Abahlaziyi behlise izilinganiso zeholo labo lekota yokuqala ngesilinganiso esikhulu kunesilinganiso njengoba ukwehla kwamandla emali ebhange kubhebhethekisa ukwesaba kokuwohloka komnotho okuzayo.
Isilinganiso esikhuphukayo se-Q1 EPS - isamba sesibikezelo esimaphakathi senkampani ngayinye ku-S&P 500 - sehle ngo-6.3% saya ku-$50.75. Abahlaziyi behlise izilinganiso zeholo labo ngekota ngesilinganiso esingu-2.8% kule minyaka emihlanu edlule nangesilinganiso esingu-3.8% kule minyaka engu-20 edlule. Cishe u-75% wezibikezelo zekota yokuqala yezinkampani ze-S&P 500 bezingezinhle.
Lesi simo asisebenzi ezinkampanini ze-S&P 500 kuphela. Abahlaziyi baphinde bakwehlisa okulindelekile kwe-MSCI US kanye ne-MSCI ACWI ngesikhathi esifanayo. Ngokufanayo, abahlaziyi baphinde basika izibikezelo zabo ze-EPS zezinkampani ze-S&P 500 ngo-3.8% kuwo wonke u-2023, ngaphezu kwesilinganiso seminyaka engu-5, 10, 15 kanye nengama-20.
Ukuvalwa kungazelelwe kwe-Signature Bank kanye ne-Silicon Valley Bank kudale ukukhathazeka okusabalele mayelana nokushoda kwezimali, kanye nokwehla kwamandla emali kanye nezingozi ezingaba khona zokuwohloka komnotho. Ukungathembeki okuvamile mayelana nokubukeka kweholo kungase kuhlobane nokusebenza okubuthakathaka okulindelekile emikhakheni yezimpahla, ukunakekelwa kwezempilo, ubuchwepheshe bolwazi kanye nezokuxhumana.
Abahlaziyi behlise izibikezelo zabo ze-79% yesitoko somkhakha wezinto zokwakha, belindele ukwehla kwama-36% emalini etholwayo embonini. Inzuzo yemboni ye-semiconductor kulindeleke ukuthi yehle ngo-43% unyaka nonyaka. Kodwa-ke, amasheya kuyo yomibili le mikhakha anyukele phezulu kule kota, anezinto zokwakha ezikhuphuke ngo-2.1% kanye nama-semiconductors e-PHLX akhuphuke ngo-27%, eqhutshwa umdlandla wokusetshenziswa kwe-AI.
Omunye umthelela wenguquko yesibikezelo se-EPS kwaba ushintsho lwesilinganiso sentengo eya phambili sezinyanga eziyi-12 se-S&P 500’s, esikhuphuke safinyelela ku-17.8 sisuka ku-16.7 ngekota yokuqala. Ukukhuphuka kwenkomba kuhambisane nokwehla kwezilinganiso zeholo ngesheya ngalinye. Eminyakeni eyi-10 ngaphambi kwe-COVID-19, isilinganiso se-P/E senkomba sasiyisilinganiso esingu-15.5.
Isikhathi sokuthumela: Apr-05-2023