just a few. These products do well no matter the state of the economy.</p>\n<p>Meanwhile, Johnson &amp; Johnson can concentrate on producing newer treatments and products for the faster-growing pharmaceuticals and medical devices businesses.</p>\n<h2>2. Walmart</h2>\n<p><b>Walmart</b>'s (NYSE:WMT) stock has been flat this year. While it's nice not to lose any money, that's far behind the S&amp;P 500's gain.</p>\n<p>Earlier this year, investors were taken aback by management's lukewarm guidance. At that time, Walmart expected flattish adjusted operating income.</p>\n<p>However, its fiscal third-quarter operating income rose by almost 6.5% after excluding divested businesses from last year's results. This covered the period that ended Oct. 31.</p>\n<p>Even better, management increased its expectations a couple of times this year. In August, it raised its operating income guidance to an 11.5% to 14% increase.</p>\n<p>Walmart also plans to spend $13 billion to focus on the supply chain, automation, and customer-facing technology. These steps should help the company keep pace with online competitors, namely <b>Amazon</b>.</p>\n<p>With Walmart's focus on low prices and omnichannel initiatives that allow customers the convenience of buying and receiving goods in a multitude of ways, the company is well positioned for the future.</p>\n<h2>3. Walt Disney</h2>\n<p><b>Walt Disney</b>'s (NYSE:DIS) stock is down by more than 15% this year. There's no getting around the fact that COVID-19 hurt the company's results by shutting down its theme parks, delaying movie releases, and stopping live-action sports that hurt ESPN, its sports network. Out of caution, the board of directors suspended Disney's dividend.</p>\n<p>More recently, investors have been dismayed by slowing growth at its streaming service, Disney+. In 2020, the number of paid subscribers skyrocketed to 94.9 million from the prior year's 30.4 million, undoubtedly helped by people stuck at home. In the recently completed fiscal year, which ended in October, there were 118.1 million subscribers, but this only increased by about 2 million from July. But with a ton of content coming out that will make its way to Disney+, this slowdown will likely prove temporary.</p>\n<p>More importantly, Disney has become a global media empire. So even if the streaming service's growth lags for a while, other pieces of the business will pick up the slack. This includes television networks, theme parks, movie studios like Disney, Pixar, Twentieth Century, and Marvel, and retail stores. Even with its streaming service's slowing subscriber growth, fourth-quarter revenue rose by 26%.</p>\n<p>With such great properties and content, I have no doubt about Disney's long-term prospects.</p>\n<p>These three companies all seem worthy of an investment. Aside from establishing great franchises, each has taken steps to ensure a bright future. Johnson &amp; Johnson is breaking itself into two, but remains a rock-solid business. Walmart, established as the low price leader, continues to invest in technology to keep up with the times. And Disney continues to expand, including buying Twentieth Century Studios and launching its streaming service a couple of years ago.</p>\n<p>Attractive brands and astute moves to position their companies for the future would seem to add up to attractive long-term investment opportunities when you consider their stocks have trailed the market this year.</p>","source":"fool_stock","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>These 3 Stocks Have Underperformed the Market This Year. Is Now the Time to Buy?</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\nThese 3 Stocks Have Underperformed the Market This Year. Is Now the Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/30/these-3-stocks-have-underperformed-the-market-this/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the S&P 500 has increased by more than 25% this year, not all stocks have benefited from the market's gain. The following stocks have badly lagged the overall market this year for various ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/30/these-3-stocks-have-underperformed-the-market-this/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4568":"美国抗疫概念","BK4155":"大卖场与超市","BK4504":"桥水持仓","BK4007":"制药","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","DIS":"迪士尼","BK4551":"寇图资本持仓","BK4524":"宅经济概念","JNJ":"强生","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","WMT":"沃尔玛","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2021/11/30/these-3-stocks-have-underperformed-the-market-this/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187216533","content_text":"While the S&P 500 has increased by more than 25% this year, not all stocks have benefited from the market's gain. The following stocks have badly lagged the overall market this year for various reasons.\nWhile that doesn't necessarily mean this is a good time to buy, each warrants a closer look.\n1. Johnson & Johnson\nJohnson & Johnson's (NYSE:JNJ) stock price has gained only 3% this year. This is partly due to the well-publicized issues with its COVID-19 vaccine. Following reports of blood clots, the U.S. Centers for Disease Control and Prevention and the Food and Drug Administration recommended pausing the use of the vaccine.\nHowever, while last year's results were hurt by COVID-19 for a variety of reasons, this year has been solid. In the third quarter, Johnson & Johnson's adjusted sales increased by 10.6%\nIn an effort to unlock shareholder value, the company recently announced a plan to spin off its consumer health business. This is a slower-growing business than the medical devices and pharmaceuticals segments. Consumer health's sales grew by less than 6% in the recent quarter.\nBut the new stand-alone business will have powerful brands. These include Band-Aid, Tylenol, Motrin, Nicorette, and Listerine, to name just a few. These products do well no matter the state of the economy.\nMeanwhile, Johnson & Johnson can concentrate on producing newer treatments and products for the faster-growing pharmaceuticals and medical devices businesses.\n2. Walmart\nWalmart's (NYSE:WMT) stock has been flat this year. While it's nice not to lose any money, that's far behind the S&P 500's gain.\nEarlier this year, investors were taken aback by management's lukewarm guidance. At that time, Walmart expected flattish adjusted operating income.\nHowever, its fiscal third-quarter operating income rose by almost 6.5% after excluding divested businesses from last year's results. This covered the period that ended Oct. 31.\nEven better, management increased its expectations a couple of times this year. In August, it raised its operating income guidance to an 11.5% to 14% increase.\nWalmart also plans to spend $13 billion to focus on the supply chain, automation, and customer-facing technology. These steps should help the company keep pace with online competitors, namely Amazon.\nWith Walmart's focus on low prices and omnichannel initiatives that allow customers the convenience of buying and receiving goods in a multitude of ways, the company is well positioned for the future.\n3. Walt Disney\nWalt Disney's (NYSE:DIS) stock is down by more than 15% this year. There's no getting around the fact that COVID-19 hurt the company's results by shutting down its theme parks, delaying movie releases, and stopping live-action sports that hurt ESPN, its sports network. Out of caution, the board of directors suspended Disney's dividend.\nMore recently, investors have been dismayed by slowing growth at its streaming service, Disney+. In 2020, the number of paid subscribers skyrocketed to 94.9 million from the prior year's 30.4 million, undoubtedly helped by people stuck at home. In the recently completed fiscal year, which ended in October, there were 118.1 million subscribers, but this only increased by about 2 million from July. But with a ton of content coming out that will make its way to Disney+, this slowdown will likely prove temporary.\nMore importantly, Disney has become a global media empire. So even if the streaming service's growth lags for a while, other pieces of the business will pick up the slack. This includes television networks, theme parks, movie studios like Disney, Pixar, Twentieth Century, and Marvel, and retail stores. Even with its streaming service's slowing subscriber growth, fourth-quarter revenue rose by 26%.\nWith such great properties and content, I have no doubt about Disney's long-term prospects.\nThese three companies all seem worthy of an investment. Aside from establishing great franchises, each has taken steps to ensure a bright future. Johnson & Johnson is breaking itself into two, but remains a rock-solid business. Walmart, established as the low price leader, continues to invest in technology to keep up with the times. And Disney continues to expand, including buying Twentieth Century Studios and launching its streaming service a couple of years ago.\nAttractive brands and astute moves to position their companies for the future would seem to add up to attractive long-term investment opportunities when you consider their stocks have trailed the market this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}