Tautvydas Valatka
🌍🏦 π“π‘πž 𝐖𝐨𝐫π₯𝐝’𝐬 π‹πšπ«π πžπ¬π­ π‚π¨π¦π©πšπ§π’πžπ¬ – 𝐌𝐚𝐫𝐜𝐑 πŸπŸŽπŸπŸ” March wasn’t much kinder to the world’s biggest corporations than it was to the broader stock market. Only 4 out of the top 25 companies managed to post gains, and those that did rose at a relatively strong average pace of around 7%. The remaining 21 companies ended the month in the red, declining by nearly 6% on average. A similar pattern played out in market capitalization. Just 4 companies increased their value, while 19 saw declines to varying degrees, and two new names entered the rankings. As a result, the combined market value of the world’s largest companies fell by more than a trillion dollars for the second consecutive monthβ€”this time by roughly $1.5 trillionβ€”bringing the total down to $34.0 trillion. πŸ”Ή $META (Meta Platforms Inc) recorded the largest loss in market value, shedding nearly $190 billion and dropping to $1.45 trillion. This was largely driven by one of the weakest performances in the group, with the stock falling 11.7% over the month. Investor sentiment has been weighed down by rising costs tied to AI infrastructure and metaverse investments, which have yet to deliver the expected returns. At the same time, intensifying competition in digital advertisingβ€”particularly from TikTokβ€”has added further pressure. As a result, Meta slipped one spot in the rankings, from 8th to 9th. πŸ”Ή Only two companies performed worse, with $SMSN.L (Samsung Electronics Co Ltd - GDR) hitting the bottom of the list. After surging more than 100% in previous 3 months, the company saw a sharp reversal, dropping 22.7% and losing around $170 billion in market value. The decline reflects weakening demand in certain semiconductor segments, ongoing pressure on memory chip prices, and fluctuations in inventory cycles. Heavy investment in advanced manufacturing technologies has also weighed on short-term profitability. Like Meta, Samsung slipped one position, now ranking 14th with a market value of $820 billion. πŸ”Ή On the positive side, $SAOC (Aramco Saudi Arabian Oil Corp) stood out as the top performer. The world’s largest oil and gas company added roughly $90 billion in value, reaching $1.78 trillion. This strong growth, set against a broadly negative backdrop, allowed Aramco to overtake TSMC and climb to 6th place. The gains were driven by rising oil prices, geopolitical dynamics in energy markets, and solid financial results that signaled continued strong cash flows. πŸ”Ή Two new names also entered the list. $NFLX (Netflix, Inc.) returned after a longer absence, supported by improved performance, with a market value of $420 billion. Joining it is China’s financial giant $1398.HK (Industrial And Commercial Bank of China) , which debuted with the same valuation. Both companies currently sit at the bottom of the rankings, meaning maintaining positive momentum in April will be crucial if they want to secure their place in the list. $SPX500 $NSDQ100 $GOLD $BTC
Not investment advice. The author may have financial interests in the mentioned instruments.