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

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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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J5385
·2021-03-29
nice article. like n comment pls
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dahae
·2021-03-26
hello
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mrmuhdamir
·2021-03-26
interesting
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kino318
·2021-03-26
Rumour everywhere
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Sap
·2021-03-26
Temp fun
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1
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- HUATkueh:
  Ok
  2021-03-26
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erichosk
·2021-03-26
Just blow up the ship and the blockage is resolved. Heehee!
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- 股神徒孙:
  Lol
  2021-03-26
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LiJi
·2021-03-26
oh no. my shipment is getting delayed
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2
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- 股神徒孙:
  Mine maybe too!
  2021-03-26
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JeremiasLiew
·2021-03-26
Lol
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3
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Kok
·2021-03-26
Ok
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5
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Kok
·2021-03-26
Please like n comment on my post. Tks!!
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- tinacheekyle:
  done
  2021-03-26
  Reply
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逢場作戲又一日
·2021-03-26
Omg[開心]
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chongyeetan
·2021-03-26
noted
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- Kok:
  please reply to my comment. tks!!
  2021-03-26
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猫山王77
·2021-03-26
Wow. Didn't know they can made money this way. Haha
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ChrisCen
·2021-03-26
Wow. Help to comment
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- ChrisCen:
  thanks
  2021-03-26
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- 猫山王77:
  Done. Help n like to comment back. Tks
  2021-03-26
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- Kok:
  please reply to my comment. tks!!
  2021-03-26
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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":"PH","symbol_name":"汉尼汾","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":{"PH":"汉尼汾","FTV":"Fortive Corporation","ROK":"罗克韦尔自动化","TSM":"台积电","HON":"霍尼韦尔","GE":"GE航空航天","EMR":"艾默生电气","PTC":"PTC Inc.","SSNLF":"三星电子","INTC":"英特尔"},"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":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":352762650,"gmtCreate":1617006060770,"gmtModify":1704800710901,"author":{"id":"3573450191379774","authorId":"3573450191379774","name":"J5385","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"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,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356628634,"gmtCreate":1616773265928,"gmtModify":1704798857833,"author":{"id":"3560092322694803","authorId":"3560092322694803","name":"dahae","avatar":"https://static.tigerbbs.com/137beae1f6048901843924ba46796740","vip":1,"crmLevel":2,"crmLevelSwitch":0},"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,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356368237,"gmtCreate":1616757041129,"gmtModify":1704798438082,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","vip":1,"crmLevel":5,"crmLevelSwitch":0},"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,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356934902,"gmtCreate":1616747853606,"gmtModify":1704798267153,"author":{"id":"3578134255896974","authorId":"3578134255896974","name":"kino318","avatar":"https://static.tigerbbs.com/e983f44b7853b7b8c10f1b3f6e19dc68","vip":1,"crmLevel":6,"crmLevelSwitch":0},"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,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356045223,"gmtCreate":1616746436962,"gmtModify":1704798209839,"author":{"id":"3559283513621894","authorId":"3559283513621894","name":"Sap","avatar":"https://static.tigerbbs.com/2a00e2718679bd499f27764a78342e5c","vip":1,"crmLevel":7,"crmLevelSwitch":1},"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,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"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","name":"erichosk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":1,"crmLevelSwitch":0},"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,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"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"},{"id":356024649,"gmtCreate":1616745645381,"gmtModify":1704798184458,"author":{"id":"3563864010203724","authorId":"3563864010203724","name":"LiJi","avatar":"https://static.tigerbbs.com/16cb71d421bb5155595bf0414f2d5325","vip":1,"crmLevel":9,"crmLevelSwitch":0},"htmlText":"oh no. my shipment is getting delayed&nbsp;","listText":"oh no. my shipment is getting delayed&nbsp;","text":"oh no. my shipment is getting delayed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/356024649","repostId":1123246935,"repostType":4,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3889555,"gmtCreate":1616747642427,"gmtModify":1680781820606,"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":356024649,"type":1,"supId":0,"prevId":0,"content":"Mine maybe too!","text":"Mine maybe too!","html":"Mine maybe too!"}],"langContent":"EN"},{"id":356029888,"gmtCreate":1616744747044,"gmtModify":1704798174830,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356029888","repostId":1123246935,"repostType":4,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356067065,"gmtCreate":1616744259257,"gmtModify":1704798170426,"author":{"id":"3560204717545571","authorId":"3560204717545571","name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","vip":1,"crmLevel":7,"crmLevelSwitch":1},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356067065","repostId":1123246935,"repostType":4,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356064800,"gmtCreate":1616744211900,"gmtModify":1704798170917,"author":{"id":"3560204717545571","authorId":"3560204717545571","name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","vip":1,"crmLevel":7,"crmLevelSwitch":1},"htmlText":"Please like n comment on my post. Tks!!","listText":"Please like n comment on my post. Tks!!","text":"Please like n comment on my post. Tks!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/356064800","repostId":1123246935,"repostType":4,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3889155,"gmtCreate":1616745274387,"gmtModify":1680781811629,"authorId":3575596393140561,"author":{"id":3575596393140561,"authorId":3575596393140561,"name":"tinacheekyle","avatar":"https://static.tigerbbs.com/d2373874b2bf69f2637ce056a6f56ada","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":356064800,"type":1,"supId":0,"prevId":0,"content":"<u>done</u>","text":"<u>done</u>","html":"<u>done</u>"}],"langContent":"EN"},{"id":356064180,"gmtCreate":1616744195340,"gmtModify":1704798169936,"author":{"id":"3555043402922696","authorId":"3555043402922696","name":"逢場作戲又一日","avatar":"https://community-static.tradeup.com/news/6a5fbf2ceb7c7ee0399d41e6348dadf7","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":5,"crmLevelSwitch":1},"htmlText":"Omg[開心]&nbsp;","listText":"Omg[開心]&nbsp;","text":"Omg[開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356064180","repostId":1123246935,"repostType":4,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":356065757,"gmtCreate":1616744134179,"gmtModify":1704798169281,"author":{"id":"3573519539005968","authorId":"3573519539005968","name":"chongyeetan","avatar":"https://static.tigerbbs.com/58f6eb6730af7768ad82093944f2351a","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":1},"htmlText":"noted","listText":"noted","text":"noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/356065757","repostId":1123246935,"repostType":4,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3889091,"gmtCreate":1616744198491,"gmtModify":1680781813004,"authorId":3560204717545571,"author":{"id":3560204717545571,"authorId":3560204717545571,"name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.21","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":356065757,"type":1,"supId":0,"prevId":0,"content":"please reply to my comment. tks!!","text":"please reply to my comment. tks!!","html":"please reply to my comment. tks!!"}],"langContent":"EN"},{"id":356062475,"gmtCreate":1616743945897,"gmtModify":1704798167650,"author":{"id":"3567656189229002","authorId":"3567656189229002","name":"猫山王77","avatar":"https://static.tigerbbs.com/b0f449741d66eb9e2e9d062335702513","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Wow. Didn't know they can made money this way. Haha","listText":"Wow. Didn't know they can made money this way. Haha","text":"Wow. Didn't know they can made money this way. Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356062475","repostId":1123246935,"repostType":4,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":356062676,"gmtCreate":1616743930395,"gmtModify":1704798166997,"author":{"id":"3573646272982241","authorId":"3573646272982241","name":"ChrisCen","avatar":"https://static.tigerbbs.com/9ed69e076449c1e1af50807f0353afc3","vip":1,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":2,"crmLevelSwitch":1},"htmlText":"Wow. Help to comment","listText":"Wow. Help to comment","text":"Wow. Help to comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/356062676","repostId":1123246935,"repostType":4,"repost":{"id":"1123246935","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p>\n<p>Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p>\n<p>The 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.</p>\n<p>Suez, 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&nbsp;and more than a billion tons of cargo pass through the canal each year.</p>\n<p>The 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.</p>\n<p>Supply 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.</p>\n<p>Honeywell International&nbsp;(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.”</p>\n<p>The industrial conglomerate has a prominent aerospace business, among other operations.</p>\n<p>“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;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.</p>\n<p>“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.”</p>\n<p>“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.</p>\n<p>In 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&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p>\n<p>Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;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&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p>\n<p>The 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&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p>\n<p>For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p>\n<p>Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p>\n<p>Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p>\n<p>Obin 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.</p>\n<p>The problem with the Suez Canal highlights how it can be better to do that closer to home.</p>","source":"lsy1601382232898","collect":0,"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. These Stocks Could Benefit.</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\">\nThe Suez Canal Is Still Blocked. 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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","HON":"霍尼韦尔","SSNLF":"三星电子","FTV":"Fortive Corporation","PTC":"PTC Inc.","ROK":"罗克韦尔自动化","INTC":"英特尔","EMR":"艾默生电气","PH":"汉尼汾","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3889077,"gmtCreate":1616744013997,"gmtModify":1680781817466,"authorId":3573646272982241,"author":{"id":3573646272982241,"authorId":3573646272982241,"name":"ChrisCen","avatar":"https://static.tigerbbs.com/9ed69e076449c1e1af50807f0353afc3","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":356062676,"type":1,"supId":3889072,"prevId":0,"content":"thanks","text":"thanks","html":"thanks"},{"id":3889072,"gmtCreate":1616743968737,"gmtModify":1680781814564,"authorId":3567656189229002,"author":{"id":3567656189229002,"authorId":3567656189229002,"name":"猫山王77","avatar":"https://static.tigerbbs.com/b0f449741d66eb9e2e9d062335702513","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":356062676,"type":1,"supId":0,"prevId":0,"content":"Done. Help n like to comment back. <u>Tks</u>","text":"Done. Help n like to comment back. <u>Tks</u>","html":"Done. Help n like to comment back. <u>Tks</u>"},{"id":3889088,"gmtCreate":1616744185182,"gmtModify":1680781814154,"authorId":3560204717545571,"author":{"id":3560204717545571,"authorId":3560204717545571,"name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.21","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":356062676,"type":1,"supId":0,"prevId":0,"content":"please reply to my comment. tks!!","text":"please reply to my comment. tks!!","html":"please reply to my comment. tks!!"},{"id":3889087,"gmtCreate":1616744172191,"gmtModify":1680781813118,"authorId":3560204717545571,"author":{"id":3560204717545571,"authorId":3560204717545571,"name":"Kok","avatar":"https://static.tigerbbs.com/efc25bb5380f85af49509ed68d9a3d8f","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.21","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":3573646272982241,"repliedAuthor":{"id":3573646272982241,"authorId":3573646272982241,"name":"ChrisCen","avatar":"https://static.tigerbbs.com/9ed69e076449c1e1af50807f0353afc3","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":356062676,"type":1,"supId":3889072,"prevId":3889077,"content":"please help to reply to my comment. tks!!","text":"please help to reply to my comment. tks!!","html":"please help to reply to my comment. tks!!"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":27,"commentSize":14,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}