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 5 z 6
| Název | ISIN | |
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| T-Mobile US | US8725901040 | 0 |
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| Toyota Motor | JP3633400001 | 0 |
| UBS | CH0244767585 | 0 |
| UniCredit | IT0005239360 | 0 |
| Unilever | GB00B10RZP78 | 0 |
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| Vale | BRVALEACNOR0 | 0 |
| Verizon | US92343V1044 | 0 |
| Vertex Pharmaceuticals | US92532F1003 | 0 |
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| Vinci | FR0000125486 | 0 |
| Visa | US92826C8394 | 0 |
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| Walmart | US9311421039 | 0 |