선요약 : 골드만삭스는 연말에 가장 강력한 매출 성장을 제공할 준비가 되어 있는 21개의 주식을 매수하겠다고 하는데,,, 과연?
골드만삭스의 수석 주식전략가인 데이비드 코스틴은 코로나바이러스 대유행 이전에도 투자전략으로 매출 성장성이 높은 주식을 소개했었다.
코스틴의 포트폴리오 전략 연구팀은 S&P 500 지수를 심사해 연말까지 예상 매출 성장률을 기준으로 순위에 오른 100대 종목을 파악했다.
그 중 비즈니스인사이더가 매출 성장률이 15%를 넘을 것으로 예상되는 21개 회사로 추렸는데, 아래와 같다.
21개 종목은 연말까지 예상 매출 성장률을 기준으로 최하위에서 최고로 순위가 내려간다.
21. Humana 휴마나
Ticker: HUM
Sector: Healthcare
Market cap: $54.01 billion
Year-to-date performance: 13.42%
Expected sales growth: 16%
Source: Goldman Sachs
20. Qualcomm 퀄컴
Ticker: QCOM
Sector: Technology
Market cap: $130.27 billion
Year-to-date performance: 35.38%
Expected sales growth: 16%
Source: Goldman Sachs
19. Adobe 어도비
Ticker: ADBE
Sector: Technology
Market cap: $229.76 billion
Year-to-date performance: 45.45%
Expected sales growth: 16%
Source: Goldman Sachs
18. Lowe's Cos. 로우스
Ticker: LOW
Sector: Consumer cyclical
Market cap: $125.81 billion
Year-to-date performance: 37.65%
Expected sales growth: 16%
Source: Goldman Sachs
17. Dollar General 달러제네랄
Ticker: DG
Sector: Consumer defensive
Market cap: $52.67 billion
Year-to-date performance: 34.92%
Expected sales growth: 18%
Source: Goldman Sachs
16. Newmont 뉴몬트
Ticker: NEM
Sector: Basic materials
Market cap: $50.02 billion
Year-to-date performance: 39.02%
Expected sales growth: 19%
Source: Goldman Sachs
15. Salesforce 세일즈포스
Ticker: CRM
Sector: Technology
Market cap: $225.52 billion
Year-to-date performance: 53.99%
Expected sales growth: 20%
Source: Goldman Sachs
14. PayPal Holdings 페이팔
Ticker: PYPL
Sector: Financial services
Market cap: $225.15 billion
Year-to-date performance: 77.51%
Expected sales growth: 20%
Source: Goldman Sachs
13. Fidelity National Information Services 피델리티네셔널인포메이션서비스
Ticker: FIS
Sector: Technology
Market cap: $89.93 billion
Year-to-date performance: 4.16%
Expected sales growth: 22%
Source: Goldman Sachs
12. Netflix 넷플릭스
Ticker: NFLX
Sector: Communication services
Market cap: $221.84 billion
Year-to-date performance: 56.47%
Expected sales growth: 23%
Source: Goldman Sachs
11. Activision Blizzard 액티비전블리자드
Ticker: ATVI
Sector: Communication services
Market cap: $60.43 billion
Year-to-date performance: 32.98%
Expected sales growth: 23%
Source: Goldman Sachs
10. ServiceNow 서비스나우
Ticker: NOW
Sector: Technology
Market cap: $94.58 billion
Year-to-date performance: 73.81%
Expected sales growth: 28%
Source: Goldman Sachs
9. Global Payments 글로벌페이먼츠
Ticker: GPN
Sector: Industrials
Market cap: $53.39 billion
Year-to-date performance: -3.55%
Expected sales growth: 29%
Source: Goldman Sachs
8. Amazon 아마존
Ticker: AMZN
Sector: Consumer cyclical
Market cap: $1.565 trillion
Year-to-date performance: 67.85%
Expected sales growth: 31%
Source: Goldman Sachs
7. Advanced Micro Devices
Ticker: AMD
Sector: Technology
Market cap: $96.03 billion
Year-to-date performance: 85.59%
Expected sales growth: 33%
Source: Goldman Sachs
6. Fiserv 파이서브
Ticker: FISV
Sector: Technology
Market cap: $68.06 billion
Year-to-date performance: -11.35%
Expected sales growth: 36%
Source: Goldman Sachs
5. AbbVie 에브비
Ticker: ABBV
Sector: Healthcare
Market cap: $151.97 billion
Year-to-date performance: -2.97%
Expected sales growth: 37%
Source: Goldman Sachs
4. Nvidia 엔비디아
Ticker: NVDA
Sector: Technology
Market cap: $322.72 billion
Year-to-date performance: 136.51%
Expected sales growth: 41%
Source: Goldman Sachs
3. T-Mobile 티모바일
Ticker: TMUS
Sector: Communication services
Market cap: $140.37 billion
Year-to-date performance: 44.29%
Expected sales growth: 47%
Source: Goldman Sachs
2. Vertex Pharmaceuticals 버텍스파마세큐티컬
Ticker: VRTX
Sector: Healthcare
Market cap: $67.92 billion
Year-to-date performance: 19.19%
Expected sales growth: 49%
Source: Goldman Sachs
1. Bristol-Myers Squibb 브리스톨마이어스스큅
Ticker: BMY
Sector: Healthcare
Market cap: $132.34 billion
Year-to-date performance: -9.4%
Expected sales growth: 61%
Source: Goldman Sachs
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#출처 : Business insider
# 본 글은 주식 매수 매도 추천글이 아닙니다. 본 글에서 거론된 주식의 매수,매도는 투자자 본인의 판단이며 그 결과 또한 투자자 본인의 책임입니다.
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