The Suez Canal Is Still Blocked. These Stocks Could Benefit.

Barrons2021-03-26

A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal. The ...

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Comments

J5385
2021-03-29
J5385
nice article. like n comment pls
dahae
2021-03-26
dahae
hello
mrmuhdamir
2021-03-26
mrmuhdamir
interesting
kino318
2021-03-26
kino318
Rumour everywhere
Sap
2021-03-26
Sap
Temp fun
- HUATkueh:
  Ok
erichosk
2021-03-26
erichosk
Just blow up the ship and the blockage is resolved. Heehee!
- 股神徒孙:
  Lol

Leave a comment

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A ship is stuck in the Suez Canal.\nThe ...</p>\n\n<a href=\"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1\">Source Link</a>\n\n</div>\n","source":"lsy1601382232898","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>The Suez Canal Is Still Blocked. 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These Stocks Could Benefit.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 15:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlobal supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.\nThe ...</p>\n\n<a href=\"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GE","symbol_name":"GE航空航天","start_time":0,"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","article_id":"1123246935","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","pubTimestamp":1616743753,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","TSM":"台积电","EMR":"艾默生电气","ROK":"罗克韦尔自动化","PTC":"PTC Inc.","ETH":"Grayscale Ethereum Mini Trust","INTC":"英特尔","FTV":"Fortive Corporation","PH":"汉尼汾","SSNLF":"三星电子"},"translate_title":"苏伊士运河仍然被封锁。这些股票可能会受益。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EMR":0.9,"ETH":0.9,"FTV":0.9,"GE":0.9,"HON":0.9,"INTC":0.9,"PH":0.9,"PTC":0.9,"ROK":0.9,"SSNLF":0.9,"TSM":0.9},"content_text":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlobal supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.\nThe situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.\nSuez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships and more than a billion tons of cargo pass through the canal each year.\nThe Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.\nSupply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.\nHoneywell International (ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”\nThe industrial conglomerate has a prominent aerospace business, among other operations.\n“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO Larry Culp told Barron’s in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.\n“Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”\n“More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.\nIn the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was breaking down a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.\nBank of America industrial analyst Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by Taiwan Semiconductor Manufacturing (TSM) and Samsung (005930. Korea).\nThe amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.\nFor investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving global economy and the opportunity to digitize all the data that industrial machinery generates, to offer better customer service and new products.\nObin sees the reshoring trend helping some stocks he rates at Buy, including Parker-Hannifin (PH),Rockwell Automation (ROK), Eaton (ETN), Fortive (FTV),Emerson Electric (EMR), and PTC (PTC).\nThose six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the S&P 500 and Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&P 500 are up about 25% over the same span.\nObin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.\nThe problem with the Suez Canal highlights how it can be better to do that closer to home.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":352762650,"gmtCreate":1617006060770,"gmtModify":1704800710901,"author":{"id":"3573450191379774","authorId":"3573450191379774","authorIdStr":"3573450191379774","name":"J5385","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573450191379774"},"htmlText":"nice article. like n comment pls","listText":"nice article. like n comment pls","text":"nice article. like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352762650","repostId":1123246935,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356628634,"gmtCreate":1616773265928,"gmtModify":1704798857833,"author":{"id":"3560092322694803","authorId":"3560092322694803","authorIdStr":"3560092322694803","name":"dahae","avatar":"https://static.tigerbbs.com/137beae1f6048901843924ba46796740","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3560092322694803"},"htmlText":"hello","listText":"hello","text":"hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356628634","repostId":1123246935,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356368237,"gmtCreate":1616757041129,"gmtModify":1704798438082,"author":{"id":"3578348302372885","authorId":"3578348302372885","authorIdStr":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3578348302372885"},"htmlText":"interesting&nbsp;","listText":"interesting&nbsp;","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356368237","repostId":1123246935,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356934902,"gmtCreate":1616747853606,"gmtModify":1704798267153,"author":{"id":"3578134255896974","authorId":"3578134255896974","authorIdStr":"3578134255896974","name":"kino318","avatar":"https://static.tigerbbs.com/e983f44b7853b7b8c10f1b3f6e19dc68","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3578134255896974"},"htmlText":"Rumour everywhere","listText":"Rumour everywhere","text":"Rumour everywhere","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356934902","repostId":1123246935,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356045223,"gmtCreate":1616746436962,"gmtModify":1704798209839,"author":{"id":"3559283513621894","authorId":"3559283513621894","authorIdStr":"3559283513621894","name":"Sap","avatar":"https://static.tigerbbs.com/2a00e2718679bd499f27764a78342e5c","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"3559283513621894"},"htmlText":"Temp fun","listText":"Temp fun","text":"Temp fun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/356045223","repostId":1123246935,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3889474,"gmtCreate":1616747214726,"gmtModify":1680781825052,"authorId":3572312712757258,"author":{"id":3572312712757258,"authorId":3572312712757258,"name":"HUATkueh","avatar":"https://static.tigerbbs.com/936c7c3c568dece3e2a6ae1a4510ab73","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":356045223,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":356050840,"gmtCreate":1616745800280,"gmtModify":1704798187111,"author":{"id":"3575433293784452","authorId":"3575433293784452","authorIdStr":"3575433293784452","name":"erichosk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575433293784452"},"htmlText":"Just blow up the ship and the blockage is resolved. Heehee!","listText":"Just blow up the ship and the blockage is resolved. Heehee!","text":"Just blow up the ship and the blockage is resolved. Heehee!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/356050840","repostId":1123246935,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3889535,"gmtCreate":1616747579742,"gmtModify":1680781824187,"authorId":3573474804628073,"author":{"id":3573474804628073,"authorId":3573474804628073,"name":"股神徒孙","avatar":"https://static.tigerbbs.com/ac59f7fc64d3e018af70687bdddf30c2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":356050840,"type":1,"supId":0,"prevId":0,"content":"Lol","text":"Lol","html":"Lol"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":27,"commentSize":14,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.28.3","shortVersion":"4.28.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1123246935"}