Detail analýzy
| 21.07.2023 / Erste Group Research |
Industrial stocks with good 2Q results so far Rating changes: Intuit, Hershey Co. The 2Q23 reporting season has started in Europe and the USA. In the USA, a decline in profits of -7% Y/Y is expected. The falling profits of the US index arise from the partly very strong falling profits in the sectors: energy (-47%), commodities (-31%) and health care (-17%). In Europe, profits are also expected to decline by -8% compared to the same quarter last year. However, excluding the EUR 16.5 billion drop in profits in the energy sector, profits in Europe should have increased by +4.4%. Corporate forecasts for the coming quarters in the course of the reporting season in the US and Europe are crucial. The market consensus is currently for accelerated earnings growth of +11% Y/Y in 2024 in the US, following +7% earnings growth this year. Alfa Laval: High order intake in Energy and Marine segment, sales up +17% y/y in 2Q ASML: Order intake up again in 2Q, sales guidance for 2023 raised JPMorgan: Solid 2Q23, net interest income up +4.7% Q/Q |
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Základní informace
| Autor | Erste Group Research |
| Datum | 21.07.2023 |
| Jazyk |  |
| Název produktu | Recommendation List |
| Hlavní téma | Akcie |
| Zaostřeno na ekonomiku | Eurozóna, Německo, Spojené Království, Spojené Státy, Švýcarsko |
| Zaměřeno na měnu | Americký dolar, Britská libra, Euro, Švýcarský frank |
| Zaměřeno na sektor | Automobilový průmysl, Banky, Cestování a volný čas, Chemický průmysl, Finanční služby, Jídlo a nápoje, Maloobchodní prodej, Média, Pojišťovnictví, Průmyslové zboží a služby, Ropa & plyn, Síťová odvětví, Stavebnictví a materiály, Technologie, Telekomunikace, Základní materiály, Zboží osobní spotřeby, Zdravotnictví |
| Stáhnout |
Související investiční nástroje
Strana 2 z 6
| Název | ISIN | |
| BP | GB0007980591 | 0 |
| Bristol-Myers Squibb | US1101221083 | 0 |
| Caterpillar | US1491231015 | 0 |
| Chevron | US1667641005 | 0 |
| China Construction Bank | CNE1000002H1 | 0 |
| Cie Financiere Richemont | CH0210483332 | 0 |
| Cisco | US17275R1023 | 0 |
| Citigroup | US1729674242 | 0 |
| Coca-Cola | US1912161007 | 0 |
| Colgate-Palmolive | US1941621039 | 0 |
| Coloplast | DK0060448595 | 0 |
| ConocoPhillips | US20825C1045 | 0 |
| Daikin Industries | JP3481800005 | 0 |
| Danone | FR0000120644 | 0 |
| Deere & Co | US2441991054 | 0 |
| Deutsche Bank | DE0005140008 | 4 |
| Deutsche Boerse | DE0005810055 | 0 |
| Deutsche Telekom | DE0005557508 | 0 |
| DHL Group | DE0005552004 | 0 |
| Diageo | GB0002374006 | 0 |
| Edwards Lifesciences | US28176E1082 | 0 |
| Eli Lilly | US5324571083 | 0 |
| Equinor | NO0010096985 | 0 |
| Exxon Mobil | US30231G1022 | 0 |
| Fomento Eco. Mexicano | US3444191064 | 0 |