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Are Space Stocks An Unexplored Frontier? 2 Top Stock Picks For 2023: BofA Analyst
Are Space Stocks An Unexplored Frontier? 2 Top Stock Picks For 2023: BofA Analyst
Space stocks were among the worst-performing stocks in the entire market in 2022, but Bank of America analyst Ronald Epstein said 2023 could be a big rebound year for space investors.
Epstein said the severe underperformance of space stocks last year was driven by several specific factors, including negative sentiment toward SPACs, lack of profitability and limited institutional investor interest.
Bullish Catalysts Ahead: However, Epstein says space stocks should enjoy several bullish catalysts this year, the most compelling of which is strong demand for space technology that may open the door for ongoing consolidation.
Related Link: Credit Suisse Picks 7 Aerospace, Defense Stocks To Buy — And 4 To Avoid
In the second half of 2022, several major deals were announced, including Advent International acquiring Maxar Technologies Inc (NYSE:MAXR) and Lockheed Martin Corp (NYSE:LM) investing $100 million in Terran Orbital Corp (NYSE:LLAP).
"We continue to see the space industry as ready for consolidation given attractive valuations and liquidity concerns at smaller space companies," Epstein said.
How To Play It: Epstein said he expects bifurcation between top performers and bottom performers in the space industry in 2023. He expects appetite for growth stocks will return in the coming months, but only for growth stocks with viable business models. Companies with tangible strategies have tremendous potential upside following the 2022 sell-off, while others may remain grounded.
Bank of America's two Buy-rated space stocks heading into 2023 are Astra Space Inc (NASDAQ:ASTR) and Rocket Lab USA Inc (NASDAQ:RKLB).
Related Link: What To Know About Investing In Private Companies: Ark Invest's New Fund
Benzinga's Take: It's still extremely early to pick one or more long-term winners among stocks with exposure to the space race. Investors should expect more extreme volatility in the space group in the coming years and fully understand the risk that comes along with investing in companies this early in the development stage.
Image by Arek Socha from Pixabay
Space stocks were among the worst-performing stocks in the entire market in 2022, but Bank of America analyst Ronald Epstein said 2023 could be a big rebound year for space investors.
太空股是 2022 年整个市场上表现最差的股票之一，但美国银行分析师罗纳德·爱泼斯坦表示，对于太空投资者来说，2023 年可能是大幅反弹的一年。
Epstein said the severe underperformance of space stocks last year was driven by several specific factors, including negative sentiment toward SPACs, lack of profitability and limited institutional investor interest.
爱泼斯坦说，去年太空股表现严重不佳是由几个具体因素推动的，包括对SPAC的负面情绪、缺乏盈利能力和机构投资者兴趣有限。
Bullish Catalysts Ahead: However, Epstein says space stocks should enjoy several bullish catalysts this year, the most compelling of which is strong demand for space technology that may open the door for ongoing consolidation.
未来的看涨催化剂： 但是，爱泼斯坦表示，太空股今年应该有多种看涨催化剂，其中最引人注目的是对太空技术的强劲需求，这可能会为持续的整合打开大门。
Related Link: Credit Suisse Picks 7 Aerospace, Defense Stocks To Buy — And 4 To Avoid
相关链接：瑞士信贷精选了7只航空航天和国防股票供买入——4只值得避免
In the second half of 2022, several major deals were announced, including Advent International acquiring Maxar Technologies Inc (NYSE:MAXR) and Lockheed Martin Corp (NYSE:LM) investing $100 million in Terran Orbital Corp (NYSE:LLAP).
2022 年下半年，宣布了几项重大交易，包括收购 Advent International Maxar 科技公司 （纽约证券交易所代码：MAXR）和 洛克希德·马丁公司 纽约证券交易所代码：LM）投资了1亿美元 Teran Orbital （纽约证券交易所：LLAP）。
"We continue to see the space industry as ready for consolidation given attractive valuations and liquidity concerns at smaller space companies," Epstein said.
爱泼斯坦说：“鉴于小型航天公司的诱人估值和流动性问题，我们仍然认为航天行业已为整合做好了准备。”
How To Play It: Epstein said he expects bifurcation between top performers and bottom performers in the space industry in 2023. He expects appetite for growth stocks will return in the coming months, but only for growth stocks with viable business models. Companies with tangible strategies have tremendous potential upside following the 2022 sell-off, while others may remain grounded.
怎么玩： 爱泼斯坦说，他预计 2023 年航天业表现最好的和表现最差的人会出现分歧。他预计，未来几个月对成长型股票的胃口将恢复，但仅限于具有可行商业模式的成长型股票。在2022年抛售之后，拥有切实战略的公司有巨大的潜在上行空间，而其他公司可能仍处于停滞状态。
Bank of America's two Buy-rated space stocks heading into 2023 are Astra Space Inc (NASDAQ:ASTR) and Rocket Lab USA Inc (NASDAQ:RKLB).
美国银行进入2023年的两只买入评级太空股是 阿斯特拉太空公司 （纳斯达克股票代码：ASTR）和 美国火箭实验室有限公司 （纳斯达克股票代码：RKLB）。
Related Link: What To Know About Investing In Private Companies: Ark Invest's New Fund
相关链接：关于投资私营公司的须知：Ark Invest的新基金
Benzinga's Take: It's still extremely early to pick one or more long-term winners among stocks with exposure to the space race. Investors should expect more extreme volatility in the space group in the coming years and fully understand the risk that comes along with investing in companies this early in the development stage.
Benzinga 的看法： 现在从有太空竞赛风险的股票中选出一个或多个长期赢家还为时过早。投资者应该预计，未来几年该太空集团将出现更剧烈的波动，并在开发阶段的早期就充分了解投资公司所带来的风险。
Image by Arek Socha from Pixabay
图片由 Pixabay 的 Arek Socha 拍摄
moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国，moomoo上的投资产品和服务由Moomoo Financial Inc.提供，一家受美国证券交易委员会（SEC）监管的持牌主体。 Moomoo Financial Inc.是金融业监管局（FINRA）和证券投资者保护公司（SIPC）的成员。
在新加坡，moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供，该公司受新加坡金融管理局（MAS）监管(牌照号码︰CMS101000) ，持有资本市场服务牌照 (CMS) ，持有财务顾问豁免（Exempt Financial Adviser）资质。本内容未经新加坡金融管理局的审查。
在澳大利亚，moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供，该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构（AFSL No. 224663）。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件，这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大，通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供，并受加拿大投资监管机构（CIRO）监管。
在马来西亚，moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供，该公司受马来西亚证券监督委员会（SC）监管(牌照号码︰eCMSL/A0397/2024) ，持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国，moomoo上的投资产品和服务由Moomoo Financial Inc.提供，一家受美国证券交易委员会（SEC）监管的持牌主体。 Moomoo Financial Inc.是金融业监管局（FINRA）和证券投资者保护公司（SIPC）的成员。
在新加坡，moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供，该公司受新加坡金融管理局（MAS）监管(牌照号码︰CMS101000) ，持有资本市场服务牌照 (CMS) ，持有财务顾问豁免（Exempt Financial Adviser）资质。本内容未经新加坡金融管理局的审查。
在澳大利亚，moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供，该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构（AFSL No. 224663）。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件，这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大，通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供，并受加拿大投资监管机构（CIRO）监管。
在马来西亚，moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供，该公司受马来西亚证券监督委员会（SC）监管(牌照号码︰eCMSL/A0397/2024) ，持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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