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2022/08/18 / Erste Group Research

Profit from the electrification trend

Stock markets reacted positively to the lower-than-expected July inflation data from the USA. The reported figure of 8.5% (y/y) was 0.2% points below consensus estimates and 0.6% points below the previous month's figure. The prospect of further earnings growth this year (EPS global 2022e: +6.3% y/y) and declining equity market volatility favor a positive market development. We expect the leading indices to rise moderately in the coming months.

Rating changes: Albemarle Corp, Amazon.Com, ICICI Bank, Allianz, Dow Inc, Sanofi

Intel: Sales slump and downward revision of earnings estimates

Booking Holdings: Bookings in 2Q 2022 already above 2019 level
Toyota Motor: Sales slump and downward revision of earnings estimates

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General information

AuthorErste Group Research
Date2022/08/18
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
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Name  ISIN# Erste Group products
3M CompanyUS88579Y10100
ABB CH00122217160
Abbott LaboratoriesUS00282410000
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AdidasDE000A1EWWW03
AdobeUS00724F10120
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AlibabaUS01609W10270
AllianzDE00084040050
AlphabetUS02079K30590
Amadeus IT GroupES01090670190
Amazon.ComUS02313510670
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AmgenUS03116210090
Anheuser Busch InbevBE09742932510
AppleUS03783310050
ASMLNL00102732150
AT&TUS00206R10230
AtlassianGB00BZ09BD160
BaiduUS05675210850
Bank of America US06050510460
BASFDE000BASF1110
Bayer DE000BAY00170
BeiersdorfDE00052000000
BHP GroupGB00BH0P3Z910



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