ASML Holding ADR Representing

18.07.2024 +++ Netflix quarterly figures +++ ECB interest rate decision today +++ VW builds new e-car for China +++ Biden criticizes chip exports to China +++ Novartis raises profit forecast +++ J&J quarterly figures +++ (Update 14:55)

The ECB leaves the key interest rate at 4.25 percent as expected.

The ECB leaves the deposit rate at 3.75 percent as expected.

The ECB leaves the marginal lending rate at 4.5 percent as expected.

ECB: Most inflation indicators remained unchanged or fell slightly in June.

Europe's largest car manufacturer Volkswagen $VOW (-0.57%) launches a new electric brand for China. Under the new sub-brand ID. Unyx sub-brand, the first car will be launched on the market this summer, said a spokesperson at the world premiere of the first model in Anhui, where it will be produced. Four more are to follow by 2026.

Johnson & Johnson $JNJ (+0.41%) exceeds analysts' estimates of $2.72 in the second quarter with earnings per share of $2.82. Sales of $22.45 billion exceed expectations of $22.34 billion.

The shares of Nvidia $NVDA (+0.47%) fell by 4% and the shares of ASML ADRs $ASML (-0.31%) fell by almost 8% following a Bloomberg report that the Biden administration is considering taking action against companies that export their critical chip manufacturing equipment to China.

The Swiss pharmaceutical company Novartis $NOVN (+1.53%) has once again raised its profit forecast thanks to good business performance. As the company announced on Thursday, sales in the second quarter amounted to 12.5 billion US dollars. This corresponds to an increase of 9 percent compared to the same period last year. At constant exchange rates, growth amounted to 11 percent. In operating terms, Novartis earned USD 4.0 billion (+43 percent) in the second quarter. The bottom line was a net profit of USD 3.2 billion, compared with USD 2.3 billion in the prior-year period. The increase was mainly due to higher net sales and lower impairments, the statement added

Thursday: Stock market dates, economic data, quarterly figures

Quarterly figures / Company dates USA / Asia

07:30 Taiwan Semiconductor Manufacturing quarterly figures

13:30 Abbott Laboratories quarterly figures

22:00 Netflix quarterly figures

No time specified: KeyCorp | Blackstone Quarterly figures

Quarterly figures / Company dates Europe

07:00 ABB Quarterly figures

07:00 Nokia quarterly figures

07:00 Novartis quarterly figures

07:00 Volvo Car Corp Quarterly figures

07:00 Volvo AB Quarterly figures

10:00 Südzucker AGM

Untimed: Bawag Group quarterly figures

Economic data

• 08:00 EU: Acea, New Car Registrations, June | Building Permits May
• 08:00 UK: Labor market data June unemployment rate 3 months (ILO) FORECAST: 4.4% previous: 4.4%
• 14:15 EU: ECB, outcome of the Governing Council meeting Deposit rate FORECAST: 3.75% previously: 3.75%
• 14:30 US: Initial jobless claims (week) FORECAST: 229,000 previously: 222,000
• 14:30 US: Philadelphia Fed Index July FORECAST: 2.9 previously: 1.3
• 14:45 EU: ECB, press conference after council meeting
• 16:00 US: Leading Indicators Index June FORECAST: -0.3% yoy previous: -0.5% yoy

ASML ($ASML (-0.31%) ) recently launched its latest chip manufacturing system the High-NA Extreme Ultraviolet System, with a price tag of 380 million US dollars.

This investment is for chip manufacturersthat benefit from AI development development. Intel ($INTC (+0.45%) ) has already placed orders.

ASML is the sole manufacturer of such sophisticated semiconductor equipment. The machine makes it possible to produce lines with a thickness of only 8 nanometers which increases the transistor density.

Quarterly figures from 19.10.2022...

Briefly summarized ⤵️

Everything that comes tonight or after hours, is then possibly only in the morning. I'm sure I don't have all of them here, but only the larger ones. Tell me gladly times which you still so missing?

$ABT (+1.25%)
Abbott Laboratories:

Surpassed analyst estimates of $0.95 in the third quarter with earnings per share of $1.15. Revenue of $10.4 billion exceeded expectations of $9.63 billion.

$PG (+0.51%)
The Procter & Gamble Co:

First-quarter earnings per share of $1.57 beat analyst estimates of $1.56. Sales of $20.6 billion beat expectations of $20.37 billion. In its outlook for 2023, the company continues to see organic sales growth of 3% to 5%. Earnings per share are now expected at the lower end of guidance due to currency impacts.

$NESN (-0.04%)
Nestlé:

Posts Q1-3 sales of CHF 69.13 billion (analyst forecast: CHF 69.05 billion), organic growth of 8.5% (analyst forecast: +8.3%) and RIG of +1.0% (forecast: +1.1%). In the outlook for 2022, Nestlé confirms its margin outlook and expects sales growth of 8% (previously: 7-8%).

$SRT (+4.34%)
Sartorius:

Reports Q3 sales revenue of €1.05 billion (previous year: €898 million, analyst forecast: €1.06 billion), order intake of €952.4 million (previous year: €1.1 billion, forecast: €1.08 billion), Ebitda (adjusted) of €354 million (previous year: €311 million, forecast: €357 million) and net profit (adjusted) of €167.3 million (previous year: €148 million). In its outlook for fiscal 2022, the company expects revenue growth in the lower half of the 15% to 19% range; the adjusted Ebitda margin target is confirmed at 34%.

$ASML (-0.31%)
ASML:

Posts Q3 revenue of €5.78 billion (previous quarter: €5.4 billion, analyst forecast: €5.3 billion), gross margin of 51.8% (previous year: 49.1%, analyst forecast: 49.4%) and net income of €1.7 billion (previous quarter: 1.4 billion, forecast: €1.37 billion). In its Q4 outlook, the company expects sales of €6.1 to €6.6 billion (forecast: €6.04 billion), gross margin of around 49% (analyst forecast: 49.95%) and fiscal year sales of €21.1 billion.

This will be followed this evening by:

$TSLA (+0.6%)
$IBM (+0.73%)
$63DB (+0.19%)
$AA (-0.17%)

#tesla
#ibm
#deutschebörse
#alcoa
#satorius
#quartalszahlen
#prognose
#aktientipps
#aktien
#community
#communityfeedback
#aktienmarkt
#earnings
#lernen

I find it exciting for a buy (perspective buy and hold 3-5 years). But I already have some overweight in tech stocks in my portfolio. What do you think?

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