Detail analýzy
| 21.12.2023 / Erste Group Research |
Základní informace
| Autor | Erste Group Research |
| Datum | 21.12.2023 |
| 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 5
| Název | ISIN | |
| ABB | CH0012221716 | 0 |
| Abbott Laboratories | US0028241000 | 0 |
| AbbVie | US00287Y1091 | 0 |
| Adidas | DE000A1EWWW0 | 3 |
| Adobe | US00724F1012 | 0 |
| Advanced Micro Devices | US0079031078 | 0 |
| Alibaba | US01609W1027 | 0 |
| Allianz | DE0008404005 | 0 |
| Alphabet | US02079K3059 | 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 |
| Banco Santander | ES0113900J37 | 0 |
| Bank of America | US0605051046 | 0 |
| BASF | DE000BASF111 | 2 |
| Bayer | DE000BAY0017 | 0 |
| Beiersdorf | DE0005200000 | 0 |
| BHP Group | GB00BH0P3Z91 | 0 |
| BMW | DE0005190003 | 3 |
| BNP Paribas | FR0000131104 | 0 |
| Booking Holdings | US09857L1089 | 0 |
2024: Profit growth of +9% y/y expected Rating Changes: Holcim, Waste Management, ExxonMobil, Oracle The performance of the US stock market this year was determined by the exceptionally high performance of the "Magnificent 7" stocks. These are the shares of: Apple, Microsoft, Alphabet, Amazon.com, NVIDIA, Tesla Motors and Meta. The performance of these stocks weighted by market capitalization has been +68% since the beginning of the year. The US stock market (S&P 500) rose by +21% overall this year. The prospects that US technology stocks will continue to rise next year are positive. The sector's expected sales growth for 2024 is +10.5% (y/y) and the forecast earnings growth is +16.1% (y/y). For the global market as a whole, the expectation for earnings growth in 2024 is now +9% y/y in USD. Sales should increase by +5% y/y. In terms of valuation, the global equity index with an expected P/E ratio of 17.8x for 2024e is below the historical average of 19.4x over the last 20 years. Holcim: Organic growth, EBIT rises sharply Waste Management: Sales and margin increase expected in 2024 |
 Stáhnout PDF (5,8MB)
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