Economy on 23.02.2023...
Many numbers and Indexänderungen⤵️
Yesterday, after-hours, some numbers came in. I will go into more detail in a moment. Most important was each the FED protocol. There was then again clear that further interest rate hikes will come. These are then also announced in the next Fed meeting. On it, the stock market has also reacted slightly. Let's see if the impact continues today. Actually, it was nothing new. Otherwise, the markets start today relatively friendly. Also in the crypto sector, we had only 3 steps forward, then in recent days again 2 steps back and now again 3 steps forward? On the stock market you learn especially that 2+2=4 is not true, but 2-1+2-1+2=4!
On Monday some changes in the Indizies stand to. here times in the overview, which happens:
DAX
RECORD: $CBK (+1.67%) Commerzbank
EXCEPTION: $LIN Linde
MDAX
UPDATE: $NDX1 (+3.42%) Nordex
OUTPUT: $CBK (+1.67%) Commerzbank
SDAX
RECORD: $DBAN (+1.2%) Deutsche Beteiligungs AG OUTPUT: $NDX1 (+3.42%) Nordex
EURO-STOXX-50:
RECORD: $UCG (+1.22%) Unicredit
OUTPUT: $LIN Linde
STOXX-50
RECORD: $SAF (+1.38%) Saffron
OUTPUT: $LIN Linde
STOXX-Europe 600
RECORD: $SINCH (+1.6%) Sinch
OUTPUT: $LIN Linde
Then there were some very interesting figures to report. I'll list the most important ones here:
$NVDA (-2.24%)
Nvidia:
reported 4th Quarter January 2023 earnings of $0.88 per share. The consensus earnings estimate was $0.81 per share on revenue of $6.0 billion. The Earnings Whisper number was $0.85 per share.
$ETSY (+0.92%)
Etsy:
Missed analyst estimates of $0.80 in the fourth quarter with earnings per share of $0.77. Revenue of $807.2 million exceeded expectations of $754.31 million.
$EBAY (+0.74%)
eBay:
Beats fourth-quarter analyst estimates of $1.06 with earnings per share of $1.07. Revenue of $2.5 billion beats expectations of $2.46 billion.
$INTC (+2.76%)
Intel:
Lowers quarterly dividend to 12.5 cents (previously: 36.5 cents, analyst forecast: 36.5 cents) and reaffirms Q1 guidance.
$GRMN (+0.57%)
Garmin Ltd:
Surpassed analyst estimates of $1.19 in fourth-quarter earnings per share of $1.35. Revenue of $1.31 billion beat expectations of $1.3 billion.
$OSTK (+2.04%)
Overstock.com Inc:
Missed analyst estimates of $0.03 in the fourth quarter with earnings per share of -$0.04. Revenue of $404.89 million below expectations of $448.92 million (competes with Home24 and HomeDepot)
$SM (+2.45%)
M Energy:
Beat analyst estimates of $1.25 in the fourth quarter with earnings per share of $2.09. Revenue of $671.32 million exceeded expectations of $572.52 million.
$UNITY (+0%)
Unity Software:
Beat analyst estimates of $0.01 in the fourth quarter with earnings per share of $0.03. Revenue of $451 million beat expectations of $434.7 million (Was always a favorite for me for WEB3)
$TDOC (+2.19%)
Teladoc Health:
Beat analyst estimates of -$0.25 in the fourth quarter with earnings per share of -$0.23. Revenue of $637.7m exceeded expectations of $633.4m.
$O2D (+0.37%)
Telefónica Germany:
Posts Q4 revenues of €2.2 billion (PY: €2.06 billion, analyst forecast: €2.1 billion), Ebitda (adjusted) of €667 million (PY: €624 million, forecast: €644 million) and net income of €125 million (PY: €67 million, forecast: €19 million). Proposed dividend for 2022 of €0.18 per share (PY: €0.18). In the outlook for 2023, Telefónica Deutschland expects revenue growth in the low single-digit percentage range, an investment ratio of 14% (PY: 14.7%) and Ebitda growth in the low single-digit percentage range.
Today mostly German/EU numbers are coming but what I'm also interested in is Alibaba!!! These usually come around noon.
Japan stock market holiday
Economic data (abbreviated version)
08:00
- DE: Development of energy prices 2022
11:00
- EU: Consumer prices January Eurozone PROGNOSIS: -0.2% yoy/+8.6% yoy Previous estimate: -0.4% yoy/+8.5% yoy Previous: -0.4% yoy/+9.2% yoy Core rate PROGNOSIS: +5.2% yoy Previous estimate: -0.8% yoy/+5.2% yoy Previous: +0.6% yoy/+5.2% yoy
12:00
- DE: ECB, publication of 2022 balance sheet
14:30
- US: GDP (2nd release) 4Q annualized PROGNOSIS: +2.9% yoy 1st release: +2.9% yoy 3rd quarter: +3.2% yoy GDP deflator PROGNOSIS: +3.5% yoy 1st release: +3.5% yoy 3rd quarter: +4.4% yoy
- US: Initial jobless claims (week) PROGNOSIS: 197,000 previous: 194,000
Quarterly figures / Company dates USA / Asia
22:05 Booking Holdings quarterly results
No time stated: Moderna | Alibaba quarterly figures
Quarterly figures / company dates Europe
07:00 Deutsche Telekom | Gerresheimer
07:00 Heidelbergcement | Knorr-Bremse
07:00 Vitesco | Axa | Essilor-Luxottica | Krones
07:30 Dürr | Hensoldt | Munich Re | Telefonica
07:30 Auto1 | Indus Holding | Bouygues
07:45 Eni SpA Annual Results and Capital Markets Day with Presentation of Strategic Plan 2023-2026
08:00 New Work | Anglo American| Wintershall Dea
08:00 BAE Systems | Rolls-Royce Annual Results
15:00 Hochtief annual results (3 p.m. BI-PK)
18:00 Freenet Annual Results
18:05 Saint-Gobain annual result
No time stated: Valeo | Annual results
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