2022/02/09 / Erste Group Research |
Recovery expected Rating changes: Visa, Waste Management Novo Nordisk: 22e sales growth +6% to +10%, share buyback program approved Novartis: Moderate 2021 results, Sandoz weak, share buyback program LVMH: Booming demand in the US and Asia, dividend significantly increased AMD: 4Q sales: +49%, 5nm Ryzen chips mid-year |
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Author | Erste Group Research |
Date | 2022/02/09 |
Language | |
Product name | Recommendation List |
Topic in focus | Equities |
Economy in focus | Eurozone, Germany, United Kingdom, United States |
Currency in focus | British Pound, Euro, US Dollar |
Sector in focus | Automobiles & 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 |
Banco Santander | ES0113900J37 | 0 |
Bank of America | US0605051046 | 0 |
BASF | DE000BASF111 | 2 |
Bayer | DE000BAY0017 | 0 |
Beiersdorf | DE0005200000 | 0 |
BHP Group | GB00BH0P3Z91 | 0 |
BMW | DE0005190003 | 5 |
BNP Paribas | FR0000131104 | 0 |
Booking Holdings | US09857L1089 | 0 |
BP | GB0007980591 | 0 |
Coca-Cola | US1912161007 | 0 |
Coloplast | DK0060448595 | 0 |
Danone | FR0000120644 | 0 |
Deutsche Bank | DE0005140008 | 4 |
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 |
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