Focus on CHK and US stocks

In 2024, the European Championship and the Paris Olympics are coming one after another, bringing investment opportunities in four major main lines.

欧洲足球锦标赛将于6月14日在德国开幕，为欧洲重大体育赛事的盛大夏季拉开序幕。紧跟着，巴黎奥运会将于7月26日开幕。两大赛事的到来让众多分析师看到了投资机会。

体育服装

对于体育服装行业来说，欧洲杯和奥运会的举办时间至关重要。除了$阿迪达斯(ADR) (ADDYY.US)$之外，2024年的体育服装行业一直在苦苦挣扎。

Baader Bank交易员Marc Richter警告称：“该行业严重依赖经济和消费。”幸运的是，欧洲杯和奥运会在过去为经济和季度收益带来了提振。

在过去的重大赛事中，法国队的强劲表现推动了$耐克 (NKE.US)$在欧洲的季度销售额。对于2024年欧洲杯，耐克将赞助法国、克罗地亚、斯洛文尼亚、英格兰、土耳其、葡萄牙、斯洛伐克、波兰和荷兰。阿迪达斯将赞助主办国德国、苏格兰、匈牙利、西班牙、意大利和比利时。与此同时，$PUMA SE (PMMAF.US)$正在赞助瑞士、塞尔维亚、捷克共和国和奥地利。

除此之外，意大利运动品牌Macron、西班牙运动品牌Joma Sport S.A.和德国-丹麦公司Hummel International也值得关注。Macron将赞助阿尔巴尼亚和格鲁吉亚，Joma将赞助罗马尼亚和乌克兰，Hummel将赞助丹麦队

美国公司$Lululemon Athletica (LULU.US)$和$安德玛-A (UAA.US)$没有将重心放在欧洲杯上，但已经对营销活动进行了战略性定位，转战奥运会。$昂跑 (ONON.US)$预计也将成为今年夏季的主要参与者，原因是上周该公司签约Zendaya赞达亚担任品牌大使，这引起了不小的轰动。

运动相关行业

欧洲杯还可能会对运动服装行业以外的其他公司产生影响。$艺电 (EA.US)$过去曾受益于世界杯期间和之后在美国爆发的对足球的兴趣。啤酒巨头$喜力 (HEINY.US)$、$CARLSBERG AS ADR (CABGY.US)$（嘉士伯）和$百威英博 (BUD.US)$都有望在夏季迎来提振，尤其是如果欧洲杯期间的天气配合的话。

巴克莱银行分析师Laurence Whyatt表示：“如果你能在一个美丽的夏天看到人们所期望的对决，比如英格兰队在决赛中对阵意大利队，或者英格兰队对阵法国队，那当然会对整个行业大有帮助。”

体育博彩

除此之外，大西洋两岸的体育博彩公司预计也将得到明显的提振，因为欧洲杯和奥运会每四年举行一次，当盈利报告出炉时，同比营收数据将得到明显支撑。

预计有望从博彩交易量上升中受益的公司包括$Flutter Entertainment (FLUT.US)$、$ENTAIN PLC (GMVHF.US)$、$EVOKE PLC (EIHDF.US)$、$BETSSON AB (BTSBF.US)$、$KINDRED GROUP PLC SDR EACH REP 1 GBP0.000625 (KNDGF.US)$、、$Super Group (SGHC.US)$的Betway、$DraftKings (DKNG.US)$、$美高梅 (MGM.US)$旗下$Genius Sports (GENI.US)$、$EVOLUTION AB UNSP ADR EACH REPR 1 ORD SHS (EVVTY.US)$和$Sportradar Group AG (SRAD.US)$也有望从中受益。

如果投资者想要覆盖全行业，可以关注$ROUNDHILL SPORTS BETTING & IGAMING ETF (BETZ.US)$。

德国经济

举办欧洲杯的一个关键问题一直是主办这项赛事的经济影响。德意志银行估计，主办国通常会给季度GDP带来0.1%的提振，但如果德国再现2006年“夏日童话(Sommermärchen)”的辉煌(当时德国主办了世界杯并进入了半决赛)，那么今年的影响可能会更大、更持久。

德意志银行分析师Robin Winkler强调：“然而，重要的是，如果一场成功的体育赛事能提振一个国家(无论是主办国还是任何其他参赛国)的情绪，其影响可能远远超出与赛事本身相关的直接支出。”

目前，根据相关数据统计，德国进入决赛的可能性约为15%至20%。投资者可以关注以德国为重点的ETF，例如$德国ETF-iShares (EWG.US)$、$新德基金 (GF.US)$、$First Trust德国AlphaDEX基金 (FGM.US)$、$Recon资本DAX德国ETF (DAX.US)$和$Franklin FTSE Germany ETF (FLGR.US)$。

编辑/new

The European Football Championship will kick off in Germany on June 14th, marking the start of a grand summer for major sports events in Europe. Following closely, the Paris Olympics will open on July 26th. The arrival of these two major events has provided investment opportunities for many analysts.

Sports outfits.

For the sports outfit industry, the timing of the European Cup and the Olympics is crucial. In addition to$adidas AG (ADDYY.US)$has been struggling in the sports clothing industry in 2024 except for Adidas.

Baader Bank trader Marc Richter warned that "the industry is heavily reliant on the economy and consumption." Fortunately, the European Cup and the Olympics have brought boosts to the economy and quarterly earnings in the past.

the strong performance of the French team in past major events has boosted the quarterly sales of$Nike (NKE.US)$in Europe. For the 2024 European Cup, Nike will sponsor France, Croatia, Slovenia, England, Turkey, Portugal, Slovakia, Poland, and the Netherlands. Adidas will sponsor host country Germany, Scotland, Hungary, Spain, Italy, and Belgium. Meanwhile,$PUMA SE (PMMAF.US)$is sponsoring Switzerland, Serbia, the Czech Republic, and Austria. Apart from this, Italian sports brand Macron, Spanish sports brand Joma Sport S.A., and German-Danish company Hummel International are also worth paying attention to. Macron will sponsor Albania and Georgia, Joma will sponsor Romania and Ukraine, and Hummel will sponsor the Danish team.

In addition, Italian sports brand Macron, Spanish sports brand Joma Sport S.A. and German-Danish company Hummel International are also worth noting. Macron will sponsor Albania and Georgia, Joma will sponsor Romania and Ukraine, and Hummel will sponsor the Danish team.

The American company$Lululemon Athletica (LULU.US)$ and $Under Armour-A (UAA.US)$did not focus on the European Cup, but has strategically positioned its marketing for the Olympics.$On Holding (ONON.US)$is also expected to be a major participant this summer, as the company signed Zendaya as its brand ambassador last week, causing quite a stir.

The sports-related industry

The European Cup may also have an impact on companies other than the sports outfit industry.$Electronic Arts Inc (EA.US)$has benefited from the interest in football that erupted in the United States during and after the World Cup. Beer giants$Heineken NV Sponsored ADR (HEINY.US)$, $Carlsberg A/S Sponsored ADR Class B (CABGY.US)$(Carlsberg) and$Anheuser-Busch Inbev (BUD.US)$Both are expected to receive a boost in the summer, especially if the weather during the European Cup is favorable.

Barclays analyst Laurence Whyatt said: "If you can see the match-up that people expect on a beautiful summer day, such as England against Italy in the final or England against France, it will undoubtedly be helpful to the entire industry."

Sports gambling.

In addition, sports gambling companies on both sides of the Atlantic are expected to receive a significant boost, as the European Cup and the Olympics are held every four years, and comparative revenue data will be significantly supported when profit reports are released.

Companies expected to benefit from the rise in gambling trading volume include$Flutter Entertainment (FLUT.US)$, $ENTAIN PLC (GMVHF.US)$, $EVOKE PLC (EIHDF.US)$, $BETSSON AB (BTSBF.US)$, $KINDRED GROUP PLC SDR EACH REP 1 GBP0.000625 (KNDGF.US)$and$Super Group (SGHC.US)$Betway of$DraftKings (DKNG.US)$, $MGM Resorts International (MGM.US)$subsidiaries.$Genius Sports (GENI.US)$, $EVOLUTION AB UNSP ADR EACH REPR 1 ORD SHS (EVVTY.US)$ and $Sportradar Group AG (SRAD.US)$Also expected to benefit from it.

If investors want to cover the entire industry, they can pay attention to$Listed Fund Trust Roundhill Sports Betting And Igaming Etf (BETZ.US)$.

German economy

A key issue in hosting the European Cup has always been the economic impact of hosting the event. Deutsche Bank estimates that hosting countries typically provide a 0.1% boost to quarterly GDP, but if Germany replicates the glory of the 2006 'Summer Fairy Tale' (when Germany hosted the World Cup and reached the semi-finals), the impact this year could be even greater and more lasting.

Deutsche Bank analyst Robin Winkler emphasizes: 'However, it is important to note that if a successful sports event can boost the morale of a country (whether it is the host country or any other participating country), its impact may far exceed the direct spending associated with the event itself.'

Currently, according to relevant data statistics, the probability of Germany entering the final is about 15% to 20%. Investors can pay attention to ETFs focusing on Germany, such as$iShares MSCI Germany ETF (EWG.US)$, $NEW GERMANY FUND INC (GF.US)$, $Germany Alphadex First Trust (FGM.US)$, $Horizons Dax Germany Etf (DAX.US)$ and $Franklin Templeton Etf Tr Ftse Germany Etf (FLGR.US)$.

Editor/new

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