Equityes Research The Stock Market in 2011 (PDF)

The Jacobs University

Investment Club
Equities Research: The Stock Market in 2011
Date
Bold 14pt)
20th (Arial
November
2010

Theme of presentation
Equities
Research
Name of department
Date

The Stock Market in 2011

The Catch
• S&P 500 Historical Earnings per Index Share

Market
Expectation:

All time
High
Earnings in
2011
Expected Earnings 2011

Theme of presentation
Equities
Research
Name of department
Date

The Stock Market in 2011

Negative credit flow rate implies subdued economic
growth with elevated recessionary risk

Theme of presentation
Equities
Research
Name of department
Date

The Stock Market in 2011

 Bremer

 The

1

Bankenverband & Neelmeyer

Outlook for the Stock Market in 2011

February 2011

Theme of presentation
Equities
Research
Name of department
Date

The Stock Market in 2011

Idea
 Growth

in United States and Europe remains
sluggish with significant macroeconomic
headwinds ahead
 S&P 500 expected 2011 earnings at all time
high. The only way this number can be
reached is from the direction of emerging
markets.
 Analysis of sales structure of S&P 500
companies

Theme of presentation
Equities
Research
Name of department
Date

The Stock Market in 2011

Process


For each sector of the S&P 5001 besides financials find
earnings for each company from Google finance3



Find a proper distribution of 10% of companies in each
sector according to earnings ( Technique to be discussed )
For each selected company (total of 50 across 9 sectors)
take yearly results and extract distribution of sales between
emerging and developed markets from website



1. http://www.standardandpoors.com/indices/sp-500/en/us/?indexId=spusa-500-usduf--p-us-l-2. http://en.wikipedia.org/wiki/List_of_S%26P_500_companies
3. http://finance.google.com

Theme of presentation
Equities
Research
Name of department
Date

The Stock Market in 2011

Example:


Procter and Gamble website
Yearly Results

Investor Relations

Theme of presentation
Equities
Research
Name of department
Date

The Stock Market in 2011

Process2:


Create a table for each company with sales in emerging/non
emerging markets, than if possible going deeper into
geographical area ( North America, Africa, etc) as well as
previous growth of sales in market/ region

Theme of presentation
Equities
Research
Name of department
Date

The Stock Market in 2011

Process3:


The third stage implies getting data from the IMF of the GDP
growth of regions and nations
Let us get there, that is the easy bit.

Thank You!

The Jacobs University Investment Club
Cristian Nucu Mesaros

Isabella Schwyzer

President

Senior Vice President

Macroeconomics and finance

Social Psychology and Collective Behaviour

c.mesaros@jacobs-university.de

i.schwyzer@jacobs-university.de

Mircea Petrescu

Radu Frunza

Vice President

Vice President

Life Science Growth Opportunities

Mathematical Modeling for Finance

m.petrescu@jacobs-university.de

r.frunza@jacobs-university.de