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Research Detail

2019/08/30 / Erste Group Research

Global Equity Ratings

Adobe: the company produces and sells multiple software products in segments such as digital image processing (e.g. Photoshop, Lightroom), illustration, PDF creation, video and audio processing, design (Creative Cloud), e-learning, web design and web hosting. Approx. 57% of revenues are generated in the US. Adobe's profitability (return on equity and operating margin) is above the sector average, as are the expected sales and profit growth.

Partners Group: The company is an asset manager in the field of private market investments. Partners Group finances and participates in companies, real estate and infrastructure and generates profits through long-term investments. Private equity accounts for 70% of operating profit. The company is very well positioned compared to many competitors in asset management. The consensus expects revenues to rise by approx. +10% and operating profits to grow by +11% in 2020.

Rating Changes: ASML, Amadeus IT Group, Intuitive Surgical, Toyota Motor.

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General information

AuthorErste Group Research
Date2019/08/30
Languageen
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, 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
-DE000CBK1001-
3M CompanyUS88579Y1010-
ABB CH0012221716-
AdidasDE000A1EWWW0-
AlibabaUS01609W1027-
AllianzDE0008404005-
Alphabet (Google)US02079K3059-
AlstomFR0010220475-
Amadeus IT GroupES0109067019-
Amazon.ComUS0231351067-
AppleUS0378331005-
ASMLNL0010273215-
Baidu US0567521085-
Banco Santander ES0113900J37-
Bank of America US0605051046-
BASFDE000BASF111-
Bayer DE000BAY0017-
BeiersdorfDE0005200000-
BHP GroupGB00BH0P3Z91-
BMWDE0005190003-
BNP ParibasFR0000131104-
Booking HoldingsUS09857L1089-
BPGB0007980591-
China MobileHK0941009539-
Coca-ColaUS1912161007-



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