Ein seriöses, aber lockeres Gespräch über die Börse
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Diese Woche berichten die Händler

13. November, 2007 · 1 Kommentar

Die Bericht-Saison neigt sich dem Ende zu. In dieser Woche stehen die Retailer auf dem Plan:

Third-quarter earnings season shifts to the retailers with Dow components Home Depot (HD) and Wal-Mart Stores (WMT) scheduled to report. Joining them will be Kohl’s (KSS), Macy’s (M), TJX (TJX) and 19 other retailers. In total, we have confirmed scheduled reports from 175 companies, 14 of which are in the S&P 500.

Zur Berichtsaison soweit:

Third-Quarter Earnings Performance

As third-quarter earnings season nears an end, the rate of growth is better than what we had expected in early September. The median S&P 500 company achieved an 11.4% increase in earnings, about 250 basis points above the consensus expectations at the start of earnings season. Positive surprises have outnumbered negative surprises by a ratio of 2.6:1, which is a bit worse than last quarter, but still good overall.

The numbers for the S&P 1500 Composite (S&P 500, S&P MidCap 400 and S&P SmallCap 600) are similar. Median growth is running at 10.3% and positive surprises are outnumbering negative surprises by a ratio of 2.1:1.

Und ein Ausblick auf vierte Quartal:

Fourth-Quarter Earnings

Looking ahead to the fourth-quarter, we expect the median company within the S&P 500 to achieve 8.9% growth. The inherent problem with this forecast, however, is that earnings estimates for the financial sector are continuously dropping. Simply put, there is not a Q4 2007 or a 2008 EPS forecast for banks that I would trust right now.

Alles von, Earnings Preview for Nov 12 – Nov 16

Etwas wichtiger dürfen die Zahlen zur makroökonomischen Lage sein: Der PPI (Product Price Inflation) für Oktober und die Business Inventories für September werden auch diese Woche veröffentlicht. Am Donnerstag kommen noch die New York und Philadelphia Fed Surveys sowie der CPI (Consumer Price Inflation, Verbraucherpeise) für Oktober. Am Freitag: Industrial Production und Capacity Utilization.

Kategorien: Finanznews · Mainstream-Media

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