{"id":214,"date":"2024-08-07T13:39:47","date_gmt":"2024-08-07T13:39:47","guid":{"rendered":"https:\/\/europaskolos.lt\/index.php\/2024\/08\/07\/komunalines-imones-siais-metais-po-rinkos-neramumu-pirmauja-jav-akciju-sektoriuose\/"},"modified":"2024-08-07T13:39:47","modified_gmt":"2024-08-07T13:39:47","slug":"komunalines-imones-siais-metais-po-rinkos-neramumu-pirmauja-jav-akciju-sektoriuose","status":"publish","type":"post","link":"https:\/\/europaskolos.lt\/index.php\/2024\/08\/07\/komunalines-imones-siais-metais-po-rinkos-neramumu-pirmauja-jav-akciju-sektoriuose\/","title":{"rendered":"Komunalin\u0117s \u012fmon\u0117s \u0161iais metais po rinkos neramum\u0173 pirmauja JAV akcij\u0173 sektoriuose"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>Komunalini\u0173 paslaug\u0173 akcijos 2024 m. u\u017e\u0117m\u0117 lyderio pozicij\u0105 tarp JAV akcij\u0173 sektori\u0173 po pastar\u0173j\u0173 dien\u0173 rinkos i\u0161pardavimo, remiantis ETF rinkiniu iki antradienio u\u017edarymo (rugpj\u016b\u010dio 6 d.).<\/p>\n<p>Rinkos nepastovumo \u0161uolis perskirst\u0117 iki \u0161iol vykusias \u017eirg\u0173 lenktynes \u200b\u200bsektoriuose.  Staigus technologij\u0173 akcij\u0173 (XLK) ma\u017e\u0117jimo ir pastaruoju metu saugios komunalini\u0173 paslaug\u0173 akcij\u0173 paklausos (XLU) derinys \u017eymi dramati\u0161k\u0105 rinkos lyderyst\u0117s pokyt\u012f.<\/p>\n<p><a href=\"https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/sectors.etfs_.ytd_.barplot1.2024-08-07.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-22616\" src=\"https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/sectors.etfs_.ytd_.barplot1.2024-08-07.png\" alt=\"\" width=\"600\" height=\"450\" srcset=\"https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/sectors.etfs_.ytd_.barplot1.2024-08-07.png 600w, https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/sectors.etfs_.ytd_.barplot1.2024-08-07-300x225.png 300w, https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/sectors.etfs_.ytd_.barplot1.2024-08-07-500x375.png 500w\" sizes=\"(max-width: 600px) 100vw, 600px\"\/><\/a><\/p>\n<p>Prie\u0161 m\u0117nes\u012f technologij\u0173 akcijos (XLK) buvo prana\u0161esn\u0117s u\u017e komunalines paslaugas beveik du su vienu santykiu, palyginti su metiniu pelnu.  \u0160iandien vadovyb\u0117 pasikeit\u0117.  D\u0117l pastarosiomis dienomis kilusio komunalini\u0173 paslaug\u0173 augimo kartu su dramati\u0161ku technologij\u0173 akcij\u0173 nuosmukiu XLU pakilo iki 17,0 % 2024 m., gerokai daugiau nei XLK \u0161iais metais suma\u017e\u0117jo 4,6 %.<\/p>\n<p><a href=\"https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/xlu.07aug2024.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22617\" src=\"https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/xlu.07aug2024.png\" alt=\"\" width=\"700\" height=\"466\" srcset=\"https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/xlu.07aug2024.png 700w, https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/xlu.07aug2024-300x200.png 300w, https:\/\/www.capitalspectator.com\/wp-content\/uploads\/2024\/08\/xlu.07aug2024-500x333.png 500w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\"\/><\/a><\/p>\n<p>Pastarosiomis dienomis kituose sektoriuose taip pat buvo pertvarkyta veikla.  Pa\u017eym\u0117tina, kad buv\u0119s atsilik\u0119s nekilnojamojo turto sektorius (XLRE) atgijo, nuo m\u0117nesius trukusio nuostolio per metus iki \u0161ios dienos pereidamas prie 5,5 % pelno per metus.<\/p>\n<p>Vienas auk\u0161to skryd\u017eio sektorius, kuris buvo tik kukliai nukent\u0117j\u0119s, yra vadinamasis ry\u0161i\u0173 paslaug\u0173 sektorius (XLC).  Nepaisant to, kad pastaraisiais metais buvo sulaukta toki\u0173 didel\u0117s kapitalizacijos su technologijomis susijusi\u0173 laim\u0117toj\u0173, kaip \u201eMeta\u201c ir \u201eAlphabet\u201c, \u201eXLC\u201c pataisymai iki \u0161iol buvo palyginti lengvi.  D\u0117l to XLC metinis 15,2% prieaugis nusileid\u017eia tik komunalin\u0117ms \u012fmon\u0117ms (XLU) 2024 m.<\/p>\n<p>Pagrindin\u0117 atnaujinto komunalini\u0173 paslaug\u0173 viliojimo dalis yra palyginti didelis sektoriaus i\u0161mok\u0173 pajamingumas, kuris atrodo dar patrauklesnis, palyginti su staigiu nuosmukiu. <a href=\"https:\/\/home.treasury.gov\/\">JAV 10 met\u0173 i\u017edo pajamingumas<\/a>, kuris \u0161iuo metu yra 3,90% (rugpj\u016b\u010dio 6 d.).  I\u0161mok\u0117jim\u0173 skirtumui tarp komunalini\u0173 paslaug\u0173 ir i\u017edo ma\u017e\u0117jant, vienas ar kitas turi konkurencin\u012f prana\u0161um\u0105 pelno siekiantiems investuotojams.  XLU paskutinis 12 m\u0117nesi\u0173 pelningumas \u0161iuo metu yra 3,01 proc. <a href=\"https:\/\/www.morningstar.com\/etfs\/arcx\/xlu\/quote\">pagal Morningstar.com<\/a>.  10 met\u0173 pajamingumas vis dar yra didesnis, bet suma\u017e\u0117jo 90 bazini\u0173 punkt\u0173 po to, kai pastarosiomis dienomis smarkiai suma\u017e\u0117jo orientacin\u0117 pal\u016bkan\u0173 norma.<\/p>\n<p>Komunalini\u0173 paslaug\u0173 konkurencingo pajamingumo pasakojimas jau ateinan\u010diomis savait\u0117mis atsilieps, nes tikimasi, kad Federalinis rezerv\u0173 bankas suma\u017eins pal\u016bkan\u0173 normas savo rugs\u0117jo 18 d. politikos pos\u0117dyje.<\/p>\n<p>\u201eFed pal\u016bkan\u0173 norm\u0173 ma\u017einimo cikl\u0173 prad\u017eiai paprastai b\u016bdingas gynybinio sektoriaus prana\u0161umas, pana\u0161us \u012f rotacij\u0105, kuri \u012fvyko pra\u0117jusi\u0105 savait\u0119\u201c, <a href=\"https:\/\/www.reuters.com\/business\/energy\/sleepy-utilities-sector-shines-haven-us-stock-turbulence-2024-08-06\/\">patarti<\/a> \u201eGoldman\u201c strategai pirmadien\u012f paskelbtame prane\u0161ime.<!-- Link Wrapper --><a href=\"https:\/\/www.thebrinsmerefunds.com\/\"><br \/><!-- Image to display --><br \/><img decoding=\"async\" style=\"width: 910px; height: auto;\" src=\"https:\/\/i.imgur.com\/UdRz0tc.jpg\" alt=\"Paspaud\u017eiamas vaizdas\"\/><br \/><\/a><\/p>\n<\/p><\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.capitalspectator.com\/utilities-lead-us-equity-sectors-this-year-after-market-turmoil\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Komunalini\u0173 paslaug\u0173 akcijos 2024 m. u\u017e\u0117m\u0117 lyderio pozicij\u0105 tarp JAV akcij\u0173 sektori\u0173 po pastar\u0173j\u0173 dien\u0173 rinkos i\u0161pardavimo, remiantis ETF rinkiniu iki antradienio u\u017edarymo (rugpj\u016b\u010dio 6 d.). Rinkos nepastovumo \u0161uolis perskirst\u0117 iki \u0161iol vykusias \u017eirg\u0173 lenktynes \u200b\u200bsektoriuose. Staigus technologij\u0173 akcij\u0173 (XLK) ma\u017e\u0117jimo ir pastaruoju metu saugios komunalini\u0173 paslaug\u0173 akcij\u0173 paklausos (XLU) derinys \u017eymi dramati\u0161k\u0105 rinkos lyderyst\u0117s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":215,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[3],"tags":[],"class_list":["post-214","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomika-finansai-bankininkyste"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/posts\/214","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/comments?post=214"}],"version-history":[{"count":0,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/posts\/214\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/media\/215"}],"wp:attachment":[{"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/media?parent=214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/categories?post=214"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/tags?post=214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}