To The Moon

This year, we have witnessed another volatile market, but even the pandemic continues, the S&P 500 index has hit a new record high for 70 times. Whether we prepared or not, 2022 is coming A list of excellent stocks is lining up.

Here are the 10 most intriguing stocks in 2022: (last close price:2022/12/29)

1. Apple$(AAPL)$​

• Bloomberg Analyst Ratings: 4.51
• Return in 2021: 35.12%
• Current price: $179.29
• Revenue growth estimate in 2022: 4.43%

Prospect:

There is no doubt that Apple's products have meet huge market demands in 2021, what prevent it to meet the outbreak demand is the shortage of raw materials in supply chain, such as chips, memory card, etc. According to IDC, the loss of smart phones sales due to lack of chips may lie between 40 million to 50 million units in 2021. So, if the supply chain back to normal in 2022, Apple is expected to meet market demand to a greater extent. China and the United States are still the major 5G devices market, while Indian is expected to promote 5G in 2022.

In addition, Apple seems to have more movements in VR/AR. Market expects Apple to launch at least one smart wearable device and will support more metaverse products on iOS.

Besides, Apple has not stopped the pace of repurchase, and its share price has reached new highs, making it the first company in the world to exceed $3 trillion.

2. Amazon$(AMZN)$​

• Bloomberg Analyst Ratings: 4.97
• Return in 2021: 4.8%
• Current price: $3,413.22
• Revenue growth estimate in 2022: 21.87%

Prospect:

Offline retail sales have suffered a lot during the pandemic, In 2022, retail is expected to reach higher growth. With the higher inflation in the United States and the continuous instructions of logistics system in 2020-2021, such as "5-hour delivery" in big cities, larger capacity warehousing system, Amazon's retail sales, and related third-party products Sales growth will also continue to be strong.

Though AWS service facing competition, it is still expected to reach $79 billion with a YOY growth rate of 29%.

Since Amazon turned into profits, its valuation multiple has been decreasing. It is expected that Amazon's in 2022 The profit margin will be further improved.

3. Uber$(UBER)$​

• Bloomberg Analyst Score: 4.76
• Return in 2021:-16.59%
• Current price: $42.54
• Revenue growth estimate in 2022: 53.22%

Prospect: Ride-Sharing has been a part of our lives, but the repeated pandemic have tortured those companies like Uber. More business activities expected in 2022 will also increase the frequency of people's riding needs. During the higher inflation, the price is also expected to be higher.

More important, Uber has already built an "Integrated App" connecting life of all aspectes. Its business expansion on Eating is also showing high growth rate. EBITDA of eating business is expected to return to positive in the first quarter of 2022, which will improve the overall profitability for the company.

4.Costco$(COST)$​

• Bloomberg Analyst Score: 4.17
• Return in 2021: 49.86%
• Current price: $564.64
• Revenue growth estimate in 2022: 10.56%

Prospect: Now even the Feds has to admit that inflation beyond expectation, and it has already appeared in many retail business. Large stores are the first to know in 2021. But to these supermarkets, logistics congestion and rising labor costs have become the main problems. In 2022, these problems are expected to be solved, Retail supermarkets with an integrated membership business, Costco will become one of the best choices to fight against inflation.

As a company that provides deep value for low-end consumers, Costco brings "aaS" model into retail industry, while enhancing users-loyalty.

5. Estee Lauder$(EL)$​

• Bloomberg Analyst Score: 4.36
• Return in 2021: 38.17%
• Current price: $367.80
• Revenue growth estimate in 2022: 15.74%

Prospect: In the circumstance of higher inflation, high-cost put pressure on manufacteuring brands. But consumer goods in the beauty industry is an exception, because of the high gross profit margin, strong brand and light asset model, it is one of the least cost-pressed by supply chain constraints. Estee Lauder is one of the stocks available for middle and high-end consumers.In 2022, revenue is still expected to have double-digit year-on-year growth rate.

In addition, The recovery of offline retails and travel will also benefit Estee Lauder, which is a high-frequent duty-free consumer goods. In Greater China market, Estee Lauder keeps away from politics, also demonstrated its superior operation ability and became one of the companies with the most favorable in the market.

6. Lulu LemonLululemon Athletica$(LULU)$​

• Bloomberg analyst rating: 4.31
• Return in 2021: 14.95%
• Current price: $400.07
• Revenue growth estimate in 2022: 42.77%

Prospect:

Lululemon raised its full-year guidance for Calendar year 2022 in the latest earnings report. In the second earnings report in 2021, Lulu Lemon disclosed a loan of 1.5 billion yuan for expansion Chinese mainland. With the prosperity of yoga industry, branded clothing has gained a lot like Lululemon. Their core,non-seasonal product, will also help it expand its sales in each quarter.

In addition, the company's Full price sales strategy contributes to its brand influence and profit margin. In the era of increasing e-commerce, Lulu Lemon's full-price strategy has achieved a good balance between DTC business and offline stores.

7. Marvell Technology$(MRVL)$​

• Bloomberg Analyst Ratings: 4.68
• Return in 2021: 85.09%
• Current price: $87.99
• Revenue growth estimate in 2022: 52.11%

Prospect:

The strong performance of semiconductor industry has been last for multiple years, and hardware infrastructure construction will provide support in various industries. Marvell Technology provides a series of data storage and transmission, and its data center business increased by 109% year-on-year in the latest quarter. With the increase of 5G-based devices, It is also expected to achieve strong growth in the big double digits in 2022.

In addition,Consumer information data and the development of auto industry (on-board equipment), etc. Now, Marvell Technology's goal of a market value of 100 billion US dollars is steadily advancing.

8. Sony$(SONY)$​

• Bloomberg Analyst Ratings: 4.60
• Return in 2021: 26.09%
• Current price: $127.48
• Revenue growth estimate in 2022: 9.04%

Prospect:

One of the most direct entry points of meta-universe is games, and Sony, as the leader of the game industry, are definitely sharing the growth momentum in the next 1-2 years. The sales growth rate of PS5 in 2022 is expected to reach 117%, which drive the development of its game and picturing, animation, movies, etc. The growth of the content industry also become another important growth engine. The latest Spider-Man 3 has already won the box office champion in 2021.

In addition, strong demand for semiconductor products, like Chinese mobile phone and iPhone will further benefit Sony in 2022. Sony's current TTM EV/EBITDA is also attractive comparing to its peers, its comprehensive revenue growth rate in 2022 is expected to increase by nearly double digits year-on-year.

9. Ford Motor$(F)$​

• Bloomberg Analyst Ratings: 3.79
• Return in 2021: 136.18%
• Current price: $20.76
• Revenue growth estimate in 2022: 9.56%

Prospect:

As one of the eldest car companies, Ford, the traditional car manufacturer, just surpassed its competitor General Motors in market cap for the first time in five years. In the time of EV, Ford also began to entering the EV market. It is expected to launch an all-electric F-150 Lightning car with a 300 miles range, in the middle of next year, and will also provide electric vehicle charging services for its commercial customers, which will also lay the foundation for further entering the electric vehicle market in the future.

10. JPMorgan Chase$(JPM)$​

• Bloomberg Analyst Score: 4.16
• Return in 2021: 24.84%
• Current price: $158.64
• Revenue growth estimate in 2022: 0.55%

Prospect:

Interest rate raising is inevitable in 2022, and the bank's lending business shall be the first to change. Banks are probably the biggest winners during the three expected raise of interest rate.40% of JPMorgan's revenue comes from net interest business and it is definite an opportunity. Although the investment banking business will decline in 2022, its wealth management business will still keep growing since 2019, among which the multi-assets management shall gain further growth.

Comparing with other traditional banks focusing on banking business, JP Morgan Chase has further extended its business to downstream companies such as medical insurance payment, which has also enabled it to obtain more sources of income in the post-epidemic era. In addition, the company is expected to continue to buy back, further supporting the stock price.