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Oct. 12, 2021, 9:49 a.m. EDT

These 10 innovative trends will be ‘game changers’ for society. Here are the stocks that will benefit.

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By Barbara Kollmeyer

Wall Street is wobbling as we close in on earnings season, which begins in earnest tomorrow. Barring supply-chain woes and labor problems, companies could add to a record-breaking year, but that’s a big “if.”

Our call of the day from a team of more than 20 Citigroup strategists led by Michael Ashford takes us into the hopeful future, with 10 new innovation ideas and accompanying long-term stock ideas to think about.

“A few of the “new” concepts may not seem quite that new — e.g., alternative proteins and psychedelic drugs — but new technology and increased acceptance could make them game-changers,” says the report.

  1. 3-D architecture in semiconductors . Citi says technical complexity in the fabrication— manufacturing of those devices process may, strengthen market leaders’ edge. Its top pick here is Samsung Electronics /zigman2/quotes/209800866/delayed KR:005930 +1.08% , with LAM Research /zigman2/quotes/208077897/composite LRCX +2.01% and Entegris /zigman2/quotes/200628784/composite ENTG +1.77% also exposed.

  2. AI airline surveillance.  Artificial intelligence coming to your next flight could gauge temperature, pulse rates, etc. to detect contagious infections or intoxication. Global network airlines, with high international exposure relative to low-cost peers, should be at the forefront. Citi’s long-term picks include Delta Air Lines /zigman2/quotes/200327741/composite DAL -7.38% and Azul /zigman2/quotes/201461594/composite AZUL -8.35% .

  3. Alternative proteins . Over time, Citi sees more consumers shifting to alternative meats for health or climate change reasons. Beyond Meat /zigman2/quotes/211617595/composite BYND -5.69% and Kellogg /zigman2/quotes/209631250/composite K -0.25% are most exposed to growth of alternative meats, says the bank.

  4. Ammonia propulsion in jet engines . In the race to reduce aviation emissions, ammonia is one solution that’s cheap and feasible. Green ammonia is still some ways away, and Citi sees several zero/low emissions solutions as winners. Its future ammonia plays include Yara /zigman2/quotes/200075065/delayed NO:YAR +0.36% , CF Holdings /zigman2/quotes/209482112/composite CF -5.45% , GE /zigman2/quotes/208495069/composite GE -2.09% and International Consolidated Airlines /zigman2/quotes/208070069/delayed UK:IAG +3.37% .

  5. De-polymerizing plastics. Advanced chemical recycling systems is seen as a solution to help eliminate plastic waste from landfills, replacing current mechanical recycling systems. Citi sees opportunity for plastic resin producers Dow /zigman2/quotes/203121064/composite DOW -3.95% , LyondellBasell /zigman2/quotes/200036808/composite LYB -2.96% and Arkema /zigman2/quotes/200304947/delayed FR:AKE +2.51% .

  6. Direct air capture. Citi expects the process that captures carbon straight from the air to be a key party of energy transition strategies, and require governmental support. Top picks here include Occidental Petroleum /zigman2/quotes/207018272/composite OXY -2.36% and Aker Carbon Capture /zigman2/quotes/220099448/delayed NO:ACC +0.13% .

  7. Metaverse malls. In the future of the internet, virtual stores will sell both digital and physical products to consumers who divide their time in both worlds, thanks to smartphones, virtual reality headsets and augmented reality glasses. Facebook /zigman2/quotes/205064656/composite FB -4.27% and Snap /zigman2/quotes/205087158/composite SNAP -0.74% are two ways to play this, says Citi.

  8. mRNA vaccines . A year ago, the leading technology for COVID-19 vaccines was viewed as largely unproven, and now trials are under way to treat several infectious diseases, with genetic diseases and even cancer among future possibilities. Sanofi /zigman2/quotes/201967021/composite SNY +1.03% /zigman2/quotes/206928357/delayed FR:SAN +2.36% , Arcturus /zigman2/quotes/202272083/composite ARCT -5.74% and Pfizer /zigman2/quotes/202877789/composite PFE +1.77% are among Citi’s top picks.

  9. Nonfungible tokens – NFTs. Beneficiaries include companies or individuals whose main business is selling content or branded goods, one that enables the creation, minting, staking, sharing or trading of NFTs in the secondary market, and service companies that help content creators navigate this new ecosystem. Beneficiaries include Robinhood /zigman2/quotes/228268942/composite HOOD -7.75% , Discovery /zigman2/quotes/200511275/composite DISCA -4.34% , Disney /zigman2/quotes/203410047/composite DIS -1.90% , WPP /zigman2/quotes/203813176/composite WPP -0.59% /zigman2/quotes/202300097/delayed UK:WPP +2.93% and Publicis /zigman2/quotes/207669560/delayed FR:PUB +1.37% .

  10. Psychedelic drugs is Citi’s last disruptive idea. “Despite their checkered history, psychedelic drugs such as LSD, psilocybin (“magic mushrooms”), and DMT (ayahuasca) are making a comeback, and could revolutionize the mental-health treatment paradigm. Top picks include ATAI Life Sciences /zigman2/quotes/227454864/composite ATAI -0.55% and COMPASS Pathways /zigman2/quotes/204069138/composite CMPS -3.61% .

Here’s a visual on all that:

The buzz

CureVac shares /zigman2/quotes/219999729/composite CVAC -9.54% are tumbling after the German biopharmaceutical group said it’s scrapping plans for a COVID-19 vaccine and will focus on developing second-generation mRNA shots with GlaxoSmithKline  /zigman2/quotes/209463850/composite GSK +0.61% /zigman2/quotes/200381158/delayed UK:GSK +1.06% .

Tesla /zigman2/quotes/203558040/composite TSLA -4.35% reportedly sold a record number of its electric cars in China last month.

/zigman2/quotes/209800866/delayed
KR : S. Korea: KRX
75,200.00
+800.00 +1.08%
Volume: 14.90M
Dec. 2, 2021 12:29p
P/E Ratio
14.58
Dividend Yield
1.92%
Market Cap
₩478228.01 billion
Rev. per Employee
₩2.16B
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/zigman2/quotes/208077897/composite
US : U.S.: Nasdaq
$ 693.53
+13.68 +2.01%
Volume: 2.53M
Dec. 1, 2021 4:00p
P/E Ratio
23.42
Dividend Yield
0.87%
Market Cap
$95.72 billion
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$1.04M
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/zigman2/quotes/200628784/composite
US : U.S.: Nasdaq
$ 148.66
+2.58 +1.77%
Volume: 1.31M
Dec. 1, 2021 4:00p
P/E Ratio
53.76
Dividend Yield
0.22%
Market Cap
$19.80 billion
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$320,571
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/zigman2/quotes/200327741/composite
US : U.S.: NYSE
$ 33.53
-2.67 -7.38%
Volume: 34.70M
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
0.00%
Market Cap
$23.17 billion
Rev. per Employee
$231,014
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/zigman2/quotes/201461594/composite
US : U.S.: NYSE
$ 11.53
-1.05 -8.35%
Volume: 2.37M
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
N/A
Market Cap
$1.43 billion
Rev. per Employee
N/A
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/zigman2/quotes/211617595/composite
US : U.S.: Nasdaq
$ 66.26
-4.00 -5.69%
Volume: 3.26M
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
N/A
Market Cap
$4.45 billion
Rev. per Employee
$581,121
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/zigman2/quotes/209631250/composite
US : U.S.: NYSE
$ 61.03
-0.15 -0.25%
Volume: 2.19M
Dec. 1, 2021 4:00p
P/E Ratio
16.65
Dividend Yield
3.80%
Market Cap
$20.87 billion
Rev. per Employee
$444,194
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/zigman2/quotes/200075065/delayed
NO : Norway: Oslo
kr 447.20
+1.60 +0.36%
Volume: 417,560
Dec. 1, 2021 4:27p
P/E Ratio
20.86
Dividend Yield
8.94%
Market Cap
kr113.51 billion
Rev. per Employee
kr6.42M
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/zigman2/quotes/209482112/composite
US : U.S.: NYSE
$ 57.29
-3.30 -5.45%
Volume: 3.84M
Dec. 1, 2021 4:02p
P/E Ratio
41.55
Dividend Yield
2.09%
Market Cap
$13.00 billion
Rev. per Employee
$1.37M
loading...
/zigman2/quotes/208495069/composite
US : U.S.: NYSE
$ 93.00
-1.99 -2.09%
Volume: 8.66M
Dec. 1, 2021 4:00p
P/E Ratio
21.17
Dividend Yield
0.34%
Market Cap
$104.31 billion
Rev. per Employee
$459,155
loading...
/zigman2/quotes/208070069/delayed
UK : U.K.: London
131.76 p
+4.30 +3.37%
Volume: 38.64M
Dec. 1, 2021 4:35p
P/E Ratio
N/A
Dividend Yield
0.00%
Market Cap
£6.32 billion
Rev. per Employee
£120,743
loading...
/zigman2/quotes/203121064/composite
US : U.S.: NYSE
$ 52.76
-2.17 -3.95%
Volume: 9.12M
Dec. 1, 2021 4:00p
P/E Ratio
6.84
Dividend Yield
5.31%
Market Cap
$40.63 billion
Rev. per Employee
$1.08M
loading...
/zigman2/quotes/200036808/composite
US : U.S.: NYSE
$ 84.55
-2.58 -2.96%
Volume: 3.18M
Dec. 1, 2021 4:06p
P/E Ratio
4.94
Dividend Yield
5.35%
Market Cap
$29.00 billion
Rev. per Employee
$1.45M
loading...
/zigman2/quotes/200304947/delayed
FR : France: Euronext Paris
118.50
+2.90 +2.51%
Volume: 196,736
Dec. 1, 2021 5:35p
P/E Ratio
7.38
Dividend Yield
2.11%
Market Cap
€8.60 billion
Rev. per Employee
€383,165
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/zigman2/quotes/207018272/composite
US : U.S.: NYSE
$ 28.95
-0.70 -2.36%
Volume: 19.02M
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
0.14%
Market Cap
$27.69 billion
Rev. per Employee
$1.45M
loading...
/zigman2/quotes/220099448/delayed
NO : Norway: Oslo
kr 30.80
+0.04 +0.13%
Volume: 806,107
Dec. 1, 2021 4:25p
P/E Ratio
N/A
Dividend Yield
N/A
Market Cap
kr18.59 billion
Rev. per Employee
kr607,731
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/zigman2/quotes/205064656/composite
US : U.S.: Nasdaq
$ 310.60
-13.86 -4.27%
Volume: 30.38M
Dec. 1, 2021 4:00p
P/E Ratio
22.18
Dividend Yield
N/A
Market Cap
$902.57 billion
Rev. per Employee
$1.47M
loading...
/zigman2/quotes/205087158/composite
US : U.S.: NYSE
$ 47.26
-0.35 -0.74%
Volume: 28.55M
Dec. 1, 2021 4:01p
P/E Ratio
N/A
Dividend Yield
N/A
Market Cap
$76.64 billion
Rev. per Employee
$648,881
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/zigman2/quotes/201967021/composite
US : U.S.: Nasdaq
$ 48.06
+0.49 +1.03%
Volume: 2.24M
Dec. 1, 2021 4:00p
P/E Ratio
17.50
Dividend Yield
2.85%
Market Cap
$118.49 billion
Rev. per Employee
$413,288
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/zigman2/quotes/206928357/delayed
FR : France: Euronext Paris
85.84
+1.98 +2.36%
Volume: 2.78M
Dec. 1, 2021 5:39p
P/E Ratio
18.63
Dividend Yield
3.73%
Market Cap
€105.27 billion
Rev. per Employee
€362,542
loading...
/zigman2/quotes/202272083/composite
US : U.S.: Nasdaq
$ 37.47
-2.28 -5.74%
Volume: 615,896
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
N/A
Market Cap
$1.05 billion
Rev. per Employee
$80,839
loading...
/zigman2/quotes/202877789/composite
US : U.S.: NYSE
$ 54.68
+0.95 +1.77%
Volume: 59.85M
Dec. 1, 2021 4:03p
P/E Ratio
16.23
Dividend Yield
2.85%
Market Cap
$301.58 billion
Rev. per Employee
$533,860
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/zigman2/quotes/228268942/composite
US : U.S.: Nasdaq
$ 23.93
-2.01 -7.75%
Volume: 37.65M
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
N/A
Market Cap
$22.30 billion
Rev. per Employee
N/A
loading...
/zigman2/quotes/200511275/composite
US : U.S.: Nasdaq
$ 22.26
-1.01 -4.34%
Volume: 10.51M
Dec. 1, 2021 4:00p
P/E Ratio
11.95
Dividend Yield
N/A
Market Cap
$11.66 billion
Rev. per Employee
$1.09M
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/zigman2/quotes/203410047/composite
US : U.S.: NYSE
$ 142.15
-2.75 -1.90%
Volume: 16.50M
Dec. 1, 2021 4:05p
P/E Ratio
130.35
Dividend Yield
0.00%
Market Cap
$263.38 billion
Rev. per Employee
$354,668
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/zigman2/quotes/203813176/composite
US : U.S.: NYSE
$ 69.25
-0.41 -0.59%
Volume: 155,430
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
2.65%
Market Cap
$16.02 billion
Rev. per Employee
$154,181
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/zigman2/quotes/202300097/delayed
UK : U.K.: London
1,072.50 p
+30.50 +2.93%
Volume: 2.88M
Dec. 1, 2021 4:35p
P/E Ratio
N/A
Dividend Yield
2.47%
Market Cap
£12.11 billion
Rev. per Employee
£120,232
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/zigman2/quotes/207669560/delayed
FR : France: Euronext Paris
57.92
+0.78 +1.37%
Volume: 1.14M
Dec. 1, 2021 5:35p
P/E Ratio
16.66
Dividend Yield
3.45%
Market Cap
€14.39 billion
Rev. per Employee
€136,469
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/zigman2/quotes/227454864/composite
US : U.S.: Nasdaq
$ 10.92
-0.06 -0.55%
Volume: 254,002
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
N/A
Market Cap
$1.76 billion
Rev. per Employee
N/A
loading...
/zigman2/quotes/204069138/composite
US : U.S.: Nasdaq
$ 32.00
-1.20 -3.61%
Volume: 619,142
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
N/A
Market Cap
$1.38 billion
Rev. per Employee
N/A
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/zigman2/quotes/219999729/composite
US : U.S.: Nasdaq
$ 43.62
-4.60 -9.54%
Volume: 770,590
Dec. 1, 2021 4:00p
P/E Ratio
N/A
Dividend Yield
N/A
Market Cap
$9.01 billion
Rev. per Employee
$100,563
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/zigman2/quotes/209463850/composite
US : U.S.: NYSE
$ 41.37
+0.25 +0.61%
Volume: 3.91M
Dec. 1, 2021 4:00p
P/E Ratio
17.61
Dividend Yield
4.83%
Market Cap
$101.04 billion
Rev. per Employee
$464,855
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/zigman2/quotes/200381158/delayed
UK : U.K.: London
1,541.20 p
+16.20 +1.06%
Volume: 7.02M
Dec. 1, 2021 4:35p
P/E Ratio
18.05
Dividend Yield
5.19%
Market Cap
£76.37 billion
Rev. per Employee
£362,501
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/zigman2/quotes/203558040/composite
US : U.S.: Nasdaq
$ 1,095.00
-49.76 -4.35%
Volume: 22.93M
Dec. 1, 2021 4:00p
P/E Ratio
354.55
Dividend Yield
N/A
Market Cap
$1149.64 billion
Rev. per Employee
$445,694
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