Signage for the Salesforce West office building in San Francisco, California, U.S., on Tuesday, Feb. 23, 2021.Inflation is expected to increase throughout the summer as the economy continues to rebound while still experiencing supply constraints.
But that looks to be a temporary phenomenon that'll put demand-driven stocks with higher pricing power at an advantage, according to a Wednesday report by UBS. Stocks with strong pricing power, or the effect that a change in product pricing has on demand for that product, tend to outperform during high inflation periods. UBS screened several large cap companies – as they tend to beat small cap companies in inflationary periods – with the highest pricing power and margin momentum relative to their sector.
"A number of factors make the strong vs weak pricing power trade attractive now," the report said. "It's working across most sectors, it's relatively cheap, has better pricing trends and much lower margin expectations for Q2."
เราได้สรุปข่าวนี้มาให้อ่านอย่างรวดเร็ว หากสนใจข่าว สามารถอ่านฉบับเต็มได้ที่นี่ อ่านเพิ่มเติม:
ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว
Similar News:คุณยังสามารถอ่านข่าวที่คล้ายกันนี้ซึ่งเรารวบรวมจากแหล่งข่าวอื่น ๆ ได้
Hydrogen is the key to a low carbon economy, and these stocks will benefit, says UBSThe hydrogen economy is here. There a number of companies across sectors that will be affected, offering upside opportunity for investors.
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Hydrogen is the key to a low carbon economy, and these stocks will benefit, says UBSThe hydrogen economy is here. There a number of companies across sectors that will be affected, offering upside opportunity for investors.
แหล่ง: CNBC - 🏆 12. / 72 อ่านเพิ่มเติม »
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European stocks and U.S. equity futures in holding pattern, as investors wait for ECB and U.S. inflationInvestors are unwilling to budge ahead of Thursday's U.S. consumer-price inflation data. gamblers not investors
แหล่ง: MarketWatch - 🏆 3. / 97 อ่านเพิ่มเติม »
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