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SATURDAY 25 JUNE 13.00GMT
Wall Street gains accelerated in the last hour of trading with the Dow closing 823 points higher, the S&P 500 adding 3%, and the Nasdaq advancing 3.3% as expectations of higher and faster rate hikes cooled. While recessionary fears remained a top concern among investors, recent economic data pointing to a moderation in inflation expectations sparked speculation that central banks may take their foot off the pedal. The University of Michigan survey showed that consumer sentiment hit a record low level in June and its gauge of inflation expectations over the next 5 to 10 years, fell to 3.1% from 3.3%. All three major averages snapped three-week losing streaks with the Dow up 5.4%, the S&P 500 – adding 6.5% – its biggest advance since May 2020, and the Nasdaq surging 7.5%. The FTSE 100 jumped 2.68% to close the week at 7,208.18, booking over 2.7% gain after three weeks of declines, tracking a rebound in global markets. Reduced bond yields and cheap valuations of stocks made investors flee to risky assets while sentiment also lifted as markets bet that fears of recession will cause central banks to pull back from aggressive rate hikes by the end of 2022. Gains were led by consumer and healthcare stocks. In contrast, commodities ended in red tracking lower prices..
Strategy June 2022
Strategy May 2022
Strategy  Commentaries 28 Mar  4,  25 Apr 22
Strategy Commentaries Feb29  Mar 7 ,14, 21
Strategy Commentaries 31 Jan 7,14,21 Feb22    
Strategy Commentary 3, 10,17,24 January 2021 
Strategy Commentary 6, 13, 20, 27 Dec 2021
2022 Part 1- Outlook 2022 Part 2 Fed Part 3 Fiscal Cliff

Time to US market open

RECENT PURCHASE [30 Nov 21]  ON-SEMI CONDUCTORS INC  -See below

 Tesco     CLICK HERE to find out hedge fund activity – what their buying, selling and what major players are doing including Buffet. Hedge funds that file 13-F forms with the SEC are only required to disclose their long positions.                                        Sunspots and their effects – Harlan Stetson 1937

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part1 part2

STOP PRESS : UK banks pass stress tests: with the exception of the Co-operative Bank being the only lender to have failed. ECB report.

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In Andrew’s Portfolio   On SEMI- CONDUCTORS INC [Ticker  ON]

On Semi Conductors Inc. is a leading supplier of power and analogue semiconductors, as well as sensors. On semi is the second- largest global supplier of discrete transistors like insulated gate bipolar transistors, or IGBTs, and metal oxide semiconductor field-effect transistors, or MOSFETs, and also has a significant integrated power chip business. On semi is also the largest supplier of image sensors to the automotive market, targeting autonomous driving applications. The firm is concentrated in and focused on the automotive, industrial, and communications markets, and is reducing its exposure to the consumer and computing markets.

Company Facts    https://www.onsemi.com/

      Key Features

• $Billion company providing significant product offerings in industrial infrastructure on automotive solutions, Energy Infrastructure (incl Solar and EV), Industrial automation, 5G & Cloud Power, Internet of things, Aerospace/Defence, Medical
• On semi is a pan worldwide company providing has design, solution engineering (SEC), manufacturing, sales, and support locations in countries around the world including North America, Europe and Asia Pacific.
• On semi (Nasdaq: ONON) is driving disruptive innovations to help build a better future. With a focus on automotive and industrial end-markets, the company is accelerating change in megatrends such as vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure.
• With a highly differentiated and innovative product portfolio, on semi creates intelligent power and sensing technologies that solve the world’s most complex challenges and leads the way in creating a safer, cleaner, and smarter world.
• On semi operates a responsive, reliable supply chain and quality programs, and robust ESG programs. Headquartered in Phoenix, Arizona, the company has a global network of manufacturing facilities, sales and marketing offices and engineering centers in its key markets
• On semi Reported Record Revenue and Non-GAAP Earnings Per Share for Third Quarter 2021 CLICK HERE
• Year on year share performance increase 114%. (4 Dec 2020 $29.95 3 Dec 2021 $64.05)

Recent News

• Quarter ending 31 Dec 2021 ON Semiconductor Corp. (ON) came out with quarterly earnings of $1.09 per share, this compares to earnings of $0.35 per share a year ago. This quarterly report represents an earnings surprise of 15.96%. A quarter ago, it was expected that this semiconductor components maker would post earnings of $0.74 per share when it actually produced earnings of $0.87, delivering a surprise of 17.57%.Over the last four quarters, the company has surpassed consensus EPS estimates four times. Posted revenues of $1.85 billion for the quarter ended December 2021,  This compares to year-ago revenues of $1.45 billion. The company has topped consensus revenue estimates four times over the last four quarters.
• On Semi-conductors on board with Climate and Sustainability CLICK HERE
• On semi Wins Top Spots at the ASPENCORE World Electronics Achievement Awards and EE Awards Asia CLICK HERE

• Third Quarter 2021 earnings reports provided robust performance highlighted by: Record revenue of $1,742.1 million, an increase of 32 percent year-over-year

 SWOT ANALYSIS

Strengths  High Piotroski  F Score 8 [ Company fundamentals] High Altman Z score [Safe] Providing significant product offerings in industrial infrastructure

Weaknesses  High Level of Debt -75% Debt/Equity Ratio. ·   ON’s net debt to equity ratio (41.6%) is considered high.   Poor value base on its PEG ratio

Opportunities  Return vs Industry: ON exceeded the US Semiconductor industry which returned 44.9% over the past year.   Return vs Market: ON exceeded the US Market which returned 16.6% over the past year.

Threats   Significant from Pier Competitors NVidia [767.3bn] , Broadcom[229.7bn, Intel[200bn], Qualcomm[197.7bn]

• Onsemi-Reports-Record-Revenue-and-Non-GAAP-Earnings-Per-Share-for-Third-Quarter-2021/default.aspx

Key Statistics

TECHNICAL ANALYSIS – Technical Diagnosis –

Share Price and Momentum Performance – The first half of 2021 had seen On Semi Conductors trading in around the $40. Since Aug2021, the share price has seen upward elevation increasing 50% from 2^nd august. Despite moving averages being lagging indicators, the share price has in the main been above the 20, 50, and 200 day moving averages. The upward slopping 200 Day MA a sign of Long term strength In October the share price briefly fell below its 50 day moving average but since November its share price has shown increasing momentum and strength. This is confirmed through the ADX and the positive influence of +D+ [buyers] over its sister equivalent D- [sellers]. Since Aug21 the price continues to see trajectory upwards and despite momentum volatility seem to traverse back to the mean with upward share price momentum. Last months candlestick performance sees higher highs and higher lows where gradual upward momentum is evident. In the last month the share price has seen a low of $52 [1 Nov] to a high of $66 [3 Dec] a difference of $14, a significant increase. $60 would seem to be the new support/ resistance level over this period and all other things being equal given technical indicators confirmation and market sentiment  could see a breakout out to the upside heading to the near future. Given ON involvement with catalyst technology including EV charging, Solar, Robotics and with the wide spread of offerings that On Semi Conductors provide, it is ideally placed to take advantage of further upward share price heading into 2022.

Trading Action–

I took a trading position on this stock on 30 Nov at $62.25. Price on 4 Dec $64.07

Visitors should note that past performance is not necessarily a guide to future performance

DISCLAIMER- Nothing herein is to be construed as advice or recommendation of any kind whatsoever. All content is personal to the author who is not acting in any capacity on behalf of any others and who assumes no warranty or liability for current relevance correctness or completeness. No responsibility or liability is accepted as a consequence of reliance upon any of the content which is subject to change at any time. Please note this analysis is not advice but interpretation of potential market moves. Performance is no guide to the future. .

Visitors are advised to conduct independent research