Detail analýzy
| 27.10.2023 / Erste Group Research |
USA Earnings Season so far above Expectations Rating Changes: Shell, Arthur J. Gallagher, Alfa Laval, PepsiCo The reporting season in the USA has so far been well above expectations. The earnings growth forecast for 3Q23 is now +2.6% year-on-year. Excluding the energy sector, the growth rate for the index is +7.4%. Moreover, of the 146 corporations in the S&P 500 that have reported earnings to date, 80% have done so above market expectations. This compares to a long-term average of 66%. The forecast for 3Q sales growth is +1.2% (excl. energy: +3.6%). In Europe, earnings are expected to decline by -9.7% year-on-year in 3Q23 (excl. energy: +1.7%). Sales for the final quarter are expected to fall by 5.3% compared to 3Q22 (excl. energy: -1.3%). So far, 58 out of 600 companies have reported Q3 results. Only 40% achieved earnings that exceeded forecasts. On historical average, 54% beat earnings per share expectations. Alphabet: Advertising revenue up in 3Q, Google Cloud revenue up +22% Y/Y JPMorgan: Strong 3Q, profit incl. First Republic up +35%, provisions down significantly |
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Základní informace
| Autor | Erste Group Research |
| Datum | 27.10.2023 |
| Jazyk |  |
| Název produktu | Recommendation List |
| Hlavní téma | Akcie |
| Zaostřeno na ekonomiku | Japonsko, Německo, Spojené Království, Spojené Státy, Švýcarsko |
| Zaměřeno na měnu | Americký dolar, Britská libra, Euro, Švýcarský frank |
| 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 5 z 6
| Název | ISIN | |
| 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 |
| UBS | CH0244767585 | 0 |
| UniCredit | IT0005239360 | 0 |
| Unilever | GB00B10RZP78 | 0 |
| UnitedHealth Group | US91324P1021 | 0 |
| Vale | BRVALEACNOR0 | 0 |
| Verizon | US92343V1044 | 0 |
| Vertex Pharmaceuticals | US92532F1003 | 0 |
| Vestas Wind Systems | DK0010268606 | 0 |
| Vinci | FR0000125486 | 0 |
| Visa | US92826C8394 | 0 |
| Volkswagen | DE0007664039 | 4 |