In-article:

Three promising sectors for the publication of future results


Bank stocks

Among the sectors that are doing rather well at the start of the year, banks and insurers are doing well as stocks value, particularly in this context of more demanding monetary policy. US Treasuries rallied above 1.70, which is supportive for the sector.

A few values ​​to watch out for:

Signature Bank: Publication of 2021 results on 20/01/2022

Semiconductor values:

Demand for the semiconductor industry remains high as the shortage of microprocessors continues. The shortage of semiconductor supply is related to different factors. Founders failed to meet the sharp acceleration in demand after two months of factory shutdowns due to the Covid-19 pandemic. The strong demand for computer products generated by the massification of teleworking also explains this shortage. Climatic events have worsened the situation in 2021. And overall, production is unable to keep up with demand despite the substantial investments by players in the sector.

A few values ​​to watch out for:

Lam Research: Publication of Q1 2022 results on 01/26/2022

Teradyne: Publication of 2021 results on 01/26/2022

KLA Corporation: Publication of Q1 2022 results on 01/27/2022

On Semiconductor: Publication of 2021 results on 02/04/2022

Broadcom: Publication of Q1 2022 results on 03/17/2022

The values ​​of car distribution and rental

Automotive distribution, particularly used car retailers, is benefiting from the shortage of semiconductors as well as rising prices. Consumer prices soared in 2021 in the United States, +7%, unseen for almost 40 years, fueled by the rise in prices for used cars and trucks even more dizzying (+37.3%) . Since the pandemic, automakers have struggled to get their hands on some parts, especially computer chips imported from Asia, slowing production of new vehicles.

A few values ​​to watch out for:

Asbury Automotive Group: Publication of 2021 results on 08/02/2022

CarMax: Publication of results on 07/04/2022



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