mstdn.social is one of the many independent Mastodon servers you can use to participate in the fediverse.
A general-purpose Mastodon server with a 500 character limit. All languages are welcome.

Administered by:

Server stats:

7.2K
active users

#magnificent7

2 posts2 participants0 posts today

South Korea's economic growth has lagged behind global tech giants, with Samsung Electronics' revenue rising just 5% annually over 20 years versus 19% for the Magnificent 7, as McKinsey's Song Seung-heon urges urgent regulatory reform to revive competitiveness.
#YonhapInfomax #SamsungElectronics #Magnificent7 #RegulatoryReform #MarketCapitalization #Entrepreneurship #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
en.infomaxai.com/news/articleV

Yonhap Infomax · 'While M7's Annual Revenue Grew 19%, Samsung Only Saw 5%—Regulatory Barriers Must Be Lifted'
More from Yonhap Infomax News
Replied in thread

@mf_analysis I'm aware that the big growth in European equity prices will be in defence, infrastructure, perhaps wider heavy industry.

Still, I wonder if someone has done a comparison of the American growth stocks known collectively as the Magnificent7 vs the European growth stocks known collectively as the Granolas (GSK, Roche, ASML, Nestle, Novartis, Novo Nordisk, L’Oreal, LVMH, AstraZeneca, SAP, and Sanofi).

A lot has changed in just three months.

Stocks are more vulnerable to growth disappointments b/c of the increased concentration of equity market returns. The large US technology companies known as #Magnificent7 rose by 47% last year, versus a 10% gain for the median company in the S&P 500, chart @GoldmanSachs

The #StockMarket is on a tear as a whole, but looks can be deceiving. The biggest 100 stocks in the S& P 500 now account for 70% of the value of the index, meaning the other 400 weigh in at around 30%. 😳

And the #Magnificent7 (Alphabet, Amazon, Apple, Meta, Microsoft & Tesla) collectively are now worth more than those of every other stock EXCHANGE except for the U.S.
If that doesn’t give you reason to be cautious, it should.

We have been in bubble territory for more than a decade. 🫧🫧🫧💥🤯

Continued thread

The Magnificent 7 are poised to continue their dominance in technology and innovation. While some face risks due to ambitious new ventures, their core businesses are solid. Investors should watch for how each company adapts to technological and market changes, which will likely dictate their trajectories in the coming years. #Magnificent7