美股及科網股長線投資網誌: 每天唱好美股系列(二): 美國總統選舉前後美股回報+SPGI業績+Apple (Tap to pay)

2022年2月9日星期三

每天唱好美股系列(二): 美國總統選舉前後美股回報+SPGI業績+Apple (Tap to pay)

昨天一唱好就升一升, 那就等我繼續唱好日日升, 看看是否有效.....

1. 美國總統在任時, 那年任期股票表現最好, 答案是第三年, 例如今個任期可能是2023年表現最好, 詳情可看以下連結, 純粹參考, 未必準確。

(a) US president ~ S&P 500 return

https://rich01.com/us-presidential-election-effect-with-stock-market/

(b) S&P 500 return

https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html

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2. SPGI業績, 我自己就覺得符合預期, 利用盈利增長, 股息升, 有回贈, 有收購合併, 繼續看好未來數年公司業務增長。

Result (SPGI)

https://www.marketwatch.com/story/s-p-global-4q-eps-2-79-spgi-271644324168

//..The New York City-based credit-ratings and data provider said net income attributable to the company was $675 million, up from $454 million a year earlier.

Earnings were $2.79 on a per-share basis, a rise from $1.88 a share a year earlier.

Stripping out one-time items, the company's adjusted earnings were $3.15 a share, it said. Analysts polled by FactSet were expecting adjusted earnings of $3.13 a share.

Revenue increased to $2.09 billion from $1.87 billion. Analysts were forecasting revenue of $2.05 billion.

Revenue from credit ratings rose 12% to $989 million, it said.

Revenue from the S&P Dow Jones Indices business, in which S&P owns a majority stake, rose 18% to $303 million, it said.

Market-intelligence revenue was $584 million, an 8% increase from a year earlier. Revenue from the Platts energy-news business was up by 12% to $249 million, the company said.

The company said it incurred roughly $249 million in expenses related to its pending IHS Markit Ltd. merger.//

https://lufax.q4cdn.com/548020347/files/doc_financials/2021/q4/S-P-Global-4Q-and-Full-Year-2021-Earnings-Call-Slides.pdf

https://lufax.q4cdn.com/548020347/files/doc_financials/2021/q4/S-P-Global-4Q-and-Full-Year-2021-Earnings-Release-and-Tables.pdf

3. Apple 進入Tap to Pay 行業, 又是很多不確定, 但由不確定變確定需要時間, 看看未來發展如何, 不一定成功, 但突然覺得之前先有Apple Pay, Apple Card, 然後來一個iPhone 可以用來收費是一步步的改進, 即"MOAT" 更加穩固, 繼續樂觀看好。

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