President Donald Trump’s tariffs on imported goods put investors on the edge as they may put pressure on a range of companies. In his first month in office, he imposed a 10% tax on all Chinese goods. China subsequently retaliated against tariffs on U.S. goods, including coal and liquefied national gas products, to as high as 15%. U.S. neighbors Canada and Mexico are also targets of the Trump administration. Trump announced 25% tariffs on Canadian and Mexico imports in early February. Those duties quickly stopped for a month, although there was little indication that the White House would leave them. On the tariff side, even Europe could be in Trump’s crosshairs as he signed a memorandum that broke the “mutual tariffs” plan on imports. “Tariffs can’t be positive, OK? I mean, it’s taxes,” Billionaire investor Steve Cohen said Friday. “I think we’re seeing some changes in the regime. It’s Probably only lasts for about a year, but this is definitely a period when I think the best gains have been obtained, and I wouldn’t be surprised to see a major correction. “In this context, CNBC parsed the data from Goldman Sachs to find companies that may be subject to the largest tariffs. Specifically, we looked at the people with the most income in these regions: Latin America, Asia Pacific, Europe, the Middle East and Africa (EMEA). Latin American renewable energy company AES ranked first, with approximately 53% of its revenue coming from the region. Over the past year, the stock has lost more than a third of its value. American Airlines’ airlines receive approximately 14% of its revenue from Latin America. But Bank of America analyst Andrew Didora upgraded the stock to neutral last month, and he believes any potential tariffs would not pose a serious threat to the stock. This is because a small portion of American Airlines’ revenue comes from Mexico, while the rest are long-haul flights through South America, such as Brazil or other resorts in the Caribbean. “Honestly, I wouldn’t consider that my airlines are subject to meaningful influences from tariffs. Here I’ll see a greater impact on the currency,” Didora told CNBC. “If this makes casual consumers go back and forth two Different geographical locations are expensive or cheaper, but from the perspective of passenger airlines, tariffs don’t necessarily make sense. “ Didora’s $20 price target is about 31% higher than the stock closed on Friday. The list of stocks with the highest EMEA revenue volumes in EMEA, the Middle East and Africa booking shares is nearly 80%, followed by the list of stocks of hydrocarbon exploration company APA Corp. The former reported revenues that exceeded Friday’s forecast, with earnings exceeding 33% over the past six months. The latter had been struggling at that time, losing 18%. Another stock that makes this list is Fortinet, a cybersecurity company that earns nearly 40% of revenue from the region. Despite the high exposure, TD Cowen analyst Shaul Eyal believes Fortinet can evade Trump’s tariffs relatively unscathed. “Given the criticality of its mission and the importance of cybersecurity, we can see the entire cybersecurity industry as isolated. A cybersecurity solution is needed,” he told CNBC. “The results and guidance may indicate that demand may be very stable, which alleviates some concerns about tariffs in the near term.” Eyal added that cybersecurity companies are also safer from tariffs because they serve businesses primarily, and Not providing services to consumers. Fortinet’s stock has risen more than 16%. FTNT YTD Mountain Ftnt has the highest revenue in the Asia-Pacific region so far, thanks to Goldman Data’s large operations in Macau, accounting for 100%. The company sold its Las Vegas property to a private equity stake in 2021. Even so, Jeffries analyst David Katz said he “had not seen or heard any evidence”, suggesting that Las Vegas beaches would be subject to revenue from potential economic tariffs. “At the local level, these characteristics are well managed. They have a good connection with the Macao and the Chinese government, they execute well, they are both symbolically and literally good citizens, so these businesses It will result in a large amount of tax revenue for both Macau and the Chinese governments,” he told CNBC. “Such impact, somehow, would be financially harmful.” In January, Katz upgraded Las Vegas Sands shares to buy from Hold ratings. His target price is $69, which is up from $60, 57% higher than the stock that closed on Friday. Las Vegas Beach shares have fallen 18% over the past 12 months. Other stocks with high revenue in the region include 47% of Wynn Resorts, 51% of Rehabilitation and Teradyne at 70%. – Fred Imbert and Nicholas Wells of CNBC contributed to the report.
With the content of the trade tensions group, these are the most losses in stocks – based on regions | Real Time Headlines
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