Expected winners of Trump’s victory – Financials, oil, software, Eastern Europe banks, crypto

seekingalpha11-07

LPETTET Andrew Garthwaite, chief Global Equity strategist at UBS, listed in a note what he sees as potential winners in the wake of Former President Trump’s second presidential win. Here is his list: ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2481912622?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/621245738/image_621245738.jpg?io=getty-c-w750","is_english":true,"pubTime":"2024-11-07 01:19","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2481912622","market":"us","top_or_hot":-1,"title":"Expected winners of Trump’s victory – Financials, oil, software, Eastern Europe banks, crypto","media":"seekingalpha","content":"<div>\n<p>LPETTET Andrew Garthwaite, chief Global Equity strategist at UBS, listed in a note what he sees as potential winners in the wake of Former President Trump’s second presidential win. Here is his list: ...</p>\n\n<a href=\"https://seekingalpha.com/news/4256387-expected-winners-of-trumps-victory-financials-oil-software-eastern-europe-banks-crypto\">Source Link</a>\n\n</div>\n","source":"seekingalpha_trending_news","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>Expected winners of Trump’s victory – Financials, oil, software, Eastern Europe banks, crypto</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nExpected winners of Trump’s victory – Financials, oil, software, Eastern Europe banks, crypto\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 01:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4256387-expected-winners-of-trumps-victory-financials-oil-software-eastern-europe-banks-crypto><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LPETTET Andrew Garthwaite, chief Global Equity strategist at UBS, listed in a note what he sees as potential winners in the wake of Former President Trump’s second presidential win. Here is his list: ...</p>\n\n<a href=\"https://seekingalpha.com/news/4256387-expected-winners-of-trumps-victory-financials-oil-software-eastern-europe-banks-crypto\">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":"SPYG","symbol_name":"SPDR Portfolio S&P 500 Growth ETF","start_time":0,"source_url":"https://seekingalpha.com/news/4256387-expected-winners-of-trumps-victory-financials-oil-software-eastern-europe-banks-crypto","article_id":"2481912622","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/621245738/image_621245738.jpg?io=getty-c-w750"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2481912622","pubTimestamp":1730913550,"sourceInfo":{"source_id":"seekingalpha_trending_news","name":"Seeking Alpha Trending News"},"weMediaInfo":null,"summary":"LPETTET Andrew Garthwaite, chief Global Equity strategist at UBS, listed in a note what he sees as potential winners in the wake of Former President Trump’s second presidential win. Here is his list: ","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SPYG":"SPDR Portfolio S&P 500 Growth ETF","SDS":"两倍做空标普500ETF","IWN":"罗素2000价值股指数ETF-iShares","SOXX":"iShares费城交易所半导体ETF","UPRO":"三倍做多标普500ETF","KBE":"银行指数ETF-SPDR KBW","IVE.AU":"ISHARES MSCI ETF","XLRE":"Real Estate Select Sector SPDR Fund","IWO":"罗素2000成长股指数ETF","SRTY":"罗素2000指数三倍做空ETF-ProShares","USD":"ProShares Ultra Semiconductors","KBWB":"银行ETF-PowerShares","KRE":"区域银行指数ETF-SPDR KBW","GMNI":"Gemini Group Global Corp.","SMH":"半导体指数ETF-HOLDRs","TWM":"罗素2000指数两倍做空ETF","IVE":"标普500价值指数ETF-iShares","XLI":"工业指数ETF-SPDR","USD.AU":"BETASHARES US DOLLAR ETF","XLF":"金融ETF","OTPGF":"OTP Bank Ltd.",".SPX":"S&P 500 Index","MBGAF":"Mercedes Benz Group AG","SH":"标普500反向ETF","SPY.AU":"SPDR® S&P 500® ETF Trust","BMWYY":"宝马汽车","OEX":"标普100","F":"福特汽车","COIN":"Coinbase Global, Inc.","SSO":"两倍做多标普500ETF","PSI.AU":"PSC INSURANCE GROUP LTD","XLE":"SPDR能源指数ETF","SPXU":"三倍做空标普500ETF","PSI":"INVESCO SEMICONDUCTORS ETF","KMERF":"Komercni Banka A.S.","XSW":"SPDR S&P Software And Services ETF","VWAGY":"大众汽车ADR","RWM":"罗素2000指数反向ETF","SPY":"标普500ETF","EML":"Eastern Company ","GM":"通用汽车","IWM":"罗素2000指数ETF","OEF":"标普100指数ETF-iShares","UWM":"罗素2000指数ETF两倍做多","HOOD":"Robinhood","TZA":"罗素2000指数三倍做空ETF","IVV":"标普500指数ETF"},"translate_title":"特朗普获胜的预期赢家——金融、石油、软件、东欧银行、加密货币","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPYG":1,"KRE":1,"MBGAF":1,"OTPGF":1,"PSI.AU":1,"SMH":1,"SOXX":1,"SPY":1,"SPY.AU":1,"PSI":1,"USD":1,"USD.AU":1,"VWAGY":1,"XLE":1,"XLF":1,"XLI":1,"XLRE":1,"XSW":1,"IVE":1,"BMWYY":1,"EML":1,"F":1,"GM":1,"GMNI":1,"KMERF":1,"IVE.AU":1,"KBWB":1,"KBE":1,"COIN":0.8,"IWM":0.8,"HOOD":0.8,"TWM":0.6,"OEF":0.6,"MNQmain":0.6,"MRTYmain":0.6,"UWM":0.6,"OEX":0.6,"IWO":0.6,"UPRO":0.6,"TZA":0.6,"RWM":0.6,"SSO":0.6,"SRTY":0.6,".SPX":0.6,"IWN":0.6,"SPXU":0.6,"IVV":0.6,"SH":0.6,"SDS":0.6},"content_text":"LPETTET Andrew Garthwaite, chief Global Equity strategist at UBS, listed in a note what he sees as potential winners in the wake of Former President Trump’s second presidential win. Here is his list:  U.S. financials (XLF) – “Higher bond yield helps life companies, higher rates help banks (KBE), (KBWB), (KRE), de-regulation helps M&A, potentially lighter capital requirements.”  Global and U.S. privately-owned oil and gas companies. “Trump extends the asset life of U.S. IOC (international oil companies); ESG (or environmental, social, and governance); Trump favors increasing the SPR (Strategic Petroleum Reserve) – the world's largest supply of emergency crude oil; Trump favors more drillings.” Software (XSW) vs. semiconductors (PSI), (USD), (SMH), (SOXX) since it has little exposure to China, unlike semis, which could have harsher controls on their exports. General Motors (GM), Ford (F) vs. German auto names such as BMW (OTCPK:BMWYY), Mercedes-Benz (OTCPK:MBGAF), and Volkswagen (OTCPK:VWAGY). “Trump is likely to come out with policies favoring both ICE (internal combustion engine) and higher tariffs on foreign production.” German autos have a bigger exposure China than their European peers. Eastern European banks such as OTP Bank (OTCPK:OTPGF), and Komercni Banka (OTCPK:KMERF). “In the event of the resolution of the war in the Ukraine, there is a rebuild estimated at $0.4-1T.” In addition, in response to a potential 60% tariff on China, “Europe likely raises tariffs to stop dumping… [leading] to China redirecting FDI to countries with limited local content rules, (such as Hungary).” U.S. crypto exchanges, such as Gemini Group (OTCPK:GMNI), Coinbase Global (COIN), Binance Coin (BNB-USD), and Robinhood Markets (HOOD). Value (IVE) vs. growth (SPYG) in U.S. equities, and 45% of value is energy (XLE), real estate (XLRE), industrial (XLI) and financials (XLF), “which benefit from looser regulation (and maybe tariffs).” The Russell 2000 (IWM) relative to the S&P (SPY) – according to UBS analysts – benefiting from looser regulation, and potentially from lower corporate taxes, and a stronger dollar. “The problem is that weaker growth and higher rates under Trump are ordinarily more problematic for Russell 2000.”","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Policy And Regulatory","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":"4.29.1","shortVersion":"4.29.1","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/2481912622"}