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The_dumpster_diver
2019年7月19日下午12點55分

considerable euro-zone risk 看空

Genuine Parts CompanyNYSE

描述

you cant sugar coat these earnings. but man o man. if youre worried about trump enacting tarriffs on eurozone. this is a great hedge.
they have good exposure to auto sector (main target) within france, germany and uk. this quarters earnings pointed out the eurozone slowdown related to eurozones reliance on chinese supply chain demand. i think theres a 3-4x multiplier due to these factors. great long term hedge to eurozone uncertainties
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