Markets by Region
| 2023/01/30 / Erste Group Research |
| Global Equity Ratings |
Industrial and software companies successful in 4Q 2022 In the current 4Q reporting, the positive revenue and earnings surprises have so far clearly predominated, especially in the financials and industrial sectors. This was also the case for the Financial Services sector. The 4Q reporting season continues this week on Tuesday. Most 4Q reports will be published on 2.2. Then the largest technology companies such as Alphabet, Apple, Amazon as well as Qualcomm, but also pharmaceutical companies Roche Holdings, Merck, Bristol-Myers Squibb, Eli Lilly and Gilead Sciences report their results. We expect the global stock market index to trend moderately upwards next week. Recommendation changes: Kering, NextEra Energy, Alibaba, Baidu, Tencent LVMH: Strong demand in Europe, profit +17% y/y, China recovery foreseeable Microsoft: Azure revenue +31% y/y, PC division with cyclical weakness |
 Download PDF (5.4MB)
|
General information
| Author | Erste Group Research |
| Date | 2023/01/30 |
| Product type | weekly / bi-weekly |
| Product name | Recommendation List |
| Topic in focus | Equities |
| Language |  |
| Market cap | - |
| Availability | All [1] |
| Download |
Erste Group related products
| Name | ISIN | # Erste Group products |
| Walt Disney | US2546871060 | 0 |
| Walmart | US9311421039 | 0 |
| Volkswagen | DE0007664039 | 4 |
| Visa | US92826C8394 | 0 |
| Vinci | FR0000125486 | 0 |
| Vestas Wind Systems | DK0010268606 | 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 Inc | US81762P1021 | 0 |
| Schneider Electric | FR0000121972 | 0 |
| SAP | DE0007164600 | 2 |
| Sanofi | FR0000120578 | 0 |
| Samsung Electronics | KR7005930003 | 0 |
| Ryanair | IE00BYTBXV33 | 0 |
| RWE | DE0007037129 | 5 |
| Royal Bank of Canada | CA7800871021 | 0 |
| Roche Holding | CH0012032113 | 0 |
| Rio Tinto | GB0007188757 | 0 |
| Qualcomm | US7475251036 | 0 |
| Procter & Gamble | US7427181091 | 0 |
| Porsche AG | DE000PAG9113 | 0 |
| Pfizer | US7170811035 | 0 |
| PepsiCo | US7134481081 | 0 |
| Oracle | US68389X1054 | 0 |
| NVIDIA | US67066G1040 | 0 |
| Novo Nordisk | DK0060534915 | 0 |
| Novartis | CH0012005267 | 0 |
| Nike | US6541061031 | 0 |
| NextEra Energy | US65339F1012 | 0 |
| Netflix | US64110L1061 | 0 |
| Nestle | CH0038863350 | 0 |
| Morgan Stanley | US6174464486 | 0 |
| Mondelez | US6092071058 | 0 |
| Microsoft | US5949181045 | 0 |
| Meta Platforms | US30303M1027 | 0 |
| Merck & Co | US58933Y1055 | 0 |
| Mercedes-Benz Group | DE0007100000 | 2 |
| McDonalds | US5801351017 | 0 |
| Mastercard | US57636Q1040 | 0 |
| LVMH | FR0000121014 | 0 |
| LOreal | FR0000120321 | 0 |
| Kone | FI0009013403 | 0 |
| Kering | FR0000121485 | 0 |
| JPMorgan | US46625H1005 | 0 |
| Johnson & Johnson | US4781601046 | 0 |
| Intuitive Surgical | US46120E6023 | 0 |
| Intuit | US4612021034 | 0 |
| Intel | US4581401001 | 0 |
| Infosys | INE009A01021 | 0 |
| Infineon | DE0006231004 | 3 |
| Inditex | ES0148396007 | 0 |
| ICICI Bank | US45104G1040 | 0 |
| IBM | US4592001014 | 0 |
| HSBC | GB0005405286 | 0 |
| Home Depot | US4370761029 | 0 |
| GlaxoSmithKline | GB0009252882 | 0 |
| Gilead Sciences | US3755581036 | 0 |
| General Motors | US37045V1008 | 0 |
| Exxon Mobil | US30231G1022 | 0 |
| Equinor | NO0010096985 | 0 |
| Eli Lilly | US5324571083 | 0 |
| Edwards Lifesciences | US28176E1082 | 0 |
| Diageo | GB0002374006 | 0 |
| DHL Group | DE0005552004 | 0 |
| Deutsche Telekom | DE0005557508 | 0 |
| Deutsche Boerse | DE0005810055 | 0 |
| Deutsche Bank | DE0005140008 | 4 |
| Deere & Co | US2441991054 | 0 |
| Danone | FR0000120644 | 0 |
| Daikin Industries | JP3481800005 | 0 |
| ConocoPhillips | US20825C1045 | 0 |
| Coloplast | DK0060448595 | 0 |
| Colgate-Palmolive | US1941621039 | 0 |
| Coca-Cola | US1912161007 | 0 |
| Citigroup | US1729674242 | 0 |
| Cisco | US17275R1023 | 0 |
| Cie Financiere Richemont | CH0210483332 | 0 |
| China Construction Bank | CNE1000002H1 | 0 |
| Chevron | US1667641005 | 0 |
| Caterpillar | US1491231015 | 0 |
| Bristol-Myers Squibb | US1101221083 | 0 |
| BP | GB0007980591 | 0 |
| Booking Holdings | US09857L1089 | 0 |
| BNP Paribas | FR0000131104 | 0 |
| BMW | DE0005190003 | 3 |
| BHP Group | GB00BH0P3Z91 | 0 |
| Beiersdorf | DE0005200000 | 0 |
| Bayer | DE000BAY0017 | 0 |
| BASF | DE000BASF111 | 2 |
| Bank of America | US0605051046 | 0 |
| AT&T | US00206R1023 | 0 |
| ASML | NL0010273215 | 0 |
| Apple | US0378331005 | 0 |
| Anheuser Busch Inbev | BE0974293251 | 0 |
| Amgen | US0311621009 | 0 |
| AmBev | BRABEVACNOR1 | 0 |
| Amazon.Com | US0231351067 | 0 |
| Amadeus IT Group | ES0109067019 | 0 |
| Alphabet | US02079K3059 | 0 |
| Allianz | DE0008404005 | 0 |
| Alibaba | US01609W1027 | 0 |
| Advanced Micro Devices | US0079031078 | 0 |
| Adobe | US00724F1012 | 0 |
| Adidas | DE000A1EWWW0 | 4 |
| AbbVie | US00287Y1091 | 0 |
| Abbott Laboratories | US0028241000 | 0 |
| ABB | CH0012221716 | 0 |
| - | US5184391044 | 0 |
| - | US88579Y1010 | 0 |
| - | NL00150001Q9 | 0 |
| - | IE00BZ12WP82 | 0 |
| - | US0567521085 | 0 |
Analysis and Forecasting
| Date | Headline | Download | |
| 2023/09/27 | | Uncertainty for the rest of this year remains |  |
| 2023/09/27 |  | ČNB ponechala sazby beze změny | |
| 2023/09/27 | | Oberbank AG | |
| 2023/09/27 | | CNB press conference could give us a guidance | |
| 2023/09/27 | | Credit Markets Weekly | |