EFTA01367803.pdf
👁 1
💬 0
📄 Extracted Text (1,508 words)
22 May 2015
US Equity Insights
Figure 30: S&P 500 quarterly EPS & Sales growth and Net Margins by sector ( IQ15 is blended with actual for reported
and consensus tor the rest)
3011 :011 2015 5054 3015
t 11 11 11 4011 1 Iola I 3013 13 I Ill :ma 14 4014 1 15
1411111» 1 11 A I 1 1 7 1 It
S&P 940 Ii. 1,4,-.4•1 11t 194% 200% 119. 93 f% 03% CI% 34% 1514 7% 74% 684 13" 99e 87% .1.0%
1•P 50C to 1....wf 181% 11% 120% 4" 113% 13M 65% fi t% 5118 8414 18% i 3 3% 61% 93% 10 7% IC" 10.0%
S&P 50C n In, 131% OM 1918 34% 89% III" 96% 91% 4" II 554 !P/. I0 :Yr <C4 19. 16 1% 91% 0088
WI Ex 1••%9 • Ir4,499 192% 15" 152% 11 5% I tr5 94 :?M1 4M 35% 3214 IC O. 10 5% II 0% 1: 9% li 3% 14 414 4."
Conan4e DOCNII.r•N 19M 91% 212% 14a% 11 1% C9% 89% 14" 83% 141% ::F% 815 9:% 9T 1M 162% 3.3%
44.4%. a 5,7•477477 7.774 HO% ISO% Ila 143% SO 3% la I0 7% 1:17% in Ill% 139% .13% .70% 104% la% .77 0% MS
Cep% 41,4 at AL8e • ~4.0 7111% 22" If" 17 I" 111% SO% Il I% Ill% 71 11% 141% NM 63% 15 t% 728% NO% 132% 44%
01:4%nir "all*. 874 1174 10 1% 00% 14% 34% a0% IC 3% 60% 47% 574 8 0% 4 '4 1688 OM 074 33%
I nowt 313% 407% 431% 131% 37% 13 1% -11:6 137% 174 41% .79% 82% 03% ion 1111 :41% .03.1%
May ~are 4 Semcsa .134% 12011 273% If 1% 131% 184% 8 I% 4 I% -10% 1.% 11.11 174% 180% III% MS 194% 414%
09 Co I Cenun414 Fun 410% 444% US 111% 01% .I7% ....117% 170% 34% 474 .20 a ..11211 .3% 214•3 108% ...13.711 411.1%
1,4,..mh 63% .20" el" 1% lent WC% :3 74. MC% 14C% 337% .0" 11% LM -0 % IC 554 .1Y1 147%
34/ 40419 Fi.. "CC& .7747 II 1% 33% 0a 14% 240% 17E% 434% 132% II I% .27a II 1% 111% 7% 07% Ill% 39% 72%
1, 44.1^ Cr. 10 2% 85% 12% IC" 53% 70% :1% 3a 30% 55% 98% 974 10" Ill" 118% :374 18.0%
insush4i, )3 0% le 2% 18 1% lee% 191 174% 6A .10% f e% 398 Fe% 18 4% 99.8 19418 1:!61 134% LS
14242380 a 048.-24 444% 771% MP% 79% 201 194% 74% .84% SI% :I% 9% 797% 1.8% 142% 131% I13 an
1"..M.I., TECMCINV :4 I% 7.3 7% 116% It 1% 17" 8" 3 V% 21 GM ::% 91% to " 3a 161 911% 179% 9.0%
74. 88 MIX • 307.3 Oa *a 2% 0% Of% 1q 44% .8% Oa • I 3% 79• 415% 10% 11891 24% 42% 321.
Maw.* 571 40" :41 .13:G .3 7% .121 .2:18 134% C% J% 92% i 4 7% 41% II 2% 210% as 3.2%
1414crubr wrier 5••,4•4 <n •98% 3n -181% 98% 12" 131% 19% 104% 5% 61 23% 155% 5" 31 6a 4.1%
914641 658 8% 14% .113% 41 47% .80% 81 2% :1 11 49% 121% 02% 1" 91% IS
2011 20I: :0 , 10 14 20 1 t
ISO ~WA Ift4 !C11 :ell 3311 4011 1e12 :el: :01: 42 , 2 ICI] :013 30, 3 4,313 I.014 :014 3e14 4/314 ICI]
Ma In% In% Ila 0% Ila in In in la an ta la /8% 4.714 1.2% In 4.8%
S&P 5CC 44_ hare se 1:1% 1 4 li% 134% 10 4% 73% 2 3% IM 3" IS-% :a 3a 32% 3 44 51% la IC% .44%
8821730 co 1 now 7" 41 8,14 71 61% 3" :% 0% 3% 3% l% :4% is 52% !" 4% 1.0%
EPSOM 8. 1•48. 91 12014 12" 10% 41% :1 174 51 I1 :1 is 1a 3a 44% a1 04% an
514 EA fre...ay F.4.4Nabe 91 109% IC 1% 81 6" 198 11 41 3% 31 474 al% 45% 574 51 5% 1.n
Con~ D44.-‘44tan IC 7% 974 110% II" 67% 1% 2a 41% 41% 3% C3 46% 4% 474 4C% 34% 41%
44,4~• 7~44 48.4.4 91% 102% 124% ro t 42% 40% 3.1% 48% 2.5% 275% 24% la 2.4% 33% 24% 11 an
ank 0.474 4. 446 6 ~88 Ha 105% 111 Oa 11% 3" 3% 39% 39% 65% 37% 4" 50% 35% 49% 41% LW
Conine 314.p. 81% 10" 12" 163 9M 40% 31 48% 29! 2" 21 I1 :4% 9% :1 l4% 1.8%
Inn/ 14!% y1 :91 III 9% 974 J9% -4 4% C% 6% .11% :2Y. .C7% C3 2418 -3" .181% -SS
tatov~a sw... an 3ln SI% 244% 29" Na /7.3% 147% AI% Da 92% 01% )% 37% 61% 40% 41.111
04. al I C4~1. la% 14 1% 349% 302% 19 4% 7a 41% 41 .Ia 4a -33% I.4% 44% Oa 1% 4318 -.X" 41.415
8 ...NY), .11 04% 13 -09% it% 3" 20% 17% 3% 4% 0% O4% C% :48. 01% 01 LS
anus 44 414C. C1 .(4%. 19% 44% II% 03% 50% 33% 115% 23211 4.1% 11% .10% 49% la 42% 41% 0% la
119.14 44, 4 5% 6" 01% 54% 55% 83 52T 04% 7a 444 83 77% 79% II" 121% 131 10.1%
Irony** 11 I% 9C% 99% 14% 6" !% 11 2a C% 10% 1a 24% in l7% 41 4C% 4.1
~tie 0~4 73" ITC% Ila 7a l% 41% 23% 29% 0% 14% 2% 33% 1711 4" 33% 10% 41I%
19.14-cr%45t, /841, 48-5v 141 14n ,C 0% 116% 110% O% 41 CI% a1% 14% 41% 49% 31% 1% 71% 81% 0.2%
74,32. 4. Ain å COOG 94% 79% 55% 25% 41% 31% 46% 21% 74% 0.7% 40% 4" 2.3% 7" 55% 23% 414%
mite.43. :8% 33% 164% 64% 4% -2% 61% 01 2% {% 31 31% 1% 3% 21 .1% 14%
1414«.ffimspatc, Sews% 2n 112% 44% 111% 93% 20% 3% :% C% :% :n :t 3n 31% :a 91% 2.011
084949 .3 OA • 1% 27% CC% 4% .25% 0" !:% 8% 9% 21 34% 110% 39% 4% 17" .42%
1411441811% 10 11
*PM 9.2% 84w c:i n i» ia 4 4% i:- ..44 's I% '04% 104% 103% '0"
941 WC ip. 31%64411 0% . .
S&P WC im, En,/ 9a 504 ti Ar , 7% 1 -1 7, ... ,1111 1, -11, 1111,11111 li .,-, I: i% :fn 1,' .1% id% 1 i e% ' 1: i% 11.1%
5/48 50C 4.• 1949 8% 84% 8a 90% 87% 8a 9C% 8% 91% 82% li 0% t1 91% 99% 15% 8" 9.831
ss.1, 1,9.99 1 narcala 9Y% 0% 97% 94% 94% 03% 16% 03% 9n 9n 9a 9% 9% 101% 101% 10% 10.1%
twat.. 0.44%.4.r. 63 7% 49% 4% 64% 61 61 6% 44% 71% la 6% 41 12% 774 7% 41.1%
4.1~8 4 57•044. 4~4 • 1% 54% 49% 51 50% 59% 4a 40% 50% 59% 41 3144 • II% 3a 50% 41% «A
Ca ac sa Au* 4 0.4.%." 8 4% 7" 72% 74% 4" 13% 75% 373% 7 0% 74% la 75% 75% 8441 91% 19% in
04.....n4r "pin t44 11% 61% 00% 6" 6" Ca 6" 44% 0a Ca ca 474 71% Ja C1% &MI
F %tor 0 5% 89% 91% 7014 79% 74% 82% 84% 84% 71% 7" 75% 8:% 62% 8:% C1 Le%
0•44y ~min/ 6 Sam:« ICI% 118% 174% 124% 11 4% 170% 171% 102% 710% In% 714% II 7% 114% 1.18% 131% 13" Ma
0.7, C. 3 await% lue7 LI% /79% 98% 70% 75% 73% 7811 411% 92% Al% CM 70% 7114 74% 71 54% at%
4 nirosb 121% e5% 11% 1174 191 13" 17" 11% 15015 161% 1351 151 lat 14" 14" +4433 no%
%woes ex MCC& AIM II 7% Ida 10.11 720% 11441 721% 734% 101% I4% 130% III% 145% 7.38% 7.1.7% 114% 14" Mt%
Han, 4 4,8 lc 454 104% 10 5% 9% 104% 101% 101% 91% 9a IC 0% 9a 97% 101% 101% 1C% 9a 1011
Indinir49. 7% 81% 83% 93% 7" 8" 90% 7" 97% 139% 92% 89% 8% 94% 91 0a 18%
140v84,76 a ~au 7% 412% 94% 91% BO% PO% II% 90% /4% 91% 93% 97% /3% NO% 700% 911% 11.1%
lekem4b, 1403.46s3 191% 187% 187% 3,36% 101 184% 191% 194% 187% 177% le" 23 I% 191% 184% 14 358 21 IR 181%
7.47. a A.Vi & C000 778% 177% 174% 144% 77% 148% 170% 179% 714% 770% MO% 181% Ill% 17 a 774% 171% Ma
4.3~42 9a 9" 80% 0n 91% 97% 6% 00% 91% 94% 70% 7" 8a 11 81% 8" tIlt
1414aamen.nalio4 Soma. 7" 8% 8i% 61% 0% 94% 9" 6" 8n 81 8% 09% 91 1 04% 10:% 8:% 10.1%
Utåen 9C% 9" 1:1% 76% 94% 95% 119% 45% 9% 89% 120% 7n 9" 87% 111 3% 10.1%
Sava Mt& auta14 5.4.4
Deutsche Bank Securities Inc. Pag.)
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0059416
CONFIDENTIAL SDNY_GM_00205600
EFTA01367803
ℹ️ Document Details
SHA-256
c61a59a4795d9cc778526d22b37d98d4a198c891d65d5ba27dc04a9acc717276
Bates Number
EFTA01367803
Dataset
DataSet-10
Type
document
Pages
1
💬 Comments 0