Ib qho screen, tau kawg, tsuas yog qhov pib, ib feem ntawm cov txheej txheem ntawm kev tshawb fawb peev, tab sis qhov no tau muab cov lus tshwj xeeb. Cov tuam txhab lag luam zoo tsis yog kim heev.
Cov npe, tsis muaj kev txiav txim tshwj xeeb, suav nrog
Amazon.com
(ticker: AMZN),
Cov tsiaj ntawv
(GOOGL), lub tuam txhab kev pabcuam hluav taws xob
Baker Hughes
(BKR) thiab
Schlumberger
(SLB),
Sau Npe Txhab Nyiaj Txiag
(SBNY),
Alaska Cov Cua
(ALK)
Generac
(GNRC), thiab
Alexandria Vaj Tse Cov Vaj Huam Sib Luag
( YOG).
| Tuam Txhab / Ticker | Muas Ratio | upside | 2023 E PE | Market Cap, Bil |
|---|
| Cov tsiaj ntawv / GOOGL | 94% | 21% | 18.0 | $1,537.2 |
| Amazon.com / AMZN | 95 | 22 | 41.2 | 1,434.4 |
| Schlumberger / SLB | 96 | 46 | 12.3 | 49.0 |
| Alexandria / YOG | 92 | 24 | 30.3 | 26.1 |
| Baker Hughes / BKR | 91 | 49 | 14.2 | 24.5 |
| Generac / GRNC | 91 | 37 | 17.6 | 15.8 |
| Kos Npe Bank / SBNY | 100 | 43 | 7.6 | 11.8 |
| Alaska Cua / ALK | 91 | 41 | 8.6 | 5.9 |
Tau qhov twg los: Bloomberg
Peb tau txhais qhov zoo tshaj plaws-nyiam cov khoom lag luam raws li cov neeg yuav khoom-kev sib piv ntawm ntau dua 90%, piv nrog rau qhov nruab nrab rau cov tuam txhab hauv S&P 500 txog 58%. Nws yog ib qho tsim nyog nug yog tias Kev Ntsuam Xyuas Kev Lag Luam yog qhov qhia tau zoo ntawm seb cov khoom lag luam puas yuav nce, tab sis soj ntsuam ntawm tau pom uas Buy-rated stocks ua tau zoo me ntsis dua li cov ntsuas ntawm Muag.
Qhov ntawd ua rau muaj kev nkag siab zoo. Cov kws tshuaj ntsuam xyuas tau them nyiaj kom nkag siab txog kev lag luam thiab xaiv cov tuam txhab uas lawv ntseeg tias yog qhov chaw zoo dua li lwm tus.
Txhua ntawm cov khoom lag luam kuj yuav tsum muaj peev xwm nce ntau dua 20% raws li cov kws tshuaj ntsuam qhov nruab nrab tus nqi hom phiaj. Qhov nruab nrab upside rau cov khoom lag luam hauv S&P 500, los ntawm qhov ntsuas, yog li 15% hnub no. Cov kws tshuaj ntsuam 'tus nqi lub hom phiaj tuaj yeem sawv cev rau theem ib qho khoom lag luam yuav ua tiav nyob rau 12 lub hlis tom ntej, lossis lawv tuaj yeem qhia tus nqi "faj" los them rau cov khoom lag luam kom tau txais txiaj ntsig zoo yav tom ntej.
Rau ntawm yim qhov kev lag luam lag luam tsawg dua 18 npaug ntawm cov nyiaj tau los ntawm ib qho kev sib koom uas cov tuam txhab xav tias yuav tsim tau rau xyoo 2023. S&P 500, lub sijhawm no, kev lag luam txog li 17 npaug ntawm cov nyiaj tau los.
Cov kev zam yog Amazon thiab Alexandria. Lawv pauv txog li 41 thiab 30 lub sijhawm kwv yees 2023 cov nyiaj tau los, feem. Txawm li cas los xij, Alexandria yog ib qho kev faib tawm raws li kev ntseeg vaj tse, lossis REIT. REITs hauv S&P 500 kev lag luam rau kwv yees li 37 zaug kwv yees 2023 cov nyiaj tau los, txhais tau tias Alexandria pheej yig txheeb ze rau nws cov phooj ywg.
Sau Npe Txhab Nyiaj Txiag
yog trading rau li yim lub sij hawm kwv yees 2023 cov nyiaj tau los. Cov tsev txhab nyiaj hauv S&P 500 tau ua lag luam txog cuaj zaug.
Baker Hughes
thiab
Schlumberger
pauv rau li ntawm 14 thiab 12 lub sijhawm kwv yees 2022 cov nyiaj tau los, feem. Qhov ntawd tsis kim dhau ntawm qhov tseeb, tab sis cov tuam txhab kev pabcuam hluav taws xob hauv S&P 500 kev lag luam ze dua 10 zaug. Lawv yog me ntsis kim tshaj qhov nruab nrab.
Zuag qhia tag nrho, lub yim poob qis txog 16% ntawm qhov nruab nrab kom deb li deb hauv 2022. Schlumberger tsuas yog cov khoom lag luam tau nce ntau, nrog nce txog 16%. Kos Npe Lub Tuam Txhab Nyiaj Txiag tau ua qhov tsis zoo, poob ntau dua 40%.
Tsis suav Amazon thiab Alexandria, qhov seem rau kev lag luam rau li 13 zaug kwv yees 2023 cov nyiaj tau los, qhov nruab nrab.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]
