Look for:

Our offer for

Research Detail

2022/03/29 / Erste Group Research

Stock market recovery

The recovery of the global stock market index continued last week. The S&P 500 index also rose sharply and volatility fell significantly in the last two weeks. This is a positive development. From a technical perspective, a slight uptrend is now emerging again in the US.

For 1Q the S&P 500 is currently expected to post +10.7% (y/y) revenue growth and +4.8% (y/y) earnings growth. Over the past three months, the outlook for net profit margins has improved only for the energy and utilities sectors. Profit margin forecasts are unchanged for the Technology and Health Care sectors, and consensus margin forecasts have worsened for the remaining sectors.

Rating changes: AMD, Hershey, Vertex, Costco Wholesale, Home Depot, Adobe, Estee Lauder, Verizon.

PDF Download Download PDF (5.6MB)

General information

AuthorErste Group Research
Date2022/03/29
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, Financial Services, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Media, Oil & Gas, Personal & Household Goods, Retail, Technology, Telecommunications, Travel & Leisure, Utilities
Download

Related financial instruments

Page 2 of 4
Name  ISIN# Erste Group products
Banco Santander ES0113900J370
Bank of America US06050510460
BASFDE000BASF1112
Bayer DE000BAY00170
BeiersdorfDE00052000000
BHP GroupGB00BH0P3Z910
BMWDE00051900033
BNP ParibasFR00001311040
Booking HoldingsUS09857L10890
BPGB00079805910
Coca-ColaUS19121610070
ColoplastDK00604485950
DanoneFR00001206440
Deutsche BankDE00051400085
Deutsche TelekomDE00055575080
DiageoGB00023740060
EquinorNO00100969850
Exxon MobilUS30231G10220
General Motors US37045V10080
GlaxoSmithKlineGB00092528820
HSBCGB00054052860
IBMUS45920010140
InditexES01483960070
Infineon DE00062310043
IntelUS45814010010



Decline
Accept

We use cookies and web analysis software to give you the best possible experience on our website. If you consent, these tools will be used. Please read more information here

INFORMATION FOR PRIVATE CLIENTS / CONSUMERS

Any information, material and services regarding financial instruments and securities provided by Česká spořitelna/Erste Group/ or any of its affiliates (collectively “Erste Group“) on this and any linked website hereafter (jointly the “Websites“) shall be exclusively to investors who are not subject to any legal sale or purchase restrictions.

By agreeing to this hereto, the visitor entering this Websites confirms that has read, understood and accepted this Information and the Disclaimer