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\"OW en acciones v. en renta fija\"

English translation: overweight in stocks from xx% to xx% compared with 40% in fixed-income instruments

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23:13 Feb 6, 2018
Spanish to English translations [PRO]
Bus/Financial - Finance (general)
Spanish term or phrase: \"OW en acciones v. en renta fija\"
Hello! I wanted to check what people think "OW en acciones" means here:

"...se aumenta el OW en acciones desde xx% hasta xx%, vs. 40% en renta fija."

It is from an investment analysis/recommendation about a latin american country


Do you think that "OW" here is an acronym referring to the "overweight"? (estimated greater value of the stock, than the current price)

Or do you think it refers to "Offer Wanted", meaning the notification by an investor of interest in unavailable stock?

It would make more sense to me if it refers to "overweight", but I didn't think OW is not an acronym for that used in English as far as I know (while OW is used as an acronym for "Offer Wanted")


Or is it something else?


Any help would be appreciated
Thank you
nonaga
Local time: 01:58
English translation:overweight in stocks from xx% to xx% compared with 40% in fixed-income instruments
Explanation:
Yes, I believe it does refer to overweight, but not the definition you gave (i.e., the first one below), rather it is the second definition given here, i.e., overweight in variable-income instruments (e.g., stocks) compared with fixed-income instruments (e.g., bonds):

Within the stock market, the term overweight can refer to two different contexts.

1) Overweight as part of a three-tiered rating system, along with "underweight" and "equal weight", is used by financial analysts to indicate a particular stock's attractiveness. If a stock is recommended to be "overweight", the analyst opines that the stock is better value for money than others.[2]

2) An investment portfolio judged to be overweight indicates that an investor holds proportionately more than the benchmark weight of a certain asset (a share, bond, industry/sector, country, currency, or asset class, etc.).

https://en.wikipedia.org/wiki/Overweight_(stock_market)

Not entirely sure how this sentence should be worded exactly though.
Selected response from:

Robert Carter
Mexico
Local time: 03:58
Grading comment
Selected automatically based on peer agreement.
4 KudoZ points were awarded for this answer



Summary of answers provided
3 +3overweight in stocks from xx% to xx% compared with 40% in fixed-income instruments
Robert Carter
Summary of reference entries provided
Overweight
Helena Chavarria

  

Answers


35 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +3
OW en acciones desde xx% hasta xx%, vs. 40% en renta fija
overweight in stocks from xx% to xx% compared with 40% in fixed-income instruments


Explanation:
Yes, I believe it does refer to overweight, but not the definition you gave (i.e., the first one below), rather it is the second definition given here, i.e., overweight in variable-income instruments (e.g., stocks) compared with fixed-income instruments (e.g., bonds):

Within the stock market, the term overweight can refer to two different contexts.

1) Overweight as part of a three-tiered rating system, along with "underweight" and "equal weight", is used by financial analysts to indicate a particular stock's attractiveness. If a stock is recommended to be "overweight", the analyst opines that the stock is better value for money than others.[2]

2) An investment portfolio judged to be overweight indicates that an investor holds proportionately more than the benchmark weight of a certain asset (a share, bond, industry/sector, country, currency, or asset class, etc.).

https://en.wikipedia.org/wiki/Overweight_(stock_market)

Not entirely sure how this sentence should be worded exactly though.

Robert Carter
Mexico
Local time: 03:58
Works in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 196
Grading comment
Selected automatically based on peer agreement.

Peer comments on this answer (and responses from the answerer)
agree  philgoddard: We are increasing the overweight in equities from...
6 hrs
  -> Thanks, Phil.

agree  John Rynne
7 hrs
  -> Thanks, John.

agree  patinba: Although I prefer Bonds to Fixed income instruments
11 hrs
  -> Thanks, Pat. Yes, probably bonds, but could also be preferred stock, certain derivatives, etc.
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Reference comments


25 mins
Reference: Overweight

Reference information:
I think you're right about 'Overweight'.

But are positive about Cemex because of U.S.:

Why Overweight? Although Cemex has suffered weakness lately in Mexico, the market is clearly focused on its recovery in the U.S., which, in our view, should represent close to 60% of additional growth to come in the next four years. Based on the better outlook for the U.S. housing market, we rate CX shares OW.

https://www.barrons.com/articles/cemex-mexico-weak-us-growth...

Las operaciones de Cemex en Austria registraron ventas de aproximadamente 241 millones de dólares y las de Hungría, de unos 47 millones de dólares en 2014.

Cemex dijo que destinará los recursos que obtenga a partir de esas transacciones a la reducción de deuda, así como a propósitos generales corporativos.

De acuerdo a un análisis de Barclays, ?el anuncio es un primer paso en la dirección correcta, lo que confirma la compañía está en camino de cumplir sus US $ 1-1.5bn programa de venta de activos, que se anunció a principios de 2015. Reiteramos nuestra recomendación de OW en acciones CX (Top Pick en el sector), pero esperaría una reacción social neutro basado en el anuncio de hoy, ya que creemos que el precio de venta es sólo marginalmente aumente?.

http://www.eleconomista.es/empresas-eAm-mexico/noticias/6933...

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Note added at 31 mins (2018-02-06 23:45:46 GMT)
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https://www.translatorscafe.com/tcterms/ES/question.aspx?id=...

https://forum.wordreference.com/threads/overweight-underweig...

Helena Chavarria
Spain
Works in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 135

Peer comments on this reference comment (and responses from the reference poster)
neutral  Robert Carter: Hi, Helena. Yes to overweight, but not in the sense it's used here or by the asker. Saludos!
11 mins
  -> I was only confirming that OW means 'overweight'. I wasn't attempting to answer the question as I have no idea what it means! Thanks for your opinion though, Robert :-)
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