Like_老虎社区_美港股上老虎

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

koolgal
2021-12-12
koolgal
Thanks

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":871698880,"tweetId":"871698880","gmtCreate":1637060120264,"gmtModify":1637060120408,"author":{"id":3579858317264028,"idStr":"3579858317264028","authorId":3579858317264028,"authorIdStr":"3579858317264028","name":"escalada","avatar":"https://static.tigerbbs.com/3a3929ab0cf2924ca32ef81446c3f596","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Like</body></html>","htmlText":"<html><head></head><body>Like</body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/871698880","repostId":1124421182,"repostType":4,"repost":{"id":"1124421182","kind":"news","pubTimestamp":1637056711,"share":"https://www.laohu8.com/m/news/1124421182?lang=zh_CN&edition=full","pubTime":"2021-11-16 17:58","market":"us","language":"en","title":"Activist investors raise bets on retailers and other consumer cyclicals-filings<blockquote>激进投资者加大对零售商和其他消费周期股的押注——备案</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124421182","media":"Reuters","summary":"Investors who prod companies to perform better made new and bigger bets on consumer cyclical stocks ","content":"Investors who prod companies to perform better made new and bigger bets on consumer cyclical stocks including retailers, a food service distributor and carmakers during the third quarter amid signs of stronger growth early in the year.<blockquote>在今年年初出现更强劲增长迹象的情况下，推动公司业绩更好的投资者在第三季度对零售商、食品服务分销商和汽车制造商等消费周期性股票进行了新的、更大的押注。</blockquote> Activist investment firm Jana Partners bought 4.6 million shares in Macy's, according to a new regulatory filing, and is urging the retailer to spin off its e-commerce business.<blockquote>根据一份新的监管文件，激进投资公司 Jana Partners 购买了梅西百货 460 万股股票，并敦促该零售商剥离其电子商务业务。</blockquote> Sachem Head Capital Management boosted its stake in U.S. Foods Holding by 67% to 11.4 million shares, and Mantle Ridge bought 12.7 million shares in discount retailer Dollar Tree Inc and said in a filing last week that it wants management to take steps to raise the share price.<blockquote>Sachem Head Capital Management 将其在 U.S. Foods Holding 的股份增加了 67%，达到 1140 万股，Mantle Ridge 购买了折扣零售商 Dollar Tree Inc. 的 1270 万股股票，并在上周的一份文件中表示，希望管理层采取措施提高股价。</blockquote> Engine No. 1, the sustainability-focused firm that forced ExxonMobil to add three newcomers to its board this year, raised its holdings in car makers Tesla by 78% and General Motors by 20%, according to filings made on Monday.<blockquote>根据周一提交的文件，专注于可持续发展的公司 Engine No. 1 迫使埃克森美孚今年在其董事会中增加了三名新成员，该公司将汽车制造商特斯拉的股份增持了 78%，将通用汽车的股份增持了 20%。</blockquote> The firms increased their exposure to these types of stocks, sometimes called consumer discretionary stocks, as shoppers were ready to spend stimulus checks, confident the worst of the pandemic would soon be over.<blockquote>随着购物者准备花费刺激支票，相信疫情最糟糕的时期很快就会过去，这些公司增加了对这类股票（有时被称为非必需消费品股票）的投资。</blockquote> More recently, some investors have grown concerned that rising inflation could dampen spending in some areas, as rising costs on everything from gasoline to groceries fanned the biggest annual consumer price gain in more than three decades.<blockquote>最近，一些投资者越来越担心通胀上升可能会抑制某些领域的支出，因为从汽油到食品杂货等各种商品的成本上涨推动了三十多年来最大的年度消费者价格涨幅。</blockquote> Expectations for fresh travel and more dining out also prompted managers like Sachem Head's Scott Ferguson to boost his holding of ride sharing company Uber by 230% to 5.1 million shares, the filing showed.<blockquote>文件显示，对新鲜旅行和更多外出就餐的期望也促使 Sachem Head 的斯科特·弗格森 (Scott Ferguson) 等经理将其持有的拼车公司 Uber 增持 230%，达到 510 万股。</blockquote> Similarly Maverick Capital, not known as an activist investor, raised its stake in Uber by 10% to 2.4 million shares, while PointState Capital owned 3.9 million shares of Uber, marking a 453% increase.<blockquote>同样，不被称为激进投资者的 Maverick Capital 将其在 Uber 的股份增加了 10%，达到 240 万股，而 PointState Capital 则持有 390 万股 Uber，增幅达 453%。</blockquote> Cinctive Capital Management boosted its stake in General Motors by 323,284 shares held, the filings show.<blockquote>文件显示，Cinctive Capital Management 增持了通用汽车公司 323,284 股股份。</blockquote> Money managers are required to report their stakes in U.S.-based companies 45 days after the end of the quarter and while the data are often backward-looking, they are closely watched for investment trends.<blockquote>基金经理必须在季度末后 45 天报告其在美国公司的股份，虽然数据通常是追溯性的，但他们会密切关注投资趋势。</blockquote> Many of the consumer cyclical stocks have performed well this year but some so-called activist investors expect to reap more gains by pushing management to pursue dramatic changes.<blockquote>许多消费周期性股票今年表现良好，但一些所谓的激进投资者希望通过推动管理层寻求重大变革来获得更多收益。</blockquote> At Macy's, which like other retailers had to temporarily shutter stores during the height of COVID-19, management could create a digital goldmine, Jana's Scott Ostfeld said in October when he laid out arguments to spin off the e-commerce unit.<blockquote>Jana 的斯科特·奥斯特菲尔德 (Scott Ostfeld) 在 10 月份阐述剥离电子商务部门的论点时表示，梅西百货和其他零售商一样，在 COVID-19 最严重的时候不得不暂时关闭商店，管理层可以创建一个数字金矿。</blockquote> At U.S. Foods, Sachem Head has not precisely spelled out the changes it wants to see but the company is already looking to shake up its executive suite by looking for a chief operating officer and a new chief financial officer.<blockquote>在美国食品公司，Sachem Head 尚未具体说明其希望看到的变化，但该公司已经在寻求通过寻找首席运营官和新的首席财务官来重组其高管团队。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Activist investors raise bets on retailers and other consumer cyclicals-filings<blockquote>激进投资者加大对零售商和其他消费周期股的押注——备案</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nActivist investors raise bets on retailers and other consumer cyclicals-filings<blockquote>激进投资者加大对零售商和其他消费周期股的押注——备案</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nReuters2021-11-16 17:58\n\n</h4>\n</header>\n<article>\nInvestors who prod companies to perform better made new and bigger bets on consumer cyclical stocks including retailers, a food service distributor and carmakers during the third quarter amid signs of stronger growth early in the year.<blockquote>在今年年初出现更强劲增长迹象的情况下，推动公司业绩更好的投资者在第三季度对零售商、食品服务分销商和汽车制造商等消费周期性股票进行了新的、更大的押注。</blockquote> Activist investment firm Jana Partners bought 4.6 million shares in Macy's, according to a new regulatory filing, and is urging the retailer to spin off its e-commerce business.<blockquote>根据一份新的监管文件，激进投资公司 Jana Partners 购买了梅西百货 460 万股股票，并敦促该零售商剥离其电子商务业务。</blockquote> Sachem Head Capital Management boosted its stake in U.S. Foods Holding by 67% to 11.4 million shares, and Mantle Ridge bought 12.7 million shares in discount retailer Dollar Tree Inc and said in a filing last week that it wants management to take steps to raise the share price.<blockquote>Sachem Head Capital Management 将其在 U.S. Foods Holding 的股份增加了 67%，达到 1140 万股，Mantle Ridge 购买了折扣零售商 Dollar Tree Inc. 的 1270 万股股票，并在上周的一份文件中表示，希望管理层采取措施提高股价。</blockquote> Engine No. 1, the sustainability-focused firm that forced ExxonMobil to add three newcomers to its board this year, raised its holdings in car makers Tesla by 78% and General Motors by 20%, according to filings made on Monday.<blockquote>根据周一提交的文件，专注于可持续发展的公司 Engine No. 1 迫使埃克森美孚今年在其董事会中增加了三名新成员，该公司将汽车制造商特斯拉的股份增持了 78%，将通用汽车的股份增持了 20%。</blockquote> The firms increased their exposure to these types of stocks, sometimes called consumer discretionary stocks, as shoppers were ready to spend stimulus checks, confident the worst of the pandemic would soon be over.<blockquote>随着购物者准备花费刺激支票，相信疫情最糟糕的时期很快就会过去，这些公司增加了对这类股票（有时被称为非必需消费品股票）的投资。</blockquote> More recently, some investors have grown concerned that rising inflation could dampen spending in some areas, as rising costs on everything from gasoline to groceries fanned the biggest annual consumer price gain in more than three decades.<blockquote>最近，一些投资者越来越担心通胀上升可能会抑制某些领域的支出，因为从汽油到食品杂货等各种商品的成本上涨推动了三十多年来最大的年度消费者价格涨幅。</blockquote> Expectations for fresh travel and more dining out also prompted managers like Sachem Head's Scott Ferguson to boost his holding of ride sharing company Uber by 230% to 5.1 million shares, the filing showed.<blockquote>文件显示，对新鲜旅行和更多外出就餐的期望也促使 Sachem Head 的斯科特·弗格森 (Scott Ferguson) 等经理将其持有的拼车公司 Uber 增持 230%，达到 510 万股。</blockquote> Similarly Maverick Capital, not known as an activist investor, raised its stake in Uber by 10% to 2.4 million shares, while PointState Capital owned 3.9 million shares of Uber, marking a 453% increase.<blockquote>同样，不被称为激进投资者的 Maverick Capital 将其在 Uber 的股份增加了 10%，达到 240 万股，而 PointState Capital 则持有 390 万股 Uber，增幅达 453%。</blockquote> Cinctive Capital Management boosted its stake in General Motors by 323,284 shares held, the filings show.<blockquote>文件显示，Cinctive Capital Management 增持了通用汽车公司 323,284 股股份。</blockquote> Money managers are required to report their stakes in U.S.-based companies 45 days after the end of the quarter and while the data are often backward-looking, they are closely watched for investment trends.<blockquote>基金经理必须在季度末后 45 天报告其在美国公司的股份，虽然数据通常是追溯性的，但他们会密切关注投资趋势。</blockquote> Many of the consumer cyclical stocks have performed well this year but some so-called activist investors expect to reap more gains by pushing management to pursue dramatic changes.<blockquote>许多消费周期性股票今年表现良好，但一些所谓的激进投资者希望通过推动管理层寻求重大变革来获得更多收益。</blockquote> At Macy's, which like other retailers had to temporarily shutter stores during the height of COVID-19, management could create a digital goldmine, Jana's Scott Ostfeld said in October when he laid out arguments to spin off the e-commerce unit.<blockquote>Jana 的斯科特·奥斯特菲尔德 (Scott Ostfeld) 在 10 月份阐述剥离电子商务部门的论点时表示，梅西百货和其他零售商一样，在 COVID-19 最严重的时候不得不暂时关闭商店，管理层可以创建一个数字金矿。</blockquote> At U.S. Foods, Sachem Head has not precisely spelled out the changes it wants to see but the company is already looking to shake up its executive suite by looking for a chief operating officer and a new chief financial officer.<blockquote>在美国食品公司，Sachem Head 尚未具体说明其希望看到的变化，但该公司已经在寻求通过寻找首席运营官和新的首席财务官来重组其高管团队。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/activist-investors-raise-bets-retailers-000827673.html\">Reuters</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货","UBER":"优步"},"source_url":"https://finance.yahoo.com/news/activist-investors-raise-bets-retailers-000827673.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124421182","content_text":"Investors who prod companies to perform better made new and bigger bets on consumer cyclical stocks including retailers, a food service distributor and carmakers during the third quarter amid signs of stronger growth early in the year.\nActivist investment firm Jana Partners bought 4.6 million shares in Macy's, according to a new regulatory filing, and is urging the retailer to spin off its e-commerce business.\nSachem Head Capital Management boosted its stake in U.S. Foods Holding by 67% to 11.4 million shares, and Mantle Ridge bought 12.7 million shares in discount retailer Dollar Tree Inc and said in a filing last week that it wants management to take steps to raise the share price.\nEngine No. 1, the sustainability-focused firm that forced ExxonMobil to add three newcomers to its board this year, raised its holdings in car makers Tesla by 78% and General Motors by 20%, according to filings made on Monday.\nThe firms increased their exposure to these types of stocks, sometimes called consumer discretionary stocks, as shoppers were ready to spend stimulus checks, confident the worst of the pandemic would soon be over.\nMore recently, some investors have grown concerned that rising inflation could dampen spending in some areas, as rising costs on everything from gasoline to groceries fanned the biggest annual consumer price gain in more than three decades.\nExpectations for fresh travel and more dining out also prompted managers like Sachem Head's Scott Ferguson to boost his holding of ride sharing company Uber by 230% to 5.1 million shares, the filing showed.\nSimilarly Maverick Capital, not known as an activist investor, raised its stake in Uber by 10% to 2.4 million shares, while PointState Capital owned 3.9 million shares of Uber, marking a 453% increase.\nCinctive Capital Management boosted its stake in General Motors by 323,284 shares held, the filings show.\nMoney managers are required to report their stakes in U.S.-based companies 45 days after the end of the quarter and while the data are often backward-looking, they are closely watched for investment trends.\nMany of the consumer cyclical stocks have performed well this year but some so-called activist investors expect to reap more gains by pushing management to pursue dramatic changes.\nAt Macy's, which like other retailers had to temporarily shutter stores during the height of COVID-19, management could create a digital goldmine, Jana's Scott Ostfeld said in October when he laid out arguments to spin off the e-commerce unit.\nAt U.S. Foods, Sachem Head has not precisely spelled out the changes it wants to see but the company is already looking to shake up its executive suite by looking for a chief operating officer and a new chief financial officer.","news_type":1,"symbols_score_info":{"UBER":0.9,"M":0.9}},"isVote":1,"tweetType":1,"viewCount":3242,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6948503,"commentId":"6948503","gmtCreate":1639284360354,"gmtModify":1639284360354,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":871698880,"objectIdStr":"871698880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Thanks","text":"Thanks","html":"Thanks","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/871698880"}