net_left Kdata adver left
Detail

Goldman Sachs downgrades aerospace and defense stocks on potential for focus on U.S. debt

By Sam Boughedda  Goldman Sachs downgraded aerospace and defense stocks Lockheed Martin (NYSE:LMT) and Northrop Grumman (NYSE:NOC) to Sell in a note Friday, also cutting...
Goldman Sachs downgrades aerospace and defense stocks on potential for focus on U.S. debt © Reuters. Goldman Sachs downgrades aerospace and defense stocks on potential for focus on US debt
let atwWrapper,atwContainerWidth,atwSliderBox,atwTotalWidth; function initATWSlider() { atwWrapper = $('.relatedInstruments'); atwSliderBox = atwWrapper.find('.slider'); atwContainerWidth = atwWrapper.width(); atwTotalWidth = atwSliderBox.width(); if(window.domainId === '2' || window.domainId === '3'){ atwWrapper.find('.sliderRight').addClass('js-slider-prev'); atwWrapper.find('.sliderLeft').addClass('js-slider-next'); } else { atwWrapper.find('.sliderRight').addClass('js-slider-next'); atwWrapper.find('.sliderLeft').addClass('js-slider-prev'); } if(atwSliderBox.find('.instrumentBox').length > 6){ atwWrapper.find('.js-slider-next').fadeIn(600); } } function atwMoveRight() { atwWrapper.find('.js-slider-prev').fadeIn(150); $(".slider > :visible:first").hide(150) $(".slider > :visible:last").next().show(150); if(!$(".slider > :visible:last").next().find('.name')()){ atwWrapper.find('.js-slider-next').fadeOut(150); return; } } function atwMoveLeft() { atwWrapper.find('.js-slider-next').fadeIn(150); $(".slider > :visible:last").hide(150); $(".slider > :visible:first").prev().show(150); if(!$(".slider > :visible:first").prev().find('.name')()){ atwWrapper.find('.js-slider-prev').fadeOut(150); return; } } initATWSlider(); //update star icon on adding/removing instrument to/from specific watchlist atwWrapper.on('click', 'label.addRow', function() { let parent = $(this).parent(); let checkedPortfolio = false; parent.find('input[type=checkbox]').each(function () { if($(this).is(':checked')){ checkedPortfolio = true; } }); let closestStar = $(this).closest('.addToPortWrapper').find('.star'); if(checkedPortfolio){ closestStar.addClass('added'); }else{ closestStar.removeClass('added'); } }); //update star icon on creating new watchlist atwWrapper.find('.js-create-watchlist-portfolio').find('a.js-create').on('click',function () { let parent = $(this).parent(); let watchlistName = parent.find('input[type=text]').val(); if(!watchlistName){ return; } let star = $(this).closest('.addToPortWrapper').find('.star'); star.addClass('added'); }); //update star icon on adding new position atwWrapper.find('.js-create-holdings-portfolio').find('.js-submit').on('click',function () { let addPositionForm = $(this).closest('.addToPortfolioPop').find('.holdingsContent'); let amount = addPositionForm.find('.js-amount').val(); if(amount < 1){ return; } let star = $(this).closest('.addToPortWrapper').find('.star'); star.addClass('added'); }); atwWrapper.find('.instrumentBox').find('.shortInfo').on('click',function () { if(!window.ga){ return; } let pairId = $(this).parent().find('.js-add-to-portfolio').attr('data-pair-id'); let pairType = window.atwPairTypes[pairId]; window.ga('allSitesTracker.send', 'event', 'content', 'symbol link clicked', '', { "dimension147":"symbol_link_clicked", "dimension163":"click", "dimension148":"symbol", "dimension162":"content add to watchlist", "dimension161":"article page", "dimension142":"article", "dimension75":pairType, "dimension138":pairId, "dimension118":"2980216" }); window.open($(this).attr('data-href')); }); window.atwPairTypes = {"7861":"Equities","7880":"Equities","8235":"Equities"};

By Sam Boughedda 

Goldman Sachs downgraded aerospace and defense stocks Lockheed Martin (NYSE:LMT) and Northrop Grumman (NYSE:NOC) to Sell in a note Friday, also cutting Raytheon Technologies (NYSE:RTX) to Neutral.

Goldman analysts said defense stocks now price in the potential for a new global geopolitical superpower struggle, but they do not price in the potential for a renewed focus on US government cumulative debt.

"The former may occur, but the latter may happen first; while defense budgets, company earnings, and valuations are all near all-time highs, creating more downside than upside risk, and leaving stock prices vulnerable to a medium-term de-rating," they wrote.

On the DoD budget, the analysts said it moves in decade-long cycles, and over time, DoD investment spending is up 70% in the last 8 years cumulatively.

"It's at an all time high in nominal absolute dollars and near peak levels in real dollars," said the analysts. "Mathematically, maintaining a high growth rate is hard, declining slightly is easy. Fundamentally, there are geopolitical upward pressures, but US fiscal policy could increasingly become a downward pressure."

HOT AUTO TRADE BOT SOFTWARE adver right
APPROVED BROKERS
net_home_top HOT AUTO TRADE BOT SOFTWARE
04-03-2024 02:24:26 (UTC+7)

EUR/USD

1.0837

+0.0034 (+0.31%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (2)

Sell (6)

EUR/USD

1.0837

+0.0034 (+0.31%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (2)

Sell (6)

GBP/USD

1.2655

+0.0032 (+0.25%)

Summary

Sell

Moving Avg:

Buy (4)

Sell (8)

Indicators:

Buy (2)

Sell (5)

USD/JPY

150.10

+0.12 (+0.08%)

Summary

Buy

Moving Avg:

Buy (9)

Sell (3)

Indicators:

Buy (5)

Sell (2)

AUD/USD

0.6525

+0.0031 (+0.47%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (0)

Sell (10)

USD/CAD

1.3562

-0.0014 (-0.10%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (8)

Sell (0)

EUR/JPY

162.73

+0.67 (+0.41%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (7)

Sell (1)

EUR/CHF

0.9577

+0.0020 (+0.21%)

Summary

↑ Buy

Moving Avg:

Buy (10)

Sell (2)

Indicators:

Buy (6)

Sell (2)

Gold Futures

2,091.60

+36.90 (+1.80%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (0)

Sell (8)

Silver Futures

23.345

+0.460 (+2.01%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (0)

Sell (7)

Copper Futures

3.8585

+0.0115 (+0.30%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (1)

Sell (6)

Crude Oil WTI Futures

79.81

+1.55 (+1.98%)

Summary

Buy

Moving Avg:

Buy (6)

Sell (6)

Indicators:

Buy (10)

Sell (0)

Brent Oil Futures

83.46

+1.55 (+1.89%)

Summary

↑ Buy

Moving Avg:

Buy (7)

Sell (5)

Indicators:

Buy (7)

Sell (0)

Natural Gas Futures

1.836

-0.024 (-1.29%)

Summary

↑ Buy

Moving Avg:

Buy (8)

Sell (4)

Indicators:

Buy (7)

Sell (0)

US Coffee C Futures

184.13

-0.22 (-0.12%)

Summary

Neutral

Moving Avg:

Buy (7)

Sell (5)

Indicators:

Buy (3)

Sell (4)

Euro Stoxx 50

4,894.05

+16.28 (+0.33%)

Summary

Buy

Moving Avg:

Buy (8)

Sell (4)

Indicators:

Buy (5)

Sell (2)

S&P 500

5,137.08

+40.81 (+0.80%)

Summary

↑ Buy

Moving Avg:

Buy (9)

Sell (3)

Indicators:

Buy (6)

Sell (1)

DAX

17,735.00

-0.07 (0.00%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (0)

Sell (6)

FTSE 100

7,682.50

+52.48 (+0.69%)

Summary

↑ Sell

Moving Avg:

Buy (4)

Sell (8)

Indicators:

Buy (0)

Sell (7)

Hang Seng

16,589.44

+78.00 (+0.47%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (7)

Sell (1)

US Small Cap 2000

2,076.39

+21.55 (+1.05%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (9)

Sell (0)

IBEX 35

10,064.70

+63.40 (+0.63%)

Summary

↑ Buy

Moving Avg:

Buy (11)

Sell (1)

Indicators:

Buy (7)

Sell (1)

BASF SE NA O.N.

47.985

+0.910 (+1.93%)

Summary

↑ Sell

Moving Avg:

Buy (5)

Sell (7)

Indicators:

Buy (0)

Sell (8)

Bayer AG NA

28.33

+0.24 (+0.85%)

Summary

↑ Sell

Moving Avg:

Buy (3)

Sell (9)

Indicators:

Buy (1)

Sell (8)

Allianz SE VNA O.N.

251.80

-2.05 (-0.81%)

Summary

Buy

Moving Avg:

Buy (6)

Sell (6)

Indicators:

Buy (7)

Sell (2)

Adidas AG

187.00

-0.12 (-0.06%)

Summary

↑ Buy

Moving Avg:

Buy (10)

Sell (2)

Indicators:

Buy (8)

Sell (0)

Deutsche Lufthansa AG

7.191

+0.003 (+0.04%)

Summary

Sell

Moving Avg:

Buy (5)

Sell (7)

Indicators:

Buy (2)

Sell (5)

Siemens AG Class N

181.28

-1.66 (-0.91%)

Summary

Sell

Moving Avg:

Buy (3)

Sell (9)

Indicators:

Buy (3)

Sell (4)

Deutsche Bank AG

12.566

+0.204 (+1.65%)

Summary

Neutral

Moving Avg:

Buy (10)

Sell (2)

Indicators:

Buy (0)

Sell (6)

    EUR/USD 1.0837 ↑ Sell  
    GBP/USD 1.2655 Sell  
    USD/JPY 150.10 Buy  
    AUD/USD 0.6525 ↑ Sell  
    USD/CAD 1.3562 ↑ Buy  
    EUR/JPY 162.73 ↑ Buy  
    EUR/CHF 0.9577 ↑ Buy  
    Gold 2,091.60 ↑ Sell  
    Silver 23.345 ↑ Sell  
    Copper 3.8585 ↑ Sell  
    Crude Oil WTI 79.81 Buy  
    Brent Oil 83.46 ↑ Buy  
    Natural Gas 1.836 ↑ Buy  
    US Coffee C 184.13 Neutral  
    Euro Stoxx 50 4,894.05 Buy  
    S&P 500 5,137.08 ↑ Buy  
    DAX 17,735.00 ↑ Sell  
    FTSE 100 7,682.50 ↑ Sell  
    Hang Seng 16,589.44 ↑ Buy  
    Small Cap 2000 2,076.39 ↑ Buy  
    IBEX 35 10,064.70 ↑ Buy  
    BASF 47.985 ↑ Sell  
    Bayer 28.33 ↑ Sell  
    Allianz 251.80 Buy  
    Adidas 187.00 ↑ Buy  
    Lufthansa 7.191 Sell  
    Siemens AG 181.28 Sell  
    Deutsche Bank AG 12.566 Neutral  
Mua/Bán 1 chỉ SJC
# So hôm qua # Chênh TG
SJC Eximbank7,800/ 7,950
(7,800/ 7,950) # 1,808
SJC HCM7,780/ 8,030
(0/ 0) # 1,804
SJC Hanoi7,780/ 8,032
(0/ 0) # 1,806
SJC Danang7,780/ 8,032
(0/ 0) # 1,806
SJC Nhatrang7,780/ 8,032
(0/ 0) # 1,806
SJC Cantho7,780/ 8,032
(0/ 0) # 1,806
Cập nhật 04-03-2024 02:24:29
Xem lịch sử giá vàng SJC: nhấn đây!
ↀ Giá vàng thế giới
$2,082.55 +38.29 1.87%
Live 24 hour Gold Chart
ʘ Giá bán lẻ xăng dầu
Sản phẩm Vùng 1 Vùng 2
RON 95-V24.43024.910
RON 95-III23.92024.390
E5 RON 92-II22.75023.200
DO 0.05S20.77021.180
DO 0,001S-V21.76022.190
Dầu hỏa 2-K20.78021.190
ↂ Giá dầu thô thế giới
WTI $79.34 +1.88 0.02%
Brent $83.20 +1.49 0.02%
$ Tỷ giá Vietcombank
Ngoại tệMua vàoBán ra
USD24.440,0024.810,00
EUR25.964,8627.389,87
GBP30.324,7531.615,27
JPY158,96168,25
KRW15,9719,35
Cập nhật lúc 18:52:54 03/03/2024
Xem bảng tỷ giá hối đoái
adver main right