\nCele mai slabe ac\u0163iuni de de\u0163inut \u00een contextul actual sunt cele cu expunere pe pie\u0163ele cu for\u0163\u0103 de munc\u0103 slab\u0103, care risc\u0103 s\u0103 preseze marjele de profit pe m\u0103sur\u0103 ce va cre\u015fte nivelul salariilor, spune Goldman Sachs, \u201ebanca boga\u0163ilor\u201d din Statele Unite, citat\u0103 de Reuters.<\/p>\n
\n\u201eProblemele pie\u0163ei for\u0163ei de munc\u0103 vor r\u0103m\u00e2ne o provocare \u00een anii urm\u0103tori. Investitorii ar trebui s\u0103 evite ac\u0163iunile cu un nivel ridicat de costuri prin compara\u0163ie cu EBIT (c\u00e2\u015ftigurile \u00eenainte de taxe \u015fi impozite \u2013 n.r.) \u201d, reiese dintr-un studiu realizat de gigantul bancar.<\/p>\n
\nPrintre companiile care intr\u0103 \u00een categoria citat\u0103 de companie se num\u0103r\u0103 produc\u0103torul de tehnologie avansat\u0103 IBM, compania de curierat \u015fi logistic\u0103 FedEx, lan\u0163ul de magazine Dollar General \u015fi Raytheon, grup prezent \u00een industria aerospa\u0163ial\u0103 \u015fi a ap\u0103r\u0103rii. \u00cen ultimele \u015fase luni, ac\u0163iunile IBM \u015fi FedEx au sc\u0103zut cu 15%, respectiv 23%.<\/p>\n
\nPe de alt\u0103 parte, ac\u0163iunile cu expunere ciclic\u0103 ar putea reprezenta o variant\u0103 mai bun\u0103 \u00een momentul de fa\u0163\u0103, spune David Kostin, principalul strateg din spatele studiului.<\/p>\n
\n\u201e\u00cen condi\u0163iile \u00een care num\u0103rul de infec\u0163ii cre\u015fte \u015fi afecteaz\u0103 ac\u0163iunile de redeschidere (reopening stocks, ac\u0163iuni care profit\u0103 de un anumit context socio-economic \u2013 n.r.) \u015fi, pe m\u0103sur\u0103 ce va disp\u0103rea valul de cazuri din iarn\u0103, trendul descendent al virusului \u015fi turbulen\u0163ele provocate de infla\u0163ie ar trebui s\u0103 \u00eembun\u0103t\u0103\u0163easc\u0103 veniturile rezultate din impozitele pe profit \u015fi marjele businessurilor expuse acestor provoc\u0103ri.\u201d<\/p>\n
\nAstfel, investitorii \u00ee\u015fi pot \u00eendrepta aten\u0163ia asupra unor societ\u0103\u0163i ca retailerii Home Depot, Target \u015fi Best Buy, precum \u015fi Lowe\u2019s, prezent \u00een industria de bricolaj \u015fi electrocasnice.<\/p>\n
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
Cele mai slabe ac\u0163iuni de de\u0163inut \u00een contextul actual sunt cele cu expunere pe pie\u0163ele cu for\u0163\u0103 de munc\u0103 slab\u0103, care risc\u0103 s\u0103 preseze marjele de profit pe m\u0103sur\u0103 ce va cre\u015fte nivelul salariilor, spune Goldman Sachs, \u201ebanca boga\u0163ilor\u201d din Statele Unite, citat\u0103 de Reuters. \u201eProblemele pie\u0163ei for\u0163ei de munc\u0103 vor r\u0103m\u00e2ne o provocare \u00een […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7172,17224,18507,13620,7633],"class_list":["post-199291","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-actiuni","tag-evitare","tag-expunere","tag-goldman-sachs","tag-investitori"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/199291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=199291"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/199291\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=199291"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=199291"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=199291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}