HSBC released its list of US stocks with the highest exposure to emerging markets.
HSBC released its list of US stocks with the highest exposure to emerging markets.
The companies on the list have an average exposure of 65% of total revenues and the entire list has outperformed the broader US market by 20%. Much of that performance is driven by the fact that many of these stocks are from the IT sector.
The list includes many semiconductor companies such as Texas Instruments and Qualcomm, along with companies from the consumer services, utilities, and software sectors.
Here is HSBC's US stocks with the highest exposure to emerging markets.
Las Vegas Sands
Ticker: LVS
Industry Group: Consumer services
Emerging Market %: 58
Domestic Market %: 42
Miscellaneous %: 0
Source: MSCI, Thomson Reuters Datastream, HSBC
Philip Morris International
Ticker: PM
Industry Group: Food, beverage, and tobacco
Emerging Market %: 59
Domestic Market %: 31
Miscellaneous %: 11
Source: MSCI, Thomson Reuters Datastream, HSBC
Microchip Technology Inc.
Ticker: MCHP
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 59
Domestic Market %: 41
Miscellaneous %: 0
Source: MSCI, Thomson Reuters Datastream, HSBC
Texas Instruments
Ticker: TXN
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 60
Domestic Market %: 38
Miscellaneous %: 2
Source: MSCI, Thomson Reuters Datastream, HSBC
KLA-Tencor
Ticker: KLAC
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 62
Domestic Market %: 38
Miscellaneous %: 0
Source: MSCI, Thomson Reuters Datastream, HSBC
Wynn Resorts
Ticker: WYNN
Industry Group: Consumer services
Emerging Market %: 64
Domestic Market %: 36
Miscellaneous %: 0
Source: MSCI, Thomson Reuters Datastream, HSBC
Flextronics International
Ticker: FLEX
Industry Group: Technology hardware and equipment
Emerging Market %: 66
Domestic Market %: 11
Miscellaneous %: 22
Source: MSCI, Thomson Reuters Datastream, HSBC
Micron Technology
Ticker: MU
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 68
Domestic Market %: 30
Miscellaneous %: 2
Source: MSCI, Thomson Reuters Datastream, HSBC
Maxim Integrated
Ticker: MXIM
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 69
Domestic Market %: 28
Miscellaneous %: 3
Source: MSCI, Thomson Reuters Datastream, HSBC
AES
Ticker: AES
Industry Group: Utilities
Emerging Market %: 69
Domestic Market %: 31
Miscellaneous %: 0
Source: MSCI, Thomson Reuters Datastream, HSBC
NVIDIA
Ticker: NVIDIA
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 70
Domestic Market %: 23
Miscellaneous %: 7
Source: MSCI, Thomson Reuters Datastream, HSBC
Lam Research
Ticker: LRCX
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 71
Domestic Market %: 29
Miscellaneous %: 0
Source: MSCI, Thomson Reuters Datastream, HSBC
Applied Materials
Ticker: AMAT
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 72
Domestic Market %: 28
Miscellaneous %: 0
Source: MSCI, Thomson Reuters Datastream, HSBC
Marvell Technology Group
Ticker: MRVL
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 83
Domestic Market %: 2
Miscellaneous %: 15
Source: MSCI, Thomson Reuters Datastream, HSBC
Qualcomm
Ticker: QCOM
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 86
Domestic Market %: 2
Miscellaneous %: 12
Source: MSCI, Thomson Reuters Datastream, HSBC
Skyworks Solutions
Ticker: SWKS
Industry Group: Semiconductors and semiconductor equipment
Emerging Market %: 88
Domestic Market %: 2
Miscellaneous %: 10
Source: MSCI, Thomson Reuters Datastream, HSBC
MercadoLibre
Ticker: MELI
Industry Group: Software and services
Emerging Market %: 95
Domestic Market %: 0
Miscellaneous %: 5
Source: MSCI, Thomson Reuters Datastream, HSBC
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HSBC released its list of US stocks with the highest exposure to emerging markets. Read Full Story
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