Geopolitics Alpha

EU mulls sanctions reprieve for Chinese fabric-maker accused of aiding Russia

Published . Updated .

EU mulls sanctions reprieve for Chinese fabric-maker accused of aiding Russia

Beijing offers to remove restrictions on a German supplier to chipmaking giant ASML in exchange for the EU delisting Chinese firm Yusha

Directly affected

  • ASML Asml Holding-7.1%

    Named in this report.

Indirectly affected

  • NVDA NVIDIA+0.0%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor-0.0%

    The main advanced-chip manufacturer sits in Taiwan

  • AVGO Broadcom-6.7%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • LMT Lockheed Martin+14.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-2.2%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.1%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-2.1%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+7.4%

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund+8.2%

    This fund moves with oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ASML+4.78%+6.70%baseafter closeafter closeafter closeafter close
NVDA+2.87%+5.16%baseafter closeafter closeafter closeafter close
TSM+0.44%+3.20%baseafter closeafter closeafter closeafter close
AVGO+4.01%+5.01%baseafter closeafter closeafter closeafter close
LMT-9.31%-8.71%baseafter closeafter closeafter closeafter close
RTX+0.57%+0.33%baseafter closeafter closeafter closeafter close
NOC-7.45%-2.17%baseafter closeafter closeafter closeafter close
GD-2.30%-1.30%baseafter closeafter closeafter closeafter close
XLE-2.19%-1.69%baseafter closeafter closeafter closeafter close
USO-5.13%-5.78%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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EU mulls sanctions reprieve for Chinese fabric-maker accused of aiding Russia The Star

Source: The Star

This story

CompanyWhenMoveStatus
ASMLthree days earlier+6.70%final price
ASMLfive days earlier+4.78%final price
AVGOthree days earlier+5.01%final price
AVGOfive days earlier+4.01%final price
GDthree days earlier-1.30%final price
GDfive days earlier-2.30%final price
LMTthree days earlier-8.71%final price
LMTfive days earlier-9.31%final price
NOCthree days earlier-2.17%final price
NOCfive days earlier-7.45%final price
NVDAthree days earlier+5.16%final price
NVDAfive days earlier+2.87%final price
RTXthree days earlier+0.33%final price
RTXfive days earlier+0.57%final price
TSMthree days earlier+3.20%final price
TSMfive days earlier+0.44%final price
USOthree days earlier-5.78%final price
USOfive days earlier-5.13%final price
XLEthree days earlier-1.69%final price
XLEfive days earlier-2.19%final price

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This story

12 out of 100

“EU mulls sanctions reprieve for Chinese fabric-maker accused of aiding Russia” scores 12 out of 100. The score uses 1 sources.