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Business

Here, the Wall Street shares are most worried about whether a full blown trade battle breaks out




There is a geopolitical war between the United States and China's Xi Jinping.

All it took was two tweets from President Donald Trump to rattle markets, and these companies could be most harmed by them.

Trump threatened in a Twitter post on Sunday to increase tariffs on goods imported from China, which immediately scared the stock market, which had gone even better than expected earnings and trade hopes. If the threat goes through, companies with high revenue exposure to China, including semiconductor vendors and dealers, are likely to be the biggest deaths, according to Wall Street analysts.

HSBC followed a list of companies most sensitive to tariffs with large sales in China. US companies with a large Chinese footprint are concentrated in the technology sector, including Skyworks Solutions, Broadcom, Micron Technology and Intel.

Someone on the list already takes a hit. Stocks of Apple fell almost 2% on Monday while Nvidia's share stumbled 3.4%.

" Semiconductor vendors have relatively high exposure to China for revenues," said Quinn Bolton, senior semiconductor analyst at Needham, in a note on Monday. "This high exposure to China increases the risk of the semiconductor sector for escalation in the trade war between the United States and China than many other technology segments. "

Bolton highlighted MaxLinear, Ambarella, Monolithic Power Systems, Semtech, who all have more than 50% sales in China based on 2018 results or 2019 guidance. Vaneck Vestors Semiconductor The ETF is down 2.6% on Monday, at pace to post its worst day since March 22.

Some dealers may also be under pressure as elevated rates will rely on rising costs for the imported goods they sell, according to Michael Lasser, UBS Equity Analyst.

"If the transition to 25% tariffs goes through and it continues for a long time, we believe that the impact on many hardline, broadband and food retailers will be significant, "said Lasser in a note on Monday. "The use of a full 25% tariff will probably be quite inflationary as retailers have suggested they want to use strategic pricing where it is possible to reduce the impact."

The analyst said home-gas retailers Bed Bath & Beyond, William-Sonoma and Restoration Hardware could have "significant risk" given their increased exposure to products from China.

– CNBCs Michael Bloom contributed reporting.



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