Detail analýzy
| 24.11.2023 / Erste Group Research |
US Technology sector with high earnings growth No Rating Changes. In Europe, around half of the companies have reported their Q3 results so far. Turnover was higher than expected for only 47% of companies. The proportion of positive sales surprises was well below the long-term average. In terms of profits, 55% of companies have reported higher profits than expected. This was a slightly higher proportion than the long-term average. 3Q earnings growth was -11.0% (y/y), excluding energy it would have been +0.5% (y/y). 3Q sales fell by -8%. Positive sales and earnings growth is not expected until 2Q 2024. The 3Q reporting season went very well in the US. 82% of companies reported higher earnings than the consensus estimates. Earnings growth for the 3Q is +4.3% (y/y). 3Q sales growth is +2.4% (y/y). Earnings growth expected for 4Q is +2.9% (y/y) and +6.5% (y/y) for 1Q 2024. Novo Nordisk: Very strong increase in sales and profits due to weight loss injection Bayer: Discontinuation of a clinical trial for a potentially very important drug successor has a negative impact Siemens: Slowdown in growth and decline in operating margin in the last quarter |
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Základní informace
| Autor | Erste Group Research |
| Datum | 24.11.2023 |
| Jazyk |  |
| Název produktu | Recommendation List |
| Hlavní téma | Akcie |
| Zaostřeno na ekonomiku | Eurozóna, 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 |
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Související investiční nástroje
Strana 1 z 5
| Název | ISIN | |
| Walt Disney | US2546871060 | 0 |
| Walmart | US9311421039 | 0 |
| Volkswagen | DE0007664039 | 4 |
| Visa | US92826C8394 | 0 |
| Vinci | FR0000125486 | 0 |
| Vertex Pharmaceuticals | US92532F1003 | 0 |
| Verizon | US92343V1044 | 0 |
| Vale | BRVALEACNOR0 | 0 |
| UnitedHealth Group | US91324P1021 | 0 |
| Unilever | GB00B10RZP78 | 0 |
| UniCredit | IT0005239360 | 0 |
| UBS | CH0244767585 | 0 |
| Toyota Motor | JP3633400001 | 0 |
| TotalEnergies | FR0000120271 | 0 |
| Tokyo Electron | JP3571400005 | 0 |
| Thermo Fisher Scientific | US8835561023 | 0 |
| Tesla | US88160R1014 | 0 |
| Tencent | KYG875721634 | 0 |
| Taiwan Semiconductor | TW0002330008 | 0 |
| T-Mobile US | US8725901040 | 0 |
| Starbucks | US8552441094 | 0 |
| Southern Co | US8425871071 | 0 |
| Siemens | DE0007236101 | 0 |
| Shell | GB00B03MLX29 | 0 |
| ServiceNow | US81762P1021 | 0 |