bengkoon
2021-10-07
Up and down both sides can make monies. Timing is everything
Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>
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Timing is everything","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/823392864","repostId":2173948607,"repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohu8.com/m/news/2173948607?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul> <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul> <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul> <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul> <li>Danaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul> <li>EOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul> <li>Extra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul> <li>Generac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求隔离了本已很高的住宅产品利润率。”</blockquote></p><p> <ul> <li>Nike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul> <li>Salesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul> <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</blockquote></p><p></p>","source":"lsy1603348471595","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>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote></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; 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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-07 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul> <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul> <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul> <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul> <li>Danaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul> <li>EOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul> <li>Extra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul> <li>Generac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求隔离了本已很高的住宅产品利润率。”</blockquote></p><p> <ul> <li>Nike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul> <li>Salesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul> <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AEE":"阿曼瑞恩","GNRC":"Generac控股","EXR":"Extra Space Storage Inc","AAP":"Advance Auto Parts Inc","DLTR":"美元树公司","CHTR":"特许通讯","EOG":"依欧格资源","DHR":"丹纳赫","CRM":"赛富时","SEDG":"SolarEdge Technologies, Inc.","AAPL":"苹果","KO":"可口可乐","NKE":"耐克","SBAC":"SBA通信","USB":"美国合众银行","NUS":"如新集团","ENPH":"Enphase Energy","CME":"芝加哥商品交易所","FDX":"联邦快递"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"DLTR":0.9,"SBAC":0.9,"AAP":0.9,"GNRC":0.9,"EXR":0.9,"CRM":0.9,"NUS":0.9,"FDX":0.9,"CME":0.9,"SEDG":0.9,"NKE":0.9,"AAPL":0.9,"EOG":0.9,"ENPH":0.9,"CHTR":0.9,"AEE":0.9,"DHR":0.9,"USB":0.9,"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":1394,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":50,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/823392864"}
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