Economy on 16.02.2023...

Catch up on yesterday's quarterly figures and mehr⤵️

WoW, what a rise in the crypto sector. New course high and a lot of pressure in the market. Bitcoin now just before 25,000$. How sustainable that is, we will see in the direction of the weekend. Yesterday there were also some interesting quarterly figures, which I then no longer brought in the evening and still want to briefly go into it before I post the economic data. Here, especially Cisco has really surprised me. there I am also invested for many years and the investment looked very restrained for a long time. Now it is with a kawum, turned into the plus. What else was there:

$KHC
Kraft Heinz Co. The:

Beat analyst estimates of $0.78 in the fourth quarter with earnings per share of $0.85. Revenue of $7.38 billion beat expectations of $7.24 billion.

$CSCO
Cisco Systems:

Beat analyst estimates of $0.85 in the second quarter with earnings per share of $0.88. Revenue of $13.6 billion beat expectations of $13.41 billion.

Cisco turned after-hours to the top of over 10% in the plus and then closed the day with +6%. Currently, it is going down again a bit in pre-market. Let's see where Cisco catches and how sustainable this rise was. That here now a pair of gains are taken from the table, is not unusual. And now it goes on into the new trading day:

Economic data (shortened version)

08:00

• DE: Employment 4Q

10:00

• EU: ECB, Economic Report

14:30

• US: Housing Starts/Permits January Housing Starts PROGNOSE: -2.3% yoy previous: -1.4% yoy Building Permits PROGNOSE: +1.5% yoy previous: -1.6% yoy
• US: Initial jobless claims (week) PROGNOSE: 200,000 previously: 196,000
• US: Producer prices January PROGNOSE: +0.4% yoy previous: -0.5% yoy Core rate (excluding food and energy) PROGNOSE: +0.3% yoy previous: +0.1% yoy
• US: Philadelphia Fed Index February PROGNOSIS: -7.8 previously: -8.9

Quarterly figures / Company dates USA / Asia

18:00 Snap Inc. Investor Day

Quarterly figures / Company dates Europe

05:15 Standard Chartered quarterly results

06:30 Airbus detailed annual results

07:00 Commerzbank, Hella, Renault, DSM

07:15 Nestle, Air Liquide annual results

07:30 Pernod-Ricard, Schneider Electric, Orange

08:00 DFV German Family Insurance

80:00 Jost Werke, Repsol, Relx plc

10:00 Aurubis, Infineon AGM

18:30 Imerys annual figures

No time stated: Va-Q-Tec: Deadline (midnight) for takeover by EQT Private Equity

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Economy on 25.10.2023...

After hours there were some numbers and today it goes further ⤵️

The crypto sector continued to move higher and the $BTC
Bitcoin is now just under $34,000. There were heaps of fakenews, as if to prevent this from rising again, as the next halving is around the corner in 2024. Also the DAX stands again briefly before the 15,000 points. The market lurks, but continues to move cautiously. Perhaps the quarterly figures of the major companies can help. Yesterday there were some:

$V
Visa fourth-quarter earnings per share of $2.33 beat analysts' estimates of $2.25. Revenue of $8.6 billion exceeded expectations of $8.57 billion.

$MSFT
Microsoft beat analyst estimates of $2.65 in the first quarter with earnings per share of $2.99. Revenue of $56.5 billion beat expectations of $54.53 billion. Revenue rose 13% from the year-ago quarter to $56.5 billion, Microsoft said Tuesday after the U.S. market close. Analysts had expected significantly less at $54.5 billion. Operating profit rose 25% to $26.9 billion, while net income improved 27% to $22.3 billion. Earnings per share increased from USD 2.35 to USD 2.99, while analysts had expected only USD 2.65.

$GOOGL
Alphabet topped analyst estimates of $1.45 in the third quarter with earnings per share of $1.55. Revenue of $76.69 billion beat expectations of $75.98 billion.

$KO
The Coca-Cola Co. third-quarter earnings per share of $0.74 beat analyst estimates of $0.70. Revenue of $12 billion exceeded expectations of $11.44 billion. In its outlook for 2023, the company now sees organic revenue growth of 10% to 11% (previously: 8% to 9%).

That continues to look very good. Coca Cola is up in growth and Microsoft is doing what they do best "print cash". Alphabet is slipping despite good numbers. However, the stock has also been running very strongly since January and a few profit-takings are setting in. Visa just continues to deliver. Also today some numbers come again. Let's take a closer look:

Economic data

08:00

• DE: Construction, new orders and sales August

10:00

• DE: Ifo Business Climate Index October PROGNOSE: 85.9 previous: 85.7 Business situation PROGNOSE: 88.5 previous: 88.7 Business expectations PROGNOSE: 83.6 previous: 82.9
• EU: ECB, Money Supply M3 and Lending September Money Supply M3 PROGNOSIS: -1.8% yoy previously: -1.3% yoy

15:00

• BE: Business Climate Index October PROGNOSIS: n/a previously: -14.4 points

16:00

• US: New home sales September PROGNOSIS: +0.7% yoy previous: -8.7% yoy

16:30

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

Quarterly figures / Company dates USA / Asia

13:30 Boeing quarterly figures

14:00 T-Mobile US quarterly figures

22:08 IBM quarterly figures

22:00 Align Technology | Mattel quarterly figures

22:10 IBM | Meta Platforms quarterly figures

No time stated: General Dynamics | Norfolk Southern Quarterly Figures

Quarterly figures / Company dates Europe

06:45 Kuehne & Nagel | Banco Santander Quarterly Figures

07:00 Deutsche Bank | DWS Group | Akzo Nobel | Sulzer

07:20 Air Liquide Quarterly Figures

07:30 Beiersdorf | Symrise 9 Months Results | KPN NV

08:00 Porsche AG 9 Months Results

08:00 Lloyds Banking Group | Heineken Update 3Q

08:15 Traton Result 9 Months

08:30 Beiersdorf PK + Analyst Conference

09:00 Porsche AG | Traton PK

10:00 DWS Group Analyst Conference

17:50 Carrefour quarterly figures

Without time data:

Intershop | DMG Mori | Takk | Dassault Systemes

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Economy on 26.10.2023...

Markets 📉 and Bitcoin 📈. Next week new FED decision today ECB. Meta delivered figures...

Yesterday, the markets despite generally positive quarterly figures, first let off some air. The $BTC
Bitcoin and $ETH
Ethereum were able to make further gains. It is just not a good time for good quarterly figures or new issues. Today, the ECB will then also reveal your decision and next week, the Fed will follow suit. Let's take a look at some numbers from yesterday:

$BA
Boeing Co. missed in the third quarter with an

Earnings per share of -$3.26 missed analyst estimates of -$3.23. Revenue of $18.1 billion above expectations of $18.09 billion. Boeing now sees 2023 delivery of 375 to 400 jets of the 737 series (previously: 400 jets).

$IBM
IBM third-quarter earnings per share of $2.20 beat analyst estimates of $2.13. Revenue of $14.75 billion in line with expectations.

$MAT
Mattel third-quarter earnings per share of $1.08 beat analyst estimates of $0.86. Revenue of $1.92 billion above expectations of $1.85 billion.

$WHR
Whirlpool third-quarter earnings per share of $5.45 beat analyst estimates of $4.23. Revenue of $4.93 billion exceeded expectations of $4.74 billion.

$NTGR
Netgear third-quarter earnings per share of $0.23 beat analyst estimates of -$0.05. Revenue of $197.8 million exceeded expectations of $183.85 million.

$META
Meta Platforms posted a strong rise in third-quarter profit, beating expectations. A lowered cost forecast should also provide a tailwind. Third-quarter revenue rose 23% year-over-year to $34.1 billion. Meanwhile, costs and expenses were cut by 7% to $20.4 billion. Operating profit multiplied from USD 5.7 billion to USD 13.7 billion. Operating margin doubled from 20% to 40%. Bottom line profit exploded from $4.4 billion to $11.6 billion. Earnings per share increased from USD 1.64 to USD 4.39. With the figures presented, Meta Platforms clearly exceeded analysts' expectations.

Stock Exchange Holiday Austria

Economic data

07:30

• DE: Ifo Export Expectations October

08:00

• JP: Machine tool orders September (final)

13:00

• TR: Central Bank of Turkey, outcome of Monetary Policy Council meeting

14:15

• EU: ECB, result of the Council meeting Main refinancing rate PROGNOSIS: 4.50% previously: 4.50% Deposit rate PROGNOSIS: 4.00% previously: 4.00%
  

14:30

• US: New orders for durable goods September PROGNOSE: +2.0% yoy previous: +0.1% yoy
• US: GDP (1st release) 3Q annualized PROGNOSIS: +4.7% yoy 2Q: +2.1% yoy GDP deflator PROGNOSIS: +2.5% yoy 2Q: +1.7% yoy
• US: Initial jobless claims (week) PROGNOSIS: 207,000 previous: 198,000

14:45

• EU: ECB, PK after Council meeting

Quarterly figures / Company dates USA / Asia

01:30 SK Hynix quarterly figures

07:00 Hyundai quarterly figures

12:00 Linde | UPS Quarterly Figures

12:30 Honeywell quarterly figures

12:30 Merck & Co quarterly figures

14:00 Mastercard Quarterly Figures

22:03 Intel | Amazon quarterly figures

22:10 Ford quarterly figures

No time stated:

Weyerhaeuser | Valero Energy | Southwest Airlines | International Paper | Altria Group | Comcast | Northrop Grumman| Universal Music quarterly figures

Quarterly Figures / Company Dates Europe

07:00 Ceconomy | Hellofresh | Kion | Mercedes-Benz

07:00 Nemetschek | Wacker Chemie Quarterly Figures

07:00 BNP | STMicroelectronics | Siltronic

07:00 Software AG | Volvo Car Quarterly Figures

07:30 Aixtron | Befesa | Volkswagen | Danone

07:30 Schneider Electric | Baader Bank

07:30 SNP Schneider Neureither | Vossloh

08:00 LPKF Laser | Repsol | Standard Chartered

08:00 Vattenfall | Unilever Trading Statement 3Q

08:05 Totalenergies Quarterly Figures

08:20 Iberdrola 9 Months Results

17:45 Vinci Sales 3Q

18:05 Saint-Gobain Sales 9 Months

Without time data:

Medigene | Novozymes | Sodexo | Atos | Mediobanca

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