News Formal

The triumph of big boring stocks

  • 📰 FT
  • ⏱ Reading Time:
  • 22 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 12%
  • Publisher: 51%

日本 ニュース ニュース

日本 最新ニュース,日本 見出し

And what mattered in the first half

Good morning. I think of the Fourth of July as a holiday that celebrates my country’s founding, and also marks the year’s midpoint. So today I look back on the big themes from the first six months of 2024. Unhedged is off for the rest of the week. See you Monday. Send patriotic messages to Robert.Armstrong@ft.com. Unhedged has spent a fair amount of time whining about how the market is only rising because of AI stocks.

The performance is particularly striking given that several of them have not increased revenues at the pace of inflation in recent years and only three of them are expected to post double-digit earnings growth in next two years. Bargain hunting is not the theme here, either: Costco, Walmart, Colgate, Procter & Gamble and Church & Dwight all started the year out with big valuation premiums to the market.

 

コメントありがとうございます。コメントは審査後に公開されます。
このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 113. in JP

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

London Stock Exchange becomes Europe's largest stock market againA French election is driving down the value of French listed companies, analysts say
ソース: BBCLondonNews - 🏆 115. / 51 続きを読む »