Multi-industrial and electrical equipment stocks that would benefit from a Harris win - DB

seekingalpha09-13

Deutsche Bank analysts believe that several multi-industrial and electrical equipment sectors (AIRR), (DJUSEC), (SP1500-20104020), (SP500-201040), (NYSEARCA:XLI) could benefit if Vice President Kamala...

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DB\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 23:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4149612-multi-industrial-and-electrical-equipment-stocks-that-would-benefit-from-a-harris-win-db><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deutsche Bank analysts believe that several multi-industrial and electrical equipment sectors (AIRR), (DJUSEC), (SP1500-20104020), (SP500-201040), (NYSEARCA:XLI) could benefit if Vice President Kamala...</p>\n\n<a href=\"https://seekingalpha.com/news/4149612-multi-industrial-and-electrical-equipment-stocks-that-would-benefit-from-a-harris-win-db\">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":"LU0306806265.USD","symbol_name":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","start_time":0,"source_url":"https://seekingalpha.com/news/4149612-multi-industrial-and-electrical-equipment-stocks-that-would-benefit-from-a-harris-win-db","article_id":"2467703503","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2159002974/image_2159002974.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2467703503","pubTimestamp":1726242507,"columns":[],"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Deutsche Bank analysts believe that several multi-industrial and electrical equipment sectors (AIRR), (DJUSEC), (SP1500-20104020), (SP500-201040), (NYSEARCA:XLI) could benefit if Vice President Kamala","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","LU2125910179.SGD":"Natixis Thematics Water H-R/A SGD","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU1620156213.USD":"BNP PARIBAS AQUA \"C\" (USD) INC","LU2125910336.SGD":"Natixis Thematics Water R/A SGD","LU1620156130.USD":"BNP PARIBAS AQUA \"C\" (USD) ACC","LU1923621640.USD":"Natixis Thematics Water R/A USD","PNR":"滨特尔","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","BK4504":"桥水持仓","LU1596574779.USD":"BNP PARIBAS AQUA \"C\" (USDHDG) ACC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","EMR":"艾默生电气","CARR":"开利全球","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - 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Analyst Nicole DeBlase said in a note that a Harris victory “would likely bring more support for lower-income households via housing subsidies and tax breaks, but higher corporate tax rates, less overt protectionism, and legislation that limits or reverses climate change.” VP Harris has spoken about building 3M new housing units in four years through $40B in tax incentives for homebuilders and plans to ask Congress to pass legislation that would provide first-time home buyers up to $25,000 in down payments.  Residential construction companies benefiting from government stimulus include Lennox International Inc. (LII), Stanley Black & Decker Inc. (SWK), Carrier Global Corp. (CARR), Trane Technologies Plc (TT), and Pentair Plc (PNR), DeBlase said in the note. “A more cooperative and less protectionist world order should also make investing in Stanley Black & Decker (SWK) and Zurn Elkay Water Solutions Corp. (ZWS) more appealing than under a Trump regime, all else equal,” she said.  Other end markets benefiting include: Hand and power tools  Illinois Tool Works Inc. (ITW) Emerson Electric Co. (EMR)  Electrical equipment  Eaton Corp. (ETN) nVent Electric Plc (NVT)  Hubbell Inc. (HUBB)  Water-related applications Xylem Inc. (XYL). In addition, IRA incentives are expected to remain intact under a Harris administration, with policy that would favor limiting or reversing climate change.  This could benefit electrical products and systems providers such as Eaton (ETN), Hubbell (HUBB), and Vertiv Holdings (VRT), and heating, ventilation, and air conditioning OEMs (original equipment manufacturers) such as Lennox International (LII) and Carrier Global (CARR), “perhaps bringing these 'secular growth' markets back into vogue after a period of lackluster performance,” said DeBlase.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.29.3","shortVersion":"4.29.3","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/2467703503"}