Markets by Region
| 2023/03/28 / Erste Group Research |
| Global Equity Ratings |
Pharma Stocks with Good Prospects Rating Changes: Adobe, NextEra Energy, Regeneron Pharma, Nutrien, Walmart Earnings estimates for the US equity market are positive for 2023. Although earnings are still expected to decline in 1Q and 2Q: 1Q 23e: -6% (y/y), 2 Q23e: -3% (y/y), there is an increase in earnings for the full year, according to the consensus forecast. Accordingly, the median expected 2023 profit growth is +9% (y/y). The reporting season for 4Q results is over. The new reporting season does not start until April14 with US bank results. Equity investors will now increasingly turn their attention back to economic risks. Regeneron Pharma: Successful phase III study in COPD drug Beiersdorf: 2022 Organic sales growth of +10.2% y/y, Consumer margin improvement of 50BP in 2023e BMW: Sales growth of +28% y/y, EBIT margin target 2023 reaffirmed |
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General information
| Author | Erste Group Research |
| Date | 2023/03/28 |
| 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 |
| 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 |
| 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 |
| Linde | IE000S9YS762 | 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 | 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 |
| - | US5184391044 | 0 |
| - | US88579Y1010 | 0 |
| - | NL00150001Q9 | 0 |
| - | US0567521085 | 0 |
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