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2021-10-01

Sweet nuts

Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.

Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the

Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.

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But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the ","content":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&amp;PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.\nBut while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.\n“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.\nBut not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.\nWhile the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.\n“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.\nHe also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.\nCiti also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.\nCiti’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.\nCiti also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.\nElsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”\nOther picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.\nThe buzz\nThe Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.\nFederal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.\nOn the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.\nPharmaceutical group Merck &amp; Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.\nAstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.\nVirgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an&nbsp;Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.\nLongtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.\nRapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.\nBroadway hit “Aladdin”&nbsp;wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.\nThe markets<img src=\"https://static.tigerbbs.com/a007ad02e9dc378c9eba2bfddf3c7d24\" tg-width=\"700\" tg-height=\"462\" referrerpolicy=\"no-referrer\">\nMajor stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.\nThe chart\nAre U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos&nbsp;Panigirtzoglou&nbsp;noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.\n“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.\n<img src=\"https://static.tigerbbs.com/bfbc14cc53cb25fce617a8062cc627db\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\">Random reads\nArmy vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.\nA fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.\nNeed to Know starts early and is updated until the opening bell, but&nbsp;sign up here&nbsp;to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.\nWant more for the day ahead? Sign up for&nbsp;The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.","source":"market_watch","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>Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.</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\">\nFacebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2>MarketWatch</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nStocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage ...\n\n<a href=\"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1169857742","content_text":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.\nBut while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.\n“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.\nBut not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.\nWhile the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.\n“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.\nHe also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.\nCiti also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.\nCiti’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.\nCiti also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.\nElsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”\nOther picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.\nThe buzz\nThe Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.\nFederal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.\nOn the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.\nPharmaceutical group Merck & Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.\nAstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.\nVirgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.\nLongtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.\nRapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.\nBroadway hit “Aladdin” wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.\nThe markets\nMajor stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.\nThe chart\nAre U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos Panigirtzoglou noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.\n“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.\nRandom reads\nArmy vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.\nA fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.\nNeed to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.\nWant more for the day ahead? Sign up for The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":9,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}