Markets by Region
| 2021/12/28 / Erste Group Research |
| Global Equity Ratings |
New record high The global benchmark index reached a new record high at the end of the year. The 2021 increase is +30% in EUR terms. US equities outperformed again this year. Emerging market equities continued their longstanding underperformance (EUR +2%). Technology stocks were most in demand (+40%), followed by oil & gas stocks. Nike: Production bottlenecks in Asia dissolving Oracle: New focus on IT services for the healthcare sector Adobe: Subscription models as sustainable revenue driver FactSet: Success through long-term customer loyalty |
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General information
| Author | Erste Group Research |
| Date | 2021/12/28 |
| 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 |
| - | HK0941009539 | 0 |
| - | DE0007472060 | 0 |
| - | US0567521085 | 0 |
| - | DE0005439004 | 0 |
| - | US88579Y1010 | 0 |
| - | DE0005785604 | 0 |
| - | DE0006048432 | 2 |
| - | DE000CBK1001 | 1 |
| - | RU0007661625 | 0 |
| - | CH0030170408 | 0 |
| - | GB00B24CGK77 | 0 |
| - | DE000ENAG999 | 0 |
| - | SE0000106270 | 0 |
| - | US3453708600 | 0 |
| - | GB00BH4HKS39 | 0 |
| - | FR0010220475 | 0 |
| ABB | CH0012221716 | 0 |
| Adidas | DE000A1EWWW0 | 3 |
| Alibaba | US01609W1027 | 0 |
| Allianz | DE0008404005 | 0 |
| Alphabet | US02079K3059 | 0 |
| Amadeus IT Group | ES0109067019 | 0 |
| Amazon.Com | US0231351067 | 0 |
| Apple | US0378331005 | 0 |
| ASML | NL0010273215 | 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 |
| BP | GB0007980591 | 0 |
| Coca-Cola | US1912161007 | 0 |
| Coloplast | DK0060448595 | 0 |
| Danone | FR0000120644 | 0 |
| Deutsche Bank | DE0005140008 | 5 |
| Deutsche Telekom | DE0005557508 | 0 |
| Diageo | GB0002374006 | 0 |
| Equinor | NO0010096985 | 0 |
| Exxon Mobil | US30231G1022 | 0 |
| General Motors | US37045V1008 | 0 |
| GlaxoSmithKline | GB0009252882 | 0 |
| HSBC | GB0005405286 | 0 |
| IBM | US4592001014 | 0 |
| Inditex | ES0148396007 | 0 |
| Infineon | DE0006231004 | 3 |
| Intel | US4581401001 | 0 |
| Johnson & Johnson | US4781601046 | 0 |
| JPMorgan | US46625H1005 | 0 |
| Kering | FR0000121485 | 0 |
| LOreal | FR0000120321 | 0 |
| LVMH | FR0000121014 | 0 |
| Mastercard | US57636Q1040 | 0 |
| McDonalds | US5801351017 | 0 |
| Mercedes-Benz Group | DE0007100000 | 2 |
| Meta Platforms | US30303M1027 | 0 |
| Microsoft | US5949181045 | 0 |
| Mondelez | US6092071058 | 0 |
| Nestle | CH0038863350 | 0 |
| Nike | US6541061031 | 0 |
| Novartis | CH0012005267 | 0 |
| PepsiCo | US7134481081 | 0 |
| Pfizer | US7170811035 | 0 |
| Procter & Gamble | US7427181091 | 0 |
| Rio Tinto | GB0007188757 | 0 |
| Roche Holding | CH0012032113 | 0 |
| RWE | DE0007037129 | 3 |
| Samsung Electronics | KR7005930003 | 0 |
| Sanofi | FR0000120578 | 0 |
| SAP | DE0007164600 | 4 |
| Shell | GB00B03MLX29 | 0 |
| Siemens | DE0007236101 | 0 |
| Starbucks | US8552441094 | 0 |
| Tencent | KYG875721634 | 0 |
| TotalEnergies | FR0000120271 | 0 |
| Toyota Motor | JP3633400001 | 0 |
| UBS | CH0244767585 | 0 |
| UniCredit | IT0005239360 | 0 |
| Unilever | GB00B10RZP78 | 0 |
| Vinci | FR0000125486 | 0 |
| Visa | US92826C8394 | 0 |
| Volkswagen | DE0007664039 | 4 |
| Walmart | US9311421039 | 0 |
| Walt Disney | US2546871060 | 0 |
Analysis and Forecasting
| Date | Headline | Download | |
| 2024/04/25 |  | Akciové trhy - denní zpráva |  |
| 2024/04/25 | | Ranní restart | |
| 2024/04/24 | | Credit Markets Weekly | |
| 2024/04/24 | | Akciové trhy - denní zpráva | |
| 2024/04/24 | | Ranní restart: kontejnery, ropai, tep a Trendovník | |