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2023/01/30 / Erste Group Research

Industrial and software companies successful in 4Q 2022

In the current 4Q reporting, the positive revenue and earnings surprises have so far clearly predominated, especially in the financials and industrial sectors. This was also the case for the Financial Services sector.

The 4Q reporting season continues this week on Tuesday. Most 4Q reports will be published on 2.2. Then the largest technology companies such as Alphabet, Apple, Amazon as well as Qualcomm, but also pharmaceutical companies Roche Holdings, Merck, Bristol-Myers Squibb, Eli Lilly and Gilead Sciences report their results. We expect the global stock market index to trend moderately upwards next week.

Recommendation changes: Kering, NextEra Energy, Alibaba, Baidu, Tencent

LVMH: Strong demand in Europe, profit +17% y/y, China recovery foreseeable
Microsoft: Azure revenue +31% y/y, PC division with cyclical weakness

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General information

AuthorErste Group Research
Date2023/01/30
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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BeiersdorfDE00052000000
BHP GroupGB00BH0P3Z910
BMWDE00051900033
BNP ParibasFR00001311040
Booking HoldingsUS09857L10890
BPGB00079805910
Bristol-Myers Squibb US11012210830
CaterpillarUS14912310150
Chevron US16676410050
China Construction BankCNE1000002H10
Cie Financiere RichemontCH02104833320
CiscoUS17275R10230
CitigroupUS17296742420
Coca-ColaUS19121610070
Colgate-PalmoliveUS19416210390
ColoplastDK00604485950
ConocoPhillipsUS20825C10450
Daikin Industries JP34818000050
DanoneFR00001206440
Deere & CoUS24419910540
Deutsche BankDE00051400085
Deutsche BoerseDE00058100550
Deutsche TelekomDE00055575080
DHL GroupDE00055520040
DiageoGB00023740060



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