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2023/04/25 / Erste Group Research

Luxury brands attractively valued

The reporting season for the results of the 1Q is in full swing. The big U.S. banks have reported its business performance in the last quarter. Net interest income rose sharply year-on-year at major banks, while commission income fell slightly. For the most part, earnings and earnings were reported that exceeded expectations.

This week, the largest technology companies such as Microsoft, Alphabet, Amazon.com and Intel, as well as some of the largest pharmaceutical and energy companies, report on their sales and profit development in 1Q.

Rating Changes: Moncler, NVIDIA, Kering, NextEra Energy

Taiwan Semiconductor: Technology leader in the manufacturing sector - Weakening of profits expected in the short term
Stellantis: After a record year in 2022: Weakening sales and profit decline expected in 2023

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General information

AuthorErste Group Research
Date2023/04/25
Languageen
Product nameRecommendation List
Topic in focusEquities
Economy in focusGermany, Switzerland, United Kingdom, United States
Currency in focusBritish Pound, Euro, Swiss Franc, 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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Related financial instruments

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Name  ISIN# Erste Group products
-US51843910440
-US88579Y10100
-NL00150001Q90
-US05675210850
ABBCH00122217160
Abbott LaboratoriesUS00282410000
AbbVieUS00287Y10910
AdidasDE000A1EWWW04
AdobeUS00724F10120
Advanced Micro DevicesUS00790310780
AlibabaUS01609W10270
AllianzDE00084040050
AlphabetUS02079K30590
Amadeus IT GroupES01090670190
Amazon.ComUS02313510670
AmBevBRABEVACNOR10
AmgenUS03116210090
Anheuser Busch InbevBE09742932510
AppleUS03783310050
ASMLNL00102732150
AT&TUS00206R10230
Bank of America US06050510460
BASFDE000BASF1112
Bayer DE000BAY00170
BeiersdorfDE00052000000



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