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2022-01-02

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How to choose stocks in US stocks in 2022? Morgan Stanley preferred the most "core" company in the supply chain

摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险

How to choose stocks in US stocks in 2022? Morgan Stanley preferred the most "core" company in the supply chain

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Morgan Stanley preferred the most \"core\" company in the supply chain","url":"https://stock-news.laohu8.com/highlight/detail?id=1116655525","media":"Wind万得","summary":"摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险","content":"<p><html><head></head><body>Abstract: Morgan Stanley believes that the global supply chain remains fragile amid the continuous mutation of Novel Coronavirus. It is forecast that logistics costs will still rise significantly and will continue until 2022. In terms of industry segments, Morgan Stanley prefers semiconductor companies in automotive and industrial fields.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said in a recent report assessing global supply chains, risks and bottlenecks, the worst supply chain disruptions have eased and will be more comprehensively addressed in the first half of 2022. As a result, the bank selects stocks that are central in supply and heavily impacted by supply chain disruptions.</p><p>This year's supply chain crisis has hit businesses hard, with industrial production unable to keep up with the post-pandemic surge in demand. Energy shortages in Asia and Europe, as well as lockdowns related to COVID-19 pandemic, have caused significant supply chain disruptions.<b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>He said that global supply chains remain fragile amid Novel Coronavirus's constant mutation.</b></p><p>The bank's analysts wrote in a Dec. 14 note: However, orders have surged due to concerns about product sourcing, which has led to an inflation in the backlog, especially for consumer electronics and market segments at risk of demand disruption.<b>Morgan Stanley predicts that logistics costs will still rise significantly and will continue into 2022.</b>Quarantine and travel restrictions on major transcontinental routes are unlikely to be eased in a coordinated manner through 2022, with little new capacity added until the end of 2023.</p><p>For companies that produce tech hardware, Morgan Stanley is wary of companies with increased backlogs and limited visibility on when demand will return to normal. The company said it prefers semiconductor companies with exposure to automotive and industrial products. Morgan Stanley favors companies dubbed regional champions, recognising their importance to the supply chain and the role policymakers may play to support their position against competitive pressure from other areas of influence.</p><p>The report said: These companies do stand out in the 2020/21 global supply chain challenges, and broadly speaking, also see them exhibit stronger profitability trends, significantly outperforming the MSCI ACWI Global Equity Index.</p><p>Here are the companies that Morgan Stanley calls the core of the supply chain:</p><p><ul><li>Technology hardware:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>, Lenovo, Fujitsu, Hitachi</p><p></li><li>Semiconductor:<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Science and technology,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p></li><li>Automobiles and parts: Volkswagen,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Daimler,<a href=\"https://laohu8.com/S/GM\">General Motors</a>, BMW,<a href=\"https://laohu8.com/S/TTM\">Tata Motors</a>、<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>、<a href=\"https://laohu8.com/S/HYUD.UK\">Hyundai Motors</a>, Continental Motors (Continental)</p><p></li><li>Software:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>$IBM (<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$、<a href=\"https://laohu8.com/S/DELL\">Dell</a>SAP</p><p></li><li>Insurance:<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway</p><p></li><li>Consumer Electronics:<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>LG Electronics</p><p></li><li>Retail:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a></p><p></li><li>Capital Goods: Volvo AB, Siemens</p><p></li></ul>Morgan Stanley also listed the companies it believes are most stressed by supply chain bottlenecks, saying that industries falling into this category can best transmit the pressure of supply chain pressure, in part because, despite increased automation or capital investment, companies in this group still face continued reliance on labor inputs.</p><p>Coupled with other factors, such as reliance on markets affected by trade or other policy frictions, this makes these companies vulnerable to geopolitics and labor dynamics, but is also critical to global supply chains, with specific examples including container shipping and semiconductor companies. Morgan Stanley said that such companies may face cost pressures, but they still have pricing power because of their industry status.</p><p>In the semiconductor field<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>, ST Microelectronics, NXP Semiconductors, Microchip Technology, Texas Instruments, Analog Equipment, ON Semiconductors, Globalfoundries, New<a href=\"https://laohu8.com/S/000920\">Wharton Technology</a>, Nanya Technology; Technical hardware industry<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>, Wingtech Technologies, Unimicron, Kinsus Interconnect Tech, Nanya PCB, and the network equipment industry's Lumentum, II-VI,<a href=\"https://laohu8.com/S/GLW\">Corning</a>, CommScope, et al. This type of company is classified as a bottleneck stock by Morgan Stanley Morgan Stanley said that in the face of disruptions and capacity constraints, in addition to raising prices to compensate for higher input costs or rationing capacity through backlogs, these companies have very limited other options.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to choose stocks in US stocks in 2022? 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Morgan Stanley preferred the most \"core\" company in the supply chain\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-01-02 11:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Morgan Stanley believes that the global supply chain remains fragile amid the continuous mutation of Novel Coronavirus. It is forecast that logistics costs will still rise significantly and will continue until 2022. In terms of industry segments, Morgan Stanley prefers semiconductor companies in automotive and industrial fields.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said in a recent report assessing global supply chains, risks and bottlenecks, the worst supply chain disruptions have eased and will be more comprehensively addressed in the first half of 2022. As a result, the bank selects stocks that are central in supply and heavily impacted by supply chain disruptions.</p><p>This year's supply chain crisis has hit businesses hard, with industrial production unable to keep up with the post-pandemic surge in demand. Energy shortages in Asia and Europe, as well as lockdowns related to COVID-19 pandemic, have caused significant supply chain disruptions.<b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>He said that global supply chains remain fragile amid Novel Coronavirus's constant mutation.</b></p><p>The bank's analysts wrote in a Dec. 14 note: However, orders have surged due to concerns about product sourcing, which has led to an inflation in the backlog, especially for consumer electronics and market segments at risk of demand disruption.<b>Morgan Stanley predicts that logistics costs will still rise significantly and will continue into 2022.</b>Quarantine and travel restrictions on major transcontinental routes are unlikely to be eased in a coordinated manner through 2022, with little new capacity added until the end of 2023.</p><p>For companies that produce tech hardware, Morgan Stanley is wary of companies with increased backlogs and limited visibility on when demand will return to normal. The company said it prefers semiconductor companies with exposure to automotive and industrial products. Morgan Stanley favors companies dubbed regional champions, recognising their importance to the supply chain and the role policymakers may play to support their position against competitive pressure from other areas of influence.</p><p>The report said: These companies do stand out in the 2020/21 global supply chain challenges, and broadly speaking, also see them exhibit stronger profitability trends, significantly outperforming the MSCI ACWI Global Equity Index.</p><p>Here are the companies that Morgan Stanley calls the core of the supply chain:</p><p><ul><li>Technology hardware:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>, Lenovo, Fujitsu, Hitachi</p><p></li><li>Semiconductor:<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Science and technology,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p></li><li>Automobiles and parts: Volkswagen,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Daimler,<a href=\"https://laohu8.com/S/GM\">General Motors</a>, BMW,<a href=\"https://laohu8.com/S/TTM\">Tata Motors</a>、<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>、<a href=\"https://laohu8.com/S/HYUD.UK\">Hyundai Motors</a>, Continental Motors (Continental)</p><p></li><li>Software:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>$IBM (<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$、<a href=\"https://laohu8.com/S/DELL\">Dell</a>SAP</p><p></li><li>Insurance:<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway</p><p></li><li>Consumer Electronics:<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>LG Electronics</p><p></li><li>Retail:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a></p><p></li><li>Capital Goods: Volvo AB, Siemens</p><p></li></ul>Morgan Stanley also listed the companies it believes are most stressed by supply chain bottlenecks, saying that industries falling into this category can best transmit the pressure of supply chain pressure, in part because, despite increased automation or capital investment, companies in this group still face continued reliance on labor inputs.</p><p>Coupled with other factors, such as reliance on markets affected by trade or other policy frictions, this makes these companies vulnerable to geopolitics and labor dynamics, but is also critical to global supply chains, with specific examples including container shipping and semiconductor companies. Morgan Stanley said that such companies may face cost pressures, but they still have pricing power because of their industry status.</p><p>In the semiconductor field<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>, ST Microelectronics, NXP Semiconductors, Microchip Technology, Texas Instruments, Analog Equipment, ON Semiconductors, Globalfoundries, New<a href=\"https://laohu8.com/S/000920\">Wharton Technology</a>, Nanya Technology; Technical hardware industry<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>, Wingtech Technologies, Unimicron, Kinsus Interconnect Tech, Nanya PCB, and the network equipment industry's Lumentum, II-VI,<a href=\"https://laohu8.com/S/GLW\">Corning</a>, CommScope, et al. This type of company is classified as a bottleneck stock by Morgan Stanley Morgan Stanley said that in the face of disruptions and capacity constraints, in addition to raising prices to compensate for higher input costs or rationing capacity through backlogs, these companies have very limited other options.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BK4504":"桥水持仓","MS":"摩根士丹利","BK4534":"瑞士信贷持仓","BK4127":"投资银行业与经纪业",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116655525","content_text":"摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险和瓶颈的报告中提出，最严重的供应链中断已经有所缓解，并将在2022年上半年得到更全面的解决。因此，该行选中在供应量中处于中心地位和受供应链中断严重影响的股票。今年的供应链危机对企业造成了沉重打击，工业生产无法满足大流行后的需求激增。亚洲和欧洲的能源短缺，以及与新冠疫情相关的封锁，导致了供应链受到极大的干扰。摩根士丹利表示，在新冠病毒不断变异中，全球供应链仍然脆弱。该行分析师在12月14日的报告中写道：「然而，由于对产品采购的担忧，订单激增，从而导致积压订单量膨胀，对于面临需求破坏风险的消费电子产品和细分市场尤其如此」。摩根士丹利预测，物流成本仍将大幅上升，并将持续到2022年。「到2022年，不太可能以协调一致的方式放松主要横贯大陆路线的检疫和旅行限制，直到2023年底，新增运力很少。」对于生产科技硬件的公司，摩根士丹利对积压量增加、需求何时恢复正常的可见性有限的公司持谨慎态度。该公司表示，它更喜欢接触汽车和工业产品的半导体公司。摩根士丹利青睐被称为「区域冠军」的公司，「认识到它们对供应链的重要性，以及决策者可能发挥的作用，以支持它们的地位，抵御来自其他影响领域的竞争压力。」报告称：这些公司确实在2020/21年全球供应链挑战中表现突出，从广义上讲，也看到它们表现出更强的盈利趋势，显著优于摩根士丹利资本国际ACWI全球股票指数。以下是摩根士丹利称之为供应链最「核心」的公司：科技硬件：苹果、惠普、思科、联想、富士通、日立半导体：三星电子、英特尔、英飞凌科技、英伟达汽车及零部件：大众汽车、福特汽车、戴姆勒、通用汽车、宝马、塔塔汽车、雷诺、现代汽车、大陆汽车（Continental）软件：微软、$IBM(IBM)$、戴尔、SAP保险：伯克希尔哈撒韦消费电子：索尼、松下、LG电子零售：亚马逊资本货物：沃尔沃AB、西门子摩根士丹利还列出了其认为受到供应链瓶颈压力最大的公司，称「属于这一类的行业最能传递供应链压力的压力，部分原因是，尽管自动化程度或资本投资有所提高，但这一群体中的公司仍面临对劳动力投入的持续依赖。」再加上其他因素，如依赖受贸易或其他政策摩擦影响的市场，这「使这些公司容易受到地缘政治和劳动力动态的影响，但对全球供应链也至关重要」，具体例子包括集装箱运输和半导体公司。摩根士丹利表示，这类公司可能面临成本压力，但由于其行业地位，它们仍然拥有定价权。半导体领域的英飞凌、ST微电子、NXP半导体、微芯片技术、德克萨斯仪器、模拟设备、ON半导体、Globalfoundries、纽沃顿科技、南亚科技；技术硬件行业的比亚迪电子、Wingtech技术、Unimicron、Kinsus Interconnect Tech、南亚PCB，以及网络设备行业的Lumentum、II-VI、康宁、康普等。这类型的公司被摩根士丹利归类为「瓶颈」类股票摩根士丹利表示，「在面临中断和产能限制的情况下，除了提高价格以补偿更高的投入成本或通过积压订单来定量供应产能外，这些公司的其他选择非常有限。」","news_type":1,"symbols_score_info":{"MS":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3357,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":101074835,"commentId":"101074835","gmtCreate":1649171679821,"gmtModify":1663246239541,"authorId":3583811117795819,"author":{"id":3583811117795819,"idStr":"3583811117795819","authorId":3583811117795819,"name":"snd","avatar":"https://static.tigerbbs.com/489eabf54a7f41df714f354de59deefd","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9001997182,"objectIdStr":"9001997182","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Hi","text":"Hi","html":"Hi","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}