2.24k followers • 8 symbols Watchlist by LikeFolio
Among companies that advertised during the big game, these generated the highest positive social media activity as measured by LikeFolio.
Curated by LikeFolio
The TD Ameritrade Ad Challenge, powered by LikeFolio, used proprietary social data tracking technology to see which publicly traded companies got the right buzz during the Big Game. The Ad Challenge tracked social sentiment of the public companies that advertised during the Big Game from 6 pm through 11 pm ET. The two key data points considered were the volume of tweets about the advertiser and the overall sentiment of the tweets. These companies were then ranked based on total number of positive tweets to determine the winner.
“These publicly traded companies spent a not-trivial amount of their advertising budget to run a spot in the big game," said Nicole Sherrod, managing director of trading, TD Ameritrade. “Just like our clients use social sentiment to validate whether consumers are favoring the products that a brand produces, we can use the same capability to gauge consumer reaction to TV commercials."
It’s one last gut check every investor should make before clicking buy or sell.
We identified US-listed stocks and American Depository Receipts of companies that advertised during Super Bowl 51. We filtered out companies with a share price of less than $1.00 or a market capitalization less than $100 million, and excluded illiquid stocks by screening companies for liquidity i.e. average bid-ask spreads, dollar volume traded, etc.
Finally our proprietary optimization engine determined the constituent stocks based on the number of “definitely positive” mentions for their brands and products during the game. The eight companies with the highest positive mentions made it onto this list.
LikeFolio is a social data analytics firm specializing in quantifying consumer mentions of the brands and products owned by publicly traded companies.How are these weighted?
Companies are equally weighted.
|Watchlist||Change today||1-month return||1-year return||Total return|
|Big Game Advertising Winners||-1.06%||+15.88%||-24.95%||-16.01%|
|Symbol||Company name||Last price||Change||% change||Market time||Volume||Avg vol (3-month)||Market cap|
|PG||The Procter & Gamble Company||136.32||-1.41||-1.02%||4:02 pm GMT-4||9.24M||8.56M||333.74B|
|KO||The Coca-Cola Company||54.34||-0.30||-0.55%||4:00 pm GMT-4||13.23M||15.72M||234.30B|
|PEP||PepsiCo, Inc.||145.51||-0.66||-0.45%||4:00 pm GMT-4||4.53M||5.97M||201.04B|
|TMUS||T-Mobile US, Inc.||135||-5.20||-3.71%||4:00 pm GMT-4||8.24M||4.68M||168.33B|
|BUD||Anheuser-Busch InBev SA/NV||74.75||-0.59||-0.78%||4:00 pm GMT-4||616.50k||1.47M||147.28B|
|GM||General Motors Company||55.89||-0.15||-0.27%||4:00 pm GMT-4||11.46M||18.95M||81.08B|
|HMC||Honda Motor Co., Ltd.||30.51||+0.61||+2.04%||4:00 pm GMT-4||1.14M||1.02M||52.13B|
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(Bloomberg) -- Shortages in the semiconductor industry, which have already slammed automakers and consumer electronics companies, are getting even worse, complicating the global economy’s recovery from the coronavirus pandemic.Chip lead times, the gap between ordering a chip and taking delivery, increased to 17 weeks in April, indicating users are getting more desperate to secure supply, according to research by Susquehanna Financial Group. That is the longest wait since the firm began tracking the data in 2017, in what it describes as the “danger zone.”“All major product categories up considerably,” Susquehanna analyst Chris Rolland wrote in a note Tuesday, citing power management and analog chip lead times among others. “These were some of the largest increases since we started tracking the data.”Chip shortages are rippling through industry after industry, preventing companies from shipping products from cars to game consoles and refrigerators. Automakers are now expected to lose out on $110 billion in sales this year, as Ford Motor Co., General Motors Co. and others have to idle factories for lack of essential components. That’s undercutting economic growth and employment, as well as raising fears of panic ordering that may lead to distortions in the future.The chip industry and its customers watch lead times as an indicator of the balance between supply and demand. A lengthening of the gap indicates that buyers of semiconductors are more willing to commit to future supply to avoid a recurrence of shortfalls. Analysts track these numbers as a harbinger of hoarding that can lead to the accumulation of too much inventory and sudden declines in orders.“Elevated lead times often compel ‘bad behavior’ at customers, including inventory accumulation, safety stock building and double ordering,” Rolland wrote. “These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.”The situation has been complicated by a resurgence of coronavirus cases in Taiwan, a key location for chip manufacturing. The country has closed schools, curbed social gatherings, and shut museums and public facilities. While businesses and factories are operating, the government may have to consider broader restrictions.The country is home to Taiwan Semiconductor Manufacturing Co., which is the world’s most advanced chipmaker and counts Apple Inc. and Qualcomm Inc. among its many customers. Local manufacturers also produce less glamorous -- but equally critical -- chips, such as display driver ICs that have been a particularly painful bottleneck for global production.The current level of 17 weeks climbed from the 16-week level and marks a fourth consecutive month of “sizable” expansion, Rolland wrote.Lead times for certain products are increasing sharply, even after months of shortages. Power management chips, for example, spiked to 23.7 weeks in April, a wait time about four weeks longer than a month earlier, according to Susquehanna. Industrial microcontrollers order lead times extended by three weeks, some of the steepest increases Rolland has seen since he began tracking the numbers in 2017, he wrote.Delays are often worse for smaller manufacturers, with headphone makers facing lead times longer than 52 weeks, according to people familiar with the supply chain. This has forced companies to redesign products, shift priorities and, in at least one case, completely abandon a project, said one of the people, asking not to be named because the information is not public.About 70% of the companies that Rolland tracks have expanding lead times, compared with 20% that have seen lead times contract. NXP Semiconductors NV, a major auto chip supplier, has lead times of more than 22 weeks now, up from around 12 weeks late last year. STMicroelectronics NV, another key auto chip supplier, saw lead times rise by more than four weeks in April to more than 28 weeks.Such outsized increases may reflect over-ordering by some customers, who could be concerned about the impact of shortages on their businesses. Historically, companies have been able to cancel chip orders without penalty, although that has begun to change.“Beginning with January data, we have witnessed numerous large JUMPS in reported LTs,” Rolland wrote, referring to lead times. “Whereas in prior years, an individual company would typically move their stated LTs up and down just a few days in a given month, starting this year we have seen significant jumps in LTs that have skewed our data.”(Updates with additional detail on lead times from second paragraph)More stories like this are available on bloomberg.comSubscribe now to stay ahead with the most trusted business news source.©2021 Bloomberg L.P.
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