Recherche
S'identifier

Mensuel de avril 2015 - Fonds / Bourse

go back Retour << Article précédent     Article suivant >>


European equities : full of potential
European equities benefit from several tailwinds, including lower oil prices, favourable exchange rates and the ECB’s QE policy. But in the end, it’s the fundamentals that count, explains Koen Bosquet, CFA, co-manager of the core European equity strategies, Petercam   Earnings growth expectations The first reason for our bullish stance can be found in earnings growth expectations.  With over half of STOXX Europe 600 companies having reported results for the fourth quarter, 60 percent have beaten or met revenue expectations, Thomson Reuters Starmine data shows.    GRAPHIQUE VOIR JOURNAL OU PDF   Forty five percent of companies beat expectations, and 27 percent have missed, resulting in a net beat of 18 percent - the biggest...
Cette page n'est accessible qu'aux abonnés payants.
Veuillez vous identifier si vous êtes abonnés à la consultation de nos archives.
Nous vous invitons à souscrire un abonnement, ou à prendre contact avec nous.

This page is only accessible to paying subscribers.
Please identify yourself if you have subscribed to the consultation of our archives.
We invite you to take out a subscription, or to contact us.
Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
MIMCO Capital
NautaDutilh
Comarch
Sia Partners
Castegnaro
Lamboley Executive Search
Paragon
Fi&FO
J. P. Morgan
Bearingpoint
Ernst&Young
Mazars.lu
Linklaters
Zeb Consulting
Square management
Pictet Asset Management
SOCIETE GENERALE Securities Services
Lpea.lu
Loyens & Loeff
Stibbe
Generali Investements LU
AXA IM Luxembourg
DLA PIPER
Allen & Overy
VP Bank