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Semiconductors
Japanese chipmaker Renesas steps up deal spree with $5.8bn Altium bid
...Paul Mason, an analyst with E&P, said: “This is clearly a positive development for the Altium share price....
February 15, 2024
UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...The forward P/E of the Mag 7 is 31. The rest of the S&P 500, excluding the Mag 7 and four stocks with negative expected earnings, has a forward P/E of 19....
February 12, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Equities
Structured products and the ‘broken Vix’ discourse
...Thus only a fraction of overall AUM is deployed in strategies that have a direct impact on the VIX® index (e.g. 1-month over/underwriting strategies on the S&P 500 index)....
March 13, 2024
UnhedgedRobert Armstrong
Higher earnings, please Premium content
...In the European tech sector, you can attribute the high P/E to heavy weighting of expensive ASML and SAP, which together make up half the sub-index....
April 8, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...The S&P 489 has a weighted average P/E of 24, cheaper than the whole index, but not by much....
February 7, 2024
Equity valuation
The interlocking dimensions of stock market concentration
...Japanese stocks traded on a P/E of 67x in 1990. The Nifty 50 traded on a P/E of 34x in 1973....
March 11, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
UK equities
Will UK stocks finally catch a break?
...The FTSE 100 trades on a 11.6x P/E. This valuation puts the UK on the 38th percentile vs. its own history (since 2006)....
April 11, 2024
LexNatural gas
The worst of the gas glut is over for US drillers Premium content
...There could be more to come for investors in E&Ps too. alan.livsey@ft.com...
April 8, 2024
LexTech start-ups
Venture capital dry powder has nowhere to go Premium content
...High multiples on which they trade have pushed the broader S&P 500 Shiller price-to-earnings ratio, aka the cyclically adjusted p/e ratio (CAPE), up from less than 30 times in late 2022 to 34 times....
April 12, 2024
Unhedged
Are higher rates inflationary? Premium content
...That could be what is happening in the p/e chart above. That would not necessarily signal the death of the size factor. One good read Sport gambling is proliferating in the US....
April 18, 2024
Unhedged
A better bull market? Premium content
...On a forward P/E basis, the S&P 500’s 2021 (harmonic) average was 23, versus an average of 22 in the past four months and 18 in the past three decades....
March 7, 2024
Market bubbles
Big tech will either be fine or probably mostly fine, says Goldman
...30x P/E multiple is sustainable given rest of the index trades at 18x,” write Goldman’s David Kostin and team....
February 6, 2024
Unhedged
How fast can Big Tech grow? Premium content
...Below is a selection of seven of the very largest: As you see in line four, the 2028 p/e ratios are not that different: 16 vs 18....
November 29, 2023
European companies
The increasingly silly search for Europe’s (less) Magnificent Seven
...In our view, this probably explains their strong re-rating (forward P/E of 27.2x), and why they are trading at a 110% premium to the STOXX 600 (13.0x)” wrote....
March 6, 2024
Unhedged
Where are the cheap stocks? Premium content
...Stocks with low P/E ratios relative to their expected growth rates are rare....
January 10, 2024
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Unhedged
What’s wrong with Apple? Premium content
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
April 2, 2024
Hedge funds
Share price surge helps largest hedge funds to biggest profits on record
...TCI made $12.9bn for investors and ended last year up 33 per cent, ahead of the S&P 500 index’s 24 per cent rise....
January 22, 2024
Investing in funds
JPMorgan blames JPMorgan for suppressed volatility
...Of this gamma supply, ~70% is on the S&P 500/SPY options,~25% is in Nasdaq/QQQ, and the remainder is a variety of index/ETF exposures (mainly Russell 2000, MSCI EAFE, and MSCI EM) and single names (mainly...
March 20, 2024
LexIndian business & finance
Tata Technologies: EV designer galvanises interest in India stocks Premium content
...Faster-growing rival KPIT Technologies is trading on a 65 times P/E multiple. Both groups are heavily exposed to electric vehicle development....
November 30, 2023
Live news updates from August 4: Moscow hands Navalny 19-year prison, US jobs growth lower than expected
S&P drops ESG ratings from credit scores
...In 2021, S&P started publishing numbered scores from 1 to 5 for the three E, S and G categories as part of corporate credit scores....
August 4, 2023
Apple Inc
‘Sell Apple’
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
February 27, 2024
UnhedgedRobert Armstrong
Peak-rates euphoria Premium content
...Three weeks ago we argued in some detail against the “Wile E Coyote” view that the economy was suspended mid-air over a chasm....
November 27, 2023
US presidential election 2024
Looking ahead to 2024’s biggest horror show
...In the median experience since 1984, the S&P 500 forward P/E has declined by 2% in the 12 months preceding Election Day....
November 8, 2023
LexTechnology sector
Tech stocks: pegged on some metrics, prices have yet to peak Premium content
...Electric car company Tesla, whose high p/e ratio has long repelled value investors, has a three-year PEG ratio of 1.57 times....
September 7, 2023
ESG investing
S&P drops ESG scores from debt ratings amid scrutiny
...Payments company Visa, for example, had received a two for “E” and “S” and a three for “G”....
August 8, 2023

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