Detail analýzy
| 05.11.2024 / Erste Group Research |
3Q reporting season in the USA clearly positive Rating changes: Roche Holding, D.R. Horton 70% of the companies in the S&P 500 have already reported their Q3 results. Overall earnings growth is expected to be +5.1% (y/y). Sales should increase by +5.2% (y/y). A high profit growth of +12.7% (y/y) is forecast for the 4th quarter. The expectation for US earnings growth this year is +7.7% (y/y). It should rise to +14% (y/y) in the coming year. The conditions for a continuation of the upward trend in the leading US indices are therefore good. Earnings forecasts for European companies have improved for the 3Q. Expected earnings growth is +6.2% (y/y) and +8.7% (y/y) for the 4Q. Overall, the profit decline for Europe in 2024 is -2.0% (y/y). Profit growth of +5% (y/y) is forecast for next year. Alphabet: Advertising revenues up strongly in 3Q, revenue growth at Google Cloud +35% Y/Y Microsoft: AI & cloud drive growth Meta Platforms: Strong increase in advertising revenue and profit, focus on AI applications |
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Základní informace
| Autor | Erste Group Research |
| Datum | 05.11.2024 |
| Jazyk |  |
| Název produktu | Recommendation List |
| Hlavní téma | Akcie |
| Zaostřeno na ekonomiku | 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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