VGK Vanguard FTSE Europe ETF Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
23:10
01 сен
01 сен
Orbán defeat meant long Europe assets
Na Hungria, Maurício avaliou que a oposição tinha vantagem grande demais para ser revertida por fraude ou intervenção e montou posição comprada em bolsa europeia e euro, apostando que a saída de Orbán seria positiva para a União Europeia.
Сред.
15:24
01 сен
01 сен
Diversify into Europe, Japan, ex-tech
For diversification he would look to European, Japanese, and ex-tech exposures because the earnings story is broader than index-level tech numbers suggest.
Сред.
14:04
01 сен
01 сен
Europe is sclerotic without reforms
Kudlow says Europe is too sclerotic and needs deregulation and probably lower taxes. Unlike the US and the Western Hemisphere, European reforms are not going far or fast enough, making Europe less attractive.
Сред.
11:26
01 сен
01 сен
Europe most vulnerable to energy risk
His main concern is Europe because the Strait of Hormuz remains disrupted, oil prices may not fall, and gas prices are at three-year highs; if oil stays high, other European assets will have to react, making Europe vulnerable.
Сред.
11:13
01 сен
01 сен
European equities look selectively attractive.
European equities are attractive because of surprising economic and earnings resiliency, though Europe is a selective market with opportunities in energy, defense, infrastructure, semiconductors, and mining.
Сред.
10:22
31 авг
31 авг
European earnings durability underestimated.
Europe is undergoing a quiet infrastructure and industrial revolution; German and European equities should benefit from 5-10 year infrastructure plans and earnings durability that investors underestimate.
Сред.
19:26
28 авг
28 авг
Europe's economy is more resilient than thought.
Kocher says the European economy is more resilient than many think and is showing momentum, despite structural challenges, China/trade questions, and uncertainty from the Iran war.
Сред.
10:42
28 авг
28 авг
Europe fragile; equities disappoint, yields rise.
European assets face building risks: higher gas prices, a diesel supply crunch, and political risk in France, Germany and the UK. Europe's resilience cannot continue indefinitely, equities have a high bar and could disappoint on any fragility, while longer-dated European yields could rise if inflation becomes more dominant.
Сред.
09:30
28 авг
28 авг
European stocks face downside from high expectations.
While European macroeconomic data has shown resilience, risks are tilting lower due to rising natural gas prices, low inventories, a diesel supply crunch, and political risks. Given that earnings expectations have been revised higher, any economic fragility could lead to significant downside disappointment for European equities.
Сред.
07:40
28 авг
28 авг
European stocks face rising downside risks
European stocks are in a holding pattern with risks tilting lower because Q2 earnings support has dissipated, while rising natural gas prices, Ukraine escalation risk, low inventories, diesel supply crunches and political risk threaten fragile earnings expectations that have been revised higher.
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
European equities offer good earnings and valuations.
European equities are attractive because corporate earnings have been quietly good, consumer spending remains strong, and valuations are not challenging compared to other regions.
Сред.
11:37
24 авг
24 авг
European equities still deliver positive returns
European equities have strongly outperformed the S&P this year and the market is underappreciated; forward returns should stay positive because earnings growth is quite good, though risks from higher bond yields, elections and valuations may temper gains. A weaker dollar also makes Europe a diversifier in dollar terms.
Выс.
15:56
21 авг
21 авг
European equity momentum can continue.
Momentum in European equity markets can continue as Europe improves, but this does not imply a stronger euro.
Низ.
14:01
21 авг
21 авг
European equity momentum can continue.
Europe is actually improving, so the current momentum in European equity markets can continue from here.
Сред.
11:33
21 авг
21 авг
European earnings growth margins beating inflation.
European equities are so globally driven that euro-area PMIs mainly affect sentiment rather than earnings. Most revenues are generated abroad; strong German manufacturing follows the global manufacturing cycle. In a moderate-inflation, no-recession environment, companies with high B2B exposure are passing on price increases and margin beats are on the upside, supporting 18% European earnings growth.
Выс.
04:32
21 авг
21 авг
Europe benefits from infrastructure needs and rates.
European equities are attractive because they benefit from long-term GDP boosts due to infrastructure needs, new trade patterns, low inflation, and low interest rates.
Сред.
10:09
20 авг
20 авг
Cheap valuations and strong earnings support Europe.
European equities are trading at a significant valuation discount (15x earnings) compared to the US (20x earnings) while delivering robust, broad-based earnings beats, presenting an opportunity to broaden exposure away from US overweights.
Сред.
07:01
20 авг
20 авг
Strong earnings and lower multiples favor Europe.
European equities present a renewed multiyear growth opportunity as earnings expectations for 2027 and 2028 rise. With Europe trading at a lower multiple compared to the US, global investors who are currently overweight US equities are looking to diversify, driving money flows into Europe.
Выс.
12:14
19 авг
19 авг
Equities remain in positive trend.
Maximilian Uleer is not bearish on equities: volatility is low for this time of year, Q2 European sales and earnings are strong because companies passed on higher prices and protected margins, and demand-driven inflation remains supportive for equities as long as oil stays below $100. He expects more volatility from midterms, German regional elections, rates, inflation and AI headlines, but does not think it will derail the positive equity trend.
Выс.
04:43
19 авг
19 авг
Diversify away from AI into other assets.
AI concentration risk is everywhere and growth rates will eventually decelerate, leading to a correction or fatigue. Investors should actively build diversification away from the AI factor by allocating to Treasuries, gold, real estate, European equities, emerging markets, and Japanese equities.
Выс.
20:00
18 авг
18 авг
Europe faces energy and political risk.
David Woo is very negative on European assets in the short term because European natural gas prices are rising, energy security is fragile, French election risk is building, and there is a risk of an EU-China trade war this fall.
Сред.
17:25
18 авг
18 авг
Diversify into Europe, Treasuries, gold, real estate.
The AI factor is now everywhere and recurring AI selloffs are inevitable, so investors should diversify into shock-absorbing assets with different return streams: European equities, Treasuries, gold, and core real estate; for equities only Europe really diversifies, while US, emerging markets and Japan are AI-heavy.
Выс.
16:30
18 авг
18 авг
Diversify AI risk with Europe, Treasuries, gold.
Investors should actively build diversification away from the AI factor to protect against AI tantrums and a potential correction or fatigue as earnings growth eventually decelerates. The safest areas during market shocks with different areas of return stream include European equities, US Treasuries, gold, and core real estate.
Выс.
14:04
18 авг
18 авг
Treasuries, gold, real estate, European equities diversify.
Santos says investors should diversify away from the pervasive AI factor after shocks like the July AI selloff, and the few areas with different return streams are Treasuries, gold, core real estate, and European equities. She argues these are the safest places to hide during AI selloffs or geopolitical unrest, while traditional factors, sectors, regions, and asset classes have become AI-correlated.
Выс.
11:06
18 авг
18 авг
US equities offer growth and resilient margins.
Maintains a constructive view on US equities over the next year, predicated on strong fundamentals, record high corporate profit margins around 17%, and the ability of corporates to adapt to challenges. Prefers US equities over Europe due to higher exposure to growth and innovation, and recommends moving out of cash into short to intermediate-dated bonds to lock in carry.
Выс.
07:00
18 авг
18 авг
Europe structurally declining due regulation.
He is bearish on Europe as an investment region, arguing that it is structurally declining: it has no meaningful AI industry except cloud data centers in Ireland, is heavily overregulated, and is living off legacy tourism and assets from the imperial era. He points to crippling regulation such as air-conditioning installation costs in Germany exceeding the price of many cars.
Сред.
16:23
17 авг
17 авг
European equities offer diversification opportunity.
European equities have very little exposure to the AI capex buildout and historically lower correlation to US tech. For investors overweight US equities, especially US tech, they offer a lower-correlation opportunity and downside protection.
Сред.
11:57
17 авг
17 авг
European assets attractive on ECB positioning.
Europe looks more attractive because the ECB has already moved and has lower inflation pressure; owning European equities, credit, or core bonds makes sense, and the euro can play a countercyclical role as the dollar becomes more tied to U.S. equities.
Сред.
10:50
17 авг
17 авг
Overweight Europe, underweight US equities.
European quarterly earnings impressed and broadened beyond energy into financials and banks. Europe is building on strength with successive quarter-on-quarter earnings growth, a rare trait, and on a relative basis Invesco is underweight US equities and overweight Europe on the valuation and broadening recovery story, while US capex and stretched expectations are concerns.
Выс.
Об аналитическом покрытии VGK
Buzzberg отслеживает VGK (Vanguard FTSE Europe ETF) в 24 источниках. Бычьих сигналов: 86, медвежьих: 14, от 128 аналитиков. Сентимент преимущественно бычий (41%). Всего отслеживаются 174 торговые идеи. За последние 7 дней: бычьих: 5, медвежьих: 1, наблюдение: 4. Последние спикеры: Maurício Moura, Jordan Jackson, Larry Kudlow.