To whom is the war
Booz Allen Hamilton Military Consulting Business (NYSE: BAH) showed an extremely worthy result in the financial 2021, which the company has already completed. Revenue increased by 5,3 %, operating profit — on 12,7 %, and profit - by 26,2 %.
Considering the high pace of the American army's build-up of technological powers, I'd wait, that BAH will continue to do just as well in the future.
More cabinets for cabinet lovers
Mastercard plans to return a significant proportion of employees to offices by September, but only for a couple of days a week. This is a fascinating statement - but that's why, that some other large organizations, including Гугл, zealous to transfer all operations to a remote base. It may be, that the transition to remote work will not be so large-scale, as at first almost everyone saw it. And maybe, the future of jobs is just this hybrid schedule, when workers mix work from home with office visits, - as planned by Mastercard. This is definitely great news for all office REITs., also those, who supplies equipment to the offices, - like Xerox.
Nails would be made of these people
The State Council of China expressed indignation at the increase in prices for industrial raw materials and announced the possibility of fighting like with speculators, as well as monopoly producers. This news led to some reduction in metal ore prices.. Worth seeing, that prior to this, ore prices generally rose due to speculative expectations of the continuation of the Chinese miracle. The country quickly recovered from the corona crisis and began to recover quickly. But this speculative rise in the prices of important building materials gradually began to interfere with real economic growth., which caused a shout from Beijing.
It's good to be a lawyer
America's major law firms, working in the field of mergers and acquisitions, in an attempt to attract new employees, they offer candidates large bonuses, in some cases they reach up to 200 thousand dollars in employment. This is a pretty good sign for many losing startups., traded on the stock exchange. This M&A activity could mean, that large funds and corporations plan to spend money on acquiring smaller companies. All this is a harbinger of that, that some Blackline may well be lucky.
The movie isn't over yet
Cinema chain Cineworld has announced, that the results of the screening of the film "Peter Rabbit - 2" were very good, and that, what 97% the company's cinemas in the US have already opened. This is good news for their Cinemark colleagues. (NYSE: CNK): there is a recovery in demand and more viewers go to cinemas. So,, if you took Cinemark shares shortly before the start of the corona crisis, then the return of quotes to normal is not far off.
Thunderstorm of monopolies
In the United States at the head of the Federal Trade Commission(FTC), antitrust regulator, designed to protect the rights of consumers, can lina khan stand up, known for her critical views of big tech companies.
In particular, Khan thinks, what the regulators overlooked Amazon and this led to the emergence of a powerful monopolist, which is now actively abusing its position in the market. Understandably, that Khan's appointment is not yet guaranteed, it still has to be approved by the Senate. Her appointment to this position can lead to noticeable complications in the work of large technology corporations., many of which actively abuse their monopoly, how, for example, Apple. I dare to guess, that under Khan's leadership, these companies will face a flurry of lawsuits. By the way,, there is a legal battle going on between Apple and Epic Games, the very fact of the appearance of which - regardless of the outcome of the trial - is extremely symptomatic: I think, there will be many such litigations in the future. Well, Certainly, the appearance of such news will negatively affect the quotes of these companies.
Can't wait
Semiconductor shortage crisis still unabated. The time between ordering a chip and receiving it is now 17 weeks - which is noticeably more 13 weeks at the beginning of the year. Factories shut down due to lack of critical electronic components. The crisis is felt most acutely in the automotive industry.: modern cars require a lot of electronics, and the problem of shortage of chips will not be resolved quickly - the construction and launch of new factories may take several years.
Of course, this situation creates the most favorable conditions for the business of companies, engaged in the supply of goods and services for semiconductor enterprises.
