Detail analýzy
| 10.03.2022 / Erste Group Research |
Základní informace
| Autor | Erste Group Research |
| Datum | 10.03.2022 |
| Jazyk |  |
| Název produktu | Recommendation List |
| Hlavní téma | Akcie |
| Zaostřeno na ekonomiku | Eurozóna, Německo, Spojené Státy |
| Zaměřeno na měnu | Americký dolar, Euro |
| 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 1 z 4
| Název | ISIN | |
| - | CH0030170408 | 0 |
| - | GB00B24CGK77 | 0 |
| - | DE000ENAG999 | 0 |
| - | SE0000106270 | 0 |
| - | US3453708600 | 0 |
| - | GB00BH4HKS39 | 0 |
| - | FR0010220475 | 0 |
| - | HK0941009539 | 0 |
| - | DE0007472060 | 0 |
| - | US0567521085 | 0 |
| - | DE0005439004 | 0 |
| - | US88579Y1010 | 0 |
| - | DE0005785604 | 0 |
| - | DE0006048432 | 2 |
| - | DE000CBK1001 | 2 |
| - | RU0007661625 | 0 |
| ABB | CH0012221716 | 0 |
| Adidas | DE000A1EWWW0 | 4 |
| Alibaba | US01609W1027 | 0 |
| Allianz | DE0008404005 | 0 |
| Alphabet | US02079K3059 | 0 |
| Amadeus IT Group | ES0109067019 | 0 |
| Amazon.Com | US0231351067 | 0 |
| Apple | US0378331005 | 0 |
| ASML | NL0010273215 | 0 |
Strong demand for energy and commodities The war between Russia and Ukraine continues unabated. Europe, the USA and numerous other countries have therefore extended their sanctions against Russia. As a result, strong global demand for energy is being met by a tightening supply. Sharply rising prices of energy, raw materials and supply chain problems are fueling high inflation. No rapid change in this situation is in sight. The outlook for sales and profit growth of global companies remains positive. This year, sales should increase by +5.8% (y/y) and profits by +7.1% (y/y). Valuation by P/E ratio has declined due to share price declines and earnings growth. The 2022e P/E ratio is currently 15.0x. However, the favorable valuation also reflects the globally increased economic risks. Rating changes: ConocoPhillips, Rio Tinto, Mercedes-Benz Group Coverage discontinued: Gazprom, Sberbank |
 Stáhnout PDF (5,5MB)
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