Harris in the White House: The Sectors and Stocks Poised to Soar Under Her Presidency
Investing.com – The US presidential election is just around the corner. The U.S. presidential election can affect the stock market in various ways, and the market’s reaction can vary greatly depending on candidates’ pledges and future policy changes, such as economic policy, regulatory direction, tax policy, and trade negotiations. In particular, there may be differences in the impact on specific industries depending on the policies proposed by each candidate.
Therefore, if Kamala Harris and Donald Trump are each elected president, the advantageous sectors may differ depending on the policies and pledges pursued by each candidate. Today, we would like to take a look at the sectors that Kamala Harris will pay attention to when she is elected and the major stocks in those sectors as an investment professional. Tomorrow, we will look at sectors and stocks that will pay attention if Donald Trump is elected.
Sectors to watch if Kamala Harris is elected
If Kamala Harris is elected, home construction, clean energy, and healthcare sectors are likely to receive attention according to her policy priorities. Harris aims to expand the supply of housing for the middle- and low-income groups, strengthen investment in renewable energy, and improve access to medical services, and is expected to see increased support and investment from the federal government in these sectors. This will benefit businesses such as home builders, clean energy and electric vehicle companies, healthcare providers and the pharmaceutical industry.
housing construction
Harris is very interested in addressing home construction and housing affordability issues. Her housing policy focuses on expanding housing supply for the middle and low-income classes as a way to solve the housing shortage problem and lower housing costs. Tax breaks and incentive policies to support home construction are likely to be implemented, which could have a positive impact on home builders and related materials companies.
In particular, the federal government is expected to increase investment to increase the supply of public housing and rental housing for low-income people. The home construction sector can receive stable growth opportunities due to these government support policies, and not only large home builders such as DR Horton and Lennar, but also companies that supply building materials such as cement and steel will benefit. You can wear it. In addition, expanding housing supply can have a positive impact on related infrastructure and the local economy, promoting the mutual growth of various industries.
Among them, let’s learn about DR Horton, a representative home construction company.
D.R. 호튼 (D.R. Horton)
DR Horton (NYSE:), founded by Donald Ray Horton in 1978, is America’s largest homebuilder and is headquartered in Arlington, Texas. It operates more than 90 business sites in 29 states across the U.S. and owns brands such as Hortons, Emerald Homes, Express Homes, and Freedom Homes. The company focuses on home construction and sales, and its financial services division provides mortgage financing and ownership services to homebuyers.
According to InvestingPro, the fair value is evaluated at $179.39, which is 7% higher than the current price of $167.64, and analysts are targeting an even higher price of $190.26.
Source: InvestingPro
It can be seen that the company’s financial soundness is above average.
Source: InvestingPro
Clean and Renewable Energy
Harris is taking an active stance in responding to climate change, which is the Democratic Party’s main agenda, and is expected to promote the expansion of clean energy and renewable energy as a major policy. We plan to significantly increase investment in clean energy such as solar, wind, and hydrogen energy, and focus on reducing dependence on fossil fuels. This will create a favorable environment for companies with clean energy-related technologies and those seeking to expand projects.
In particular, financial support from the federal government is likely to flow to clean energy projects, which could help related companies secure stable profits. Large clean energy companies such as NextEra Energy and First Solar could benefit from these policies. Harris is also likely to strengthen energy standards for buildings with the goal of improving energy efficiency, so companies with eco-friendly building materials and smart grid technologies are also expected to receive attention.
Among them, let’s learn about First Solar, which has recently been attracting attention from investors.
First Solar
First Solar (NASDAQ:), headquartered in Tempe, Arizona, is a leading solar technology company that designs, manufactures and sells high-efficiency cadmium telluride (CdTe) thin-film solar modules. We also provide large-scale solar power plant development, construction, operation and maintenance services, contributing to the expansion of renewable energy around the world.
InvestingPro’s fair value is $275.31, which is 29.2% higher than the current price of $204.94, and the analyst target is $275.31, which is higher than this, indicating that the company has high growth potential. 
Source: InvestingPro
The financial soundness of the company was also very good, above average, confirming the company’s stability.
Source: InvestingPro
healthcare
Harris’ healthcare policy focuses on strengthening access to basic healthcare for all Americans. Democrats have traditionally supported expansion of the public health care system, and Harris is likely to work to expand Medicare and provide affordable health insurance. This can have a positive impact on healthcare providers and the pharmaceutical industry.
In particular, the reduction in prescription drug prices, which is one of the policies that Harris is likely to pursue, is positive for consumers as it can reduce the burden of drug costs, and the expansion of the public medical system will also benefit various healthcare-related companies such as hospitals, medical device manufacturers, and insurance companies. It can provide an opportunity. Additionally, as accessibility to medical services expands, the digital healthcare industry, such as telemedicine, is expected to face new growth opportunities.
Among them, let’s learn about Centen, which provides medical services for low-income people.
Centene
Centene (NYSE:) is a leading U.S. healthcare management services company that primarily focuses on providing healthcare services for Medicaid and Medicare beneficiaries. It operates health insurance programs for low-income people and the elderly, and is particularly strong in providing services related to public health programs supported by the government.
The fair value of the company is $80.22, which is 26.3% higher than the current value, and analysts also set it at $83.42, confirming the company’s growth potential.
Source: InvestingPro
Financial soundness was also confirmed to be better than average, with a score of 3 out of 5.
Source: InvestingPro
If Kamala Harris is elected, her policy priorities will likely include supporting growth in home construction, clean energy, and healthcare. DR Horton is expected to see stable growth due to policies to expand housing supply, and First Solar can benefit from investment in clean energy and expansion of renewable energy projects. Additionally, Centene is likely to benefit from the expansion of the public healthcare system and improved access to healthcare. These stocks have potential growth opportunities in line with Harris’ pledge and could attract investors’ attention from a long-term perspective. During times like the U.S. presidential election, it is important to look into notable fields and stocks through analysis tools such as Investing Pro and use them in your investment strategy.
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