📑 Research Notes for 2022-02-07
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📑 Research Notes for 2022-02-07
This week, we look at increasing COVID death cases in the U.S., Meta's record valuation wipe-out, opportunities in Japan, and risks in commercial real estate.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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U.S. Covid-19 Hospitalizations Retreat, but Deaths Keep Rising.
(Wall Street Journal / New York Times)
Hospitalizations for Covid-19 continue to slow in the U.S., with the seven-day average of hospital patients with confirmed or suspected infections dropping to 146,769 on Saturday, about 8% down from a peak on Jan. 20, according to data from the Department of Health and Human Services. Deaths from COVID have been picking up, however.
🔗 Source
Meta Suffers Largest 1-Day Wipeout in US Corporate History.
(Business Insider / TLDR)
Meta on Thursday suffered the largest one-day wipeout in US corporate history after posting a shocking earnings report Wednesday. Its valuation slumped by nearly $240 billion as its shares fell 26.4%.
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Global Opportunities: Japanese Equities.
(Calamos)
Figure 3. More Than Half of Japanese Stocks Are Trading Below Book Value
Japan is the second largest country in the MSCI All Country World Index and represents just over 5.5% of the global equity benchmark.* However, the composition of Japan’s equity market looks much different than the broader equity benchmark, which has contributed to Japan’s relative underperformance in recent years.
🔗 Source
Real Estate Expert Warns of Risks in Commercial Real Estate.
(Fox Business)
During an interview on "Varney & Co" real estate expert J. Scott Schell predicted a commercial real estate "bloodbath" due to disruptions in the industry from the COVID-19 pandemic.
🔗 Source
Last Week’s Market Performance Heatmap
(FinViz)
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Curated by Joseph Lu, CFA®
Joseph is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder.
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