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- venoveno
  ·2021-06-16
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  Novavax COVID-19 Vaccine Could Become Available In India By September, Says Partner
  Novavax Inc COVID-19 vaccine, marketed as "Covovax," could see a launch in India as early as Septemb
  Novavax COVID-19 Vaccine Could Become Available In India By September, Says Partner
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- venoveno
  ·2021-06-14
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- venoveno
  ·2021-06-11
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  SGX securities turnover value up 11.5% to $30.27 billion in May
  SINGAPORE (THE BUSINESS TIMES) - Total market turnover value on the Singapore Exchange (SGX) reached
  SGX securities turnover value up 11.5% to $30.27 billion in May
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- venoveno
  ·2021-06-10
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  Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit
  Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c
  Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit
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- venoveno
  ·2021-06-10
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- venoveno
  ·2021-06-07
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and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/169651612","repostId":"1107989851","repostType":4,"repost":{"id":"1107989851","pubTimestamp":1623833866,"share":"https://www.laohu8.com/m/news/1107989851?lang=&edition=full","pubTime":"2021-06-16 16:57","market":"us","language":"en","title":"Novavax COVID-19 Vaccine Could Become Available In India By September, Says Partner","url":"https://stock-news.laohu8.com/highlight/detail?id=1107989851","media":"benzinga","summary":"Novavax Inc COVID-19 vaccine, marketed as \"Covovax,\" could see a launch in India as early as Septemb","content":"<p><b>Novavax Inc</b>&nbsp;COVID-19 vaccine, marketed as&nbsp;\"Covovax,\" could see a launch&nbsp;in India as early as September, Moneycontrol&nbsp;reportedon Wednesday.</p>\n<p><b>What Happened:</b>Covovax trials have reached an 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}\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\">\nNovavax COVID-19 Vaccine Could Become Available In India By September, Says Partner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/biotech/21/06/21581892/novavax-covid-19-vaccine-could-become-available-in-india-by-september-says-partner><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Novavax Inc COVID-19 vaccine, marketed as \"Covovax,\" could see a launch in India as early as September, Moneycontrol reportedon Wednesday.\nWhat Happened:Covovax trials have reached an advanced stage ...</p>\n\n<a href=\"https://www.benzinga.com/general/biotech/21/06/21581892/novavax-covid-19-vaccine-could-become-available-in-india-by-september-says-partner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.benzinga.com/general/biotech/21/06/21581892/novavax-covid-19-vaccine-could-become-available-in-india-by-september-says-partner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107989851","content_text":"Novavax Inc COVID-19 vaccine, marketed as \"Covovax,\" could see a launch in India as early as September, Moneycontrol reportedon Wednesday.\nWhat Happened:Covovax trials have reached an advanced stage of completion in India following which the U.S.-based vaccine maker’s India partner Serum Institute of India (SII) will launch the vaccine, the report said citing Adar Poonawalla, chief executive officer at SII.\nNovavax’s coronavirus vaccine trial in India is likely to conclude by November, however, the pharma company can apply for a license for the vaccine on the basis of global data, Poonawalla noted.\nThe U.S.-based biotechnology firm had earlier this week said that its COVID-19vaccine demonstratedover 90.4% efficacy. The study enrolled 29,960 participants.\nNovavax is also planning to start clinical trials of Covovax for children in July, the report added. Novavax and SII had in September partnered for the former's COVID-19 vaccine candidate NVX-CoV2373.\nAstraZeneca Inc's vaccine, marketed as \"Covishied\" in the country, is currently being widely administered as part of the vaccination drive in India, alongside locally produced Covaxin and Russia's Sputnik V.\nOcugen Inc. is the U.S. partner for Covaxin.\nPrice Action:Novavax shares closed 9.94% at $187.07 on Tuesday and were down 0.68% in extended hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185749650,"gmtCreate":1623675558170,"gmtModify":1704208352209,"author":{"id":"3578366057464330","authorId":"3578366057464330","name":"veno","avatar":"https://static.tigerbbs.com/8285d6746e673ec2b06499eb30cf2e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Pls like and comment, thanks!","listText":"Pls like and comment, thanks!","text":"Pls like and comment, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/185749650","repostId":"1146430910","repostType":4,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181597922,"gmtCreate":1623400449966,"gmtModify":1704202579164,"author":{"id":"3578366057464330","authorId":"3578366057464330","name":"veno","avatar":"https://static.tigerbbs.com/8285d6746e673ec2b06499eb30cf2e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"pls like n comment","listText":"pls like n comment","text":"pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181597922","repostId":"2142274705","repostType":4,"repost":{"id":"2142274705","pubTimestamp":1623399613,"share":"https://www.laohu8.com/m/news/2142274705?lang=&edition=full","pubTime":"2021-06-11 16:20","market":"sg","language":"en","title":"SGX securities turnover value up 11.5% to $30.27 billion in May","url":"https://stock-news.laohu8.com/highlight/detail?id=2142274705","media":"The Straits Times","summary":"SINGAPORE (THE BUSINESS TIMES) - Total market turnover value on the Singapore Exchange (SGX) reached","content":"<div>\n<p>SINGAPORE (THE BUSINESS TIMES) - Total market turnover value on the Singapore Exchange (SGX) reached $30.27 billion in May, an 11.5 per cent increase from $27.15 billion in the year-ago period. This ...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sgx-securities-turnover-value-up-115-to-3027-billion-in-may\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>SGX securities turnover value up 11.5% to $30.27 billion in May</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\">\nSGX securities turnover value up 11.5% to $30.27 billion in May\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 16:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/companies-markets/sgx-securities-turnover-value-up-115-to-3027-billion-in-may><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE (THE BUSINESS TIMES) - Total market turnover value on the Singapore Exchange (SGX) reached $30.27 billion in May, an 11.5 per cent increase from $27.15 billion in the year-ago period. This ...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sgx-securities-turnover-value-up-115-to-3027-billion-in-may\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"http://www.straitstimes.com/business/companies-markets/sgx-securities-turnover-value-up-115-to-3027-billion-in-may","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142274705","content_text":"SINGAPORE (THE BUSINESS TIMES) - Total market turnover value on the Singapore Exchange (SGX) reached $30.27 billion in May, an 11.5 per cent increase from $27.15 billion in the year-ago period. This represented a 12.2 per cent rise from $26.99 billion in April.\nOptimism of a sustained economic recovery from the global health crisis bolstered derivatives demand, while cash equities were actively traded even as inflation concerns moderated gains, SGX said in its monthly market statics report on Friday (June 11).\nSecurities daily average value (SDAV) also climbed, up 5.6 per cent on the year to $1.59 billion. It jumped 24 per cent from the previous month, where SDAV was $1.29 billion.\nSGX noted that the benchmark Straits Times Index (STI) continued to outpace the FTSE All World Index on a year-to-date basis, generating a total return of more than 13 per cent. However, it ended its six-month streak of gains, sliding 1.7 per cent for the month to 3,164.28.\nIn May, Sri Trang Gloves (Thailand), one of the world's largest glove manufacturers, joined the SGX mainboard in a secondary listing.\nSGX-listed companies continued to tap the equity capital markets with secondary funds raised of $527 million, the exchange said. The amount issued from 59 bond listings on the exchange increased 45 per cent on year to $24.1 billion.\nExchange-traded funds rose 27.8 per cent in market turnover value year on year to $386 million in May. Month on month the increase was 21.8 per cent.\nDerivatives traded volume on SGX rose 6 per cent from the previous year to 18.1 million contracts in May.\nTrading volume in the foreign-exchange markets gained 2 per cent year on year to two million contracts in May. SGX said that China's economic rebound buoyed institutional demand to risk-manage the yuan, with SGX USD/CNH Futures climbing 20 per cent year on year to 869,101 contracts.\nMonth-end open interest in the contract, the world's most widely traded international yuan futures, jumped almost 32 per cent from a year ago to US$9.6 billion (S$12.7 billion), it added.\nTotal commodity volume on SGX increased 8 per cent month on month to 2.3 million contracts in May, as elevated price volatility spurred hedging demand, the bourse said. Record iron ore prices and volatile steel mill margins drove strong risk-management activity.\nForward freight agreement volume on SGX surged 112 per cent from last year to 147,717 contracts, as demand for freight derivatives continued to be underpinned by supply-chain tightness across dry-bulk markets.\nShares of SGX were trading $0.08 or 0.8 per cent higher at $10.51 as at 2.35pm on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183263962,"gmtCreate":1623333061556,"gmtModify":1704201119692,"author":{"id":"3578366057464330","authorId":"3578366057464330","name":"veno","avatar":"https://static.tigerbbs.com/8285d6746e673ec2b06499eb30cf2e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/183263962","repostId":"1128810191","repostType":4,"repost":{"id":"1128810191","pubTimestamp":1623307595,"share":"https://www.laohu8.com/m/news/1128810191?lang=&edition=full","pubTime":"2021-06-10 14:46","market":"us","language":"en","title":"Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=1128810191","media":"cnbc","summary":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c","content":"<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Company spending is 'going ballistic.' Wall Street analysts expect these stocks to 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\">\nCompany spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128810191","content_text":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.\nInvestment bankJPMorganalso picked stocks set to get a boost from the capital expenditure “bright spot.” It created two new lists of stocks likely to benefit from President Joe Biden’s $2.3 trillion infrastructure plan, as well as the E.U.’s 750 billion euro ($912 billion) recovery fund.\nThe banks’ stock picks include:\nIndustrials stocks\nMost of Jefferies buy-rated picks are industrials. It said U.S. firms were benefiting from a “huge turnaround” in capex and its picks include semiconductor firmAnalog Devicesand truck-makerPaccar. It also likes farm equipment companyJohn Deere, as well as air conditioning company Carrier Global.\nWhen it comes to international corporate spending, the analysts, led by Sean Darby, said: “We were wrong! It is not just the US that is enjoying a huge turnaround in capital investment intentions – even outside of Tech – but also the Rest-of-the-World.”\nJefferies’ international picks include Swedish leisure product manufacturerDometic Groupand German luxury RV-makerKnaus Tabbert, as well as Japanese firmHitachi Constructionand Chinese engineering firmChina Railway Group. All are buy-rated.\nEnergy and materials\nIn a note Monday, JPMorgan said it had put together two baskets of stocks: those set to benefit from President Biden’s infrastructure plan, and those likely to do well from the EU recovery fund. Firms that appear on both lists include steel firmArcelorMittaland Spanish energy companiesEDP RenewablesandIberdrola.\nTechnology and communications\nAnalysts from JPMorgan also picked semiconductor firmsInfineon TechnologiesandSTMicroelectronicsfor both their U.S. and European lists, as well as German firmDeutsche Telekom.\nFirms that appear on both Jefferies’ and JPMorgan’s lists include medical technology groupSiemens Healthineers, French train manufacturerAlstomand security firmAssa Abloy.\nA number of factors have combined to stimulate a capital spending surge, according to Jefferies’ analysts. These include old equipment that needs replacing, “buoyant” CEO confidence, an earnings turnaround leaving balance sheets “flush with cash,” and low industrial inventories.\n“Our US capex indicator has quite literally gone ballistic. It took around six years from the GFC [global financial crisis] to 2015 before a capex recovery emerged in the previous cycle. This one has taken approximately 13 months and has surged to the highest reading in history,” Jefferies’ analysts wrote.\nFor JPMorgan, company profits have also meant a surge in spending. “Corporate capex is on an accelerating path this year, given the strong rebound in corporate profitability, where profits have tended to lead capex pretty consistently. Further, bank lending standards are continuing to improve, which helps capex decisions,” the bank’s analysts wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189628774,"gmtCreate":1623257689798,"gmtModify":1704199620202,"author":{"id":"3578366057464330","authorId":"3578366057464330","name":"veno","avatar":"https://static.tigerbbs.com/8285d6746e673ec2b06499eb30cf2e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/189628774","repostId":"1188697627","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574859157747023","authorId":"3574859157747023","name":"kentt0414","avatar":"https://static.tigerbbs.com/5cb38e16dbe595762bcd9e1118264f54","crmLevel":2,"crmLevelSwitch":0},"content":"Comment back pls.","text":"Comment back pls.","html":"Comment back pls."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114809703,"gmtCreate":1623062067302,"gmtModify":1704195254710,"author":{"id":"3578366057464330","authorId":"3578366057464330","name":"veno","avatar":"https://static.tigerbbs.com/8285d6746e673ec2b06499eb30cf2e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Like and comment too pls!","listText":"Like and comment too pls!","text":"Like and comment too pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/114809703","repostId":"1130425727","repostType":4,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}