EWU iShares MSCI United Kingdom ETF Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
12:00
29 авг
29 авг
Bond markets constrain UK, France, Italy, Japan
Bond markets have replaced political tolerance as the anchor and constraint for the United Kingdom, France, Italy and Japan, putting their sovereign debt under pressure.
Сред.
11:43
26 авг
26 авг
Europe and UK valuations look compelling.
Europe and the UK look compelling on valuations, with UK and European equity earnings yields near 6%, UK P/E below historical averages, and elevated equity risk premiums over bond yields; regardless of Nvidia's result, Europe works either as a semiconductor/tech catch-up play or as a defensive diversification away from stretched US tech.
Выс.
10:11
25 авг
25 авг
UK equities are undervalued with strong earnings.
UK equities are undervalued and the country is better managed than perceived. The FTSE 100 consists of global companies delivering solid earnings, particularly in a strong financial sector.
Сред.
20:49
17 авг
17 авг
UK gets rich from North Sea.
Trump says he believes the UK Prime Minister will open up the North Sea for energy development, which would solve the UK's energy problem and make the UK rich again because the North Sea is one of the great energy finds in the world.
Сред.
16:21
17 авг
17 авг
Negative UK consensus looks overdone
The broad consensus is downbeat on UK prospects after Brexit, COVID, energy shocks, political volatility, weak growth, high inflation, and rising debt/GDP. Sheets argues this simple negative story is deceiving; the underlying UK story is more nuanced and positive than often discussed, market performance has been bearing it out, and in many cases the bar is low.
Выс.
13:08
14 авг
14 авг
European autos hurt by Chinese EVs.
Europe's auto sector is losing jobs and closing factories as Chinese EV imports and overcapacity push Europe toward protectionist measures, creating negative economic and political pressures.
Сред.
07:45
12 авг
12 авг
Bullish on the UK
The UK is underappreciated and not doomed to stagnation; global growth is strong, high-frequency indicators are positive, and World Bank data shows the UK reclaiming the fifth spot in global GDP rankings, challenging the negative narrative. This supports a bullish stance on UK assets.
Сред.
11:13
11 авг
11 авг
FTSE 100 benefits from commodity and defense.
The FTSE 100 provides exposure to oil, mining, and defense sectors that benefit from capex-oriented themes; the index offers diversification and positives despite UK domestic weakness.
Сред.
19:11
04 авг
04 авг
Author explicitly states he is fully long S&P and global stock indexes.
Author explicitly states he is fully long S&P and global stock indexes, viewing the market's relentless advance as a blow-off top while warning against shorting.
11:50
04 авг
04 авг
UK equities overweight on better macro data
The UK is overweight relative to Europe; recent macro data has been stronger than expected and inflation appears well-behaved, supporting the case for UK equities despite political uncertainty.
Сред.
10:04
26 июл
26 июл
Global equity indices and commodities finished the weekend session with mixed results as oil.
Global equity indices and commodities finished the weekend session with mixed results as oil prices experienced a notable decline of over three percent.
15:29
25 июл
25 июл
Global equity indices and commodities showed mixed performance over the weekend with most.
Global equity indices and commodities showed mixed performance over the weekend with most assets posting modest gains while oil prices declined significantly.
11:57
21 июл
21 июл
UK equities hedge and diversify AI.
UK equities serve as a hedge against further Middle East escalation and offer diversification from AI-heavy markets; a new prime minister providing more clarity could be a catalyst for international flows to return.
Сред.
11:17
17 июл
17 июл
Prefer Japan equities over UK equities
Japan has more cyclical drivers than the UK in a broadening environment, and they have swapped UK for Japan in their global portfolio. The UK’s heavy defensive weighting will cause it to underperform more cyclical regions, even though absolute UK performance may still be positive.
Выс.
07:08
17 июл
17 июл
India and FTSE shelter from tech selloff
Markets such as India and the FTSE (UK) lack significant AI and semiconductor names, so during tech-led selloffs they act as natural shelters and diversifiers, providing a place to hide for investors rotating out of chipmakers.
Сред.
14:58
14 июл
14 июл
UK crypto rules make jurisdiction more attractive.
The UK's new comprehensive crypto regulations from the FCA, while burdensome, provide certainty, flexibility, and a lighter touch than the EU's MiCA. The framework treats crypto like traditional finance but cut capital requirements for stablecoins and delayed full effect until 2027, giving firms time to adapt. This will make the UK more attractive, particularly for institutional crypto and traditional financial institutions, improving its competitive position as a hub for crypto innovation.
Сред.
11:10
13 июл
13 июл
Underweight U.K. equities
U.K. equities have had a fantastic run this year and are now overvalued relative to more interesting opportunities elsewhere, such as European banks and U.S. sectors. It is time to step away from the U.K. market.
Выс.
21:26
10 июл
10 июл
Diversify into India, UK, Japan.
As the concentrated AI trade matures, investors should diversify US equity exposure towards global markets offering better risk-adjusted returns and lower correlations. The top picks are India, the UK, and Japan, with Japan also benefiting from financials and rate normalization beyond its tech weighting.
Сред.
15:56
08 июл
08 июл
UK equities are highlighted as attractively valued with high return on equity.
UK equities are highlighted as attractively valued with high return on equity, suggesting potential outperformance versus European peers.
10:32
01 июл
01 июл
UK stocks cheap with high free cash yield
UK equities offer a strong value case, with the highest free cash flow yield among major markets at around 5.5%, high dividend yields, and significant share buybacks. Despite relatively low growth and no major tech exposure, the market's value characteristics and M&A appeal make it attractive for diversified portfolios.
Сред.
11:17
29 июн
29 июн
Overweight European and UK equities
European equities are relatively underpriced versus U.S. equities, will benefit from structural capex build-up and a potential reversal of capital flows, and any re-pricing of the extended AI trade will favor Europe and the UK on a relative basis.
Сред.
12:00
27 июн
27 июн
Tariffs on Chinese cars protect European auto.
Conditional tariffs on Chinese cars are now necessary to prevent the European auto industry from being completely hollowed out. Strategic capacity, national security, and the risk of weaponized interdependence justify intervention, and even long-time free-trade advocates are changing their minds. This protection supports European auto manufacturers while damaging Chinese auto exports into Europe.
Выс.
13:32
23 июн
23 июн
Рост экономики Великобритании возвращается к тренду в 2%
Экономический рост в Великобритании, скорее всего, вернется к докризисному уровню около 2%, независимо от политики правительства. Необычайно низкие процентные ставки в прошлом поддерживали неэффективные компании, подавляя нормальное перераспределение ресурсов в пользу более успешных фирм. По мере нормализации ставок это перераспределение и рост базовой производительности возобновятся, что приведет к повышению трендового роста. Инвесторам не следует пессимистично оценивать долгосрочные перспективы Великобритании.
Сред.
10:15
05 июн
05 июн
Long UK equities for diversification
UK equities provide a barbell strategy away from AI tech, benefiting from higher energy prices and less exposure to Middle East tensions, while the FTSE 100 offers diversification.
Сред.
20:03
21 мая
21 мая
UK equities cheap, undervalued relative to US
UK equities are deeply undervalued compared to the US, with the same companies trading at one time sales vs four times sales. The UK stock market is 'completely broken', making international companies cheap and prone to takeovers. He puts the bulk of his assets in the UK as a value investor.
Выс.
11:41
21 мая
21 мая
Long FTSE 100 as hedge.
FTSE 100 is a good diversifier and geopolitical hedge, isolated from domestic political noise, and benefits from a weaker pound due to its international earnings exposure. Prefer FTSE 100 over FTSE 250.
Выс.
11:35
12 мая
12 мая
UK equities underperform on political risk
UK political turmoil could cause higher fiscal spending and higher inflation, putting continuous pressure on UK equities and causing them to underperform compared to the rest of the world.
Сред.
10:36
22 апр
22 апр
Overweight US equities, avoid Europe and Asia.
Remains overweight equities as earnings are delivering, driven by tech and energy. Favors the US for its resilience, is cautious on Europe and Asia due to Middle East impacts, and has added UK and Canada for compartmentalization. Prefers European duration over US duration.
Выс.
16:19
16 апр
16 апр
Bullish on U.K. economy and equities.
The U.K. economy is strong and business-friendly, with a solid GDP print, investing in financials, technology, biotech, and diversifying energy independence. The U.K. continues to be an open economy trading with the rest of the world.
Сред.
14:12
16 апр
16 апр
Optimistic on the UK economy.
The UK economy is showing strength with a strong GDP print, is business-friendly, and is investing in financials, technology, biotech, and energy diversification; he is pretty optimistic on the UK.
Выс.
Об аналитическом покрытии EWU
Buzzberg отслеживает EWU (iShares MSCI United Kingdom ETF) в 19 источниках. Бычьих сигналов: 34, медвежьих: 6, от 51 аналитиков. Сентимент преимущественно бычий (32%). Всего отслеживается 87 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: Chrystia Freeland, Ven Ram, Shanti Kelemen.