Detail analýzy
| 09.01.2023 / Erste Group Research |
Základní informace
| Autor | Erste Group Research |
| Datum | 09.01.2023 |
| 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 | |
| - | IE00BZ12WP82 | 0 |
| 3M Company | US88579Y1010 | 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 |
| Amazon.Com | US0231351067 | 0 |
| AmBev | BRABEVACNOR1 | 0 |
| Amgen | US0311621009 | 0 |
| Anheuser Busch Inbev | BE0974293251 | 0 |
| Apple | US0378331005 | 0 |
| ASML | NL0010273215 | 0 |
| AT&T | US00206R1023 | 0 |
| Baidu | US0567521085 | 0 |
| Bank of America | US0605051046 | 0 |
| BASF | DE000BASF111 | 2 |
| Bayer | DE000BAY0017 | 0 |
| Beiersdorf | DE0005200000 | 0 |
| BHP Group | GB00BH0P3Z91 | 0 |
European equities on the upswing Rating changes: AstraZeneca, Siemens, Albemarle Corp, Intuit, United Parcel Service The European stock market is currently benefiting above all from lower energy prices and its low valuation. The sharp drop in the price of natural gas is very beneficial, especially for the European industrial sector. The valuation of European equities is also favoring the current rise in the indices. According to P/E ratio 2023e, which is 12.9x, European stocks are valued far below their historical average. For Q4 2022, European equities are expected to increase earnings by +15% y/y. Sales should increase by +7% (y/y). In the following quarters, earnings growth will then decline (1Q 2023e: +5%). From 2Q 2023, it will remain negative for 2 quarters before profit growth is achieved again. |
 Stáhnout PDF (5,3MB)
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