Detail analýzy
| 25.07.2022 / Erste Group Research |
Základní informace
| Autor | Erste Group Research |
| Datum | 25.07.2022 |
| 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 6
| Název | ISIN | |
| - | US5184391044 | 0 |
| - | GB00BH4HKS39 | 0 |
| - | US3696041033 | 0 |
| - | CH0418792922 | 0 |
| - | GB00BZ09BD16 | 0 |
| - | NL00150001Q9 | 0 |
| - | US70450Y1038 | 0 |
| - | US88579Y1010 | 0 |
| - | IE00BZ12WP82 | 0 |
| - | PTEDP0AM0009 | 0 |
| - | US0567521085 | 0 |
| - | CH0024608827 | 0 |
| - | US2788651006 | 0 |
| - | CH0030170408 | 0 |
| - | DE000ENAG999 | 0 |
| ABB | CH0012221716 | 0 |
| Abbott Laboratories | US0028241000 | 0 |
| AbbVie | US00287Y1091 | 0 |
| Adidas | DE000A1EWWW0 | 4 |
| Adobe | US00724F1012 | 0 |
| Advanced Micro Devices | US0079031078 | 0 |
| Alibaba | US01609W1027 | 0 |
| Allianz | DE0008404005 | 0 |
| Alphabet | US02079K3059 | 0 |
| Amadeus IT Group | ES0109067019 | 0 |
Positive quarterly earnings support the equity market Rating changes: Cadence Design Systems, Intuit, Elevance Health (previously: Anthem) The Global Equity Index posted a +8% gain so far in July (EUR). Stocks from the consumer cyclical, healthcare and technology sectors outperformed. The outlook for corporate earnings growth is broadly stable for 2022 (2022e: +7.3%). However, 2023 earnings growth is then expected to be lower (2023e: +3.3%) than this year. The forecasts for 2023 have stabilized after the declines in 2Q in July. The solid quarterly earnings of numerous major companies so far have led to a decline in volatility on the stock markets and ultimately to an improvement in investor sentiment. The proportion of investors with a positive market assessment has increased slightly in the USA in recent weeks, but remains below the long-term average. We see this - coupled with the positive quarterly results - as a positive sign for the stock market. |
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