Xpeng brought in the billions | American businesses show some self-love | [TOGETHER WITH]( Hi {NAME}, here's what you need to know for March 29th in 3:02 minutes. 𤯠A glance at any news site will show you that semiconductors are big business these days. Well, join GDITâs Joe Albano for [How To Invest In The Booming Chip-Tech Industry](, and find out how to buy into the buzz. [Grab your ticket]( Today's big stories - Chinese EV maker Xpeng reported better-than-expected quarterly results
- Our analyst has looked into how to respond to inflation, war, and rising interest rates all at once â [Read Now](
- US companies have announced a record amount of buybacks this year Cautionary Tale [Cautionary Tale] Whatâs Going On Here? Xpeng [reported]( better-than-expected quarterly results on Monday, but there might be a malfunction under the Chinese EV makerâs hood⦠What Does This Mean? Xpeng made a loss last quarter, sure, but thatâs not exactly the whole story. The EV maker actually delivered over 40,000 vehicles last quarter â more than three times as many as the same time the year before. Its cars were so popular, in fact, that it was able to hike its prices without turning customers off, which helped the company offset some of the extra supply chain-related costs. Xpeng even managed to top $1 billion in revenue for the first time â triple what it made at the same time in 2020. Still, itâs not resting on its laurels: the EV maker said itâs planning to deliver more than twice as many cars this quarter, and itâll be ramping up production this year too. Why Should I Care? The bigger picture: Goodwill runs out.Â
Xpeng still has one major problem to contend with: the price of lithium carbonate â a key ingredient in EV batteries â has jumped fivefold in the last year, and the war in Ukraine is bound to send its price higher still. EV makers like Xpeng, then, have just [hiked]( their prices again to protect their profits â a move Morgan Stanley [warns]( will hit demand sooner or later. Zooming out: Tesla gets in on the stock split action.
Morgan Stanleyâs less skeptical about Tesla, partly because the original EV maker has the heft to get the right suppliers on side. That might be why the investment bank is estimating that Teslaâs stock price will end up 30% higher than where it is now. Itâs off to a good start: Tesla [said]( on Monday that itâs planning to [split its stock]( this year, and investors sent its shares up 5%. You might also like: [What investors are getting wrong about the EV market right now.]( Copy to share story: [( ð [Ask a question](mailto:questions@finimize.com?body=Ask us a question:
Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Cautionary Tale&utm_campaign=daily-global-29-03-2022&utm_source=email) Analyst Take
How To Deal With All Of This, All At Once [How To Deal With All Of This, All At Once]( [Photo of Reda] Reda, Analyst Whatâs Going On Here? This year has been a lot. Just when we thought we were out of the frying pan of Covid, weâve flopped gracelessly into the fire of [another three predicaments](. The Russia-Ukraine conflict has caused a [commodity supply shock]( thatâs pushed their prices to new highs, with Europe in particular left reeling from the damage. Inflation rates are at multi-decade highs across most of the world, leaving us with three possible outcomes: one [bearish](, one [bullish](, and one [base case]( scenario. And central banks â chief among them the Federal Reserve â are scrambling to engineer â[soft landings](â for their economies. So thatâs todayâs Insight: [how to adapt your portfolio to three diverse problems](, all at once. [Read or listen to the Insight here]( SPONSORED BY INVESTOR PLACE Letâs talk about Louis Navellier Heâs been hailed as one of Americaâs top money managers for decades, and for good reason. Navellier has a knack for finding some of the worldâs [biggest investment opportunities]( before the masses. Weâre talking Amazon at $46, Apple at $1.49, and Microsoft at $0.38. He also picked out the S&Pâs top stock every year between 2012 and 2020 before it hit number one. Now you can find out what he knows: Navellier just updated his most [anticipated report]( of the year, [âThe Best 11 Stocks for 2022â](. Discover his top stock picks for this year: [get your free copy of Naveillerâs latest report](. [Get The Report]( [Click here]( for disclosures and disclaimers. Petty Cash [Petty Cash] Whatâs Going On Here? Data out over the weekend [showed]( US companies have announced a record amount of [share buybacks]( this year, and they didnât exactly have to break the bank⦠What Does This Mean? From supply bottlenecks to inflation, American companies are facing more than a few risks to their bottom lines. So theyâre resorting to a well-worn trick to keep investors sweet: theyâre buying back their own shares, limiting the supply available and pushing up the price of those left over. In fact, Goldman Sachs has shown that US companies have approved a record $319 billion worth of share buybacks this year â a far cry from the $267 billion of this time last year ([tweet this](). And nowâs the perfect time for them to do just that: the average stockâs price in the US Russell 3000 index is down over 30% this year, which suggests companies can nab their shares for a bargain. Why Should I Care? The bigger picture: Bad luck, big banks.
Americaâs investment banks earn fees on facilitating major share buybacks, so this record-breaker mightâve come as a relief. Not least because theyâve seen a serious drop-off in one of their biggest money-spinners: advising companies on how to sell shares, usually through initial public offerings (IPO). Case in point: five of the biggest US investment banks have [made]( nearly 90% less from that segment of their business this year than they had done this time in 2021. Zooming out: The Middle East is thriving.
IPOs might be out of favor in the US, but theyâre very much in vogue elsewhere: data out last week [showed]( that Middle Eastern companies have raised more cash from IPOs than those in Europe this year. Thatâs probably because the regionâs energy-heavy stock markets are having a particularly strong year, as the surging price of oil and natural gas sends local producersâ shares sky high. You might also like: [Hereâs how to protect your investments from volatile markets.]( Copy to share story: [( ð [Ask a question](mailto:questions@finimize.com?body=Ask us a question:
Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Petty Cash&utm_campaign=daily-global-29-03-2022&utm_source=email) ð¬ Quote of the day âThe beginning is always today.â â Mary Shelley (an English novelist) [Tweet this]( SPONSORED BY FUSANG Where the unicorns live [Fusang]( is on a mission to make subscribing to IPOs as easy as subscribing to Netflix. Looks like thatâs going well: [Fusang]( â Asiaâs first fully-licensed financial company â makes it easy to invest in companies on track to become the worldâs future unicorns. [Fusang]( does that with [tokenized IPOs](, meaning your shares will be held in a [digital form on a blockchain]( and not a traditional share register. That matters: you can know for sure that your investments are [secure and regulated](, and youâll be able to trade them 24/7. And the best bit: there are no middlemen to take a chunk out of your profit. [Discover the worldâs next unicorns with Fusang](. [Discover Tokenized IPOs]( When you support our sponsors, you support us. Thanks for that. ð Finimize Live ð Upcoming events ð¥ [How To Invest In The Booming Chip-Tech Industry](: 1pm UK time, March 29th
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ð [Your Guide To Passive Real Estate Investing](: 5pm UK time, April 12th ð¯ On Our Radar - Off with its head. Appleâs has a new product, and all it took was [some butchery](.
- Spying can be a lot of fun. Thanks for the fun, [Walgreens](.
- Canât get enough of sports? Now you can [eat them too](.
- Book your flights. This cityâs growing a booming [reggaeton scene](.
- New York set the scene for one of the worst divorces ever. This piece of art might be about [to reignite it](. â¤ï¸ Share with a friend Your Referrals: 0 Thanks for reading {NAME}. If you liked today's brief, we'd love for you to share it with a friend. If they sign up on your unique link, youâll earn some sweet swag. Share your unique link: [ You stay classy, {NAME} ð Weâd love to hear your thoughts. [Give feedback]( Want to advertise with us too? [Get in touch]( Image Credits: Image credits: bsd studio and Daniel Krason - shutterstock | Steven Frame - Shutterstock Preferences: [Update your email]( or [change preferences]( [View in browser]( [Unsubscribe]( from all Finimize Emails ð´ Crafted by Finimize Ltd. | Bow Bells House, Bread Street, London, EC4M 9HH All content provided by Finimize Ltd. is for informational and educational purposes only and is not meant to represent trade or investment recommendations. You signed up to this mailing list at finimize.com or through one of our partners. © Finimize 2021 [View Online](