|2022/10/05 / Erste Group Research|
Energiesektor weiter attraktiv
Empfehlungsänderungen: Charles Schwab, ConocoPhillips, Walmart, BNP Paribas, Nike, TotalEnergies
Die US-Berichtssaison beginnt nächste Woche Mittwoch mit PepsiCo. Am Freitag folgen dann die Schwergewichte JPMorgan und Citigroup. Für das 3. Quartal 2022 liegt die erwartete Gewinnwachstumsrate für den S&P 500 bei +2,9% j/j. Dies wäre die niedrigste Gewinnwachstumsrate, seit Q3 2020 (-5,7%). Die Gewinnwachstumsraten wurden in 10 von 11 Sektoren zuletzt nach unten revidiert. Die Ausnahme ist dabei abermals der Energiesektor.
ConocoPhillips: Sehr hohe operative Marge, Dividende signifikant angehoben
Charles Schwab: Profitiert von steigenden US-Renditen
Nike: Rückgang des operativen Einkommens, Lageraufbau
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|Author||Erste Group Research|
|Topic in focus||Equities|
|Economy in focus||Eurozone, Germany, United Kingdom, United States|
|Currency in focus||British Pound, Euro, 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|
|Advanced Micro Devices||US0079031078||1|
|Amadeus IT Group||ES0109067019||0|
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