2022/05/25 / Erste Group Research |
Global Equity Ratings |
Valuations down significantly In our view, the historically slightly below-average valuations of equities and the slight drop in US interest rates for 10Y government bonds (2.8%) last week should have a positive impact on the further development of the global equity market index. At the same time, economic uncertainties due to high inflation, the COVID situation in China, and the recent somewhat weaker global leading indicators are weighing on investors' risk appetite. We expect a volatile sideways trend on the global stock market in the coming weeks. Rating changes: Dow, Cisco, SAP. LOreal: Market share gains in all regions and segments Kering: Yves Saint Laurent and Gucci as growth drivers Volkswagen: Rising margins due to more expensive cars and cost savings |
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Author | Erste Group Research |
Date | 2022/05/25 |
Product type | weekly / bi-weekly |
Product name | Recommendation List |
Topic in focus | Equities |
Language | |
Market cap | - |
Availability | All [1] |
Download |
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 | US81762P1021 | 0 |
Schneider Electric | FR0000121972 | 0 |
SAP | DE0007164600 | 4 |
Sanofi | FR0000120578 | 0 |
Samsung Electronics | KR7005930003 | 0 |
Ryanair | IE00BYTBXV33 | 0 |
RWE | DE0007037129 | 3 |
Royal Bank of Canada | CA7800871021 | 0 |
Roche Holding | CH0012032113 | 0 |
Rio Tinto | GB0007188757 | 0 |
Qualcomm | US7475251036 | 0 |
Procter & Gamble | US7427181091 | 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 |
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 | 5 |
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 | 3 |
AbbVie | US00287Y1091 | 0 |
Abbott Laboratories | US0028241000 | 0 |
ABB | CH0012221716 | 0 |
- | CH0024608827 | 0 |
- | US2788651006 | 0 |
- | CH0030170408 | 0 |
- | DE000ENAG999 | 0 |
- | US5184391044 | 0 |
- | GB00BH4HKS39 | 0 |
- | US3696041033 | 0 |
- | CH0418792922 | 0 |
- | GB00BZ09BD16 | 0 |
- | NL00150001Q9 | 0 |
- | US70450Y1038 | 0 |
- | US88579Y1010 | 0 |
- | IE00BZ12WP82 | 0 |
- | PTEDP0AM0009 | 0 |
- | US0567521085 | 0 |
Date | Headline | Download | |
2024/05/21 | CZ Ranní restart | ||
2024/05/20 | Akciové trhy - denní zpráva | ||
2024/05/20 | Ranní restart | ||
2024/05/19 | Hungarian central bank to cut rates further | ||
2024/05/17 | Week Ahead |
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