Oh_老虎社区_美港股上老虎

Hoorayy
2021-11-16

Activist investors raise bets on retailers and other consumer cyclicals-filings

Investors who prod companies to perform better made new and bigger bets on consumer cyclical stocks

Activist investors raise bets on retailers and other consumer cyclicals-filings

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":871692188,"tweetId":"871692188","gmtCreate":1637060404035,"gmtModify":1637060404175,"author":{"id":3571831246737340,"authorId":3571831246737340,"authorIdStr":"3571831246737340","name":"Hoorayy","avatar":"https://static.tigerbbs.com/5b2d35e379f264ff6ce7d3207efc00a0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Oh</p></body></html>","htmlText":"<html><head></head><body><p>Oh</p></body></html>","text":"Oh","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/871692188","repostId":1124421182,"repostType":4,"repost":{"id":"1124421182","pubTimestamp":1637056711,"share":"https://www.laohu8.com/m/news/1124421182?lang=&edition=full","pubTime":"2021-11-16 17:58","market":"us","language":"en","title":"Activist investors raise bets on retailers and other consumer cyclicals-filings","url":"https://stock-news.laohu8.com/highlight/detail?id=1124421182","media":"Reuters","summary":"Investors who prod companies to perform better made new and bigger bets on consumer cyclical stocks ","content":"<p>Investors who prod companies to perform better made new and bigger bets on consumer cyclical stocks including retailers, a food service distributor and carmakers during the third quarter amid signs of stronger growth early in the year.</p>\n<p>Activist investment firm Jana Partners bought 4.6 million shares in Macy's, according to a new regulatory filing, and is urging the retailer to spin off its e-commerce business.</p>\n<p>Sachem Head Capital Management boosted its stake in U.S. Foods Holding by 67% to 11.4 million shares, and Mantle Ridge bought 12.7 million shares in discount retailer Dollar Tree Inc and said in a filing last week that it wants management to take steps to raise the share price.</p>\n<p>Engine No. 1, the sustainability-focused firm that forced ExxonMobil to add three newcomers to its board this year, raised its holdings in car makers Tesla by 78% and General Motors by 20%, according to filings made on Monday.</p>\n<p>The firms increased their exposure to these types of stocks, sometimes called consumer discretionary stocks, as shoppers were ready to spend stimulus checks, confident the worst of the pandemic would soon be over.</p>\n<p>More recently, some investors have grown concerned that rising inflation could dampen spending in some areas, as rising costs on everything from gasoline to groceries fanned the biggest annual consumer price gain in more than three decades.</p>\n<p>Expectations for fresh travel and more dining out also prompted managers like Sachem Head's Scott Ferguson to boost his holding of ride sharing company Uber by 230% to 5.1 million shares, the filing showed.</p>\n<p>Similarly Maverick Capital, not known as an activist investor, raised its stake in Uber by 10% to 2.4 million shares, while PointState Capital owned 3.9 million shares of Uber, marking a 453% increase.</p>\n<p>Cinctive Capital Management boosted its stake in General Motors by 323,284 shares held, the filings show.</p>\n<p>Money managers are required to report their stakes in U.S.-based companies 45 days after the end of the quarter and while the data are often backward-looking, they are closely watched for investment trends.</p>\n<p>Many of the consumer cyclical stocks have performed well this year but some so-called activist investors expect to reap more gains by pushing management to pursue dramatic changes.</p>\n<p>At Macy's, which like other retailers had to temporarily shutter stores during the height of COVID-19, management could create a digital goldmine, Jana's Scott Ostfeld said in October when he laid out arguments to spin off the e-commerce unit.</p>\n<p>At U.S. Foods, Sachem Head has not precisely spelled out the changes it wants to see but the company is already looking to shake up its executive suite by looking for a chief operating officer and a new chief financial officer.</p>","source":"lsy1601381805984","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>Activist investors raise bets on retailers and other consumer cyclicals-filings</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\">\nActivist investors raise bets on retailers and other consumer cyclicals-filings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 17:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/activist-investors-raise-bets-retailers-000827673.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who prod companies to perform better made new and bigger bets on consumer cyclical stocks including retailers, a food service distributor and carmakers during the third quarter amid signs of...</p>\n\n<a href=\"https://finance.yahoo.com/news/activist-investors-raise-bets-retailers-000827673.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货","UBER":"优步"},"source_url":"https://finance.yahoo.com/news/activist-investors-raise-bets-retailers-000827673.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124421182","content_text":"Investors who prod companies to perform better made new and bigger bets on consumer cyclical stocks including retailers, a food service distributor and carmakers during the third quarter amid signs of stronger growth early in the year.\nActivist investment firm Jana Partners bought 4.6 million shares in Macy's, according to a new regulatory filing, and is urging the retailer to spin off its e-commerce business.\nSachem Head Capital Management boosted its stake in U.S. Foods Holding by 67% to 11.4 million shares, and Mantle Ridge bought 12.7 million shares in discount retailer Dollar Tree Inc and said in a filing last week that it wants management to take steps to raise the share price.\nEngine No. 1, the sustainability-focused firm that forced ExxonMobil to add three newcomers to its board this year, raised its holdings in car makers Tesla by 78% and General Motors by 20%, according to filings made on Monday.\nThe firms increased their exposure to these types of stocks, sometimes called consumer discretionary stocks, as shoppers were ready to spend stimulus checks, confident the worst of the pandemic would soon be over.\nMore recently, some investors have grown concerned that rising inflation could dampen spending in some areas, as rising costs on everything from gasoline to groceries fanned the biggest annual consumer price gain in more than three decades.\nExpectations for fresh travel and more dining out also prompted managers like Sachem Head's Scott Ferguson to boost his holding of ride sharing company Uber by 230% to 5.1 million shares, the filing showed.\nSimilarly Maverick Capital, not known as an activist investor, raised its stake in Uber by 10% to 2.4 million shares, while PointState Capital owned 3.9 million shares of Uber, marking a 453% increase.\nCinctive Capital Management boosted its stake in General Motors by 323,284 shares held, the filings show.\nMoney managers are required to report their stakes in U.S.-based companies 45 days after the end of the quarter and while the data are often backward-looking, they are closely watched for investment trends.\nMany of the consumer cyclical stocks have performed well this year but some so-called activist investors expect to reap more gains by pushing management to pursue dramatic changes.\nAt Macy's, which like other retailers had to temporarily shutter stores during the height of COVID-19, management could create a digital goldmine, Jana's Scott Ostfeld said in October when he laid out arguments to spin off the e-commerce unit.\nAt U.S. Foods, Sachem Head has not precisely spelled out the changes it wants to see but the company is already looking to shake up its executive suite by looking for a chief operating officer and a new chief financial officer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Activist investors raise bets on retailers and other consumer cyclicals-filings

评论（1）

热议股票