|2021/12/01 / Erste Group Research|
Nachfrage nach Baumaterialien in den USA weiter hoch erwartet
Home Depot: Hohes Wachstum in 3Q bei überdurchschnittlichen Margen
Roche: Diagnostik-Bereich profitiert von COVID-19 Tests
Waste Management: Industry Leader mit Fokus auf Nachhaltigkeit
Empfehlungsänderungen: Home Deport, Roche, Waste Management, Stellantis, Edwards Lifesciences, Starbucks.
Coverage beendet: Alstom, Biogen, Cummins, Electronic Arts, Fresenius, Skyworks Solutions.
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|Author||Erste Group Research|
|Topic in focus||Equities|
|Economy in focus||Eurozone, Germany, Switzerland, United Kingdom, United States|
|Currency in focus||British Pound, Euro, Swiss Franc, US Dollar|
|Sector in focus||Automobiles & 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|
|Name||ISIN||# Erste Group products|
|Amadeus IT Group||ES0109067019||0|
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