Detail analýzy
| 18.11.2022 / Erste Group Research |
3Q reporting season slightly positive In Europe, more than half of the companies have already published 3Q reports. Of these, 59% of companies have reported better-than-expected earnings. 79% of companies have beaten consensus expectations on sales. Earnings forecasts have improved for European equities over the next few quarters. Earnings are expected to rise +20.1% (y/y) in 4Q and +9.1% (y/y) in 1Q. The technology, financials, consumer staples, and healthcare sectors should see the largest earnings gains in Europe in 2023. In contrast, the energy, materials, and industrial sectors should see earnings decline in 2023. We expect the global stock market index to a slight increase in the medium term. Rating changes: Mercedes-Benz Group, Schneider Electric, Taiwan Semiconductor, Amazon.Com, Diageo, Hershey Co. Taiwan Semiconductor: expected US fab expansion reduces geopolitical risk, technology lead over Samsung grows NVIDIA: Sales decline in gaming segment, but data center segment growing very strongly Allianz: 3Q very successful in property and casualty insurance segment |
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Základní informace
| Autor | Erste Group Research |
| Datum | 18.11.2022 |
| 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 |
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Související investiční nástroje
Strana 5 z 6
| Název | ISIN | |
| Porsche AG | DE000PAG9113 | 0 |
| Procter & Gamble | US7427181091 | 0 |
| Qualcomm | US7475251036 | 0 |
| Rio Tinto | GB0007188757 | 0 |
| Roche Holding | CH0012032113 | 0 |
| Royal Bank of Canada | CA7800871021 | 0 |
| RWE | DE0007037129 | 3 |
| Ryanair | IE00BYTBXV33 | 0 |
| Samsung Electronics | KR7005930003 | 0 |
| Sanofi | FR0000120578 | 0 |
| SAP | DE0007164600 | 4 |
| Schneider Electric | FR0000121972 | 0 |
| ServiceNow | US81762P1021 | 0 |
| Shell | GB00B03MLX29 | 0 |
| Siemens | DE0007236101 | 0 |
| Southern Co | US8425871071 | 0 |
| Starbucks | US8552441094 | 0 |
| T-Mobile US | US8725901040 | 0 |
| Taiwan Semiconductor | TW0002330008 | 0 |
| Tencent | KYG875721634 | 0 |
| Tesla | US88160R1014 | 0 |
| Thermo Fisher Scientific | US8835561023 | 0 |
| Tokyo Electron | JP3571400005 | 0 |
| TotalEnergies | FR0000120271 | 0 |
| Toyota Motor | JP3633400001 | 0 |