Phân tích giả lập đầu tư các tập đoàn công nghệ Hoa Kỳ Tiếng anh 8đ

Bài phân tích tập trung diễn giải, phân tích các trường phái, giả lập một kế hoạch đầu tư với các cổ phiếu tại sàn chứng khoán Hoa Kỳ. Từ đó, đưa ra các kết luận, đánh giá, chia sẻ kinh nghiệm đầu tư và trải nghiệm thực tế tại các sàn quốc tế. Đây là cơ sở tham khảo tin cập cho các bạn sinh viên.

In the past 5 years, the US stock market has experienced remarkable growth, with several notable milestones, including:

From 2016 to 2021, the S&P 500 index increased from around 2,200 points to over 4,300 points, equivalent to a growth rate of over 95%

The highest point of the Dow Jones Industrial Average index also increased from around 18,000 points at the beginning of 2016 to over 35,000 points at the beginning of 2021

The US stock market experienced a brief downturn at the beginning of 2018 and a sharp decline in March 2020 due to the impact of the COVID-19 pandemic, but quickly recovered strongly thereafter

Consumer goods, technology, and healthcare industries have become the leading stock groups in the US stock market in recent years, contributing significantly to market growth

Overall, the US stock market has experienced impressive growth and overcome obstacles to recover quickly over the past 5 years Consumer goods, technology, and healthcare industries have played a leading role in this development

Year Dow Jones S&P 500 Growth rate compared to the previous year

2018 23,327.46 2,506.85 -5.6%

2019 28,538.44 3,230.78 28.9%

2020 30,606.48 3,756.07 16.3%

2021 35,326.26 4,461.47 18.7%

2022 36,738.24 4,841.28 8.5%

In general, the situation of the two stock exchanges in the United States has seen remarkable growth during the period of 2019-2022, with impressive increases

recorded, particularly almost 30% in 2019, even during the midst of the COVID-19 pandemic

year stock price Growth rate compared to the previous yea

2022 Alphabet 2,320.24 63.7%

2022 Amazon 3,901.83 40.7%

2022 Facebook 348.48 35.5%

2022 Microsoft 371.11 32.4%

2022 Tesla 1,125.15 55.8%

As can be seen, based on statistics collected from Yahoo Finance, the technology stock group is the top spearhead of the US stock market in 2022 Especially, large corporations such as Apple, Amazon, Tesla, and Alphabet have recorded extremely impressive growth rates, with Alphabet achieving a positive growth rate of 63.7% The potential of the US stock market in the coming years is still subject to many influencing factors, but many experts predict that the market will continue to develop and grow in the near future Here are some reasons for this positive assessment:

The growth momentum of the US stock market in recent years has been supported

by some macroeconomic factors, such as GDP growth, low unemployment rates, low interest rates, and government support

The monetary policies of the US Federal Reserve (Fed) and governments are also being implemented to keep the economy stable and recover from the COVID-19 pandemic, which could create a favorable environment for the stock market

Consumer goods, technology, and healthcare industries are still continuing to develop and have potential for growth in the future In addition, other industries such as renewable energy, air quality, and clean water are also expected to have potential for growth in the future.”

Price history:

AAPL

Revenue and Profit Growth: Apple has achieved impressive revenue and profit growth in recent years, thanks to popular products such as the iPhone, iPad, MacBook, and services such as the App Store and Apple Music In the fiscal year ending in December 2022, Apple's revenue reached $117.154 billion, an increase

of 30% from the previous quarter Similarly, the company's net profit also increased by over 30% in this fiscal quarter, reaching $50.332 billion In just the first quarter of 2023, revenue has already reached over 80% of the revenue for the fiscal year ending 2022, demonstrating a fairly impressive revenue growth rate Stock Valuation: Apple's stock price is currently around $173 (as of May 2023), with a total market capitalization of about $2.2 trillion Compared to other

technology companies such as Amazon or Microsoft, Apple has a lower price-to-earnings (P/E) ratio, hovering around 28

Market Position and Competitors: Apple is one of the largest technology companies in the world, with a large global market share of the iPhone and iPad However, the company is also facing fierce competition from rivals such as Samsung, Google, and Huawei

Future potential: Apple is investing heavily in new areas such as healthcare and self-driving cars, while also continuing to improve and upgrade existing products Additionally, Apple is increasing its manufacturing operations in the United States and seeking ways to minimize the impact of the US-China trade war

The overall ESG risk score is 17% and ranks 15th, indicating that the company is facing some environmental, social, and governance risks However, the overall risk score of the company is relatively low, which is a positive point

The environmental risk score of the company is 0.6, which is quite low and indicates that the company is managing environmental issues well

The social risk score of the company is 6.9, which is relatively high and indicates that the company needs to improve its management of social issues, including human resources management, customer and community relations, supply chain management, etc

The governance risk score of the company is 9.2, which is also relatively high and indicates that the company needs to improve its organizational management, including financial management, risk management, compliance with regulations, etc

ABBV

Revenue: In the fiscal year ending on December 30, 2022, ABBV recorded revenue of $58,054,000, an increase of approximately 4% compared to the previous year

Profit: In the fiscal year 2021, ABBV achieved a net profit of $40,640,000, an increase of 5% compared to the previous year

Cash flow: ABBV had positive free cash flow of $24,943,000 in fiscal year 2022 Total assets: ABBV's total assets at the end of fiscal year 2022 reached

$138,805,000

Total debt: ABBV's total debt at the end of fiscal year 2022 was $131,093,000

An overall view of ABBV's financial situation shows that the company has both growing revenue and profits, positive free cash flow, and a sufficiently large total asset base However, ABBV has a significant amount of debt

Growth potential:

Growth plan: ABBV is implementing a growth plan by expanding research and development of new products, expanding its market and strengthening its competitive abilities

Competitive capacity: ABBV is one of the leading companies in the pharmaceutical industry, with a diverse product portfolio and a continuous development of new products

Market opportunities: The pharmaceutical industry has high growth potential due

to increasing demand for drugs from countries around the world

Field of operation of the company:

ABBV operates primarily in the pharmaceutical sector and is divided into two main segments: Immunology and Oncology ABBV's products mainly focus on the pharmaceutical field with key products such as Humira, Imbruvica, and Venclexta This is a highly competitive and challenging market, but also has high growth potential due to the increasing demand for healthcare

The current P/E ratio is around 9.3, lower than the industry average of 13.8 This suggests that ABBV is currently undervalued compared to its competitors in the industry Looking at the stock price, it can be seen that ABBV is currently trading

at its lowest level in the past 52 weeks, which may indicate some underlying risks for this stock

The social risk score is 16.9 out of a total of 28 ESG risk scores, indicating that the company's social risk is still relatively high Social risk scores are often related to the company's activities that affect relationships with stakeholders, including employees, customers, communities, and investors Factors that may contribute to social risks include violations of labor regulations, occupational safety, product quality, resource and environmental use, and contributing to social issues such as corruption, racial discrimination, and so on Therefore, the company needs to focus

on managing and minimizing social risks in its business operations

In the current quarter (June 2023), the estimated average income of 13 analysts is

$2.6 per share In the next quarter (September 2023), the estimated average income

of 13 analysts is $2.52 per share In 2023, the estimated average income of 18 analysts is $9.76 per share, with a low estimate of $9.48 and a high estimate of

$10.06 In 2024, the estimated average income of 19 analysts is $9.85 per share,

with a low estimate of $8.44 and a high estimate of $11.01 The EPS of the previous year (2022) was $3.37 per share

From this estimated table, it can be seen that analysts predict an increase in the company's income in the future, with estimated average incomes of 2023 and 2024 being higher than the EPS of the previous year However, in 2024, the lowest estimated income is only $8.44 per share, lower than the lowest estimated income

of 2023 ($9.48 per share) This indicates that the company's future still has many risk factors and needs further monitoring and evaluation

Based on the revenue estimate table, it can be seen that the company's revenue is predicted to decrease in the future In 2023, the estimated revenue is $46.87 billion,

a 19.3% decrease from the previous year's revenue Meanwhile, the estimated revenue for 2024 also slightly decreased by 0.4% compared to the estimated revenue for 2023

AL

The total revenue for the fiscal year 2022 reached 2,317,302 USD, an increase

of about 10% compared to the previous year Gross profit reached 858,423 USD, a 15% increase compared to the same period in 2021 Operating cash flow still remained positive, albeit with an insignificant increase, recording a figure of 1,382,150 USD, but free cash flow has been negative continuously for

4 years from 2019 to 2022, which poses some risks such as:

 Financial risk: The company may not have enough funds to pay debts or other obligations such as salaries, taxes, fees, and other operating expenses

 Stock devaluation: If investors believe that the company cannot repay debts or develop its business, they may sell the company's stock and reduce its value

 Reduced motivation for investors: Investors may not want to invest in a company with negative free cash flow due to financial risks and reduced motivation for the company to develop and expand its business

 Limited growth potential: If the company does not have enough funds to invest in research and development or expand its operations, the company's growth potential will be limited

RYT

 The company's stock price is average within the 52-week range

 The company's net assets are $2.49B, indicating good financial capability

 The company's PE ratio is 23.50, indicating that the company's stock price is relatively high compared to its profits

 The YTD total daily profit of the company is 6.81%, indicating that the company has achieved good results this year

 The company's beta is 1.24, indicating that the company has a moderate market risk

 The company's (net) expense ratio is 0.40%, indicating that the company has good cost management capabilities

Without access to the company's financial information, it is difficult to evaluate its growth potential and necessary level of risk However, looking at the overallperformance, it is still showing a positive figure of nearly 7% per day But there is still not enough basis to make an investment decision => Remove

Overview of key metrics:

 The market capitalization of the company is 3.697 trillion USD, which is relatively large compared to other companies in the industry

 The company's P/E ratio (TTM) is 16.02, indicating that the stock price is priced at an average level compared to other companies in the industry

 The company's EPS (TTM) is 2.24, indicating that the company has profit per share

 The average trading volume of the company is 1,651,176, which is relatively high liquidity

 The company's 52-week range is from 22.56 to 39.99 USD, indicating that the stock price has increased to a higher level recently

Overall, Sprouts Farmers Market, Inc has a large market capitalization, is priced at an average level, has profit per share, and relatively high liquidity Financial health status:

 Total assets and liabilities: The total assets of Sprouts Farmers Market, Inc is 3.070.380 USD in the fiscal year 2022, of which the liabilities to be paid is about 2.023.918 USD

 Revenue and profit: Sprouts Farmers Market, Inc.'s revenue increased from 5.2 billion USD in 2016 to 6.5 billion USD in 2022 However, the company's profits in recent years have been unstable, reaching a peak in 2016 and sharply declining in 2018 before recovering to a decent level in 2019 and 2020

 Gross profit and net profit: The company's gross profit has fluctuated around 25-30% in recent years The company's net profit has also fluctuated significantly, from negative in 2018 to positive in 2019 and 2020

 Financial ratios: The company's P/E ratio is about 15.3, and the ROE

is about 21.7%, indicating that the company has a reasonable valuation and relatively efficient financial operations

SQLV

Market Overview:

 Regarding stock price: The company's stock price is currently trading at a low range within the past 52 weeks, and there has been no significant fluctuation in the recent trading session

 Regarding finance: The company has a relatively low net asset value of only 24.28 million USD, however, the NAV is relatively high, reaching 34.17 USD The P/E ratio (TTM) is at a low level, only about 6.00, while the relative yield is stable, reaching 1.32% However, YTD total daily profit is at a low negative level

 Regarding market volatility: The company's beta is 0.97, indicating that the volatility of this stock is quite relative to the overall market

 Regarding business history: The company was established in 2017, so its business history is still quite short

Similar to RYT, there is no access to information about the company's financial status and financial reports, so it is not sufficient to make investment decisions However, the company's recent investment performance is evaluated to be relatively low, maintaining a figure of around -1% The risk level is also indicated in the warning state

=> Remove this stock

VUG

Market Overview:

 Regarding stock price: The company's stock price is currently trading at a low range within 52 weeks and there has not been significant volatility in the recent trading session