1Yr·

Economy on 19.04.2023...

J&J delivers and Netflix steps up Bremse⤵️


Yesterday the first to players got a look in the numbers and today it continues. $JNJ
Johnson&Johnson delivered good numbers and increases the dividend (share still loses significantly), $ISRG
Intuitive Surgical delivers very good figures and a strong outlook (share over 8% up). Growth is still there. Our problem child yesterday was clearly, $NFLX
Netflix. They presented numbers that were close to expectations and not bad at all, but they also lowered the further outlook for the second quarter. In my eyes, this step is "right and important". Expectations are always particularly high here. Of course, there were also times a few quarters ago when Netflix delivered, but the competition does not sleep and also delivers. Netflix continues to grow, but not quite as strongly. The share was briefly 2 steadily in the red, but then recovered completely and even closed with a profit. The market probably needed something to understand that this is the right step by Netflix and not bad news. They are now taking action against the double use of accounts and this will have an effect on the subscription figures, at least in the short term.


Today then come the numbers of $TSLA
Tesla, $IBM,
$ASML , $ABT
Abbott and so on. Thursday it continues with strong figures. So the next few days could still happen a lot on the market and in the portfolio.


The $BTC Bitcoin regained the $30,000 yesterday and was still able to hold it overnight. $ETH
Ethereum also remains further above 2,000$, which is still a strong signal and interpretation this zone. But it is just as with shares, the more often this is fought for, the higher the probability that the fight ends negatively and the buyers give way in the short term. Today is also again a lot going on:


Economic data


08:00

  • EU: Acea, new car registrations, March
  • UK: Consumer Prices March PROGNOSIS: +0.5% yoy/+ 9.8% yoy previous: +1.1% yoy/+10.4% yoy

09:30

  • EU: European Court of Justice (ECJ), continuation of oral proceedings on the takeover of Innogy by E.ON

10:00

  • EU: ECB, Current Account Eurozone February

11:00

  • EU: Consumer Prices March Eurozone PROGNOSIS: +0.9% yoy/+6.9% yoy Previous estimate: +0.9% yoy/+6.9% yoy Previous: +0.8% yoy/+8.5% yoy Core rate PROGNOSIS: +1.2% yoy/+5.7% yoy Previous estimate: +1.2% yoy/+5.7% yoy Previous: +0.8% yoy/+5.6% yoy

16:30

  • US: Crude oil inventory data (week) from the government Energy Information Administration (EIA)

20:00

  • US: Fed, Beige Book

Without time

  • EU: European Parliament, meeting including vote on regulation on markets for crypto assets


Quarterly figures / corporate dates USA / Asia

13:30 Morgan Stanley

13:30 Abbott Laboratories

13:00 Ally Financial quarterly results

14:00 Travelers Cos quarterly figures

22:08 IBM

22:10 Tesla quarterly figures

22:10 Alcoa quarterly figures

Untimed:

U.S. Bancorp | Lam Research | Qualtrics | Steel Dynamics quarterly figures


Quarterly figures / Company dates Europe

07:00 ASML Holding quarterly figures

07:15 Just Eat Takeaway Trading Update 1Q

08:00 Heineken quarterly figures

10:00 Covestro AGM

14:00 ABN Amro AGM

15:00 Fresenius Medical Care AG Capital Market Day

18:00 L'Oreal SA, Sales 1Q


#quartalszahlen
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#communityfeedback
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#investieren
#wirtschaft
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#krypto
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#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#kerninflation
#netflix
#johnsonandjohnson
#tesla
#ibm
#hannovermesse

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9 Comments

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Great overview, thank you very much!
1
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What happened at $ASML, which has really torn the last few days.
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