May 30, 2021
19:54
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Marie Lannoy is a fund manager at KBC Asset Management. Her 5 favorite stocks are Nike, Kerry, Amphenol, Soitec and Adobe.
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1) Nike
As a manufacturer of sports clothing, footwear and accessories, Nike
can surf the wave of a healthy lifestyle through physical exercise and sport. After the beautiful rally last year – which is partly explained by the popularity of the WOFH concept (Working Out From Home) during the pandemic – the course has been under pressure since the start of the year.
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©AFP
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This decline is due, in particular, to two events: since the end of last year, the company has been faced with delivery problems from Asia to other end markets and Nike has also been the victim of a boycott in China because of the incident related to the cotton producers in Xinjiang. These problems are temporary and do not no impact on underlying growth, still very strong. This situation represents a excellent buying opportunity.
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2) Kerry
Kerry Group
is one of the largest European companies and food market leader. The company mainly develops ingredients and innovative applications or “flavors” (flavors) and supplies both the food and beverage industries as well as the pharmaceutical industry. This segment represents 90% of Kerry Profits.
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The company focuses on lifestyle changes, the globalization of tastes and the resulting evolving customer needs. The group’s portfolio is expanding thanks to in-house developments and innovations, supplemented by strategic acquisitions. The company has an enviable track record.
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3) Amphenol
There is no doubt that the world is increasingly interconnected and Amphenol
plays an important role in this development. The company is market leader in the development and production of high speed connectors. Its mission is to develop cutting-edge technologies capable of significantly improving the performance of products, systems and networks for end customers. End markets range from high speed trains to the wind turbines, through the broadband, the autonomous cars and theIT Datacom.
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4) Soitec
What is so small that we hardly can see it with the naked eye, but that we cannot do without in our daily life? The microchip. With the chip shortage – a problem we have been facing for the past year – it is increasingly evident that microchips are everywhere.
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Soitec
is part of SOI waffle makers – Silicon On Insulator or Silicon on insulator. These are transformed into electronic chips and allowspeed up data processing while reducing energy consumption. One of the company’s main markets are smartphones. In this market, Soitec is one of the major players in the development of 5G.
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5) Adobe
The American software company Adobe
is best known for its PDF Reader, but the company also offers a wide range of software focused on the creation and management of digital content, linked or not to the Cloud. Growth is ensured bypermanent expansion of the product range and by theexpansion of the range of end customers.
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An example of this expansion is the interest shown by the younger generation, who are happy to be creative on different channels and want to use professional tools. Otherwise, the pandemic has accelerated the switch to “everything online”, which contributed to the growth of more than 20% of the “Document Cloud” division.
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