🔥 #關於阿富汗 美國網路社群目前出現一波討論方向,不少人開始點名各大武器製造商,並要求觀察他們與整起事件的連結。
被點名的公司有:
👉👉Lockheed Martin:洛克希德·馬丁是一間美國航空航太製造廠商,以開發、製造軍用飛機聞名世界,旗下產品皆被諸多國家所採用。目前洛克希德·馬丁的總部位於馬里蘭州,為全世界最大的國防工業承包商。
👉👉Raytheon Technologies:雷神公司是美國的大型國防合約商,總部設在麻薩諸塞州。雷神在世界各地的雇員有73,000名,營業額約200億美元,其中超過90%來自國防合約。根據Defense News 2005年的數據,雷神是世界第五大國防合約商。2020年與聯合技術公司合併為雷神技術公司。
👉👉General Dynamics:通用動力公司是一家美國的國防企業集團。2008年時通用動力是世界第五大國防工業承包商。近年來不斷的擴充和併購其他公司,包含三大業務:海洋、作戰系統和資訊科技集團。
👉👉Northrop Grumman:簡稱諾格,組建於1994年,是世界第4大軍工生產廠商、最大的雷達製造商。 公司領導B-21轟炸機計畫,一款遠程隱形戰略轟炸機,可執行核子轟炸任務。
👉👉The Boeing Company:波音公司是美國一家開發、生產及銷售固定翼飛機、旋翼機、運載火箭、飛彈和人造衛星等產品,為世界最大的航天航空器製造商。現在為美國境內唯一製造民航用廣體客機的公司,與歐洲空中巴士公司同為世界僅有的兩家大型民航機製造商,彼此瓜分市場。同時是全球第二大國防承包商,也是美國第一大出口商。
同時也有2部Youtube影片,追蹤數超過1,160的網紅通勤十分鐘 On The Way To Work,也在其Youtube影片中提到,💬合作邀約: [email protected] 💬IG: @onthe_waytowork 歡迎大家來跟我們聊聊天https://www.instagram.com/onthe_waytowork/ 道瓊工業指數在北美時間8/24公佈組成股的更換,其中離開指數的公司為Ray...
「raytheon technologies」的推薦目錄:
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- 關於raytheon technologies 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於raytheon technologies 在 新《番薯藤》國防軍事網 Facebook 的最佳貼文
- 關於raytheon technologies 在 通勤十分鐘 On The Way To Work Youtube 的最佳解答
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raytheon technologies 在 貓的成長美股異想世界 Facebook 的最佳解答
今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.
在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?
而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?
其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.
而在IPO中, 也有這類的好公司.
Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)
Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.
下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.
也祝福大家找到&培養自己的能力圈, 穩穩獲利.
Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff
No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT
Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX
One of the most glorious things I have seen involving the stock market in ages happened today.
Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?
Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.
Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.
Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.
I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.
Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.
The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.
These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.
I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.
Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.
Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.
I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.
I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.
You did.
raytheon technologies 在 新《番薯藤》國防軍事網 Facebook 的最佳貼文
✅➡️美國軍火商根本沒在甩中國甚麼『制裁』!
蔡英文總統上台以來中國『制裁』美商不知多少次囉,有效果嗎?
台美軍售又大多是採FMS軍售(國家對國家履約)而不是DCS商售模式,中國這種搞笑『制裁』當然沒辦法影響、更何況美商本來就不作中國軍火生意有甚麼好制裁?
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摘錄:『知情人士透露,這波裁員與縮編是因雷神公司和聯合技術公司(UTC)在今年4月合併成為雷神技術公司(Raytheon Technologies Corporation)後,針對台灣分公司人力進行檢討所作出的人力調整,並不是外傳裁撤台灣分公司。然而洛馬公司在中國業務少,加上近期參與66架F16V戰機、海馬士多管火箭系統、潛艦國造戰鬥系統整合案等重要軍購案,因此洛馬在台分公司的業務量不減反增,因此並未理會中國的「制裁」。』
▫️
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新《番薯藤》國防軍事網
https://www.facebook.com/military.idv.tw/
#專業軍事評析 #關心台灣國防
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raytheon technologies 在 通勤十分鐘 On The Way To Work Youtube 的最佳解答
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道瓊工業指數在北美時間8/24公佈組成股的更換,其中離開指數的公司為Raytheon Technologies, Pfizer and Exxon Mobil,而要加入的新成員為Amgen, Honeywell International, 以及 Salesforce.com.
Salesforce也會在北美時間今天來公佈財報,盤後交易更已經上漲將近10% ,最新第二季財報數據Salesforce營收來到$5.15 Billion 較去年同期增長29%。
股價幾乎來到歷史新高的Best Buy家電零售商今日公布今年Q2五月到七月財報,成績擊敗分析師預期,但因為整體Earnings Call中對未來預期仍然是比較保守,並沒有提出Earnings Outlook,今天開盤股價呈現下跌趨勢。
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raytheon technologies 在 我要做富翁 Youtube 的最佳解答
2018美國大件事!總統特朗普情緒變幻莫測,若果不幸發生大戰,在戰火中那3隻股票仍可不受影響,呈45度上升機會成為受惠股?今集 #贏在美股 Jackie Sir 會同大家一齊分享!
請給我們一個"Like",亦請"Share"給有興趣投資美股的朋友。如你對今集內容有任何意見,歡迎在下面留言,和我們交流一下 :)
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raytheon technologies 在 Raytheon Technologies - Home | Facebook 的推薦與評價
Raytheon Technologies. 207581 likes · 717 talking about this. Raytheon Technologies Corporation is an aerospace and defense company that provides... ... <看更多>