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ThunderPat
ThunderPat
·
2021-12-23
It will be good if there a bull run before the end of 2021
Singapore Stock Market May Test Resistance At 3,100 Points<blockquote>新加坡股市可能在3100点测试阻力</blockquote>
The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points o
Singapore Stock Market May Test Resistance At 3,100 Points<blockquote>新加坡股市可能在3100点测试阻力</blockquote>
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ThunderPat
ThunderPat
·
2021-12-11
good to know
非常抱歉，此主贴已删除
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ThunderPat
ThunderPat
·
2021-12-04
Is this a disruption or a stimulus?
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ThunderPat
ThunderPat
·
2021-12-03
Good to hear that!
Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>
The Singapore stock market headed south again on Thursday, one day after snapping the six-day losing
Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>
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ThunderPat
ThunderPat
·
2021-12-03
Long-term is very subjective term - months, years or decades?
2 Growth Stocks Down Over 50% That Look Like Amazing Bargains<blockquote>2只成长型股票下跌超过50%，看起来很便宜</blockquote>
Many growth stocks are down sharply, and these two look like great opportunities. First off, the sto
2 Growth Stocks Down Over 50% That Look Like Amazing Bargains<blockquote>2只成长型股票下跌超过50%，看起来很便宜</blockquote>
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ThunderPat
ThunderPat
·
2021-12-02
Sound really like a good bet or is it a bet?
非常抱歉，此主贴已删除
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ThunderPat
ThunderPat
·
2021-11-26
Good trading stock
非常抱歉，此主贴已删除
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ThunderPat
ThunderPat
·
2021-11-26
👍//
@NicNg
: Please like and comment thanks 😊
7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</blockquote>
Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs. A recent B
7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</blockquote>
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ThunderPat
ThunderPat
·
2021-11-26
Solid info
7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</blockquote>
Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs. A recent B
7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</blockquote>
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ThunderPat
ThunderPat
·
2021-11-22
What's your take on Olo? Is it a goner?
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almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.</p><p><blockquote>新加坡股市连续两个交易日走高，一路上涨近15点或0.5%。海峡时报指数目前位于 3,085 点平台上方，周三可能会扩大涨幅。</blockquote></p><p> The global forecast for the Asian markets remains positive on easing concerns about the Omicron variant of the coronavirus, plus support from crude oil prices. The European and U.S. markets were up and the Asian bourses are tipped to open in similar fashion.</p><p><blockquote>由于对冠状病毒奥密克戎变种的担忧有所缓解，加上原油价格的支撑，亚洲市场的全球预测仍然乐观。欧洲和美国市场上涨，亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished barely higher on Wednesday following gains from the financials and a mixed picture from the industrials.</p><p><blockquote>在金融股上涨和工业股好坏参半的情况下，STI 周三收盘勉强走高。</blockquote></p><p> For the day, the index picked up 2.43 points or 0.08 percent to finish at 3,087.51 after trading between 3,078.71 and 3,098.27. Volume was 844 million shares worth 696.8 million Singapore dollars. There were 207 gainers and 205 decliners.</p><p><blockquote>当天，该指数上涨 2.43 点或 0.08%，收于 3,087.51 点，交易价格在 3,078.71 至 3,098.27 点之间。成交量为8.44亿股，价值6.968亿新加坡元。有207只上涨，205只下跌。</blockquote></p><p> Among the actives, Ascendas REIT advanced 0.69 percent, while CapitaLand Integrated Commercial Trust gained 0.51 percent, City Developments tanked 1.05 percent, Dairy Farm International plunged 1.47 percent, DBS Group climbed 0.75 percent, Genting Singapore skidded 0.66 percent, Hongkong Land plummeted 1.92 percent, Keppel Corp retreated 0.59 percent, Mapletree Commercial Trust sank 0.51 percent, Mapletree Logistics Trust declined 0.54 percent, Oversea-Chinese Banking Corporation increased 0.45 percent, SATS fell 0.26 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines tumbled 1.02 percent, Singapore Exchange added 0.66 percent, Singapore Press Holdings jumped 0.86 percent, Singapore Technologies Engineering lost 0.27 percent, SingTel dropped 0.43 percent, Thai Beverage spiked 1.53 percent, United Overseas Bank collected 0.30 percent, Wilmar International slumped 0.99 percent, Yangzijiang Shipbuilding rallied 0.78 percent and Comfort DelGro was unchanged.</p><p><blockquote>资产中，Ascendas REIT上涨0.69%，凯德综合商业信托上涨0.51%，City Developments下跌1.05%，Dairy Farm International暴跌1.47%，星展集团上涨0.75%，云顶新加坡下跌0.66%，香港置地暴跌1.92%，吉宝集团下跌0.59%，丰树商业信托下跌0.51%，丰树物流信托下跌0.54%，华侨银行上涨0.45%，SATS下跌0.26%，胜科工业上涨0.50%，新加坡航空下跌1.02%，新加坡交易所上涨0.66%，新加坡报业控股上涨0.86%，新加坡科技工程下跌0.27%，新加坡电信下跌0.43%，泰国饮料上涨1.53%，单位</blockquote></p><p> The lead from Wall Street is solid as the major averages shook off a sluggish start on Wednesday, quickly moving higher and finishing in the green.</p><p><blockquote>华尔街的领先优势稳固，主要股指周三摆脱了低迷的开局，迅速走高并收盘上涨。</blockquote></p><p> The Dow jumped 261.19 points or 0.74 percent to finish at 35,753.89, while the NASDAQ spiked 180.81 points or 1.18 percent and the S&P 500 climbed 47.33 points or 1.02 percent to end at 4,696.56.</p><p><blockquote>道琼斯指数上涨261.19点，涨幅0.74%，收于35753.89点；纳斯达克指数上涨180.81点，涨幅1.18%；标普500指数上涨47.33点，涨幅1.02%，收于4696.56点。</blockquote></p><p> The markets drew strength from easing worries about Omicron and U.S. President Joe Biden's remarks that it is still possible to reach a deal with Senator Joe Manchin to push the $2 trillion Build Back Better bill through Congress.</p><p><blockquote>市场从对奥密克戎的担忧缓解以及美国总统乔·拜登的言论中汲取了力量，他表示仍有可能与参议员乔·曼钦达成协议，推动国会通过 2 万亿美元的“重建更好”法案。</blockquote></p><p> Adding to the positive sentiment, the Conference Board reported that consumer confidence improved by much more than expected in the month of December.</p><p><blockquote>世界大型企业联合会报告称，12月份消费者信心的改善远远超出预期，这进一步加剧了积极情绪。</blockquote></p><p> Crude oil futures settled sharply higher Wednesday after data showed a larger than expected drop in U.S. crude inventories last week. West Texas Intermediate Crude oil futures for February spiked $1.64 or 2.3 percent at $72.76 a barrel.</p><p><blockquote>数据显示上周美国原油库存降幅大于预期，周三原油期货大幅收高。2月份西德克萨斯中质原油期货价格上涨1.64美元，涨幅2.3%，至每桶72.76美元。</blockquote></p><p> Closer to home, Singapore will release November numbers for consumer prices later today, with forecasts suggesting an increase 0.4 percent on month and 3.4 percent on year. That follows the 0.3 percent monthly increase and the 3.2 percent yearly gain in October. Core CPI is called steady at 1.5 percent on year.</p><p><blockquote>在国内，新加坡将于今天晚些时候公布11月份的消费者价格数据，预测显示环比上涨0.4%，同比上涨3.4%。此前，10 月份月度增长 0.3%，年增长率为 3.2%。核心CPI同比稳定在1.5%。</blockquote></p><p></p>","source":"lsy1626938412129","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>Singapore Stock Market May Test Resistance At 3,100 Points<blockquote>新加坡股市可能在3100点测试阻力</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; 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: 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\">\nSingapore Stock Market May Test Resistance At 3,100 Points<blockquote>新加坡股市可能在3100点测试阻力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-23 08:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.</p><p><blockquote>新加坡股市连续两个交易日走高，一路上涨近15点或0.5%。海峡时报指数目前位于 3,085 点平台上方，周三可能会扩大涨幅。</blockquote></p><p> The global forecast for the Asian markets remains positive on easing concerns about the Omicron variant of the coronavirus, plus support from crude oil prices. The European and U.S. markets were up and the Asian bourses are tipped to open in similar fashion.</p><p><blockquote>由于对冠状病毒奥密克戎变种的担忧有所缓解，加上原油价格的支撑，亚洲市场的全球预测仍然乐观。欧洲和美国市场上涨，亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished barely higher on Wednesday following gains from the financials and a mixed picture from the industrials.</p><p><blockquote>在金融股上涨和工业股好坏参半的情况下，STI 周三收盘勉强走高。</blockquote></p><p> For the day, the index picked up 2.43 points or 0.08 percent to finish at 3,087.51 after trading between 3,078.71 and 3,098.27. Volume was 844 million shares worth 696.8 million Singapore dollars. There were 207 gainers and 205 decliners.</p><p><blockquote>当天，该指数上涨 2.43 点或 0.08%，收于 3,087.51 点，交易价格在 3,078.71 至 3,098.27 点之间。成交量为8.44亿股，价值6.968亿新加坡元。有207只上涨，205只下跌。</blockquote></p><p> Among the actives, Ascendas REIT advanced 0.69 percent, while CapitaLand Integrated Commercial Trust gained 0.51 percent, City Developments tanked 1.05 percent, Dairy Farm International plunged 1.47 percent, DBS Group climbed 0.75 percent, Genting Singapore skidded 0.66 percent, Hongkong Land plummeted 1.92 percent, Keppel Corp retreated 0.59 percent, Mapletree Commercial Trust sank 0.51 percent, Mapletree Logistics Trust declined 0.54 percent, Oversea-Chinese Banking Corporation increased 0.45 percent, SATS fell 0.26 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines tumbled 1.02 percent, Singapore Exchange added 0.66 percent, Singapore Press Holdings jumped 0.86 percent, Singapore Technologies Engineering lost 0.27 percent, SingTel dropped 0.43 percent, Thai Beverage spiked 1.53 percent, United Overseas Bank collected 0.30 percent, Wilmar International slumped 0.99 percent, Yangzijiang Shipbuilding rallied 0.78 percent and Comfort DelGro was unchanged.</p><p><blockquote>资产中，Ascendas REIT上涨0.69%，凯德综合商业信托上涨0.51%，City Developments下跌1.05%，Dairy Farm International暴跌1.47%，星展集团上涨0.75%，云顶新加坡下跌0.66%，香港置地暴跌1.92%，吉宝集团下跌0.59%，丰树商业信托下跌0.51%，丰树物流信托下跌0.54%，华侨银行上涨0.45%，SATS下跌0.26%，胜科工业上涨0.50%，新加坡航空下跌1.02%，新加坡交易所上涨0.66%，新加坡报业控股上涨0.86%，新加坡科技工程下跌0.27%，新加坡电信下跌0.43%，泰国饮料上涨1.53%，单位</blockquote></p><p> The lead from Wall Street is solid as the major averages shook off a sluggish start on Wednesday, quickly moving higher and finishing in the green.</p><p><blockquote>华尔街的领先优势稳固，主要股指周三摆脱了低迷的开局，迅速走高并收盘上涨。</blockquote></p><p> The Dow jumped 261.19 points or 0.74 percent to finish at 35,753.89, while the NASDAQ spiked 180.81 points or 1.18 percent and the S&P 500 climbed 47.33 points or 1.02 percent to end at 4,696.56.</p><p><blockquote>道琼斯指数上涨261.19点，涨幅0.74%，收于35753.89点；纳斯达克指数上涨180.81点，涨幅1.18%；标普500指数上涨47.33点，涨幅1.02%，收于4696.56点。</blockquote></p><p> The markets drew strength from easing worries about Omicron and U.S. President Joe Biden's remarks that it is still possible to reach a deal with Senator Joe Manchin to push the $2 trillion Build Back Better bill through Congress.</p><p><blockquote>市场从对奥密克戎的担忧缓解以及美国总统乔·拜登的言论中汲取了力量，他表示仍有可能与参议员乔·曼钦达成协议，推动国会通过 2 万亿美元的“重建更好”法案。</blockquote></p><p> Adding to the positive sentiment, the Conference Board reported that consumer confidence improved by much more than expected in the month of December.</p><p><blockquote>世界大型企业联合会报告称，12月份消费者信心的改善远远超出预期，这进一步加剧了积极情绪。</blockquote></p><p> Crude oil futures settled sharply higher Wednesday after data showed a larger than expected drop in U.S. crude inventories last week. West Texas Intermediate Crude oil futures for February spiked $1.64 or 2.3 percent at $72.76 a barrel.</p><p><blockquote>数据显示上周美国原油库存降幅大于预期，周三原油期货大幅收高。2月份西德克萨斯中质原油期货价格上涨1.64美元，涨幅2.3%，至每桶72.76美元。</blockquote></p><p> Closer to home, Singapore will release November numbers for consumer prices later today, with forecasts suggesting an increase 0.4 percent on month and 3.4 percent on year. That follows the 0.3 percent monthly increase and the 3.2 percent yearly gain in October. Core CPI is called steady at 1.5 percent on year.</p><p><blockquote>在国内，新加坡将于今天晚些时候公布11月份的消费者价格数据，预测显示环比上涨0.4%，同比上涨3.4%。此前，10 月份月度增长 0.3%，年增长率为 3.2%。核心CPI同比稳定在1.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.rttnews.com/3251197/singapore-stock-market-may-test-resistance-at-3100-points.aspx?type=acom\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3251197/singapore-stock-market-may-test-resistance-at-3100-points.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160915813","content_text":"The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.\nThe global forecast for the Asian markets remains positive on easing concerns about the Omicron variant of the coronavirus, plus support from crude oil prices. The European and U.S. markets were up and the Asian bourses are tipped to open in similar fashion.\nThe STI finished barely higher on Wednesday following gains from the financials and a mixed picture from the industrials.\nFor the day, the index picked up 2.43 points or 0.08 percent to finish at 3,087.51 after trading between 3,078.71 and 3,098.27. Volume was 844 million shares worth 696.8 million Singapore dollars. There were 207 gainers and 205 decliners.\nAmong the actives, Ascendas REIT advanced 0.69 percent, while CapitaLand Integrated Commercial Trust gained 0.51 percent, City Developments tanked 1.05 percent, Dairy Farm International plunged 1.47 percent, DBS Group climbed 0.75 percent, Genting Singapore skidded 0.66 percent, Hongkong Land plummeted 1.92 percent, Keppel Corp retreated 0.59 percent, Mapletree Commercial Trust sank 0.51 percent, Mapletree Logistics Trust declined 0.54 percent, Oversea-Chinese Banking Corporation increased 0.45 percent, SATS fell 0.26 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines tumbled 1.02 percent, Singapore Exchange added 0.66 percent, Singapore Press Holdings jumped 0.86 percent, Singapore Technologies Engineering lost 0.27 percent, SingTel dropped 0.43 percent, Thai Beverage spiked 1.53 percent, United Overseas Bank collected 0.30 percent, Wilmar International slumped 0.99 percent, Yangzijiang Shipbuilding rallied 0.78 percent and Comfort DelGro was unchanged.\nThe lead from Wall Street is solid as the major averages shook off a sluggish start on Wednesday, quickly moving higher and finishing in the green.\nThe Dow jumped 261.19 points or 0.74 percent to finish at 35,753.89, while the NASDAQ spiked 180.81 points or 1.18 percent and the S&P 500 climbed 47.33 points or 1.02 percent to end at 4,696.56.\nThe markets drew strength from easing worries about Omicron and U.S. President Joe Biden's remarks that it is still possible to reach a deal with Senator Joe Manchin to push the $2 trillion Build Back Better bill through Congress.\nAdding to the positive sentiment, the Conference Board reported that consumer confidence improved by much more than expected in the month of December.\nCrude oil futures settled sharply higher Wednesday after data showed a larger than expected drop in U.S. crude inventories last week. West Texas Intermediate Crude oil futures for February spiked $1.64 or 2.3 percent at $72.76 a barrel.\nCloser to home, Singapore will release November numbers for consumer prices later today, with forecasts suggesting an increase 0.4 percent on month and 3.4 percent on year. That follows the 0.3 percent monthly increase and the 3.2 percent yearly gain in October. Core CPI is called steady at 1.5 percent on year.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605246966,"gmtCreate":1639184681853,"gmtModify":1639184682038,"author":{"id":"4094290551126310","authorId":"4094290551126310","name":"ThunderPat","avatar":"https://static.tigerbbs.com/27ae321aaa87241102a9ecad3a243f74","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094290551126310","authorIdStr":"4094290551126310"},"themes":[],"title":"","htmlText":"good to know","listText":"good to know","text":"good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605246966","repostId":"2190296066","repostType":4,"isVote":1,"tweetType":1,"viewCount":5322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608036116,"gmtCreate":1638579911441,"gmtModify":1638579911546,"author":{"id":"4094290551126310","authorId":"4094290551126310","name":"ThunderPat","avatar":"https://static.tigerbbs.com/27ae321aaa87241102a9ecad3a243f74","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094290551126310","authorIdStr":"4094290551126310"},"themes":[],"title":"","htmlText":"Is this a disruption or a stimulus?","listText":"Is this a disruption or a stimulus?","text":"Is this a disruption or a stimulus?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608036116","repostId":"1158981658","repostType":4,"isVote":1,"tweetType":1,"viewCount":3954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601889089,"gmtCreate":1638507977256,"gmtModify":1638507977315,"author":{"id":"4094290551126310","authorId":"4094290551126310","name":"ThunderPat","avatar":"https://static.tigerbbs.com/27ae321aaa87241102a9ecad3a243f74","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094290551126310","authorIdStr":"4094290551126310"},"themes":[],"title":"","htmlText":"Good to hear that!","listText":"Good to hear that!","text":"Good to hear that!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601889089","repostId":"1142062331","repostType":4,"repost":{"id":"1142062331","kind":"news","pubTimestamp":1638489951,"share":"https://www.laohunote.com/m/news/1142062331?lang=zh_CN&edition=full","pubTime":"2021-12-03 08:05","market":"sg","language":"en","title":"Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142062331","media":"RTTNews","summary":"The Singapore stock market headed south again on Thursday, one day after snapping the six-day losing","content":"<p>The Singapore stock market headed south again on Thursday, one day after snapping the six-day losing streak in which it had plummeted almost 200 points or 6.4 percent. The Straits Times Index now sits just above the 3,090-point plateau although it's expected to bounce higher again on Friday.</p><p><blockquote>新加坡股市周四再次走低，一天前结束了连续六天的下跌，暴跌近200点或6.4%。海峡时报指数目前略高于 3,090 点的平台位，但预计周五将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is cautiously optimistic, supported by bargain hunting and crude oil prices. The European markets were down and the U.S. bourses were up and the Asian markets figure to follow the latter lead.</p><p><blockquote>受抄底和原油价格的支撑，亚洲市场的全球预测谨慎乐观。欧洲股市下跌，美国股市上涨，亚洲股市紧随其后。</blockquote></p><p> The STI finished slightly lower on Thursday as losses from the properties and industrials were mitigated by support from the financial sector.</p><p><blockquote>由于金融业的支撑减轻了房地产和工业的损失，STI 周四小幅收低。</blockquote></p><p> For the day, the index slipped 6.14 points or 0.20 percent to finish at 3,092.11 after trading between 3,065.91 and 3,100.55. Volume was 1.16 billion shares worth 1.3 billion Singapore dollars. There were 296 decliners and 181 gainers.</p><p><blockquote>当天，该指数下跌 6.14 点或 0.20%，收于 3,092.11 点，交易价格在 3,065.91 至 3,100.55 点之间。成交量为11.6亿股，价值13亿新加坡元。下跌者296人，上涨者181人。</blockquote></p><p> Among the actives, Ascendas REIT dropped 0.68 percent, while CapitaLand Integrated Commercial Trust tumbled 1.43 percent, City Developments plunged 1.74 percent, Comfort DelGro shed 0.72 percent, Dairy Farm International tanked 1.64 percent, DBS Group collected 0.54 percent, Genting Singapore plummeted 1.97 percent, Keppel Corp was down 0.39 percent, Mapletree Commercial Trust surrendered 0.98 percent, Oversea-Chinese Banking Corporation and United Overseas Bank both were up 0.27 percent, SATS and Yangzijiang Shipbuilding both retreated 0.78 percent, SembCorp Industries gained 0.52 percent, Singapore Airlines rose 0.41 percent, Singapore Exchange added 0.67 percent, Singapore Press Holdings and Venture Corporation both fell 0.43 percent, Singapore Technologies Engineering lost 0.53 percent, SingTel declined 0.83 percent, Thai Beverage skidded 0.75 percent, Wilmar International sank 0.73 percent and Mapletree Logistics Trust was unchanged.</p><p><blockquote>资产中，Ascendas REIT 下跌 0.68%，凯德综合商业信托下跌 1.43%，City Developments 下跌 1.74%，Comfort DelGro 下跌 0.72%，Dairy Farm International 下跌 1.64%，星展集团上涨 0.54%，云顶新加坡暴跌 1.97%，吉宝公司下跌 0.39%，丰树商业信托退出 0.98%，华侨银行和大华银行均上涨 0.27%，SATS 和扬子江造船均下跌 0.78%，胜科工业上涨 0.52%，新加坡航空上涨 0.41%，新加坡交易所上涨 0.67%，新加坡报业控股和创业公司均下跌 0.43%，新加坡科技工程下跌 0.53%，新加坡电信下跌 0.83%，泰国饮料</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened higher on Thursday and largely remained that way to finish with solid gains.</p><p><blockquote>华尔街的领先优势总体上是积极的，因为主要股指周四开盘走高，并基本保持这种走势，最终以稳健上涨收盘。</blockquote></p><p> The Dow surged 617.75 points or 1.82 percent to finish at 34,639.70, while the NASDAQ advanced 127.27 points or 0.83 percent to close at 15,381.32 and the S&P 500 jumped 64.04 points or 1.42 percent to end at 4,577.10.</p><p><blockquote>道琼斯指数飙升617.75点，涨幅1.82%，收于34639.70点；纳斯达克指数上涨127.27点，涨幅0.83%，收于15381.32点；标普500指数上涨64.04点，涨幅1.42%，收于4577.10点。</blockquote></p><p> The rebound on Wall Street partly reflected bargain hunting following the steep drop on Wednesday, extending the rollercoaster ride stocks have been on since news of the detection of omicron variant of the coronavirus.</p><p><blockquote>华尔街的反弹在一定程度上反映了周三大幅下跌后的逢低买入，延续了自发现冠状病毒奥密克戎变种的消息传出以来股市的过山车行情。</blockquote></p><p> Traders have seemed extremely sensitive to omicron-related news amid concerns the variant could derail the economic recovery even as the Federal Reserve begins scaling back stimulus.</p><p><blockquote>交易员似乎对奥密克戎相关新闻极其敏感，因为他们担心即使美联储开始缩减刺激措施，这种变体也可能破坏经济复苏。</blockquote></p><p> In U.S. economic news, the Labor Department released a report showing a modest rebound by initial jobless claims last week.</p><p><blockquote>美国经济新闻方面，劳工部发布报告显示上周首次申请失业救济人数小幅反弹。</blockquote></p><p> Crude oil prices rallied on Thursday after falling to a three-month low in the previous session, shaking off plans by OPEC to increase output. West Texas Intermediate for January delivery jumped $0.93 or 1.4 percent to $66.50 a barrel.</p><p><blockquote>原油价格在前一交易日跌至三个月低点后周四反弹，动摇了欧佩克增产计划。1 月份交割的西德克萨斯中质原油价格上涨 0.93 美元，涨幅 1.4%，至每桶 66.50 美元。</blockquote></p><p> Closer to home, Singapore will release October figures for retail sales later today; in September, sales were up 6.0 percent on month and 6.6 percent on year.</p><p><blockquote>言归正传，新加坡将于今天晚些时候公布 10 月份零售销售数据；9月份，销售额环比增长6.0%，同比增长6.6%。</blockquote></p><p></p>","source":"lsy1626938412129","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>Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</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; 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: 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\">\nRebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-03 08:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market headed south again on Thursday, one day after snapping the six-day losing streak in which it had plummeted almost 200 points or 6.4 percent. The Straits Times Index now sits just above the 3,090-point plateau although it's expected to bounce higher again on Friday.</p><p><blockquote>新加坡股市周四再次走低，一天前结束了连续六天的下跌，暴跌近200点或6.4%。海峡时报指数目前略高于 3,090 点的平台位，但预计周五将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is cautiously optimistic, supported by bargain hunting and crude oil prices. The European markets were down and the U.S. bourses were up and the Asian markets figure to follow the latter lead.</p><p><blockquote>受抄底和原油价格的支撑，亚洲市场的全球预测谨慎乐观。欧洲股市下跌，美国股市上涨，亚洲股市紧随其后。</blockquote></p><p> The STI finished slightly lower on Thursday as losses from the properties and industrials were mitigated by support from the financial sector.</p><p><blockquote>由于金融业的支撑减轻了房地产和工业的损失，STI 周四小幅收低。</blockquote></p><p> For the day, the index slipped 6.14 points or 0.20 percent to finish at 3,092.11 after trading between 3,065.91 and 3,100.55. Volume was 1.16 billion shares worth 1.3 billion Singapore dollars. There were 296 decliners and 181 gainers.</p><p><blockquote>当天，该指数下跌 6.14 点或 0.20%，收于 3,092.11 点，交易价格在 3,065.91 至 3,100.55 点之间。成交量为11.6亿股，价值13亿新加坡元。下跌者296人，上涨者181人。</blockquote></p><p> Among the actives, Ascendas REIT dropped 0.68 percent, while CapitaLand Integrated Commercial Trust tumbled 1.43 percent, City Developments plunged 1.74 percent, Comfort DelGro shed 0.72 percent, Dairy Farm International tanked 1.64 percent, DBS Group collected 0.54 percent, Genting Singapore plummeted 1.97 percent, Keppel Corp was down 0.39 percent, Mapletree Commercial Trust surrendered 0.98 percent, Oversea-Chinese Banking Corporation and United Overseas Bank both were up 0.27 percent, SATS and Yangzijiang Shipbuilding both retreated 0.78 percent, SembCorp Industries gained 0.52 percent, Singapore Airlines rose 0.41 percent, Singapore Exchange added 0.67 percent, Singapore Press Holdings and Venture Corporation both fell 0.43 percent, Singapore Technologies Engineering lost 0.53 percent, SingTel declined 0.83 percent, Thai Beverage skidded 0.75 percent, Wilmar International sank 0.73 percent and Mapletree Logistics Trust was unchanged.</p><p><blockquote>资产中，Ascendas REIT 下跌 0.68%，凯德综合商业信托下跌 1.43%，City Developments 下跌 1.74%，Comfort DelGro 下跌 0.72%，Dairy Farm International 下跌 1.64%，星展集团上涨 0.54%，云顶新加坡暴跌 1.97%，吉宝公司下跌 0.39%，丰树商业信托退出 0.98%，华侨银行和大华银行均上涨 0.27%，SATS 和扬子江造船均下跌 0.78%，胜科工业上涨 0.52%，新加坡航空上涨 0.41%，新加坡交易所上涨 0.67%，新加坡报业控股和创业公司均下跌 0.43%，新加坡科技工程下跌 0.53%，新加坡电信下跌 0.83%，泰国饮料</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened higher on Thursday and largely remained that way to finish with solid gains.</p><p><blockquote>华尔街的领先优势总体上是积极的，因为主要股指周四开盘走高，并基本保持这种走势，最终以稳健上涨收盘。</blockquote></p><p> The Dow surged 617.75 points or 1.82 percent to finish at 34,639.70, while the NASDAQ advanced 127.27 points or 0.83 percent to close at 15,381.32 and the S&P 500 jumped 64.04 points or 1.42 percent to end at 4,577.10.</p><p><blockquote>道琼斯指数飙升617.75点，涨幅1.82%，收于34639.70点；纳斯达克指数上涨127.27点，涨幅0.83%，收于15381.32点；标普500指数上涨64.04点，涨幅1.42%，收于4577.10点。</blockquote></p><p> The rebound on Wall Street partly reflected bargain hunting following the steep drop on Wednesday, extending the rollercoaster ride stocks have been on since news of the detection of omicron variant of the coronavirus.</p><p><blockquote>华尔街的反弹在一定程度上反映了周三大幅下跌后的逢低买入，延续了自发现冠状病毒奥密克戎变种的消息传出以来股市的过山车行情。</blockquote></p><p> Traders have seemed extremely sensitive to omicron-related news amid concerns the variant could derail the economic recovery even as the Federal Reserve begins scaling back stimulus.</p><p><blockquote>交易员似乎对奥密克戎相关新闻极其敏感，因为他们担心即使美联储开始缩减刺激措施，这种变体也可能破坏经济复苏。</blockquote></p><p> In U.S. economic news, the Labor Department released a report showing a modest rebound by initial jobless claims last week.</p><p><blockquote>美国经济新闻方面，劳工部发布报告显示上周首次申请失业救济人数小幅反弹。</blockquote></p><p> Crude oil prices rallied on Thursday after falling to a three-month low in the previous session, shaking off plans by OPEC to increase output. West Texas Intermediate for January delivery jumped $0.93 or 1.4 percent to $66.50 a barrel.</p><p><blockquote>原油价格在前一交易日跌至三个月低点后周四反弹，动摇了欧佩克增产计划。1 月份交割的西德克萨斯中质原油价格上涨 0.93 美元，涨幅 1.4%，至每桶 66.50 美元。</blockquote></p><p> Closer to home, Singapore will release October figures for retail sales later today; in September, sales were up 6.0 percent on month and 6.6 percent on year.</p><p><blockquote>言归正传，新加坡将于今天晚些时候公布 10 月份零售销售数据；9月份，销售额环比增长6.0%，同比增长6.6%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.rttnews.com/3246572/rebound-anticipated-for-singapore-stock-market.aspx?type=acom\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3246572/rebound-anticipated-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142062331","content_text":"The Singapore stock market headed south again on Thursday, one day after snapping the six-day losing streak in which it had plummeted almost 200 points or 6.4 percent. The Straits Times Index now sits just above the 3,090-point plateau although it's expected to bounce higher again on Friday.\nThe global forecast for the Asian markets is cautiously optimistic, supported by bargain hunting and crude oil prices. The European markets were down and the U.S. bourses were up and the Asian markets figure to follow the latter lead.\nThe STI finished slightly lower on Thursday as losses from the properties and industrials were mitigated by support from the financial sector.\nFor the day, the index slipped 6.14 points or 0.20 percent to finish at 3,092.11 after trading between 3,065.91 and 3,100.55. Volume was 1.16 billion shares worth 1.3 billion Singapore dollars. There were 296 decliners and 181 gainers.\nAmong the actives, Ascendas REIT dropped 0.68 percent, while CapitaLand Integrated Commercial Trust tumbled 1.43 percent, City Developments plunged 1.74 percent, Comfort DelGro shed 0.72 percent, Dairy Farm International tanked 1.64 percent, DBS Group collected 0.54 percent, Genting Singapore plummeted 1.97 percent, Keppel Corp was down 0.39 percent, Mapletree Commercial Trust surrendered 0.98 percent, Oversea-Chinese Banking Corporation and United Overseas Bank both were up 0.27 percent, SATS and Yangzijiang Shipbuilding both retreated 0.78 percent, SembCorp Industries gained 0.52 percent, Singapore Airlines rose 0.41 percent, Singapore Exchange added 0.67 percent, Singapore Press Holdings and Venture Corporation both fell 0.43 percent, Singapore Technologies Engineering lost 0.53 percent, SingTel declined 0.83 percent, Thai Beverage skidded 0.75 percent, Wilmar International sank 0.73 percent and Mapletree Logistics Trust was unchanged.\nThe lead from Wall Street is broadly positive as the major averages opened higher on Thursday and largely remained that way to finish with solid gains.\nThe Dow surged 617.75 points or 1.82 percent to finish at 34,639.70, while the NASDAQ advanced 127.27 points or 0.83 percent to close at 15,381.32 and the S&P 500 jumped 64.04 points or 1.42 percent to end at 4,577.10.\nThe rebound on Wall Street partly reflected bargain hunting following the steep drop on Wednesday, extending the rollercoaster ride stocks have been on since news of the detection of omicron variant of the coronavirus.\nTraders have seemed extremely sensitive to omicron-related news amid concerns the variant could derail the economic recovery even as the Federal Reserve begins scaling back stimulus.\nIn U.S. economic news, the Labor Department released a report showing a modest rebound by initial jobless claims last week.\nCrude oil prices rallied on Thursday after falling to a three-month low in the previous session, shaking off plans by OPEC to increase output. West Texas Intermediate for January delivery jumped $0.93 or 1.4 percent to $66.50 a barrel.\nCloser to home, Singapore will release October figures for retail sales later today; in September, sales were up 6.0 percent on month and 6.6 percent on year.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":5037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601880183,"gmtCreate":1638507904868,"gmtModify":1638507904868,"author":{"id":"4094290551126310","authorId":"4094290551126310","name":"ThunderPat","avatar":"https://static.tigerbbs.com/27ae321aaa87241102a9ecad3a243f74","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094290551126310","authorIdStr":"4094290551126310"},"themes":[],"title":"","htmlText":"Long-term is very subjective term - months, years or decades?","listText":"Long-term is very subjective term - months, years or decades?","text":"Long-term is very subjective term - months, years or decades?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601880183","repostId":"1144851802","repostType":4,"repost":{"id":"1144851802","kind":"news","pubTimestamp":1638501564,"share":"https://www.laohunote.com/m/news/1144851802?lang=zh_CN&edition=full","pubTime":"2021-12-03 11:19","market":"us","language":"en","title":"2 Growth Stocks Down Over 50% That Look Like Amazing Bargains<blockquote>2只成长型股票下跌超过50%，看起来很便宜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144851802","media":"Motley Fool","summary":"Many growth stocks are down sharply, and these two look like great opportunities.\nFirst off, the sto","content":"<p>Many growth stocks are down sharply, and these two look like great opportunities.</p><p><blockquote>许多成长股大幅下跌，这两只看起来是巨大的机会。</blockquote></p><p> First off, the stock market isn't <i>technically</i> in a correction. Not yet, anyway. As of this writing, the <b>S&P 500</b> is just 2.5% off its recent high, and the tech-heavy Nasdaq is down by less than 5%, and neither are close to the 10% decline that typically defines a market correction.</p><p><blockquote>首先，股市不是<i>严格说来</i>在更正中。反正还没有。截至撰写本文时，<b>标普500</b>仅比近期高点低 2.5%，以科技股为主的纳斯达克下跌不到 5%，两者都没有接近通常定义市场调整的 10% 的跌幅。</blockquote></p><p> Having said that, many investors certainly feel like we're in a correction. Some of the most popular growth stocks in the market are down by double-digit percentages, and many are down by 30%, 50%, or more. I know that I've checked my portfolio recently and have felt like I'm in my own personal bear market.</p><p><blockquote>话虽如此，许多投资者肯定觉得我们正处于调整之中。市场上一些最受欢迎的成长型股票下跌了两位数百分比，许多股票下跌了30%、50%甚至更多。我知道我最近检查了我的投资组合，感觉自己正处于我个人的熊市中。</blockquote></p><p> With that in mind, while nobody enjoys watching their stocks decline, situations like this can create excellent opportunities for patient long-term investors. Here are two growth stocks in particular that look like outstanding bargains and are worth considering.</p><p><blockquote>考虑到这一点，虽然没有人喜欢看着自己的股票下跌，但这种情况可以为耐心的长期投资者创造绝佳的机会。这里特别有两只成长型股票，看起来非常划算，值得考虑。</blockquote></p><p> A disruptor with a massive opportunity</p><p><blockquote>拥有巨大机遇的颠覆者</blockquote></p><p> Insurancedisruptor <b>Lemonade</b> has steadily declined throughout 2021 and took another dive after its third-quarter earnings report and the announcement that it plans to acquire <b>Metromile</b>. As of Dec. 1, Lemonade is a staggering 75% below its January 2021 all-time high.</p><p><blockquote>保险颠覆者<b>柠檬汽水</b>2021 年全年稳步下降，并在第三季度收益报告发布并宣布计划收购后再次暴跌<b>地铁英里</b>截至 12 月 1 日，柠檬水价格比 2021 年 1 月的历史高点低了 75%，令人震惊。</blockquote></p><p> By focusing on younger consumers and offering an easy and efficient way of buying insurance and processing claims, Lemonade has scaled its business to about 1.4 million customers in a fraction of the time it took some of the biggest players in the game to do so. With its auto insurance product just starting to roll out, Lemonade has a massive $300 billion addressable market in the U.S. alone, and a big head start when it comes to current customers to cross-sell it to. As co-CEO Daniel Schreiber recently told me in an interview on our <i>Industry Focus</i> podcast, he believes Lemonade's business could grow to 100 times its current size over time, and I agree. I've been a Lemonade shareholder since shortly after its IPO, and as I recently wrote, I plan to double down on my investment if the current share price holds.</p><p><blockquote>通过关注年轻消费者，并提供一种简单高效的购买保险和处理索赔的方式，Lemonade 已将其业务扩展到约 140 万客户，而这只是游戏中一些最大参与者所花费的一小部分。随着其汽车保险产品刚刚开始推出，Lemonade仅在美国就拥有3000亿美元的巨大潜在市场，并且在向现有客户交叉销售时处于领先地位。正如联席首席执行官丹尼尔·施赖伯 (Daniel Schreiber) 最近在接受我们的采访时告诉我的那样<i>行业聚焦</i>播客，他相信随着时间的推移，柠檬水的业务可能会增长到目前规模的 100 倍，我同意。自 Lemonade 首次公开募股后不久，我就成为了该公司的股东，正如我最近所写的，如果当前股价保持不变，我计划加倍投资。</blockquote></p><p> Don't let a rival's problems scare you away</p><p><blockquote>不要让对手的问题吓跑你</blockquote></p><p> A few weeks ago,<b>Zillow</b> shocked the real estate world by pulling the plug on its iBuying business, and investors were understandably concerned that other iBuyers might be in trouble as well. Leading iBuyer <b>Opendoor Technologies</b> took a dive and is now nearly 60% off its highs.</p><p><blockquote>几周前，<b>齐洛</b>关闭 iBuying 业务震惊了房地产业，投资者担心其他 iBuyer 也可能陷入困境，这是可以理解的。领先的iBuyer<b>Opendoor技术</b>暴跌，目前较高点下跌近 60%。</blockquote></p><p> However, Opendoor's business is doing just fine. Its unit economics have been far superior to those of Zillow, and its business is growing rapidly. The company bought 15,181 homes in the third quarter, which is as many as the <i>entire industry</i> bought in the second quarter. And its gross profit margin of 8.9% is impressive and gives the company a nice path to future profitability.</p><p><blockquote>然而，Opendoor的业务做得很好。其单位经济性远远优于Zillow，业务增长迅速。该公司在第三季度购买了 15,181 套住房，与<i>整个行业</i>第二季度买的。其8.9%的毛利率令人印象深刻，为公司未来盈利提供了一条良好的道路。</blockquote></p><p> Finally, don't think of Zillow's exit as a negative. That's a mistake. Instead, think of it this way -- Opendoor is in a new and massive industry that had just four serious players, and the one that represented the biggest competitive threat just bowed out of the race.</p><p><blockquote>最后，不要认为Zillow的退出是负面的。那是个错误。相反，可以这样想——Opendoor 所处的是一个新的、庞大的行业，该行业只有四家严肃的参与者，而代表最大竞争威胁的那家刚刚退出了竞争。</blockquote></p><p> Expect a roller-coaster ride</p><p><blockquote>期待过山车之旅</blockquote></p><p> One important thing to keep in mind is that all three of these might look like bargains from a <i>long-term</i> perspective, but I have absolutely no idea what they'll do over the coming weeks, months, or even the next year. All three are likely to be volatile for the foreseeable future as their growth stories play out. Invest accordingly.</p><p><blockquote>需要记住的一件重要事情是，这三者看起来都像是来自<i>长期</i>观点，但我完全不知道他们在未来几周、几个月甚至明年会做什么。随着增长故事的展开，这三家公司在可预见的未来都可能出现波动。相应地投资。</blockquote></p><p></p>","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>2 Growth Stocks Down Over 50% That Look Like Amazing Bargains<blockquote>2只成长型股票下跌超过50%，看起来很便宜</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; 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: 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\">\n2 Growth Stocks Down Over 50% That Look Like Amazing Bargains<blockquote>2只成长型股票下跌超过50%，看起来很便宜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-03 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Many growth stocks are down sharply, and these two look like great opportunities.</p><p><blockquote>许多成长股大幅下跌，这两只看起来是巨大的机会。</blockquote></p><p> First off, the stock market isn't <i>technically</i> in a correction. Not yet, anyway. As of this writing, the <b>S&P 500</b> is just 2.5% off its recent high, and the tech-heavy Nasdaq is down by less than 5%, and neither are close to the 10% decline that typically defines a market correction.</p><p><blockquote>首先，股市不是<i>严格说来</i>在更正中。反正还没有。截至撰写本文时，<b>标普500</b>仅比近期高点低 2.5%，以科技股为主的纳斯达克下跌不到 5%，两者都没有接近通常定义市场调整的 10% 的跌幅。</blockquote></p><p> Having said that, many investors certainly feel like we're in a correction. Some of the most popular growth stocks in the market are down by double-digit percentages, and many are down by 30%, 50%, or more. I know that I've checked my portfolio recently and have felt like I'm in my own personal bear market.</p><p><blockquote>话虽如此，许多投资者肯定觉得我们正处于调整之中。市场上一些最受欢迎的成长型股票下跌了两位数百分比，许多股票下跌了30%、50%甚至更多。我知道我最近检查了我的投资组合，感觉自己正处于我个人的熊市中。</blockquote></p><p> With that in mind, while nobody enjoys watching their stocks decline, situations like this can create excellent opportunities for patient long-term investors. Here are two growth stocks in particular that look like outstanding bargains and are worth considering.</p><p><blockquote>考虑到这一点，虽然没有人喜欢看着自己的股票下跌，但这种情况可以为耐心的长期投资者创造绝佳的机会。这里特别有两只成长型股票，看起来非常划算，值得考虑。</blockquote></p><p> A disruptor with a massive opportunity</p><p><blockquote>拥有巨大机遇的颠覆者</blockquote></p><p> Insurancedisruptor <b>Lemonade</b> has steadily declined throughout 2021 and took another dive after its third-quarter earnings report and the announcement that it plans to acquire <b>Metromile</b>. As of Dec. 1, Lemonade is a staggering 75% below its January 2021 all-time high.</p><p><blockquote>保险颠覆者<b>柠檬汽水</b>2021 年全年稳步下降，并在第三季度收益报告发布并宣布计划收购后再次暴跌<b>地铁英里</b>截至 12 月 1 日，柠檬水价格比 2021 年 1 月的历史高点低了 75%，令人震惊。</blockquote></p><p> By focusing on younger consumers and offering an easy and efficient way of buying insurance and processing claims, Lemonade has scaled its business to about 1.4 million customers in a fraction of the time it took some of the biggest players in the game to do so. With its auto insurance product just starting to roll out, Lemonade has a massive $300 billion addressable market in the U.S. alone, and a big head start when it comes to current customers to cross-sell it to. As co-CEO Daniel Schreiber recently told me in an interview on our <i>Industry Focus</i> podcast, he believes Lemonade's business could grow to 100 times its current size over time, and I agree. I've been a Lemonade shareholder since shortly after its IPO, and as I recently wrote, I plan to double down on my investment if the current share price holds.</p><p><blockquote>通过关注年轻消费者，并提供一种简单高效的购买保险和处理索赔的方式，Lemonade 已将其业务扩展到约 140 万客户，而这只是游戏中一些最大参与者所花费的一小部分。随着其汽车保险产品刚刚开始推出，Lemonade仅在美国就拥有3000亿美元的巨大潜在市场，并且在向现有客户交叉销售时处于领先地位。正如联席首席执行官丹尼尔·施赖伯 (Daniel Schreiber) 最近在接受我们的采访时告诉我的那样<i>行业聚焦</i>播客，他相信随着时间的推移，柠檬水的业务可能会增长到目前规模的 100 倍，我同意。自 Lemonade 首次公开募股后不久，我就成为了该公司的股东，正如我最近所写的，如果当前股价保持不变，我计划加倍投资。</blockquote></p><p> Don't let a rival's problems scare you away</p><p><blockquote>不要让对手的问题吓跑你</blockquote></p><p> A few weeks ago,<b>Zillow</b> shocked the real estate world by pulling the plug on its iBuying business, and investors were understandably concerned that other iBuyers might be in trouble as well. Leading iBuyer <b>Opendoor Technologies</b> took a dive and is now nearly 60% off its highs.</p><p><blockquote>几周前，<b>齐洛</b>关闭 iBuying 业务震惊了房地产业，投资者担心其他 iBuyer 也可能陷入困境，这是可以理解的。领先的iBuyer<b>Opendoor技术</b>暴跌，目前较高点下跌近 60%。</blockquote></p><p> However, Opendoor's business is doing just fine. Its unit economics have been far superior to those of Zillow, and its business is growing rapidly. The company bought 15,181 homes in the third quarter, which is as many as the <i>entire industry</i> bought in the second quarter. And its gross profit margin of 8.9% is impressive and gives the company a nice path to future profitability.</p><p><blockquote>然而，Opendoor的业务做得很好。其单位经济性远远优于Zillow，业务增长迅速。该公司在第三季度购买了 15,181 套住房，与<i>整个行业</i>第二季度买的。其8.9%的毛利率令人印象深刻，为公司未来盈利提供了一条良好的道路。</blockquote></p><p> Finally, don't think of Zillow's exit as a negative. That's a mistake. Instead, think of it this way -- Opendoor is in a new and massive industry that had just four serious players, and the one that represented the biggest competitive threat just bowed out of the race.</p><p><blockquote>最后，不要认为Zillow的退出是负面的。那是个错误。相反，可以这样想——Opendoor 所处的是一个新的、庞大的行业，该行业只有四家严肃的参与者，而代表最大竞争威胁的那家刚刚退出了竞争。</blockquote></p><p> Expect a roller-coaster ride</p><p><blockquote>期待过山车之旅</blockquote></p><p> One important thing to keep in mind is that all three of these might look like bargains from a <i>long-term</i> perspective, but I have absolutely no idea what they'll do over the coming weeks, months, or even the next year. All three are likely to be volatile for the foreseeable future as their growth stories play out. Invest accordingly.</p><p><blockquote>需要记住的一件重要事情是，这三者看起来都像是来自<i>长期</i>观点，但我完全不知道他们在未来几周、几个月甚至明年会做什么。随着增长故事的展开，这三家公司在可预见的未来都可能出现波动。相应地投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/02/2-growth-stocks-down-more-than-50-that-look-like-a/\">Motley Fool</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":{"OPEN":"Opendoor Technologies Inc","Z":"Zillow","LMND":"Lemonade, Inc."},"source_url":"https://www.fool.com/investing/2021/12/02/2-growth-stocks-down-more-than-50-that-look-like-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144851802","content_text":"Many growth stocks are down sharply, and these two look like great opportunities.\nFirst off, the stock market isn't technically in a correction. Not yet, anyway. As of this writing, the S&P 500 is just 2.5% off its recent high, and the tech-heavy Nasdaq is down by less than 5%, and neither are close to the 10% decline that typically defines a market correction.\nHaving said that, many investors certainly feel like we're in a correction. Some of the most popular growth stocks in the market are down by double-digit percentages, and many are down by 30%, 50%, or more. I know that I've checked my portfolio recently and have felt like I'm in my own personal bear market.\nWith that in mind, while nobody enjoys watching their stocks decline, situations like this can create excellent opportunities for patient long-term investors. Here are two growth stocks in particular that look like outstanding bargains and are worth considering.\nA disruptor with a massive opportunity\nInsurancedisruptor Lemonade has steadily declined throughout 2021 and took another dive after its third-quarter earnings report and the announcement that it plans to acquire Metromile. As of Dec. 1, Lemonade is a staggering 75% below its January 2021 all-time high.\nBy focusing on younger consumers and offering an easy and efficient way of buying insurance and processing claims, Lemonade has scaled its business to about 1.4 million customers in a fraction of the time it took some of the biggest players in the game to do so. With its auto insurance product just starting to roll out, Lemonade has a massive $300 billion addressable market in the U.S. alone, and a big head start when it comes to current customers to cross-sell it to. As co-CEO Daniel Schreiber recently told me in an interview on our Industry Focus podcast, he believes Lemonade's business could grow to 100 times its current size over time, and I agree. I've been a Lemonade shareholder since shortly after its IPO, and as I recently wrote, I plan to double down on my investment if the current share price holds.\nDon't let a rival's problems scare you away\nA few weeks ago,Zillow shocked the real estate world by pulling the plug on its iBuying business, and investors were understandably concerned that other iBuyers might be in trouble as well. Leading iBuyer Opendoor Technologies took a dive and is now nearly 60% off its highs.\nHowever, Opendoor's business is doing just fine. Its unit economics have been far superior to those of Zillow, and its business is growing rapidly. The company bought 15,181 homes in the third quarter, which is as many as the entire industry bought in the second quarter. And its gross profit margin of 8.9% is impressive and gives the company a nice path to future profitability.\nFinally, don't think of Zillow's exit as a negative. That's a mistake. Instead, think of it this way -- Opendoor is in a new and massive industry that had just four serious players, and the one that represented the biggest competitive threat just bowed out of the race.\nExpect a roller-coaster ride\nOne important thing to keep in mind is that all three of these might look like bargains from a long-term perspective, but I have absolutely no idea what they'll do over the coming weeks, months, or even the next year. All three are likely to be volatile for the foreseeable future as their growth stories play out. Invest accordingly.","news_type":1,"symbols_score_info":{"OPEN":0.9,"LMND":0.9,"Z":0.9}},"isVote":1,"tweetType":1,"viewCount":8433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601036189,"gmtCreate":1638458651381,"gmtModify":1638458651440,"author":{"id":"4094290551126310","authorId":"4094290551126310","name":"ThunderPat","avatar":"https://static.tigerbbs.com/27ae321aaa87241102a9ecad3a243f74","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094290551126310","authorIdStr":"4094290551126310"},"themes":[],"title":"","htmlText":"Sound really like a good bet or is it a bet?","listText":"Sound really like a good bet or is it a bet?","text":"Sound really like a good bet or is it a bet?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601036189","repostId":"2188124518","repostType":4,"isVote":1,"tweetType":1,"viewCount":3346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877950623,"gmtCreate":1637881779127,"gmtModify":1637881779255,"author":{"id":"4094290551126310","authorId":"4094290551126310","name":"ThunderPat","avatar":"https://static.tigerbbs.com/27ae321aaa87241102a9ecad3a243f74","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094290551126310","authorIdStr":"4094290551126310"},"themes":[],"title":"","htmlText":"Good trading stock","listText":"Good trading stock","text":"Good trading stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/877950623","repostId":"2186916023","repostType":4,"isVote":1,"tweetType":1,"viewCount":3197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877927478,"gmtCreate":1637881732374,"gmtModify":1637881732374,"author":{"id":"4094290551126310","authorId":"4094290551126310","name":"ThunderPat","avatar":"https://static.tigerbbs.com/27ae321aaa87241102a9ecad3a243f74","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094290551126310","authorIdStr":"4094290551126310"},"themes":[],"title":"","htmlText":"👍//<a href=\"https://laohu8.com/U/3582026261569572\">@NicNg</a>: Please like and comment thanks 😊 ","listText":"👍//<a href=\"https://laohu8.com/U/3582026261569572\">@NicNg</a>: Please like and comment thanks 😊 ","text":"👍//@NicNg: Please like and comment thanks 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877927478","repostId":"1122037796","repostType":4,"repost":{"id":"1122037796","kind":"news","pubTimestamp":1637849010,"share":"https://www.laohunote.com/m/news/1122037796?lang=zh_CN&edition=full","pubTime":"2021-11-25 22:03","market":"us","language":"en","title":"7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122037796","media":"finance.yahoo","summary":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent B","content":"<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.</p><p><blockquote>感恩节盛宴可能会吸引比去年更多的人群，并产生更高的成本。</blockquote></p><p> A recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.</p><p><blockquote>美国银行最近的一份报告详细介绍了在供应链瓶颈、通货膨胀、挥之不去的新冠疫情担忧、低库存和不断变化的消费者行为的情况下，哪些公司最有可能接触到顶级节日菜肴。</blockquote></p><p> Those companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).</p><p><blockquote>这些公司是金宝汤公司 (CPB)、通用磨坊 (GIS)、卡夫亨氏公司 (KHC)、康尼格拉品牌 (CAG)、荷美尔食品公司 (HRL)、麦考密克公司 (MKC) 和鸭角投资组合公司 (NAPA)。</blockquote></p><p> \"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p><p><blockquote>“分析师们说：”我们调查了各公司对感恩节顶级菜肴的接触情况： 火鸡、馅料、晚餐卷、肉汁、四季豆砂锅、土豆、通心粉和奶酪甜点和葡萄酒。“总体而言，CPB、GIS、KHC、CAG、MKC、HRL 和 NAPA 是暴露最多的。KHC 和 NAPA 是我们在该组中最喜欢的股票。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p><p><blockquote><p class=\"t-img-caption\"><span>暴露于感恩节大餐趋势的主要公司。（资料来源：美国银行）感恩节“盘子中心”项目看到更多定价权</span></p></blockquote></p><p> People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p><p><blockquote>分析师表示，人们似乎再次聚集在桌子周围，因为社交媒体对话的数据发现，提及“疫苗”的人数有所增加，而提及“FaceTime”、“社交距离”和“取消”的人数有所下降。（“朋友聚会”和“白天喝酒”也有所增加。）</blockquote></p><p> And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p><p><blockquote>无论消费者选择火鸡还是火腿、土豆泥还是棉花糖甘薯，传统的还是基于植物的选择，他们都可能在通货膨胀冲击食品价格的情况下支付更多费用。</blockquote></p><p> The American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p><p><blockquote>美国农业局感恩节成本指数预计2021年将同比增长14%，其中火鸡价格上涨24%。</blockquote></p><p> “When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p><p><blockquote>“美国银行全球研究部（BofA Global Research）高级食品和饮料分析师布莱恩-斯皮兰（Bryan Spillane）告诉雅虎财经直播（上图视频）：”通常情况下，当你看到更多的盘子中央类型的食品时，历史上并没有太大的定价权。“但今年不同寻常的是，出现了这种情况。尤其是食品公司，在年中就开始提价，而且几乎没有弹性。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月17日，星期三，费城的冷冻火鸡。（美联社照片/马特·洛克）</span></p></blockquote></p><p> That said, Spillane added, consumer behavior is expected to change at some point.</p><p><blockquote>尽管如此，斯皮兰补充说，消费者行为预计会在某个时候发生变化。</blockquote></p><p> “Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p><p><blockquote>“进入明年，我们真正关注的是：消费者在什么时候开始反击，我们是否开始看到一些降价或其他行为，表明消费者感受到了这种压力？”斯皮兰说。</blockquote></p><p> Investor appetite for food and beverage companies</p><p><blockquote>投资者对食品饮料公司的胃口</blockquote></p><p> The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p><p><blockquote>最具上行或下行潜力的顶级公司是金宝公司，美国银行给予其“跑输大盘”评级。</blockquote></p><p> “Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p><p><blockquote>“斯皮兰说：”坎贝尔在几个问题上苦苦挣扎。“一是他们正在经历大量的通货膨胀。他们的产品组合有点偏向.中低收入家庭。因此，这可能是一个在传递这些价格方面存在一些敏感性的领域”。</blockquote></p><p> The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p><p><blockquote>斯皮兰补充说，这家标志性的汤品公司也直接和间接地面临着劳动力短缺和劳动力成本上升的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2017年2月15日，美国纽约市一家超市里陈列着罐装金宝汤。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p> BofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.</p><p><blockquote>美国银行还给予调味品制造商麦考密克公司“跑输大盘”评级，目标价为 84 美元。</blockquote></p><p> McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p><p><blockquote>斯皮兰说，麦考密克 “仍在以溢价进行交易”，他补充说，虽然在过去的 18 个月里，人们在家做饭的次数增加了，但 “在某个时候，随着情况的缓和，你会看到更少的在家做饭的行为。这将给麦考密克带来悬念”。</blockquote></p><p> On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p><p><blockquote>另一方面，“好时 [HSY] 处于有利地位，”斯皮兰说，尤其是在通胀环境下。</blockquote></p><p> “The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p><p><blockquote>“他解释说：”好时是一个仍在强劲增长的品类，仍然有很多产品创新，而且定价权也得到了证明，我们认为好时已经做好了充分准备，也许不仅仅是保护利润率，也许还能在我们经历一些通货膨胀的过程中提高利润率。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉顶填料制造商卡夫亨氏买入评级，目标价为 46 美元。</blockquote></p><p></p><p> “We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p><p><blockquote>“分析师写道：”我们认为这是合理的，因为我们认为，KHC 已做好充分准备，可以抓住与经济衰退和食品储藏室库存相关的不断变化的消费者需求模式，而高于平均水平的债务水平抵消了这些变化。</blockquote></p><p></p>","source":"lsy1612507957220","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>7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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\">\n7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-25 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.</p><p><blockquote>感恩节盛宴可能会吸引比去年更多的人群，并产生更高的成本。</blockquote></p><p> A recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.</p><p><blockquote>美国银行最近的一份报告详细介绍了在供应链瓶颈、通货膨胀、挥之不去的新冠疫情担忧、低库存和不断变化的消费者行为的情况下，哪些公司最有可能接触到顶级节日菜肴。</blockquote></p><p> Those companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).</p><p><blockquote>这些公司是金宝汤公司 (CPB)、通用磨坊 (GIS)、卡夫亨氏公司 (KHC)、康尼格拉品牌 (CAG)、荷美尔食品公司 (HRL)、麦考密克公司 (MKC) 和鸭角投资组合公司 (NAPA)。</blockquote></p><p> \"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p><p><blockquote>“分析师们说：”我们调查了各公司对感恩节顶级菜肴的接触情况： 火鸡、馅料、晚餐卷、肉汁、四季豆砂锅、土豆、通心粉和奶酪甜点和葡萄酒。“总体而言，CPB、GIS、KHC、CAG、MKC、HRL 和 NAPA 是暴露最多的。KHC 和 NAPA 是我们在该组中最喜欢的股票。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p><p><blockquote><p class=\"t-img-caption\"><span>暴露于感恩节大餐趋势的主要公司。（资料来源：美国银行）感恩节“盘子中心”项目看到更多定价权</span></p></blockquote></p><p> People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p><p><blockquote>分析师表示，人们似乎再次聚集在桌子周围，因为社交媒体对话的数据发现，提及“疫苗”的人数有所增加，而提及“FaceTime”、“社交距离”和“取消”的人数有所下降。（“朋友聚会”和“白天喝酒”也有所增加。）</blockquote></p><p> And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p><p><blockquote>无论消费者选择火鸡还是火腿、土豆泥还是棉花糖甘薯，传统的还是基于植物的选择，他们都可能在通货膨胀冲击食品价格的情况下支付更多费用。</blockquote></p><p> The American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p><p><blockquote>美国农业局感恩节成本指数预计2021年将同比增长14%，其中火鸡价格上涨24%。</blockquote></p><p> “When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p><p><blockquote>“美国银行全球研究部（BofA Global Research）高级食品和饮料分析师布莱恩-斯皮兰（Bryan Spillane）告诉雅虎财经直播（上图视频）：”通常情况下，当你看到更多的盘子中央类型的食品时，历史上并没有太大的定价权。“但今年不同寻常的是，出现了这种情况。尤其是食品公司，在年中就开始提价，而且几乎没有弹性。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月17日，星期三，费城的冷冻火鸡。（美联社照片/马特·洛克）</span></p></blockquote></p><p> That said, Spillane added, consumer behavior is expected to change at some point.</p><p><blockquote>尽管如此，斯皮兰补充说，消费者行为预计会在某个时候发生变化。</blockquote></p><p> “Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p><p><blockquote>“进入明年，我们真正关注的是：消费者在什么时候开始反击，我们是否开始看到一些降价或其他行为，表明消费者感受到了这种压力？”斯皮兰说。</blockquote></p><p> Investor appetite for food and beverage companies</p><p><blockquote>投资者对食品饮料公司的胃口</blockquote></p><p> The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p><p><blockquote>最具上行或下行潜力的顶级公司是金宝公司，美国银行给予其“跑输大盘”评级。</blockquote></p><p> “Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p><p><blockquote>“斯皮兰说：”坎贝尔在几个问题上苦苦挣扎。“一是他们正在经历大量的通货膨胀。他们的产品组合有点偏向.中低收入家庭。因此，这可能是一个在传递这些价格方面存在一些敏感性的领域”。</blockquote></p><p> The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p><p><blockquote>斯皮兰补充说，这家标志性的汤品公司也直接和间接地面临着劳动力短缺和劳动力成本上升的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2017年2月15日，美国纽约市一家超市里陈列着罐装金宝汤。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p> BofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.</p><p><blockquote>美国银行还给予调味品制造商麦考密克公司“跑输大盘”评级，目标价为 84 美元。</blockquote></p><p> McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p><p><blockquote>斯皮兰说，麦考密克 “仍在以溢价进行交易”，他补充说，虽然在过去的 18 个月里，人们在家做饭的次数增加了，但 “在某个时候，随着情况的缓和，你会看到更少的在家做饭的行为。这将给麦考密克带来悬念”。</blockquote></p><p> On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p><p><blockquote>另一方面，“好时 [HSY] 处于有利地位，”斯皮兰说，尤其是在通胀环境下。</blockquote></p><p> “The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p><p><blockquote>“他解释说：”好时是一个仍在强劲增长的品类，仍然有很多产品创新，而且定价权也得到了证明，我们认为好时已经做好了充分准备，也许不仅仅是保护利润率，也许还能在我们经历一些通货膨胀的过程中提高利润率。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉顶填料制造商卡夫亨氏买入评级，目标价为 46 美元。</blockquote></p><p></p><p> “We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p><p><blockquote>“分析师写道：”我们认为这是合理的，因为我们认为，KHC 已做好充分准备，可以抓住与经济衰退和食品储藏室库存相关的不断变化的消费者需求模式，而高于平均水平的债务水平抵消了这些变化。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html\">finance.yahoo</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":{"GIS":"通用磨坊","HRL":"荷美尔","CAG":"康尼格拉","MKC":"味好美","KHC":"卡夫亨氏","CPB":"金宝汤"},"source_url":"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122037796","content_text":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.\nThose companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).\n\"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"\nKey companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power\nPeople appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)\nAnd whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.\nThe American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.\n“When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”\nFrozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)\nThat said, Spillane added, consumer behavior is expected to change at some point.\n“Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.\nInvestor appetite for food and beverage companies\nThe top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.\n“Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”\nThe iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.\nCans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid\nBofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.\nMcCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”\nOn the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.\n“The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.\nBofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.\n“We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.","news_type":1,"symbols_score_info":{"KHC":0.9,"MKC":0.9,"NAPA":0.9,"CPB":0.9,"GIS":0.9,"HRL":0.9,"CAG":0.9}},"isVote":1,"tweetType":1,"viewCount":4316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877927930,"gmtCreate":1637881655210,"gmtModify":1637881655210,"author":{"id":"4094290551126310","authorId":"4094290551126310","name":"ThunderPat","avatar":"https://static.tigerbbs.com/27ae321aaa87241102a9ecad3a243f74","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094290551126310","authorIdStr":"4094290551126310"},"themes":[],"title":"","htmlText":"Solid info","listText":"Solid info","text":"Solid info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877927930","repostId":"1122037796","repostType":4,"repost":{"id":"1122037796","kind":"news","pubTimestamp":1637849010,"share":"https://www.laohunote.com/m/news/1122037796?lang=zh_CN&edition=full","pubTime":"2021-11-25 22:03","market":"us","language":"en","title":"7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122037796","media":"finance.yahoo","summary":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent B","content":"<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.</p><p><blockquote>感恩节盛宴可能会吸引比去年更多的人群，并产生更高的成本。</blockquote></p><p> A recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.</p><p><blockquote>美国银行最近的一份报告详细介绍了在供应链瓶颈、通货膨胀、挥之不去的新冠疫情担忧、低库存和不断变化的消费者行为的情况下，哪些公司最有可能接触到顶级节日菜肴。</blockquote></p><p> Those companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).</p><p><blockquote>这些公司是金宝汤公司 (CPB)、通用磨坊 (GIS)、卡夫亨氏公司 (KHC)、康尼格拉品牌 (CAG)、荷美尔食品公司 (HRL)、麦考密克公司 (MKC) 和鸭角投资组合公司 (NAPA)。</blockquote></p><p> \"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p><p><blockquote>“分析师们说：”我们调查了各公司对感恩节顶级菜肴的接触情况： 火鸡、馅料、晚餐卷、肉汁、四季豆砂锅、土豆、通心粉和奶酪甜点和葡萄酒。“总体而言，CPB、GIS、KHC、CAG、MKC、HRL 和 NAPA 是暴露最多的。KHC 和 NAPA 是我们在该组中最喜欢的股票。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p><p><blockquote><p class=\"t-img-caption\"><span>暴露于感恩节大餐趋势的主要公司。（资料来源：美国银行）感恩节“盘子中心”项目看到更多定价权</span></p></blockquote></p><p> People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p><p><blockquote>分析师表示，人们似乎再次聚集在桌子周围，因为社交媒体对话的数据发现，提及“疫苗”的人数有所增加，而提及“FaceTime”、“社交距离”和“取消”的人数有所下降。（“朋友聚会”和“白天喝酒”也有所增加。）</blockquote></p><p> And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p><p><blockquote>无论消费者选择火鸡还是火腿、土豆泥还是棉花糖甘薯，传统的还是基于植物的选择，他们都可能在通货膨胀冲击食品价格的情况下支付更多费用。</blockquote></p><p> The American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p><p><blockquote>美国农业局感恩节成本指数预计2021年将同比增长14%，其中火鸡价格上涨24%。</blockquote></p><p> “When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p><p><blockquote>“美国银行全球研究部（BofA Global Research）高级食品和饮料分析师布莱恩-斯皮兰（Bryan Spillane）告诉雅虎财经直播（上图视频）：”通常情况下，当你看到更多的盘子中央类型的食品时，历史上并没有太大的定价权。“但今年不同寻常的是，出现了这种情况。尤其是食品公司，在年中就开始提价，而且几乎没有弹性。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月17日，星期三，费城的冷冻火鸡。（美联社照片/马特·洛克）</span></p></blockquote></p><p> That said, Spillane added, consumer behavior is expected to change at some point.</p><p><blockquote>尽管如此，斯皮兰补充说，消费者行为预计会在某个时候发生变化。</blockquote></p><p> “Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p><p><blockquote>“进入明年，我们真正关注的是：消费者在什么时候开始反击，我们是否开始看到一些降价或其他行为，表明消费者感受到了这种压力？”斯皮兰说。</blockquote></p><p> Investor appetite for food and beverage companies</p><p><blockquote>投资者对食品饮料公司的胃口</blockquote></p><p> The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p><p><blockquote>最具上行或下行潜力的顶级公司是金宝公司，美国银行给予其“跑输大盘”评级。</blockquote></p><p> “Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p><p><blockquote>“斯皮兰说：”坎贝尔在几个问题上苦苦挣扎。“一是他们正在经历大量的通货膨胀。他们的产品组合有点偏向.中低收入家庭。因此，这可能是一个在传递这些价格方面存在一些敏感性的领域”。</blockquote></p><p> The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p><p><blockquote>斯皮兰补充说，这家标志性的汤品公司也直接和间接地面临着劳动力短缺和劳动力成本上升的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2017年2月15日，美国纽约市一家超市里陈列着罐装金宝汤。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p> BofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.</p><p><blockquote>美国银行还给予调味品制造商麦考密克公司“跑输大盘”评级，目标价为 84 美元。</blockquote></p><p> McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p><p><blockquote>斯皮兰说，麦考密克 “仍在以溢价进行交易”，他补充说，虽然在过去的 18 个月里，人们在家做饭的次数增加了，但 “在某个时候，随着情况的缓和，你会看到更少的在家做饭的行为。这将给麦考密克带来悬念”。</blockquote></p><p> On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p><p><blockquote>另一方面，“好时 [HSY] 处于有利地位，”斯皮兰说，尤其是在通胀环境下。</blockquote></p><p> “The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p><p><blockquote>“他解释说：”好时是一个仍在强劲增长的品类，仍然有很多产品创新，而且定价权也得到了证明，我们认为好时已经做好了充分准备，也许不仅仅是保护利润率，也许还能在我们经历一些通货膨胀的过程中提高利润率。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉顶填料制造商卡夫亨氏买入评级，目标价为 46 美元。</blockquote></p><p></p><p> “We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p><p><blockquote>“分析师写道：”我们认为这是合理的，因为我们认为，KHC 已做好充分准备，可以抓住与经济衰退和食品储藏室库存相关的不断变化的消费者需求模式，而高于平均水平的债务水平抵消了这些变化。</blockquote></p><p></p>","source":"lsy1612507957220","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>7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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\">\n7 stocks with the most Thanksgiving exposure, according to Bank of America<blockquote>根据美国银行的数据，感恩节风险敞口最大的 7 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-25 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.</p><p><blockquote>感恩节盛宴可能会吸引比去年更多的人群，并产生更高的成本。</blockquote></p><p> A recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.</p><p><blockquote>美国银行最近的一份报告详细介绍了在供应链瓶颈、通货膨胀、挥之不去的新冠疫情担忧、低库存和不断变化的消费者行为的情况下，哪些公司最有可能接触到顶级节日菜肴。</blockquote></p><p> Those companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).</p><p><blockquote>这些公司是金宝汤公司 (CPB)、通用磨坊 (GIS)、卡夫亨氏公司 (KHC)、康尼格拉品牌 (CAG)、荷美尔食品公司 (HRL)、麦考密克公司 (MKC) 和鸭角投资组合公司 (NAPA)。</blockquote></p><p> \"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p><p><blockquote>“分析师们说：”我们调查了各公司对感恩节顶级菜肴的接触情况： 火鸡、馅料、晚餐卷、肉汁、四季豆砂锅、土豆、通心粉和奶酪甜点和葡萄酒。“总体而言，CPB、GIS、KHC、CAG、MKC、HRL 和 NAPA 是暴露最多的。KHC 和 NAPA 是我们在该组中最喜欢的股票。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p><p><blockquote><p class=\"t-img-caption\"><span>暴露于感恩节大餐趋势的主要公司。（资料来源：美国银行）感恩节“盘子中心”项目看到更多定价权</span></p></blockquote></p><p> People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p><p><blockquote>分析师表示，人们似乎再次聚集在桌子周围，因为社交媒体对话的数据发现，提及“疫苗”的人数有所增加，而提及“FaceTime”、“社交距离”和“取消”的人数有所下降。（“朋友聚会”和“白天喝酒”也有所增加。）</blockquote></p><p> And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p><p><blockquote>无论消费者选择火鸡还是火腿、土豆泥还是棉花糖甘薯，传统的还是基于植物的选择，他们都可能在通货膨胀冲击食品价格的情况下支付更多费用。</blockquote></p><p> The American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p><p><blockquote>美国农业局感恩节成本指数预计2021年将同比增长14%，其中火鸡价格上涨24%。</blockquote></p><p> “When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p><p><blockquote>“美国银行全球研究部（BofA Global Research）高级食品和饮料分析师布莱恩-斯皮兰（Bryan Spillane）告诉雅虎财经直播（上图视频）：”通常情况下，当你看到更多的盘子中央类型的食品时，历史上并没有太大的定价权。“但今年不同寻常的是，出现了这种情况。尤其是食品公司，在年中就开始提价，而且几乎没有弹性。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月17日，星期三，费城的冷冻火鸡。（美联社照片/马特·洛克）</span></p></blockquote></p><p> That said, Spillane added, consumer behavior is expected to change at some point.</p><p><blockquote>尽管如此，斯皮兰补充说，消费者行为预计会在某个时候发生变化。</blockquote></p><p> “Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p><p><blockquote>“进入明年，我们真正关注的是：消费者在什么时候开始反击，我们是否开始看到一些降价或其他行为，表明消费者感受到了这种压力？”斯皮兰说。</blockquote></p><p> Investor appetite for food and beverage companies</p><p><blockquote>投资者对食品饮料公司的胃口</blockquote></p><p> The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p><p><blockquote>最具上行或下行潜力的顶级公司是金宝公司，美国银行给予其“跑输大盘”评级。</blockquote></p><p> “Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p><p><blockquote>“斯皮兰说：”坎贝尔在几个问题上苦苦挣扎。“一是他们正在经历大量的通货膨胀。他们的产品组合有点偏向.中低收入家庭。因此，这可能是一个在传递这些价格方面存在一些敏感性的领域”。</blockquote></p><p> The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p><p><blockquote>斯皮兰补充说，这家标志性的汤品公司也直接和间接地面临着劳动力短缺和劳动力成本上升的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2017年2月15日，美国纽约市一家超市里陈列着罐装金宝汤。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p> BofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.</p><p><blockquote>美国银行还给予调味品制造商麦考密克公司“跑输大盘”评级，目标价为 84 美元。</blockquote></p><p> McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p><p><blockquote>斯皮兰说，麦考密克 “仍在以溢价进行交易”，他补充说，虽然在过去的 18 个月里，人们在家做饭的次数增加了，但 “在某个时候，随着情况的缓和，你会看到更少的在家做饭的行为。这将给麦考密克带来悬念”。</blockquote></p><p> On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p><p><blockquote>另一方面，“好时 [HSY] 处于有利地位，”斯皮兰说，尤其是在通胀环境下。</blockquote></p><p> “The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p><p><blockquote>“他解释说：”好时是一个仍在强劲增长的品类，仍然有很多产品创新，而且定价权也得到了证明，我们认为好时已经做好了充分准备，也许不仅仅是保护利润率，也许还能在我们经历一些通货膨胀的过程中提高利润率。</blockquote></p><p> BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p><p><blockquote>美国银行还给予炉顶填料制造商卡夫亨氏买入评级，目标价为 46 美元。</blockquote></p><p></p><p> “We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p><p><blockquote>“分析师写道：”我们认为这是合理的，因为我们认为，KHC 已做好充分准备，可以抓住与经济衰退和食品储藏室库存相关的不断变化的消费者需求模式，而高于平均水平的债务水平抵消了这些变化。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html\">finance.yahoo</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":{"GIS":"通用磨坊","HRL":"荷美尔","CAG":"康尼格拉","MKC":"味好美","KHC":"卡夫亨氏","CPB":"金宝汤"},"source_url":"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122037796","content_text":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.\nThose companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).\n\"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"\nKey companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power\nPeople appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)\nAnd whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.\nThe American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.\n“When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”\nFrozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)\nThat said, Spillane added, consumer behavior is expected to change at some point.\n“Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.\nInvestor appetite for food and beverage companies\nThe top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.\n“Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”\nThe iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.\nCans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid\nBofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.\nMcCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”\nOn the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.\n“The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.\nBofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.\n“We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.","news_type":1,"symbols_score_info":{"KHC":0.9,"MKC":0.9,"NAPA":0.9,"CPB":0.9,"GIS":0.9,"HRL":0.9,"CAG":0.9}},"isVote":1,"tweetType":1,"viewCount":4250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875906249,"gmtCreate":1637592899297,"gmtModify":1637592922364,"author":{"id":"4094290551126310","authorId":"4094290551126310","name":"ThunderPat","avatar":"https://static.tigerbbs.com/27ae321aaa87241102a9ecad3a243f74","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094290551126310","authorIdStr":"4094290551126310"},"themes":[],"title":"","htmlText":"What's your take on Olo? Is it a goner?","listText":"What's your take on Olo? Is it a goner?","text":"What's your take on Olo? Is it a goner?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875906249","isVote":1,"tweetType":1,"viewCount":3309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}