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Goldman Sach’s David Kostin: A Substantial Disconnect in the U.S. Tech Sector Is Top of Mind for Investors in 2022
2022-01-15 19:03:08 来源:Daguan Keweiwei
According to foreign media, Goldman Sachs’ Chief U.S. Equity Strategist David Kostins said that a substantial disconnect in the U.S. tech sector is top of mind for investors in 2022.
As a result, analysts broadly expect 2022 to be a tough year for high growth tech names that have benefitted from ultra-loose monetary policy necessitated by the Covid-19 pandemic as that stimulus unwinds.
In an interview, David Kostins said, “The single greatest mispric-ing in the U.S. equity market is between companies that have high expected revenue growth but low or negative margins, and on the other hand high growth companies with positive or very significantly positive margins. That gap has adjusted dramatically in the last year.”
He also highlighted that high growth, low profit-margin stocks were trading at 16 times enterprise value-to-sales in February 2021. The enterprise value-to-sales ratio helps investors to value a company, taking into account its sales, equity and debt.
About Goldman Sachs
The Goldman Sachs Group is an American multinational invest-ment bank and financial services company headquartered in New York City. It offers services in investment manage-ment, securities, asset management, prime brokerage, and securities underwriting. It also provides investment banking to institutional investors. The bank is one of the largest investment banking enterprises in the world by revenue,and is a primary dealer in the United States Treasury security market and more generally, a prominent market maker.
On the ranking of “The 2nd Daguan·Keweiwei World Brand Value Top 900" released on January 13, 2022, Goldman Sachs' brand value was 1071.570 billion RMB, ranking the 10th.
作者:Nan
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