The earnings season is not over yet with around 58 companies, out of the 2,000 companies we track during earnings season, report earnings next week. Below are the most important ones with the ones that can move sentiment highlighted in bold. Our key focus is NVIDIA reporting on Wednesday with analysts expecting revenue of $6.34bn up 64% y/y and adjusted EPS of $1.02 up 144% y/y underscoring that NVIDIA is enjoying incredible tailwind from demand in gaming, cryptomining, and datacenters powering the digital economy. The bigger question is whether some of the constraints in the semiconductor industry is beginning to be a serious constraint on NVIDIA’s revenue growth over the coming year. And finally, will NVIDIA begin lifting the curtain on its exposure to cryptomining.
Monday: Meituan, China Construction Bank, Agricultural Bank of China, China Life Insurance, Postal Savings Bank of China, Bank of Communications, Tencent Music
Tuesday: BHP Group, Just Eat Takeaway, Adyen, Alcon, Walmart, Home Depot, Sea Ltd, Agilent Technologies, AIA Group, Fortum
Wednesday: NVIDIA, Cisco, Lowe’s, Target, TJX Cos, Analog Devices, Synopsys, Tencent, Geely Automobile, CSL, Coloplast, Carlsberg
Thursday: Geberit, Estee Lauder, Applied Materials, Ross Stores, Bilibili, CNOOC