Eksponering mod Kina
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Er der tilfaeldigvis nogen paa forum, der ligger inde med en tabel, med C25-virksomhedernes omsaetning i Kina? Jeg har kun foelgende tal:
Carlsberg 18%
Novo Nordisk 11%
Pandora 5% (i 2019 foer COVID-19)Her er tallene for udvalgte US-virksomheder, der oplyser tallene. Flertallet af virksomheder oplyser i deres kvartalsrapporter kun AsiaPacific eller International (uden for USA).
https://twitter.com/carstensenfin/status/1508894026593935364
$CRUS 70%
$TXN 55%
$STAA 44%
$CEVA 38%
$GM 38%
$WYNN 31% (stoerre i Macau foer COVID-19)
$IPGP 30%
$LFUS 29%
$NVDA 28%
$TSLA 27%
$AOS 25%
$QRVO 24%
$VECO 24%
$COHU 21%
$A 20%
$AAPL 20%
$WAT 20%
$COHR 18%
$VIAV 17%
$NKE 16%
$SBUX 16%
$ONTO 15%
$SWKS 15%
$AVT 14%
$OGN 14%
$PDFS 14%
$TTMI 13%
$CDNS 11%
$CMI 11%
$MKSI 11%
$TECH 11%
$UEIC 11%
$ILMN 10%
$MRK 10%
$BOOM 9%
$NEU 9%
$VRSN 7%
$ANSS 6%
$LLY 5%
$ECL 4%
$HI 4%
$LYB 4%
$ZTS 3%
$MTOR 2%
$AMPH 1%
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