cov
Russell 1000 Txoj Kev Loj Hlob Index
tsuas yog dai rau, nqis 19.4% los ntawm nws lub Kaum Ib Hlis 52-lub lim tiam siab. Daim duab ntawd 19% ntseeg tias cov neeg ua lag luam mob tau hnov tsis ntev los no. Ntau tshaj 330 ntawm kwv yees li 500 cov khoom lag luam hauv qhov ntsuas tau qis dua 20%. Qhov ua tau zoo ntawm ob peb lub npe loj yog txhua yam uas ua kom Russell tawm ntawm dais lag luam thaj chaw.
Kev nce nyiaj txiag, nce paj paj, thiab kev pheej hmoo siab yuav ua rau cov khoom lag luam loj hlob ntau dua li lwm tus. Muaj kev ua lej kev loj hlob tawm tsam raws li tus nqi nce, tab sis nws yooj yim dua los hais tias kev loj hlob cov khoom lag luam yog txhua yam hais txog kev cia siab thiab yav tom ntej. Cov neeg tau poob qis dua kev cia siab hnub no.
Tab sis nws yog ib lub tswv yim zoo rau zig thaum lwm tus yog zagging, yog li cov tub ua lag luam yuav tsum, tsawg kawg, nrhiav kev loj hlob cov khoom lag luam uas yuav saib zoo nkauj thaum muag tas. Nov yog 10 txaus nyiam Russell 1000 Kev Loj Hlob Index cov khoom lag luam tsis muaj kev txiav txim tshwj xeeb:
Amazon.com
(ticker: AMZN), Google niam txiv
Cov tsiaj ntawv
(GOOGL), huab-computing platform
Twilio
(TWLO), kws kho mob-kev pabcuam
IQVIA
(IQV) thiab
Avantor
(AVTR), kev lag luam-chaw-chaw-cov ntaub ntawv
Ntshawv
(CSGP), biopharma player
Qab ntug kho
(HZNP), tus kws kho mob-xa khoom-tshaj tawm
Nkws Yas
(CTLT), kev kho mob-kev tshawb fawb-kev pabcuam
Charles River Lub chaw soj nstuam
(CRL), thiab cov khoom siv semiconductor
Kev Nkag
(ENTG).
Tag nrho 10 yog poob rau xyoo rau hnub tim, muaj kev txhawb zog kws tshuaj ntsuam xyuas, thiab muaj ntau dua 30% implied upside raws li qhov nruab nrab kws tshuaj ntsuam tus nqi hom phiaj. Hauv lwm lo lus, kev muag khoom tsis ntev los no tau tso lawv ntawm qib txaus nyiam.
Coj Amazon. Shares tau nqis txog 15% xyoo rau hnub tim. Tag nrho 57 tus kws tshuaj ntsuam xyuas uas npog cov nqi khoom lag luam yuav. Qhov ntawd yog Buy-rating ratio ntawm 100%. Cov nruab nrab Yuav-kev ntsuas piv rau cov khoom lag luam hauv Russell 1000 Kev Loj Hlob Index yog li 64%.
Qhov nruab nrab tus nqi ntsuas lub hom phiaj rau Amazon shares yog kwv yees li $ 4,130 ib feem, nce ntau dua 40% los ntawm qib tsis ntev los no. Qhov nruab nrab nce rau cov khoom lag luam hauv Russell 1000 Growth Index, raws li tus kws tshuaj ntsuam tus nqi nruab nrab lub hom phiaj, yog kwv yees li 28%.
Zuag qhia tag nrho, qhov nruab nrab Buy-rating piv rau 10 txaus nyiam cov khoom lag luam loj hlob yog li 97%, thiab qhov nruab nrab implied upside yog ntau dua 50%. Qhov tsawg tshaj plaws txaus nyiam ntawm 10 yog IQVIA. Tsuas yog 95% ntawm cov kws tshuaj ntsuam xyuas nws cov shares ntawm Kev Yuav, thiab qhov cuam tshuam yog 30%. Qhov ntawd tseem tsis yog qhov phem, txheeb ze rau lwm lub khw.
| Tuam Txhab / Ticker | Market Cap (ib.) | Xyoo dhau mus | nqe | Phiaj Nqe | Forward Kaum Ob Hlis PE Ratio |
|---|
| Cov tsiaj ntawv, GOOGL | 1,694.80 | -11.0 | $2,554.03 | $3,481.80 | 19.4 |
| Amazon.com, AMZN | 1,483.90 | -11.9 | $2,919.67 | $4,130.02 | 38.9 |
| IQVIA, IB | 41.2 | -23.9 | $216.21 | $281.37 | 20.2 |
| Horizon Therapeutics, HZNP | 23.4 | -5.7 | $102.20 | $144.08 | 16.4 |
| Twilio, TWLO | 22.9 | -51.8 | $126.86 | $335.70 | N / A |
| CoStar, CSGP | 22.8 | -27.1 | $57.82 | $76.85 | 53 |
| Avantor, AVTR | 20.9 | -19.2 | $34.20 | $46.06 | 22 |
| Catalent, CTLT | 17.4 | -24.8 | $97.09 | $147.77 | 23 |
| Entegris, UA | 16.5 | -12.8 | $122.10 | $164.75 | 27.8 |
| Charles River, CRL | 13.1 | -31.5 | $259.11 | $377.77 | 21.3 |
Tau qhov twg los: Bloomberg
Cov khoom lag luam zoo li yuav, tab sis seb cov tub ua lag luam yuav tsum dhia tam sim no lossis tom qab yog cov lus nug qhib. Russell 1000 Kev Loj Hlob Index yog li 11% qis dua nws 200-hnub txav nruab nrab. Lub Index tau pauv txog 20% qis dua nws 200-hnub tsiv nruab nrab hauv qhov tob ntawm kev kub ntxhov thoob ntiaj teb rov qab rau lub Peb Hlis 2020.
Down 20% los ntawm 200-hnub txav nruab nrab tuaj yeem qhia qhov tseeb capitulation, thaum tag nrho cov muag khoom tiav, tab sis qhov ntawd tsuas yog ib qho ntaub ntawv taw qhia los pab cov tub ua lag luam txiav txim siab thaum lawv xav yuav. Tab sis yog tias 10 tuam txhab lag luam kev lag luam tseem ceeb yog qhov muaj zog raws li cov kws tshuaj ntsuam xyuas qhia, lawv txhua tus yuav zoo yuav, thaum kawg.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]