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Top related persons:
Masters - 2 Trent Masters - 2 TSMC - 1 Nam Hyung Kim - 1 Nam - 1 Sung Kyu Kim - 1 Kim - 1 — - 1
Top related locs:
Asia Pacific HBM3 HBM3E Franklin FTSE South Korea Korea Stockton
Top related orgs:
CNBC - 3 Alphinity Investment Management - 3 Nvidia - 2 Samsung - 2 SK Hynix - 2 SK Hynix's - 2 Trent - 2 Big Tech - 1

Search resuls for: "Alphinity Investment Management"


9 mentions found


☆ Samsung or SK Hynix? One Nvidia supplier is the better AI play, the pros say
  + stars: | 2024-05-06 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
Two stocks have dominated the memory chip market: Samsung and SK Hynix . SK Hynix is already the primary supplier of HBM3 chips to Nvidia's AI chipsets. SK Hynix Trent Masters, global portfolio manager at Alphinity Investment Management, says he prefers SK Hynix. Nam Hyung Kim, partner at Arete Research, also prefers SK Hynix, giving it a buy rating and Samsung a neutral rating. "[But I] also anticipate a buying opportunity on SK Hynix once it is adjusted due to intensifying competition in HBM3E," said Kim.
Persons: TSMC, Masters, Nam Hyung Kim, Nam, Sung Kyu Kim, Kim, —, Sheila Chiang Organizations: Big Tech, Nvidia, Samsung, SK Hynix, South, South Korean, CNBC, SK Hynix Trent Masters, Alphinity Investment Management, Micron, SK Hynix's, Arete Research, Daiwa Locations: Asia, Pacific, HBM3, HBM3E
☆ Analysts are so bullish on this global chip stock they keep naming it as their top pick
  + stars: | 2024-01-30 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
One stock frequently showed up among analysts' top calls this month: South Korean chipmaker SK Hynix . In December, HSBC raised the price target for the stock from 150,000 Korean ($112) won to 180,000 Korean won ($134). "We also expect positive impact from ongoing AI demand on expanding On-device AI adoption. For global investors who wish to buy SK Hynix shares, its shares are listed on the Korea Stock Exchange and its depository receipts are listed on the Luxembourg Stock Exchanges. Investors can also buy into SK Hynix via the ETF route.
Persons: Trent Masters, CNBC's Michael Bloom Organizations: Korean chipmaker SK Hynix, SK Hynix, Nvidia, SK Hynix's, UBS, HSBC, Korean, Trent, Alphinity Investment Management, CNBC, Samsung, SK, Korea Stock Exchange, Luxembourg Stock Exchanges, Franklin FTSE, Franklin FTSE South Korea ETF, Korea ETF Locations: Franklin FTSE South Korea, Korea
☆ This A.I. stock has a unique 'secular bull trend,' market technician says
  + stars: | 2023-07-12 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Electronic design company Cadence Design Systems is a stock to watch in the artificial intelligence space, according to Katie Stockton, founder and managing partner of Fairlead Strategies. "Cadence Design is one stock that's just been forging higher, stair-stepping higher, if you will," Stockton said during a special PRO Talks roundtable on A.I. The stock has outperformed in both 2022 and so far in 2023, with Stockton noting the stock was one of few in the AI space to not underperform the broader market last year. And Stockton said some short-term gauges suggest the stock can push through what she described as a short-term consolidation period. More than four out of every five analysts rate the stock a buy, according to Refinitiv.
Persons: Katie Stockton, Stockton, It's, Trent Masters, Masters Organizations: Cadence Design Systems, CNBC, Cadence, Trent, Alphinity Investment Management Locations: Stockton
☆ Alphabet or Microsoft? Analysts predict which stock will come out on top
  + stars: | 2023-01-23 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Analysts say the platform could be a threat to Google's bread-and-butter search business . Alphabet and Microsoft compete in the cloud business. Neither stock did well in the past year, with Microsoft dropping more than 20%, and Alphabet tumbling over 30%. According to FactSet, analysts covering the stock gave it 21% upside on average, while 91% gave it a "buy" rating. According to FactSet, analysts covering Alphabet gave it 35% upside on average, while 92% gave it a buy rating.
☆ 2023 is set to be tough — but this 'exceptional' stock is rock solid, fund manager says
  + stars: | 2023-01-19 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Masters highlighted a core stock in his portfolio that he described as having "quite exceptional performance": luxury powerhouse LVMH . "LVMH — very, very powerful business, very strong house of brands, the performance has been quite exceptional. LVMH owns companies ranging from luxury brands Louis Vuitton and Givenchy, to cosmetics names such as Fenty Beauty by Rihanna. "What we have seen post Covid is a real bifurcation between consumers, and this has flowed through to stronger performance among luxury brands. "Today, the performance of their business and the execution has been rock solid.
☆ Thinking of jumping back into Big Tech? This investor is wary of 2 stocks in particular
  + stars: | 2023-01-18 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Investors have been getting back into tech stocks, with the tech-heavy Nasdaq leading all three major Wall Street indexes since the start of the year, rising over 6%. But fund manager Trent Masters of Alphinity Investment Management isn't convinced — and told CNBC Pro Talks last week which two Big Tech stocks might be worth avoiding for now. He doesn't own any Big Tech names at the moment, except for a "residual position" in Apple. Meta Masters told CNBC Pro there are "genuine questions" over a few companies' business models — and Meta is the "most exposed" of the lot. Apple Masters said the latest iPhone release was "fairly tepid" as "there wasn't really much in terms of product iteration."
☆ 'Absolutely unique': Fund manager names 2 stocks to play the semiconductor sector
  + stars: | 2023-01-18 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
The iShares Semiconductor ETF is up 11% this year, in stark contrast to the index's 35.8% decline in 2022. Semiconductor chips are an important component of EVs, and it is for that reason that veteran fund manager Trent Masters is bullish on Arizona-based semiconductor supplier company ON Semiconductor . Masters said a driver-assisted traditional vehicle has about $150 worth of electronic content, while a "Level 5" autonomous vehicle has about $1,600 worth of electronic content. An 'absolutely unique' business Masters is also a fan of Dutch chip firm ASML . The company sells $200 million extreme ultraviolet lithography machines , which are required to make the most advanced chips, to semiconductor manufacturers like Taiwan Semiconductor Manufacturing Company.
☆ Fund manager names two U.S. stocks he thinks might not survive 2023
  + stars: | 2023-01-16 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
Businesses that relied on "free and infinite capital" are now facing a harsh reality, according to fund manager Trent Masters, and could even go bankrupt. Carvana One company that falls into this category is online car dealer Carvana , Masters told CNBC Pro Talks . Affirm Masters also said that some buy now pay later (BNPL) companies, like consumer credit lender Affirm, were coming under strain in the current market conditions. Shares of Affirm Holdings have fallen by more than 80% over the past year to $12 a share. AFRM 1Y line Shares of credit lender Affirm have fallen by more than 80% in the past 12 month
☆ CNBC Pro Talks: Portfolio manager Trent Masters on how to beat the market
  + stars: | 2023-01-12 | by ( ) www.cnbc.com   time to read: +2 min
Stock markets around the world had a horrible 2022, but veteran fund manager Trent Masters sees a brighter side to last year's market turmoil. "I'm quite encouraged by what has happened over 2022 because I think markets have become fundamentally disconnected from the underlying drivers. And so, I think what we are seeing now, particularly across tech, is a very healthy focus on profitability," Masters, portfolio manager at Alphinity Investment Management, said in the latest installment of CNBC Pro Talks. The cybersecurity sector outperformed the broader tech sector last year, and Masters remains bullish on its longer-term prospects. On the beaten-down semiconductor sector, Masters still sees opportunities in the space, naming one company with exposure to the electric vehicle transition and another that is "absolutely unique" in what it does.
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