Avrupa Şirketleri 3Ç’te Enerji Destekli 21% Yıllık Kazanç Büyümesi İçin Yolunda

Kısaca

STOXX 600’ün toplam kazanç büyümesi 3Ç’de yüzde 21 olarak öngörülüyor; enerji firmaları bu büyümeyi yönlendiriyor Enerji sektörünün büyümeye katkısı, enerji maliyetlerindeki payın geçmiş başlıklar kadar baskı yapmadığını gösteriyor Satışlar yıllık yüzde 10,6 artış bekleniyor; enerji dışı iştirakler büyümeyi sınırlıyor ve talep güçlendirici faktör olarak kalıyor

Ana mesele

Avrupa STOXX 600 şirketleri 3Ç’te toplam kazançlarda yıllık yüzde 21 büyüme bekliyor

Ne değişti?

3Ç için büyüme beklentisi enerji sektörünün belirgin katkısı ile destekleniyor

Beni nasıl etkiler?

Okuyucular için Avrupa hisse senedi görünümünde enerji üreticilerinin katkısı belirgin pozitif

Ne oldu?

3Ç için Avrupa enerji şirketlerinin kazanç büyümesi öngörülüyor; genel olarak STOXX 600 için yıllık yüzde 21 büyüme bekleniyor

Neden şimdi?

Küresel enerji arzı ve jeopolitik gelişmelerinin etkisiyle enerji üreticilerinin karlılığı öne çıkıyor

Neden önemli?

Yatırımcılar için enerji şirketleri liderlik ederken genel karlılık ve hisselerin değerlemesi etkilenebilir

Kimler etkileniyor?

• Yatırımcılar
• kurumsal yatırım fonları

Sektör ve piyasa etkisi

Enerji sektörü büyümeyi öne çıkarken diğer sektörler daha ılımlı kalabilir

Riskler

• Jeopolitik riskler
• enerji maliyetlerindeki dalgalanmalar
• talep belirsizliği

Takip edilmesi gerekenler

• Enerji fiyatları ve tedarik zinciri gelişmeleri
• STOXX 600 içindeki enerji hisselerinin performansı
• Enerji dışı sektörlerde büyüme ivmesi

Haberin tamamı

European companies are expected to report strong third-quarter earnings growth, driven primarily by energy and basic materials firms, although the pace of profit expansion is likely to moderate slightly from the previous quarter, according to the latest LSEG I/B/E/S data released on Thursday.Companies listed on the benchmark STOXX 600 index are forecast to post aggregate earnings growth of 21% year-on-year, up from the 19.4% projected a week earlier.

If realised, this would mark the second-strongest quarterly profit growth in the past 14 quarters, the LSEG data showed, Reuters reported.Read more: Global Market: Japan’s Nikkei falls as AI concerns, global bond market stress weighExcluding the energy sector, earnings growth for STOXX 600 companies is expected to reach a more modest 9.7%, highlighting the significant contribution of energy producers to the overall outlook.Revenue growth is also expected to remain robust, with European blue-chip companies projected to report a 10.6% year-on-year increase in sales.

The anticipated expansion is above the average recorded over the past couple of years.A Deutsche Bank report earlier this week suggested that companies had sufficient demand to pass on higher prices, supporting sales growth, while energy costs accounted for a smaller share of revenues than recent headlines might indicate, Reuters reported.Read more: Global Market: Yuan strengthens as dollar retreats; China pushes back against undervaluation claimsEnergy firms expected to lead earnings growthEuropean energy companies are forecast to record earnings growth of 115.9% in the third quarter, according to LSEG data.The sector has benefited from disruptions to global fossil fuel supplies linked to the US-Israeli war with Iran and Ukrainian drone attacks on Russian refineries.

The attacks have sharply reduced exports from some of the world's largest fossil fuel producers, supporting the earnings outlook for European energy majors.The strength of the energy sector is expected to provide a substantial boost to overall European corporate profits, even as earnings growth across other industries remains more moderate.Real estate sector faces sharp declineIn contrast, European real estate companies are expected to report a 71.5% year-on-year decline in third-quarter earnings, making the sector one of the weakest performers in the earnings season.The divergence between energy and real estate highlights the uneven earnings outlook across European industries, with geopolitical developments and changes in market conditions playing a significant role in shaping corporate performance.ASML and Ericsson results in focusInvestors will turn their attention to upcoming results from chip equipment maker ASML, Europe's most valuable listed company, and Swedish telecom equipment manufacturer Ericsson next week.Their earnings reports are expected to provide important signals about the health of the semiconductor and telecommunications industries, as well as the broader trajectory of European corporate earnings.Market participants will assess the companies' results and outlooks for indications of whether the strong aggregate earnings growth projected for the third quarter can be sustained in the coming quarters.(Disclaimer: This article is based on inputs from agencies.

These do not represent the views of The Economic Times.)

Kaynaklar

• Economic Times - Markets