Third Quarter Investor Meeting In 2022; Active Point
Third quarter investor meeting in 2022; active point
In the past few quarters, the tone of senior executives has changed greatly. We have changed from optimism of reopening and prosperity dominated by science and technology to macroeconomic concerns and corporate level mistakes. In the past few weeks, people have been puzzled about how much negative impact the situation of consumers and tight financial conditions will have on a series of industrial operations. The good news is that our daily life has returned to normal. According to Horizon on Wall Street, only in the meeting confirmed in the third quarter, face-to-face activities were more common than virtual activities, continuing the trend we saw in the second quarter.
The face-to-face meeting is in progress.
Source: Wall Street Horizon
Second half presets
The conference quarter in the third quarter will be very important because the CEO will balance his own tone and explore appropriate evaluation of the economic situation. Too optimistic, the end of this year may have disappointing results. Too pessimistic, investors may soon abandon stocks. Let’s take a look at the revenue map recently cut by companies such as Microsoft and Target. To this end, science and technology and retail are the two focuses this summer.
Overseas highlights and dark clouds
But not everything is bad luck and dark clouds. With China’s reopening after the “hard zero crown” policy and blockade, the policy has taken a positive turn. The world’s second largest economy seems to be on the mend, with its stock market outperforming the S&P 500. The P500 index rose by about 25% from late April to mid June. But in Europe, severe commodity prices continue to cloud the region. The tension of land politics did not develop rapidly. It is expected that the meeting will touch the latest prospects of this very uncertain world economy.
Issues to consider
After the stock market and bond market plummeted in the first half of 2022, investors and analysts had to readjust. The appraisal amount is low and the interest rate is high. Compared with the month of Ruoluo in 2021, the situation is quite different. The following are some topics that need to be considered in meetings and enterprise activities in the coming months.
Can consumers persist? People still have 2 trillion dollars of surplus savings in their pockets, but the personal savings rate has dropped to the lowest level in many years.
When will the sharp rise in commodity prices cool down? Oil and gas are at or near the level of 2008.
How do banks handle higher interest rates? Why do the stock prices of many large financial companies generally react poorly to factors that are conducive to the industry?
To what extent will the United States hinder the profits of transnational corporations in the second half of the year? We have learned from some companies that foreign currencies will reduce earnings per share in view of the recent sharp rise in the US dollar.
In terms of income, can the near record high profit margin keep up with the rising input prices and labor costs?
Finally, large retail stocks fell sharply in May due to inventory challenges. How to deal with this situation?
There are many uncertainties. The good news is that by closely observing the company’s meetings, we can gain key insights into a wide range of topics and the company’s specific opportunities and risks. This summer is not the time to ignore what company bosses say. Next are the major meetings in the coming months.
IT and communication services
July 12: Gartner Tech Growth& 2022 Innovation Conference(Virtual)
August 9: Oppenheimer’s 25th Annual Technology, Network and; 2022 Communication Conference(Virtual)
August 22: Gartner Data and amp; 2022 Analysis Summit(Orlando, Florida)
August 30: Jefferies Semiconductor, IT Hardware and Communication Infrastructure Summit 2022(Chicago, Illinois)
September 1: Barclays Technology Media and Communication Conference 2022
September 7-9: 2022 Citigroup Global Technology Conference(New York)
September 12-15: 2022 Goldman Sachs Public Technology Conference
medical care
July 12: Guggenheim I and amp; i Focus Series – Treg Based Therapy 2022
July 13: William Blair Biotechnology Focus Meeting 2022(New York, NY)
July 31: 2022 Alzheimer’s Association International Conference(San Diego, California)
September 7-8: 2022, the 17th Citi Biopharmaceutical Annual Conference(Boston, Massachusetts)
September 7-9: Wells Pago Medical Conference 2022(Boston, Massachusetts)
September 13-14: Baird Global Medical Conference 2022(New York, NY)
Consumer discretion and Consumer stock
September 6: Barclays Global Consumer Products Conference(Boston, Massachusetts)
September 6-8: UBS Business Services, Leisure and Transportation Conference 2022(London, UK)
September 6-11: Cannes Yacht Festival(Piercanto Port, Cannes Port)
September 7: Goldman Sachs 29th Annual Global Retail Conference(New York)
September 13-14: Piper Sandler 2022 Global Consumer Technology Conference
Finance and real estate
August 8: Wells Fargo’s 7th FinTech and 2022 Technical Service Forum(Xingang, RI)
September 6-7: ODDO BHF Commercial Bank 2022 Corporate Meeting
September 13-14: Bank of America New York Securities 2022 Global RE Conference(New York, NY)
Industry
July 7: Interconnected future transportation system(virtual)
August 5-8: Ijoser’s 11th Annual Conference on Industrial Technology, Robots and Robots; clean Technology 1X1 Conference 2022(Virtual)
August 10: Jeffries Industrial Conference 2022(New York, NY)
August 14: Susquehanna Industry, Energy Aviation Conference(New York, NY)
September 8-9: Morgan Stanley Industry CEO Meeting 2022
Energy and Public utilities
July 12: Dominion Securities Calgary Energy Conference 2022(Calgary, Alberta)
August 16: 2022 Citi One to One MLP/Midstream Infrastructure Conference(Las Vegas, Nevada)
August 16: 2022 Energy Leaders Transformation Summit(Aspen, Colorado)
September 5: IWA World Water Conference and 2022 Exhibition(Copenhagen, Denmark)
Material Science
July 27-28: 2022 off-site metal and mining virtual conference(virtual)
August 1: Diggers and amp; dealer Mining Forum 2022(Calgary, Western Australia)
September 13-14: Credit Suisse 2022 35th Annual Basic Materials Conference(New York)
region
July 6-7: Solar 20 Future Europe 2022(Madrid, Spain)
July 6-8: Third Credit Switzerland Japan Virtual New Economy Day(virtual)
August 30: Duoyiche Fangke dbAccess European Conference on Technology, Media and Communication 2022(London, UK)
September 1: Latin American Satellite Congress(Rio de Janeiro, Brazil, RJ)
September 5-8: Credit Switzerland 23rd Asian Technology Conference 2022(virtual)
Specific investors and Multisectoral
August 8: Set Opportunity Day in the second quarter of 2022(virtual)
August 8: Canada Genuity 2022 42nd Annual Growth Conference(Boston, Massachusetts)
August 16-17: Investor Summit in the third quarter of 2022(virtual)
August 17-18: Sidoti August MicroCap virtual session 2022(virtual)
August 24: Seminar on the Best Options in Copenhagen 2022(Copenhagen, Denmark)
August 25: Nordic small and 2022 Mid Simulation Day(Stockholm, Sweden)
September 8-9: Citigroup 2022 Growth Conference(London, UK)
