2 July Watchlist 👀

Table of Contents

 

Today we are watching…

1.  SAP (#sap)

SAP is finding a home away from home in China. The German firm, a leading maker of business software, has a big-wig Chinese client in Alibaba. Intending to now use the trade war as an opportunity to help stranded firms, investors are content that the Cloud software product can cross borders with little risk, unlike physical goods. China being a growth region, there’s plenty on the line for SAP here!

2. Qorvo (#qorvo)

Qorvo’s revenue exposure to China is huge, at 74%. While it’s difficult to determine whether President Trump or President Xi won the G-20 negotiations this past weekend, semiconductor companies like this one almost certainly came out on good terms. Not only has the trade truce relaxed investor fears, but Huawei is back in the fold after having their ban lifted. It’s not business as usual yet for chip stocks, but what a difference 3 days can make!

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