Focus on most of the major US banks, Delta Air Lines, UnitedHealth and Domino’s


  • Monday (October 11)

  • Tuesday (October 12)

  • Wednesday (October 13)

  • Thursday (October 14)

  • Friday (October 15)

Winning calendar for the week of October 11

Monday (October 11)

No major profit is expected for the release.

Tuesday (October 12)

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EPS forecast

TO TRY

To try

KRW1.71

QUICK

Fixation

$ 0.42

PNFP

Apogée Financial Partners

$ 1.55

Wednesday (October 13)

IN THE SPOTLIGHT: BLACKROCK, DELTA AIR LINES

BLACK ROCK: The world’s largest asset manager is expected to report third-quarter earnings of $ 9.70 per share on Wednesday, representing annual growth of more than 5% compared to $ 9.22 per share in the same period there is one year old.

The New York-based multinational investment management firm is reportedly posting revenue growth of more than 13% to around $ 5.0 billion. Over the past four consecutive quarters, on average, the investment manager has achieved a surprise earnings of over 9%.

“We believe BlackRock (BLK) is best positioned on the asset management bar considering the leading platform of iShares ETFs, multi-assets and alts combined with tech / Aladdin offerings which are expected to generate around 13% CAGR of EPS (2020-23rd) via organic growth of around 6% on average over the long term, ”noted Michael Cyprys, equity analyst at Morgan Stanley.

“We anticipate further growth for Alts, iShares, international penetration and the institutional market in the United States. Recently acquired Aperio also strengthens the solutions offering and organic growth. We expect the premium to widen as BLACK takes part in the evolution of the industry and strives to improve the trajectory of organic revenue growth. “

DELTA AIRLINES: Earnings per share (EPS) is expected to return to positive territory for the first time in seven quarters on Wednesday, more than doubling to $ 0.16 per share from a huge loss of – $ 3.30 per share seen during the same period a year ago. .

The airline, which provides scheduled air travel for passengers and cargo to the United States and around the world, is expected to post third-quarter revenue growth of more than 170% to about $ 8.4 billion. It should be noted that in the past two years, the airline has exceeded consensus earnings estimates only three times.

“Airlines will release their 3Q21 results later this month, starting October 13 with Delta Airlines’ Release. We think 3Q21 started strong, sagged in the middle, then ended strong as people started planning vacation trips, ”noted Helane Becker, Equity Analyst at Cowen.

“We believe the 4Q21 forecast will reflect a strong peak, likely> 2019 levels, while off-peak times are expected to lag behind 2019 levels. United Airlines (UAL), Alaska Air Group (ALK), Allegiant Travel (ALGT) & Southwest Airlines (LUV). “

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JPM

JPMorgan Chase

$ 3.00

BLACK

Black rock

$ 9.60

INFY

Infosys

$ 0.17

SPIRIT

Wipro

$ 0.07

FRC

Bank of the First Republic

$ 1.84

DAL

Delta Airlines

$ 0.16

Thursday (October 14)

SPOTLIGHT: UNITEDHEALTH, DOMINO’S PIZZA

UNITEDHEALTH: Minnesota-based health insurer to report third-quarter earnings of $ 4.41 per share, representing year-over-year growth of more than 25% from $ 3.51 per share in the same quarter a year ago.

Over the past four consecutive quarters, on average, the company has achieved a surprise profit of more than 11%. The largest insurance company by Net Premiums would show revenue growth of around 10% to around $ 72.0 billion.

UnitedHealth Group is the leading Medicare Advantage player with approximately 28% market share, the second largest Medicare PDP player with approximately 20% market share and the second largest commercial player with approximately 15% market share, ”noted Ricky Goldwasser, equity analyst at Morgan Stanley. .

United The model is enhanced through vertical integration with its OptumRx PBM platform, which is one of the three largest PBMs in the country. With a big lead in the breadth of service offerings and considerable exposure to government enterprises, UnitedHealth is well positioned for any potential change in the US healthcare system. A strong balance sheet and continued strong cash generation provide flexibility for the pursuit of mergers and acquisitions. “

DOMINOS: The world’s largest pizza company is expected to post third-quarter profit of $ 3.11 per share, representing about 25% year-over-year growth, compared to $ 2.49 per share in the last quarter. same quarter a year ago.

The company has only twice beaten consensus estimates for earnings per share (EPS) in the past four quarters. The world’s largest pizza chain is reportedly showing revenue growth of around 7% to around $ 1.03 billion.

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EPS forecast

A H

UnitedHealth

$ 4.41

BAC

Bank of America

$ 0.71

WFC

Wells fargo

$ 1.00

MRS

Morgan stanley

$ 1.69

VS

Citigroup

$ 1.74

Usb

US Bancorp

$ 1.15

WBA

Alliance of Walgreens boots

$ 1.02

AA

Alcoa

$ 1.75

DCT

DCT Industrial Trust

$ 0.02

TSM

Taiwan Semiconductor Mfg

$ 1.04

DPZ

Dominoes Pizza

$ 3.11

CMC

Commercial metals

$ 1.19

Friday (October 15)

IN THE SPOTLIGHT: GOLDMAN SACHS

The world’s leading New York-based investment bank is expected to report third quarter earnings of $ 10.11 per share, representing year-over-year growth of more than 4% from 9.68 $ per share in the same quarter a year ago.

It should be noted that over the past two years, the world’s leading investment manager has exceeded market consensus expectations in terms of both earnings and income most of the time. The world’s largest investment manager is reportedly posting revenue growth of more than 4% to around $ 11.25 billion.

Reason for purchase: organic growth, strong capital position and stable capital deployment activities continue to improve by Goldman perspectives. Business diversification provides long-term earnings stability, ”ZACKS Research analysts noted.

“Reason for the sale: Geopolitical concerns and volatile customer activity levels may hamper the top line growth of Goldman. In addition, legal hassles and increased dependence on foreign income remain other headwinds. “

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SG

Goldman Sachs

$ 10.11

PNC

PNC

$ 3.38

TFC

Truist Financial Corporation

$ 1.09

HON

Honeywell International

$ 2.01

GE

General Electric

$ 0.51

PLD

ProLogis

$ 0.47

HRV

VF

$ 1.16

JBHT

JB Hunt Transport Services

$ 1.79

GNTX

Gentex

$ 0.42

MAN

Manpowergroup

$ 1.91

SXT

Sensitive technologies

$ 0.80

ABCB

Ameris Bancorp

$ 1.17

ACKAY

Arcelik ADR

$ 0.68

BMI

Badger meter

$ 0.50

This item was originally posted on FX Empire

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