Detail analýzy
| 21.06.2024 / Erste Group Research |
"Magnificent Seven" shape the US stock market Rating Changes: Walmart, BNP Paribas. The upswing in US equities is being driven primarily by the strong sales and earnings performance of the "Magnificent Seven" stocks. These are currently the shares of NVIDIA, Microsoft, Apple, Amazon.com, Alphabet, Meta Platforms and Broadcom. These seven stocks already represent almost a third of the total market capitalization of the S&P 500. The market capitalization of these companies exceeds that of the entire European stock market. The net profits of the "Magnificent Seven" companies are growing very strongly. The prospect of further increases is realistic. As a result, the performance of this group of stocks is above average. The increase since the beginning of the year is +37%. The S&P 500 has gained +13% in this period. Without the "Magnificent Seven" stocks, the S&P 500 would only be up +5% this year. Broadcom: Very strong growth in infrastructure software. Walmart: High growth in online revenues, sales and profit forecasts raised slightly, operating margin strong. |
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Základní informace
| Autor | Erste Group Research |
| Datum | 21.06.2024 |
| 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 3 z 5
| Název | ISIN | |
| Gilead Sciences | US3755581036 | 0 |
| GlaxoSmithKline | GB0009252882 | 0 |
| Home Depot | US4370761029 | 0 |
| HSBC | GB0005405286 | 0 |
| IBM | US4592001014 | 0 |
| ICICI Bank | US45104G1040 | 0 |
| Inditex | ES0148396007 | 0 |
| Infineon | DE0006231004 | 3 |
| Infosys | INE009A01021 | 0 |
| Intel | US4581401001 | 0 |
| Intuit | US4612021034 | 0 |
| Intuitive Surgical | US46120E6023 | 0 |
| Johnson & Johnson | US4781601046 | 0 |
| JPMorgan | US46625H1005 | 0 |
| Linde | IE000S9YS762 | 0 |
| LOreal | FR0000120321 | 0 |
| LVMH | FR0000121014 | 0 |
| Mastercard | US57636Q1040 | 0 |
| McDonalds | US5801351017 | 0 |
| Mercedes-Benz Group | DE0007100000 | 2 |
| Merck & Co | US58933Y1055 | 0 |
| Meta Platforms | US30303M1027 | 0 |
| Microsoft | US5949181045 | 0 |
| Mondelez | US6092071058 | 0 |
| Morgan Stanley | US6174464486 | 0 |