Look for:

Our offer for

Research Detail

2023/06/01 / Erste Group Research

Growth stocks with outperformance

Profit-taking led to a slight correction on the global stock market last week. In the U.S., the strong results of NVIDIA provided a slight global outperformance. The very authoritative technology stocks (27% share of the global equity market) had recently already shown a significant increase in operating profit forecasts.

We are reducing the number of cyclical value stocks in our coverage in this market environment.

NVIDIA: 2Q sales guidance well above expectations, margins improved, valuation down

PDF Download Download PDF (6.2MB)

General information

AuthorErste Group Research
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