Resumo do Relatório
NASDAQ correction opportunities: Eye on the World 10/09/20
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Tech led rebound yesterday, though with cautious global follow-through today, and ahead of ECB meeting and US new jobless claims. We see markets well-supported and have a barbell sector focus.
HOT TOPICS looks for NASDAQ correction opportunities, with IT relatively well-placed on our framework. Hardware de-rated this year, with earnings upgrades outpacing price performance, and Semis is broadly unchanged. Both are well-represented in our bottom-up screen. Software has rerated 25%, with earnings flat, and along with select online and China ADR’s, dominates re-rating screen.
16-page daily includes: Market recap and What to watch; Hot Topic analysis; Country and Sector allocation eye; Key views; US and global performance, valuation, earnings, and macro forecasts; and report Library.
