FAANGM Monthly - Jan 22: Painful January-To The Moon - Tiger Brokers Online Investing Community

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FAANGM Monthly - Jan 22: Painful January

DesmondWin
2022-02-12

FAANGM declined 7.7% while the S&P 500 fell 5.9% in January.

AMZN and NFLX were the laggards, slumping 12.2% and 28.3% respectively.

We remain OVERWEIGHT on FAANGM. We raised our target prices for Apple, Microsoft and Alphabet after better-than-expected earnings. We modestly trimmed Amazon’s target price as sales slow after a pandemic-induced surge, but remain positive and see easing labour costs as the next share price catalyst. Meta and Netflix, however, face growth headwinds from increasing competition in their respective industries. We have cut their target prices, but they remain a buy after their sharp share price corrections.

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

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qingg123
·2022-02-12
Under the background that the Federal Reserve is going to raise interest rates, highly valued technology stocks are facing the risk of falling.
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kiekie
·2022-02-12
Don't worry about these companies. The real concern should be the growth stocks with high valuation, such as Tesla.
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waipoin
·2022-02-12
Except for Netflix and Amazon, the P/E ratio of other companies is actually not high, and the valuation is reasonable.
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RodBeard
·2022-02-12
Never mind, these companies are the best technology companies in the world.
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yeppy
·2022-02-12
Except Meta and Netflix, I am optimistic about all other companies in this year's
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