Detail analýzy
| 28.11.2022 / Erste Group Research |
Sustained recovery expected The consensus forecasts for expected sales growth in the global equity market are for a +1% increase in sales in 2023. The strongest increases are forecast for the Travel & Leisure (+18% y/y), Media (+7% y/y), and Banking (+6% y/y) sectors. With regard to adjusted operating income, the consensus also expects an increase of +1% (y/y) globally in 2023. With the end of the reporting season for 3Q, investors' risk appetite has increased significantly. Falling volatility and the falling dollar index signal that the current trend reversal on the stock markets should continue. We therefore expect the leading regional indices and the global equity market index to rise further. Rating changes: Allianz, Gilead Sciences, Colgate-Palmolive, Tesla Gilead Sciences: Successful in HIV/cell therapy and hepatitis C treatment Mondelez: Strong revenue growth in emerging markets |
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Základní informace
| Autor | Erste Group Research |
| Datum | 28.11.2022 |
| Jazyk |  |
| Název produktu | Recommendation List |
| Hlavní téma | Akcie |
| Zaostřeno na ekonomiku | Eurozóna, Japonsko, 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 | |
| Pfizer | US7170811035 | 0 |
| 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 |