Martin (@MitVerstandzumKapital) en getquin

Economy on 03.11.2023...

Yesterday there was a flood of numbers. Let's see ⤵️

During the day and after-hours, some quarterly figures came in yesterday. I am curious to see how the market reacts to these. Since yesterday was generally a good day, which came but certainly more by the FED call, could today on the positive numbers also times a few profit-taking occur. Later we will know more:

$AAPL (+0,83 %)
Apple beat analyst estimates of $1.39 in the fourth quarter with earnings per share of $1.46. Revenue of $89.5 billion exceeded expectations of $89.34 billion.

Apple iPhone sales in the fourth quarter at $43.8 billion (consensus $43.4 billion, year ago $42.6 billion).
Apple service revenue in the fourth quarter at $22.3 billion (consensus $21.6 billion, prior year $19.2 billion).
Apple Mac revenue in the fourth quarter at $7.6 billion (consensus 8.8 billion, previous year 11.5 billion).
Apple iPad revenue in the fourth quarter at $6.4 billion (consensus 5.9 billion, previous year 7.2 billion).

Apple expects first-quarter revenue to be similar to the year-ago quarter (117.2 billion), which would be below the current consensus (123.3 billion).

In the conference call Apple announced that they have one billion subscriptions across all services and that 66% of all students use a Mac.

$NOVO B
Novo Nordisk posted Q1-3 revenue of DKK 166.39bn (PY: DKK 128.86bn), Ebit of DKK 75.80bn (PY: DKK 57.72bn) and net income of DKK 61.72bn (PY: DKK 41.93bn). On October 13, the outlook for 2023 was raised, with revenue and operating profit growth at constant exchange rates now expected to be 32-38% and 40-46%, respectively. Sales and operating profit growth in Danish kroner are now expected to be 4 and 7 percentage points lower, respectively, than at constant exchange rates.

$SQ (+1,25 %)
Block third-quarter earnings per share of $0.55 beat analyst estimates of $0.47. Revenue of $5.62 billion exceeded expectations of $5.42 billion.

$PLTR (+0,75 %)
Palantir Technologies Inc. registered shares o.N. third-quarter earnings per share of $0.07 beat analyst estimates of $0.06. Revenue of $558 million exceeded expectations of $555.71 million.

$SHOP (+1,19 %)
Shopify Inc. beat analyst estimates of $0.14 with third-quarter earnings per share of $0.24. Revenue of $1.7 billion beat expectations of $1.67 billion.

$SBUX (+0,3 %)
Starbucks Corp. beat fourth-quarter analyst estimates of $0.97 with earnings per share of $1.06. Revenue of $9.4 billion beat expectations of $9.29 billion.

$NET (+1,07 %)
Cloudflare Inc. beat analyst estimates of $0, 10 in the third quarter with earnings per share of $0.16. Revenue of $335.6 million beat expectations of $330.51 million.

$COIN (+2,49 %)
Coinbase Global beats third-quarter analyst estimates of -$0.55 with earnings per share of -$0.01. Revenue of $674, 15 million beats expectations of $650.97 million.

$LHA (-0,46 %)
Lufthansa posts Q3 revenue of €10.27 billion (PY: €9.53 billion, analyst forecast: €10.84 billion), Ebit (adjusted) of €1.46 billion (PY: €1.12 billion, forecast: €1.43 billion), adjusted cash flow of €592 million (forecast: €677 million) and net profit of €1.19 billion (PY: €809 million, forecast: €1.03 billion). In the outlook for 2023, management continues to expect Ebit (adjusted) of at least €2.6 billion (forecast: €2.68 billion) and confirms the targets for 2024.

$BOSS (-0,23 %)
HUGO BOSS achieved sales of €1.03 billion in the 3rd quarter (PY: €933 million, analyst forecast: €1.02 billion), EBIT of €103 million (PY: €92 million, forecast: €100.5 million) and net income of €63 million (PY: €58 million, forecast: €65.9 million). Outlook for 2023 confirmed

Overview of the last trading day of the week:

Japan stock exchange holiday | shortened stock exchange trading Sweden (until 1 p.m.)

Economic data

08:00

DE: Trade balance September Trade balance calendar and seasonally adjusted PROGNOSE: +15.2 bn euro previous: +16.6 bn euro Exports PROGNOSE: -2.0% yoy previous: -1.2% yoy Imports PROGNOSE: -1.3% yoy previous: -0.4% yoy

08:45

FR: Industrial Production October PROGNOSE: +0.2% yoy previous: -0.3% yoy

11:00

EU: Labor market data September Eurozone unemployment rate PROGNOSE: 6.5% previously: 6.4%

13:30

US: Labor Market Data October Employment ex Agriculture PROGNOSE: +170,000 yoy previous: +336,000 yoy Unemployment rate PROGNOSE: 3.8% previous: 3.8% Average hourly earnings PROGNOSE: +0.3% yoy/+4.0% yoy previous: +0.2% yoy/+4.2% yoy

14:45

US: Purchasing Managers' Index/PMI Service (2nd release) October PROGNOSIS: 50.9 1st release: 50.9 previous: 50.1

15:00

US: ISM non-manufacturing index October PROGNOSIS: 53.0 points previously: 53.6 points

17:00

US: Fed Minneapolis President Kashkari (2023 FOMC voting member) to participate in Econ Club of Minnesota leadership circle discussion

Without time

DE: German Finance Minister Lindner, trip to Latvia, Estonia and Lithuania
UK: German Economics Minister Habeck, talks on UK-German energy cooperation, London
EU: Rating review for Denmark (Fitch); Norway (Moody's); Romania (Moody's); Switzerland (Fitch);

ex-dividend of individual stocks

PEOPLES BANCORP INC 0.3672 EUR

UNITED STATES STEEL CORPORATION 0.047 EUR

Quarterly figures / Corporate dates Europe

06:30 Societe Generale quarterly figures

08:00 A.P. Moeller-Maersk quarterly figures

09:00 Adecco Investor Day in London

10:00 BMW PK (2 p.m. analyst conference)

13:00 Intesa Sanpaolo quarterly figures

No time stated: Solvay quarterly figures

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