Cov neeg Asmeskas tau them tus nqi siab dua rau yuav luag txhua yam - uas tuaj yeem sau xov xwm phem rau ntau lub tuam txhab.
Tus nqi tsim khoom lag luam, uas ntsuas tus nqi cov neeg tsim khoom hauv tsev them rau cov khoom thiab cov kev pabcuam, tau nce 9.6% xyoo dhau los, raws li kev nyeem lub Kaum Ib Hlis kawg. Tus neeg siv khoom ntsuas tus nqi, uas taug qab tus nqi cov neeg yuav khoom them rau cov khoom, tau nce 6.8% nyob rau tib lub sijhawm.
Qhov ntawd txhais tau hais tias ntau tus neeg tsim khoom raug yuam kom nqus cov nqi nkag ntawm lawv tus kheej - uas yuav ua rau cov nyiaj tau los qis dua thiab cov txiaj ntsig nqaim.
Qee lub tuam txhab muaj peev xwm ua tau zoo dua hauv ib puag ncig kev lag luam. Kev lag luam nrog kev sib tw thiab muaj zog tus nqi zog, piv txwv li, tuaj yeem hla tus nqi nce rau cov neeg siv khoom los ntawm kev nce nqi. Lwm tus tuaj yeem cuam tshuam tsawg dua los ntawm kev nce nqi zog thiab cov khoom siv ua tsaug rau hom khoom thiab cov kev pabcuam uas lawv muag.
Barron tus ntsia rau lub
S&P 500
cov tuam txhab uas tswj kom nthuav lawv cov nyiaj tau los - ob qho tib si net thiab tag nrho - nyob rau hauv qhov tseeb tshaj tawm lub quarter nyiaj txiag, piv nrog rau tib lub sij hawm nyob rau hauv 2020 thiab 2019. Kev sib piv 2019 tau suav nrog kom paub tseeb tias cov paj tau ntau dua tsis yog qhov tshwm sim ntawm 2020's. Cov naj npawb tsis zoo vim yog Covid-19 kis thoob qhov txhia chaw. Cov tuam txhab uas tau nyiaj tsis zoo nyob rau hauv ib qho ntawm peb lub xyoos raug tshem tawm ntawm daim ntawv teev npe.
Ntawm cov pab pawg ntawm ze li ntawm 100 cov khoom lag luam uas tau nthuav dav, 11 tam sim no ua lag luam ntau dua 20% qis dua lawv cov 52-lub lim tiam siab tshaj rau hnub Friday. Qhov ntawd yog lub cim qhia tias cov npe no yuav tau rub rov qab txaus thiab npaj txhij rau kev rov qab los, muab lawv cov txiaj ntsig kev noj qab haus huv.
Ib qho ntawm cov khoom lag luam ntawm cov npe,
Nyob rau hauv Armour
(ticker: UAA), muab piv txwv zoo. Lub sijhawm peb lub hlis twg uas xaus rau lub Cuaj Hlis 2021, cov khw muag khaub ncaws ncaws pob tau nce nws qhov muag muag los ntawm 8% los ntawm lub xyoo dhau los mus txog $ 1.5 billion.
Txawm li cas los xij, Under Armour cov nyiaj tau los tau nce mus rau $ 113 lab los ntawm $ 39 lab xyoo tas los. Qhov ntawd txhais tau hais tias lub tuam txhab muaj peev xwm ntxiv dag zog rau nws cov txiaj ntsig tau zoo txawm tias cov qib zoo sib xws ntawm cov neeg siv khoom thiab cov nyiaj tau los. Raws li Armour cov paj tau paj tau nce los ntawm 2.7% mus rau 7.3% vim li ntawd, thiab nws cov paj laum tag nrho tau nce los ntawm 48% mus rau 51%. Qhov tseem ceeb, txawm tias piv nrog 2019, cov paj tau zoo dua me ntsis, txawm hais tias muaj kev cuam tshuam txog kev nce nyiaj txiag.
| Tuam Txhab / Ticker | Sector | 2021 Q3 Net Margin | 2020 Q3 Net Margin | 2019 Q3 Net Margin | Nqe tam sim no / 52W Siab | Nqe / Nyiaj tau los |
|---|
| Charter Communications / CHTR | Telecom | 9.3 | 6.8 | 3.4 | 77% | 28.2 |
| DISH Network / DISH | Telecom | 12.5 | 11.1 | 11.2 | 70 | 8.6 |
| Leidos / LDOS | Chaw Tsim Tshuaj | 5.9 | 5.0 | 5.7 | 80 | 13.7 |
| Lumen Technologies / LUMN | Telecom | 11.1 | 7.1 | 5.6 | 78 | 6.7 |
| Mohawk Industries / MHK | ntaub ntawv | 9.6 | 8.0 | 6.2 | 78 | 12.2 |
| Netflix / NFLX | technology | 19.4 | 12.3 | 12.7 | 79 | 51.6 |
| PTC / PTC | technology | 60.9 | 13.7 | 2.9 | 76% | 27.2 |
| Qorvo / QRVO | technology | 25.4 | 12.9 | 10.3 | 79 | 13.3 |
| AT&T / T | Telecom | 14.8 | 6.7 | 8.3 | 77 | 7.7 |
| Under Armour / UAA | Neeg Siv Khoom Cyclicals | 7.3 | 2.7 | 7.2 | 76 | 27.4 |
| Viatris / VTRS | Healthcare | 6.9 | 6.2 | 6.4 | 77 | 3.9 |
Source: FactSet
Lwm lub tuam txhab ntawm cov npe yuav raug cuam tshuam tsawg dua los ntawm kev nce nqi nkag mus rau pib nrog. Qhov ntawd yog vim lawv cov khoom lossis cov kev pabcuam feem ntau vam khom rau cov txheej txheem uas twb muaj lawm, kev txawj ntse, lossis cov platforms.
Piv txwv muaj xws li telecommunication giants
AT & T
(T),
Daim Ntawv Sib Txuas Lus
(CHTR), thiab
Phaj Network
(DISH). Lawv tau koom nrog video-streaming platform
Netflix
(NFLX) thiab software tuam txhab
PTC
(PTC), thiab
Leidos
(LOJ),
lumen yees
(LUMN),
Mohawk Kev Lag Luam
(MHK),
Qorvo
(QRVO), thiab
viatris
(VTRS).
Sau ntawv rau Evie Liu ntawm [email tiv thaiv]