Stoxx600: Analytikere ser -5% i overskudsvækst i Q3, men + 5% i Q4

Kommentar: Men analytikerne nedjusterer fortsat deres tidligere estimater, så Q4 kan let nå at ende i minus.  Kun health care og industri har undgået store nedjusteringer de seneste måneder.

STOXX 600: Q3 2019 Earnings Growth

Sector Today 1 Oct 1 Jul 1 Apr 1 Jan
Basic Materials -32.5% -27.0% -23.1% -11.8% 5.6%
Cyclical Consumer 1.8% 0.3% 2.2% 5.5% 14.5%
Non-Cyclical Consumer 15.5% 21.8% 18.7% 15.2% 11.1%
Energy -23.9% -16.9% -8.1% -9.6% -8.4%
Financials -10.5% -2.5% -1.9% -1.8% 1.4%
Healthcare 13.4% 2.8% 0.8% 7.3% 4.8%
Industrials 11.5% 9.7% 20.8% 27.8% 30.9%
Technology 6.4% -3.7% 2.0% 5.6% 8.0%
Telecommunications Services 2.2% 12.4% 23.6% -10.8% -6.3%
Utilities 22.5% 18.1% 17.7% 4.2% 5.0%
STOXX 600 -4.7% -1.9% 0.9% 1.5% 4.6%
Number of Companies Included in Estimate 307 303 305 284 202

Source: I/B/E/S data from Refinitiv

 

Exhibit 3C.  STOXX 600: Q4 2019 Earnings Growth

Sector Today 1 Oct 1 Jul 1 Apr  
Basic Materials -9.7% 1.6% 6.1% 12.0%  
Cyclical Consumer -1.2% 8.4% 11.2% 3.6%  
Non-Cyclical Consumer 6.1% 16.4% 15.6% 11.9%  
Energy -2.3% 11.6% 16.0% 11.9%  
Financials 9.0% 16.0% 19.5% 24.5%  
Healthcare 4.0% 2.1% 1.6% 4.6%  
Industrials 13.9% 16.6% 14.4% 7.5%  
Technology 23.9% 25.6% 25.1% 25.2%  
Telecommunications Services 26.2% 4.7% 36.0% 31.3%  
Utilities -7.5% -9.8% -27.8% -32.7%  
STOXX 600 5.3% 10.3% 11.6% 12.1%  
Number of Companies Included in Estimate 305 302 301 268  

Source: I/B/E/S data from Refinitiv

 

 

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