That means: Comments that violate our community guidelines will be removed. We also note that the Energy Select Sector SPDR Fund (XLE) outperformed the S&P 500 with a total return of 3.7 per cent during our December two-week time frame. ... a China trade war that has morphed into a China … From For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Baker Hughes Co., representing the energy sector, was the only outlier in the top 15. And the same process is under way for the chip equipment makers that serve them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hank you for your patience. We then applied filters to narrow our universe to companies with at least 10 per cent revenue generated from China utilizing FactSet GeoRev, a proprietary database that breaks down company revenues geographically. The five S&P companies with the biggest exposure to China all get 40% to 60% of their revenues in China. But for both sectors, there are values to find if you know where to look. Revenue and profit estimates for the semiconductor industry continue to ratchet lower, amid a range of both supply-chain and demand issues. His bullish stance on Lam reflects the company’s out-sized exposure to the memory sector. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. This is a space where subscribers can engage with each other and Globe staff. https://www.barrons.com/articles/semiconductor-sales-are-likely-to-fall-buy-lam-research-analyst-says-51585329898. [])-[])), +((!+[]+(!![])+!![]+!![]+!![]+!![]+!![]+!![]+[])+(+!![])+(!+[]+(!![])+!![]+!![]+!![]+!![]+!![])+(!+[]+(!![])+!![]+!![]+!![])+(!+[]-(!![]))+(!+[]+(!![])+!![]+!![])+(!+[]+(!![])-[])+(!+[]+(!![])+!![]+!![])+(!+[]+(!![])+!![]))/+((!+[]+(!![])+!![]+!![]+!![]+!![]+!![]+[])+(!+[]+(!![])+!![]+!![]+!![])+(!+[]+(!![])+!![]+!![]+!![]+!![]+!![])+(!+[]+(!![])+!![]+!![])+(!+[]+(!![])+!![])+(!+[]+(!![])+!![]+!![]+!![]+!![])+(!+[]+(!![])-[])+(!+[]+(!![])+!![])+(!+[]+(!![])+!![]+!![]+!![]+!![]+!! China’s economy grew at the slowest pace in almost three decades, so let’s investigate how U.S. companies with the largest geographic revenue exposure to the country have performed This process is automatic. [])), +((!+[]+(!![])+!![]+!![]+!![]+!![]+!![]+!![]+[])+(+!![])+(!+[]+(!![])+!![]+!![]+!![]+!![]+!![])+(!+[]+(!![])+!![]+!![]+!![])+(!+[]-(!![]))+(!+[]+(!![])+!![]+!![])+(!+[]+(!![])-[])+(!+[]+(!![])+!![]+!![]+!![])+(!+[]+(!![])+!![]))/+((!+[]+(!![])+!![]+!![]+!![]+[])+(+!![])+(!+[]+(!![])+!![]+!![]+!![]+!![]+!![])+(!+[]+(!![])+!![])+(!+[]-(!![]))+(+!![])+(!+[]+(!![])+!![]+!![]+!![]+!![])+(!+[]+(!![])-[])+(!+[]+(!![])+!! Applied Materials We examined U.S. companies connected to the Chinese market based on revenue exposure and stock price performance. An error has occurred, please try again later. Last, we ranked companies by multiplying their exposure to the Chinese market by their “excess returns” – that is, their overperformance compared with the S&P 500, which had a total return of 2.4 per cent during this period. For most of the companies he covers, he reduced revenue forecasts for both 2020 and 2021, and he brought price targets down for most of the stocks he covers as well. Interestingly, 64 per cent of all companies in the S&P 500 with at least 10-per-cent revenue exposure to China outperformed the market during this period. This is a space where subscribers can engage with each other and Globe staff. Non-subscribers can read and sort comments but will not be able to engage with them in any way.
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