Q4 Earnings – Week
2017-01-29
We are having pretty busycalendar this week with Europe
kicking in too, so let’s focus on some important names:
Apple - analysts
seem to be positive about the company with rising EPS expectations 4% over the
past 6 months. The market is also looking at revenue making all time record within
the range of USD 76-78 bln. The revamped iPhone 7 should help and what also may
catch investors’ attention are comments about the smartphone industry and its
trends.
On the negative side, the company is coping with Chinese
competition, weakness in sales in Asia-Pacific region, where the high price tag
is not in line with local market earnings power. Of course, not to forget to mention
the effect of strong USD on the quarterly results.
Facebook –
will be interesting to see whether the company after November disappointment
and revising down the forecast is doing better. The combination of a strong
push towards monetization of the social media space on one hand and the risk of
deteriorating of user experience with lots of ads running on your Facebook
account on the other is going to negatively impact the user experience, brand
and retention.
Analysts expect a jump in the revenues, well supported
with mobile-ads sales. Bear in mind that company valuation is around 100% premium
to the average of S&P 500 valuation. Definitely, the forecast and the
future developments in Instagram, WhatsApp and Messenger are the place to be
aware of.
Amazon – the Amazon
Web Services with its approximately 55% y/y growth will be the place to watch, with
overall company positioning within the cloud space still have the room to grow
further. Not to mention the traditional e-commerce and the new activity of
Amazon Go that will be a new physical supermarket.
Pfizer –
market will be interested in new drugs introduction, drugs to treat cancer and
how its generic brands do
Merck&Co –
market will focus on drug treating the cancer
Visa/Mastercard
– analysts are positive and expect rise in revenue on the back of payments
growth and acquisition of Visa Europe (in case of Visa)
Name
|
Exchange
|
Date
|
Estimated
EPS
|
EPS
growth y/y
|
Estimated
Revenue
|
Mizuho Financial Group
|
JP
|
Tuesday
|
4.55
|
-16.4%
|
521.344
|
Eli Lilly
|
US
|
Tuesday
|
0.98
|
26.0%
|
5.550
|
Pfizer
|
US
|
Tuesday
|
0.50
|
-5.5%
|
13.636
|
Exxon Mobil
|
US
|
Tuesday
|
0.70
|
5.1%
|
62.173
|
Mastercard
|
US
|
Tuesday
|
0.85
|
8.2%
|
2.786
|
Apple
|
US
|
Tuesday
|
3.22
|
-1.7%
|
77.400
|
Roche Holding
|
CH
|
Wednesday
|
6.66
|
…
|
13.242
|
Siemens
|
GE
|
Wednesday
|
1.67
|
-2.5%
|
19.587
|
Facebook
|
US
|
Wednesday
|
1.31
|
65.4%
|
8.507
|
MetLife
|
US
|
Wednesday
|
1.34
|
…
|
17.250
|
Volvo
|
SE
|
Wednesday
|
…
|
…
|
…
|
BBVA Banco
|
ES
|
Wednesday
|
…
|
…
|
…
|
Panasonic
|
JP
|
Thursday
|
…
|
…
|
…
|
Daimler
|
GE
|
Thursday
|
2.16
|
5.1%
|
41.310
|
AstraZeneca
|
UK
|
Thursday
|
1.12
|
19.0%
|
5.577
|
ING Groep
|
NL
|
Thursday
|
0.29
|
37.7%
|
4.230
|
Royal Dutch Shell
|
NL
|
Thursday
|
0.34
|
17.2%
|
68.236
|
Amazon
|
US
|
Thursday
|
2.68
|
47.2%
|
44.648
|
Visa
|
US
|
Thursday
|
0.78
|
13.3%
|
4.302
|
Amgen
|
US
|
Thursday
|
2.79
|
…
|
5.770
|
BCE
|
CA
|
Thursday
|
0.78
|
…
|
5.690
|
Deutsche Bank
|
GE
|
Thursday
|
-0.02
|
…
|
7.150
|
Dassault Systemes
|
FR
|
Thursday
|
0.62
|
…
|
…
|
Merck&Co
|
US
|
Thursday
|
0.89
|
…
|
10.250
|
Nokia
|
FI
|
Thursday
|
0.08
|
…
|
7.570
|
Philip Morris
|
US
|
Thursday
|
1.12
|
…
|
6.790
|
Vodafone Group
|
UK
|
Thursday
|
…
|
…
|
…
|
Ferrari
|
IT
|
Thursday
|
0.58
|
…
|
0.898
|
Infineon Technologies
|
GE
|
Thursday
|
|||
Mitsubishi UFJ Financial Group
|
JP
|
Friday
|
17.96
|
-1.6%
|
1,006,590
|
ArcelorMittal
|
LU
|
Friday
|
0.01
|
…
|
14.030
|
Sony
|
JP
|
Friday
|
0.38
|
…
|
…
|
Toyota Motor
|
JP
|
Friday
|
…
|
…
|
61.930
|
Intesa Sanpaolo
|
IT
|
Friday
|
…
|
…
|
…
|
Good luck Champs!
Mr Hawk
DISCLAIMER: This material was created for informational
purposes only and represents the Land of Trading team’s view of the past and
current economic and capital market environment. It is not an investment advice
and should not be viewed that way at all, and the creators of this material
cannot be held liable for any potential losses resulting from trading, where
despite this disclaimer someone would consider this material as an investment
advice. All rights reserved ©2016. Contact: landoftradingATgmail.com
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