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2023/06/01 / Erste Group Research

Growth stocks with outperformance

Profit-taking led to a slight correction on the global stock market last week. In the U.S., the strong results of NVIDIA provided a slight global outperformance. The very authoritative technology stocks (27% share of the global equity market) had recently already shown a significant increase in operating profit forecasts.

We are reducing the number of cyclical value stocks in our coverage in this market environment.

NVIDIA: 2Q sales guidance well above expectations, margins improved, valuation down

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General information

AuthorErste Group Research
Product nameRecommendation List
Topic in focusEquities
Economy in focusEurozone, Germany, United States
Currency in focusEuro, US Dollar
Sector in focusAutomobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Financial Services, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Media, Oil & Gas, Personal & Household Goods, Retail, Technology, Telecommunications, Travel & Leisure, Utilities

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Name  ISIN# Erste Group products
Walt DisneyUS25468710600


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