DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Beata Manthey - 3 CNBC's Jim Cramer - 1 Bullish - 1 Dior - 1 SAP Schneider Electric Eaton - 1 Cramer - 1 that's - 1 Beata M - 1
Top related locs:
Europe LVMH United States
Top related orgs:
Citi - 4 Equity - 1 Citi Research - 1 ECB - 1 Global Equity - 1 Nordisk - 1 Givenchy - 1 SAP Schneider Electric - 1

Search resuls for: "Beata M"


10 mentions found


☆ Citi downgrades European stocks to neutral
  + stars: | 2024-06-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCiti downgrades European stocks to neutralBeata Manthey, head of European Equity Strategy at Citi Research, joins CNBC's 'The Exchange' to discuss increasing risk in Europe in the wake of EU's elections, how investors can position, and more.
Persons: Beata Manthey Organizations: Citi, Equity, Citi Research Locations: Europe
☆ Citi's top investment ideas if the ECB cuts rates as expected
  + stars: | 2024-06-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCiti's top investment ideas if the ECB cuts rates as expectedBeata Manthey, Global Equity Strategist at Citi, discusses how to invest as central banks around the world start cutting rates.
Persons: Beata Manthey Organizations: ECB, Global Equity, Citi
☆ Jim Cramer reviews Citi's European 'Super Seven'
  + stars: | 2024-03-08 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
CNBC's Jim Cramer on Friday reviewed the "Super Seven," mega cap European stocks Citi recently named as alternatives to the Magnificent Seven, but with lower valuations. "I want you to think of the Super Seven as a shopping list of high-quality European stocks that could be very attractive on a pullback," he said. Novo Nordisk " came out with the original GLP-1, diabetes and weight loss drug Ozempic. Richemont SAP Schneider Electric Eaton Ferrari"As great as the Super Seven may be, you're not exactly early to any of these stories — most of these stocks are trading at or near their all-time highs," Cramer said. "Of course, you could say the same thing about the Magnificent Seven, but it makes me a little queasy to recommend something that's already had a huge run."
Persons: CNBC's Jim Cramer, Beata Manthey, Bullish, Dior, SAP Schneider Electric Eaton, Cramer, that's Organizations: Citi, Nordisk, Givenchy, SAP Schneider Electric
☆ Citi names 'Super 7' global stocks similar to the Magnificent 7 — but cheaper
  + stars: | 2024-03-01 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Citi has identified European stocks it says are similar to the high-flying " Magnificent Seven " U.S. technology stocks, but trade at cheaper valuations leaving more room for them to rise. Citi's resulting Super Seven picks are Novo Nordisk , ASML , LVMH , SAP , Schneider Electric , Richemont and Ferrari . All of the stocks stocks also trade in the United States. Despite the rally over the past year, Citi points out that as a group, the Super Seven have lagged the Magnificent Seven, with 70% less appreciation since early 2023, leaving more upside potential. Looking ahead, Citi said the Super Seven was well positioned to continue outperforming should current "narrow" market conditions persist, and cautioned against selling stocks on the basis of a narrow market leadership.
Persons: Beata M, — CNBC's Charlotte Reed Organizations: Citi, Nvidia, Apple, Microsoft, Meta, Novo Nordisk, ASML, SAP, Schneider, Ferrari Locations: Europe, LVMH, United States
☆ Citi says it's time to reconsider ESG, naming 3 stocks that could soar by 30%
  + stars: | 2023-04-18 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
ESG investing underperformed the broader market in 2022, but strategists at Citi think the segment could be about to rebound. Last year, the MSCI Europe Socially Responsible Investing index declined by 13.4% compared to the 8.9% fall in the broader MSCI Europe index. But Citi said ESG stocks — or those which take environmental, social, and governance factors into account — have historically shown resilience, with profit growth outpacing the broader market during earnings slowdowns. In line with this renewed focus, Citi has identified a number of stocks that it expects to rebound this year. To identify ESG stocks with "resilient" earnings per share, Citi screened the Stoxx Europe 600 index for large-cap stocks meeting several proprietary criteria, including ranking in the top 50 percentile of Truvalue Labs ESG index.
☆ As Wall Street turns bearish on the U.S., here's where the pros say to invest
  + stars: | 2023-04-04 | by ( Zavier Ong | ) www.cnbc.com   time to read: +6 min
Within Europe, Goldman prefers companies in value sectors that pay dividends , as well as select defensive and growth stocks in the market. Emerging markets Several Wall Street analysts are putting their money on emerging markets, with most bullish on China, the world's second-largest economy. While the bank expects just 1% earnings growth for emerging market stocks, it said the sector's valuation looks attractive at a 23% discount to global peers. Philip Blancato, CEO at Ladenburg Thalmann Asset Management, is also bullish on emerging markets. He added that the case for adding to emerging market allocations is growing, particularly given the "near guarantee" of a softer dollar in the short- to medium-term.
☆ Citigroup sees global profits shrinking 5% in aftermath of banking turmoil
  + stars: | 2023-03-31 | by ( ) www.reuters.com   time to read: +1 min
March 31 (Reuters) - Citigroup equity strategists flagged a likely 5% contraction in global profits this year as turmoil in the banking sector raises the risk of a recession. Financial markets have had a turbulent few weeks after the collapse of some mid-sized U.S. lenders and a Swiss-backed takeover of Credit Suisse spooked investors about liquidity stress in the banking sector. "Stress in the banking sector has reminded us of the consequences of monetary tightening. Going forward, we think investors' attention will increasingly shift from risks of higher rates to risks of recession," said Citi strategists led by Beata M Manthey. The ongoing confidence crisis could limit banks' risk appetite and reduce the flow of credit, they warned, downgrading the global financial sector to "neutral."
☆ Wall Street downgrades European banks and names stocks to buy 'in case markets turn sour'
  + stars: | 2023-03-24 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Wall Street is downgrading European banks after stresses in the sector led to the emergency merger of the two largest lenders in Switzerland. The bank's strategists said — in a report titled "A dozen stocks in case markets turn sour" — their list of 12 buy-rated stocks would prove resilient during broad market sell-offs. The list includes companies such as Nokia , Sodexo , and SAP among others that strategists at Deutsche Bank Research said could outperform broader markets during recessionary environments. Meanwhile, they said that Sodexo's defensive growth profile is also expected to lead to top-line growth of 8-10% this year. Deutsche strategists Maximilian Uleer and Caroline Raab added that the German tech giant SAP had finished its costly cloud investments and is now starting to see benefits from the transformation.
☆ European bank shares fall as crisis leaves mark
  + stars: | 2023-03-23 | by ( Howard Schneider Aniruddha Ghosh John Revill | Howard Schneider | Aniruddha Ghosh | ) www.reuters.com   time to read: +6 min
The index of top European banks (.SX7P) was down 1% in early trading, with German banking giants Deutsche Bank (DBKGn.DE) and Commerzbank (CBKG.DE) both falling 0.8%. The rescue of Credit Suisse, which followed the collapses of California-based Silicon Valley Bank (SVB) (SIVB.O) and New York-based Signature Bank (SBNY.O) ignited broader concerns about investors' exposure to a fragile banking sector. The decision to prioritise shareholders over Additional Tier 1 (AT1) bondholders rattled the $275 billion AT1 bond market and some Credit Suisse AT1 bondholders are seeking legal advice. "The AT1 instruments issued by Credit Suisse contractually provide that they will be completely written down in a 'viability event', in particular if extraordinary government support is granted," FINMA said. However, some watchers think the banking system is more vulnerable to rumour and rapid moves in an era of widespread social media use, posing a challenge for regulators trying to tamp down instability.
☆ Citigroup downgrades European Banks, sees STOXX 600 little changed by year-end
  + stars: | 2023-03-23 | by ( ) www.reuters.com   time to read: +1 min
The Wall Street brokerage cut its rating on European banks (.SX7P) to "neutral" from overweight" in a note dated Wednesday, saying the likely continued monetary policy tightening adds to worries stemming from the turmoil in the global banking sector. They, instead, prefer technology stocks (.SX8P) and upgraded the sector to "overweight", citing healthy cash balances and several growth drivers. Citigroup trimmed its 2023 year-end forecast for the pan-European STOXX 600 (.STOXX) index by more than 5% to 445 points, which represents a 0.4% downside from current levels. Citi also cut its forecast for UK's FTSE 100 index (.FTSE) by 5%, now expecting the blue-chip index to end the year at 7,600 points, less than 1% higher from current levels. The STOXX has risen 5.24% so far this year, while the FTSE 100 has gained 1.54%.
0 next >>
Total: 10