1. Internet

20 de octubre de 2014
www.monex.com.mx
Internacional
@monexanalisis
Reportes Corporativos EUA
Elaborado por: Carlos Gonzalez Tabares
Astianax Cuanalo Dorantes



Fecha Reporte
Utilidad por Acción
Empresa
3T14e
3T14
3T13
Influencia en el Índice
3T14 (e/c) vs.
3T13
3T14 vs.
3T14E
Dow Jones
S&P
14/10/2014
Citigroup Inc
1.12
1.93
1.34
44%
72%
14/10/2014
Intel Corp
0.65
1.17
0.39
200%
81%
1.3%
0.9%
14/10/2014
Johnson & Johnson
1.45
0.80
1.48
-46%
-45%
3.9%
1.7%
2.3%
1.3%
Nasdaq
0.9%
14/10/2014
Jpmorgan Chase & Co
1.38
1.17
1.60
-27%
-15%
14/10/2014
Linear Technology Corp
0.54
0.90
0.44
105%
68%
0.1%
14/10/2014
Wells Fargo & Co
1.02
0.74
0.98
-24%
-27%
1.4%
3.3%
2.5%
0.1%
15/10/2014
American Express Co
1.37
1.45
1.27
14%
6%
15/10/2014
Bank Of America Corp
-0.09
1.63
0.32
409%
1853%
0.5%
1.0%
15/10/2014
Ebay Inc
0.67
0.78
0.63
24%
17%
0.3%
1.0%
15/10/2014
Netflix Inc
0.93
0.61
0.49
24%
-34%
0.2%
0.4%
15/10/2014
Pnc Financial Services Group Inc
1.71
1.11
1.99
-44%
-35%
0.3%
16/10/2014
Capital One Financial Corp
1.94
1.84
1.87
-2%
-5%
0.3%
16/10/2014
Danaher Corp
0.89
0.80
0.87
-8%
-10%
16/10/2014
Goldman Sachs Group Inc
3.21
0.73
3.70
-80%
-77%
0.3%
7.0%
0.4%
16/10/2014
Google Inc
6.53
1.03
4.78
-78%
-84%
0.9%
2.5%
16/10/2014
Mattel Inc
1.04
1.61
0.21
667%
56%
0.1%
0.2%
16/10/2014
Philip Morris International Inc
1.33
0.61
1.30
-53%
-54%
0.8%
16/10/2014
Sandisk Corp
1.33
0.41
1.21
-66%
-69%
0.1%
16/10/2014
Schlumberger Nv
1.46
0.41
1.15
-64%
-72%
0.7%
16/10/2014
Unitedhealth Group Inc
1.53
-0.01
1.40
-101%
-101%
16/10/2014
Xilinx Inc
0.55
0.45
0.56
-20%
-18%
17/10/2014
General Electric Co
0.37
1.03
0.36
186%
175%
17/10/2014
Honeywell International Inc
1.41
1.10
1.28
-14%
-22%
17/10/2014
Morgan Stanley
0.54
-0.42
0.45
-193%
-178%
20/10/2014
Apple Inc
1.31
1.07
22%
3.3%
0.5%
0.1%
1.0%
0.3%
0.2%
1.4%
0.4%
0.3%
3.6%
(e/c) Dato estimado cuando la empresa no ha reportado. Dato conocido cuando la empresa ha presentado su reporte
20/10/2014
1.10
0.73
50%
Fuente:
Monex con baseHalliburton
en ThomsonCo
Reuters y Bloomberg
9.2%
0.3%
20/10/2014
Illumina Inc
0.56
0.43
30%
20/10/2014
International Business Machines Corp 4.32
3.22
34%
0.3%
20/10/2014
Texas Instruments Inc
0.71
0.58
23%
0.3%
0.7%
21/10/2014
Broadcom Corp
0.84
0.70
20%
0.1%
0.3%
21/10/2014
Intuitive Surgical Inc
3.72
3.90
-5%
0.1%
0.3%
21/10/2014
Lockheed Martin Corp
2.71
2.64
3%
0.3%
7.2%
1.0%
21/10/2014
Mcdonald'S Corp
1.38
1.38
0%
3.6%
0.5%
21/10/2014
The Coca-Cola Co
0.53
0.63
-17%
1.7%
1.0%
21/10/2014
Travelers Companies Inc
2.24
2.13
5%
3.6%
0.2%
21/10/2014
United Technologies Corp
1.81
1.70
6%
3.9%
0.5%
21/10/2014
Verizon Communications Inc
0.90
0.73
24%
1.9%
21/10/2014
Yahoo! Inc
0.30
0.35
-13%
0.2%
22/10/2014
Abbott Laboratories
0.59
0.46
29%
0.4%
22/10/2014
At&T Inc
0.64
0.67
-5%
22/10/2014
Biogen Idec Inc
3.46
2.30
50%
22/10/2014
Boeing Co
1.98
1.67
19%
1.3%
1.2%
1.0%
0.4%
4.7%
0.6%
1.1%
0.5%
22/10/2014
Ca Inc
0.62
0.78
-20%
0.0%
0.2%
22/10/2014
Citrix Systems Inc
0.73
0.66
10%
0.1%
0.2%
22/10/2014
Dow Chemical Co
0.68
0.64
5%
0.3%
1
MONEX Grupo Financiero / Mercado Accionario
15/10/2014
Netflix Inc
0.93
0.61
0.49
24%
-34%
0.2%
15/10/2014
Pnc Financial Services Group Inc
1.71
1.11
1.99
-44%
-35%
0.3%
16/10/2014
Capital One Financial Corp
1.94
1.84
1.87
-2%
-5%
0.3%
16/10/2014
Danaher Corp
0.89
0.80
0.87
-8%
-10%
16/10/2014
Goldman Sachs Group Inc
3.21
0.73
3.70
-80%
-77%
0.4%
0.3%
7.0%
0.4%
16/10/2014
Google Inc
6.53
1.03
4.78
-78%
-84%
0.9%
2.5%
16/10/2014
Mattel Inc
1.04
1.61
0.21
667%
56%
0.1%
0.2%
16/10/2014
Philip Morris International Inc
1.33
0.61
1.30
-53%
-54%
0.8%
16/10/2014
Sandisk Corp
1.33
0.41
1.21
-66%
-69%
0.1%
16/10/2014
Schlumberger Nv
1.46
0.41
1.15
-64%
-72%
0.7%
16/10/2014
Unitedhealth Group Inc
1.53
-0.01
1.40
-101%
-101%
16/10/2014
Xilinx Inc
0.55
0.45
0.56
-20%
-18%
0.1%
General Electric Co
Empresa
Honeywell International Inc
0.37
1.03
175%
1.41
1.10
0.36
186%
Utilidad por Acción
1.28
-14%
1.0%
1.4%
Influencia en el Índice
0.4%
17/10/2014
Morgan Stanley
3T14e
0.54
3T14
-0.42
3T13
0.45
20/10/2014
14/10/2014
20/10/2014
14/10/2014
Apple Inc Inc
Citigroup
Halliburton
Intel Corp Co
1.31
1.12
1.10
0.65
1.93
1.07
1.34
0.73
0.39
22%
44%
50%
200%
20/10/2014
14/10/2014
20/10/2014
14/10/2014
20/10/2014
14/10/2014
Illumina
0.56
Johnson Inc
& Johnson
1.45
International
Business
Jpmorgan Chase
& Co Machines Corp 4.32
1.38
Texas
Inc
0.71
LinearInstruments
Technology Corp
0.54
0.43
1.48
3.22
1.60
0.58
0.44
30%
-46%
34%
-27%
23%
105%
21/10/2014
14/10/2014
21/10/2014
15/10/2014
Broadcom
Wells FargoCorp
& Co
Intuitive
AmericanSurgical
ExpressInc
Co
0.84
1.02
3.72
1.37
0.70
0.98
3.90
1.27
20%
-24%
-5%
14%
-27%
21/10/2014
15/10/2014
21/10/2014
15/10/2014
Lockheed
Martin Corp
Corp
Bank Of America
Mcdonald'S
Corp
Ebay Inc
2.71
-0.09
1.38
0.67
2.64
0.32
1.38
0.63
3%
409%
0%
24%
1853%
21/10/2014
15/10/2014
21/10/2014
15/10/2014
The
Coca-Cola
Co
Netflix
Inc
Travelers
Companies
Pnc Financial
Services Inc
Group Inc
0.53
0.93
2.24
1.71
0.61
0.63
0.49
2.13
1.99
-17%
24%
5%
-44%
-35%
3.6%
21/10/2014
16/10/2014
21/10/2014
16/10/2014
21/10/2014
16/10/2014
United
Capital Technologies
One Financial Corp
Corp
Verizon
Inc
DanaherCommunications
Corp
Yahoo!
IncSachs Group Inc
Goldman
1.81
1.94
0.90
0.89
0.30
3.21
1.84
1.70
1.87
0.73
0.87
0.35
3.70
6%
-2%
24%
-8%
-13%
-80%
22/10/2014
16/10/2014
22/10/2014
16/10/2014
Abbott
Google Laboratories
Inc
At&T
MattelInc
Inc
0.59
6.53
0.64
1.04
0.46
4.78
0.67
0.21
29%
-78%
-5%
667%
-84%
22/10/2014
16/10/2014
22/10/2014
16/10/2014
Biogen
Idec Inc
Philip Morris
International Inc
Boeing
SandiskCo
Corp
3.46
1.33
1.98
1.33
2.30
1.30
1.67
1.21
50%
-53%
19%
-66%
-54%
22/10/2014
16/10/2014
22/10/2014
16/10/2014
Ca
Inc
Schlumberger
Nv
Citrix
SystemsGroup
Inc Inc
Unitedhealth
0.62
1.46
0.73
1.53
0.78
1.15
0.66
1.40
-20%
-64%
10%
-101%
22/10/2014
16/10/2014
22/10/2014
17/10/2014
Dow
Co
XilinxChemical
Inc
Emc
CorpElectric Co
General
0.68
0.55
0.46
0.37
0.64
0.56
0.42
0.36
5%
-20%
11%
186%
22/10/2014
17/10/2014
22/10/2014
17/10/2014
22/10/2014
20/10/2014
Nxp
Semiconductors
Nv Inc
Honeywell
International
O'Reilly
Inc
Morgan Automotive
Stanley
1.31
1.41
1.96
0.54
0.83
1.31
0.71
1.28
1.58
0.45
1.10
1.07
84%
-14%
24%
-193%
-25%
22%
1.69
1.10
0.50
0.56
1.32
0.73
0.88
0.43
28%
50%
-43%
30%
U.S.
Bancorp Business Machines Corp 4.32
0.78
International
Wynn
Resorts Ltd Inc
1.84
Texas Instruments
0.71
3M
Co
1.96
Broadcom
Corp
0.84
0.76
3.22
1.51
0.58
3%
34%
22%
23%
1.71
0.70
0.82
3.90
15%
20%
-6%
-5%
0.73
2.64
0.31
1.38
58%
3%
20%
0%
3.6%
0.2%
0.3%
0.1%
0.5%
-0.02
0.63
1.45
2.13
-3585%
-17%
-6%
5%
1.7%
3.6%
3.6%
0.7%
1.0%
0.3%
0.2%
2.2%
0.76
1.70
0.34
0.73
25%
6%
24%
24%
3.9%
0.4%
0.5%
0.1%
1.2%
1.1%
23/10/2014
21/10/2014
23/10/2014
22/10/2014
0.95
1.81
Cerner
0.42
VerizonCorp
Communications Inc
0.90
Check Point
0.91
Yahoo!
Inc Software Technologies Ltd 0.30
ComcastLaboratories
Corp
0.71
Abbott
0.59
0.83
0.35
0.65
0.46
9%
-13%
9%
29%
0.2%
0.8%
0.4%
0.2%
0.6%
1.7%
23/10/2014
22/10/2014
23/10/2014
22/10/2014
Eli LillyInc
And Co
At&T
Kla-Tencor
Biogen
IdecCorp
Inc
0.67
0.64
0.46
3.46
1.16
0.67
0.82
2.30
23/10/2014
22/10/2014
23/10/2014
22/10/2014
Maxim Integrated
Products Inc
Boeing
Co
Microsoft
Corp
Ca
Inc
0.37
1.98
0.49
0.62
0.44
1.67
0.66
0.78
-42%
-5%
-44%
50%
-16%
19%
23/10/2014
22/10/2014
23/10/2014
22/10/2014
Occidental
Petroleum
Corp
Citrix
Systems
Inc
Sigma-Aldrich
Dow
Chemical Corp
Co
1.64
0.73
1.06
0.68
1.58
0.66
1.05
0.64
23/10/2014
22/10/2014
23/10/2014
22/10/2014
Stericycle
Emc
Corp Inc
Union
Pacific Corp Nv
Nxp
Semiconductors
Bristol-Myers
Squibb Inc
Co
O'Reilly
Automotive
1.06
0.46
1.52
1.31
0.93
0.42
1.19
0.71
0.42
1.96
0.76
0.83
0.44
1.58
0.70
1.10
17/10/2014
Fecha Reporte
17/10/2014
22/10/2014
20/10/2014
22/10/2014
20/10/2014
22/10/2014
20/10/2014
22/10/2014
20/10/2014
23/10/2014
21/10/2014
23/10/2014
21/10/2014
23/10/2014
21/10/2014
23/10/2014
21/10/2014
23/10/2014
21/10/2014
23/10/2014
21/10/2014
23/10/2014
21/10/2014
23/10/2014
21/10/2014
24/10/2014
22/10/2014
24/10/2014
22/10/2014
Simon
Property Group Inc
Apple Inc
Thermo
Fisher
Halliburton
Co Scientific Inc
Tractor
Co
IlluminaSupply
Inc
Abbvie
IntuitiveIncSurgical Inc
Alexion
Pharmaceuticals
Lockheed
Martin Corp Inc
Altera
Corp Corp
Mcdonald'S
Amazon.Com
The Coca-ColaInc
Co
Caterpillar
Inc
Travelers Companies
Inc
Celgene
Corp
United Technologies
Corp
0.77
3.72
1.16
2.71
0.37
1.38
-0.74
0.53
1.36
2.24
1.17
0.80
1.17
0.90
0.74
1.45
1.63
0.78
1.11
0.80
0.73
1.03
1.61
0.61
0.41
0.41
-0.01
0.45
1.03
1.10
-0.42
24/10/2014
22/10/2014
24/10/2014
22/10/2014
Colgate-Palmolive
Co Inc
Simon
Property Group
Ford Motor
Co Scientific Inc
Thermo
Fisher
Procter Supply
& Gamble
Tractor
Co Co
0.20
1.69
1.07
0.50
0.45
1.32
0.79
0.88
24/10/2014
22/10/2014
United
Parcel Service Inc
U.S.
Bancorp
1.28
0.78
1.13
0.76
3T14 (e/c) vs.
-193%
3T13
-27%
-20%
4%
10%
-22%
3T14 vs.
-178%
3T14E
3.3%
0.3%
Dow Jones
72%
81%
1.3%
-45%
3.9%
7.2%
2.3%
-15%
68%
1.7%
1.0%
1.3%
0.3%
0.1%
3.3%
17%
3.6%
0.3%
1.0%
0.5%
0.3%
-34%
1.7%
6%
1.0%
0.2%
0.2%
0.3%
0.2%
Nasdaq
9.2%
2.5%
0.3%
0.7%
0.1%
0.3%
0.3%
1.0%
0.4%
-5%
3.9%
-10%
1.9%
-77%
7.0%
0.2%
0.4%
0.4%
0.9%
0.6%
1.3%
1.0%
0.1%
0.4%
0.8%
0.2%
1.1%
4.7%
0.3%
0.2%
3.3%
0.5%
0.1%
0.0%
0.7%
0.1%
0.5%
0.2%
1.0%
0.3%
0.1%
0.3%
1.4%
56%
-69%
-72%
-101%
-18%
175%
-22%
0.5%
0.3%
1.2%
0.3%
0.4%
0.1%
0.3%
0.3%
3.6%
-178%
2.5%
0.2%
0.2%
0.2%
9.2%
0.3%
0.3%
0.0%
0.1%
0.3%
7.2%
0.4%
1.0%
0.1%
0.3%
0.3%
0.7%
5.3%
0.5%
0.1%
0.5%
0.1%
1.9%
0.3%
0.3%
0.5%
0.1%
0.3%
1.3%
0.4%
1.0%
0.1%
0.4%
4.7%
1.8%
0.5%
2.1%
0.0%
5.7%
0.2%
0.4%
0.1%
0.1%
0.3%
0.2%
0.2%
0.1%
0.3%
0.5%
0.1%
0.5%
0.1%
0.3%
0.3%
0.2%
28%
84%
-5%
24%
8%
-25%
-56%
28%
Wynn
Resorts no
Ltdha reportado. Dato conocido1.84
1.51
22%
(e/c)22/10/2014
Dato estimado cuando
la empresa
cuando la empresa ha presentado
su reporte
Fuente:
Monex con base3M
en Thomson
Reuters y Bloomberg
23/10/2014
Co
1.96
1.71
15%
S&P
0.3%
3.6%
0.9%
0.3%
0.9%
0.1%
1.4%
0.1%
0.5%
1%
5%
14%
11%
36%
-43%
14%
3%
0.5%
3.2%
5.3%
0.2%
1.1%
0.1%
0.2%
0.3%
0.3%
1.4%
0.0%
0.4%
0.4%
0.1%
0.1%
0.3%
0.5%
23/10/2014
Abbvie Inc
0.77
0.82
-6%
0.5%
23/10/2014
Alexion Pharmaceuticals Inc
1.16
0.73
58%
0.2%
23/10/2014
Altera Corp
0.37
0.31
20%
0.1%
0.1%
23/10/2014
Amazon.Com Inc
-0.74
-0.02
-3585%
0.7%
2.2%
3.6%
0.5%
23/10/2014
Caterpillar Inc
1.36
1.45
-6%
23/10/2014
Celgene Corp
0.95
0.76
25%
0.3%
0.4%
1.1%
23/10/2014
Cerner Corp
0.42
0.34
24%
0.1%
0.3%
23/10/2014
Check Point Software Technologies Ltd 0.91
0.83
9%
23/10/2014
Comcast Corp
0.71
0.65
9%
0.8%
1.7%
23/10/2014
Eli Lilly And Co
0.67
1.16
-42%
0.4%
0.2%
MONEX Grupo Financiero / Mercado Accionario
2
Mercado Accionario
Directorio
Dirección de Análisis y Estrategia Bursátil
Carlos A. González Tabares
Director de Análisis y Estrategia Bursátil
T. 5231-4521
[email protected]
Eduardo Ávila Vargas
Subdirector de Análisis Económico
T. 5231-0489
[email protected]
Daniela Ruíz Zárate
Analista Económico
T. 5231-0489
[email protected]
Fernando E. Bolaños S.
Analista Bursátil / Industrial, Minero y Petroquímico
T. 5230-0200 Ext. 0720
[email protected]
J. Roberto Solano Pérez
Analista Bursátil / Construcción, Vivienda y Fibras
T. 5230-0200 Ext. 4451
[email protected]
Verónica Uribe Boyzo
Analista Bursátil
T. 5230-0200 Ext. 4782
[email protected]
Stephany Ramírez Rojas
Analista Bursátil
T. 5230-0200 Ext. 4262
[email protected]
J. Francisco Caudillo Lira
Analista Técnico
T. 5231-0016
[email protected]
Astianax Cuanalo Dorantes
Analista Sr. de Sistemas de Información
T. 5230-0200 Ext. 4790
[email protected]
Política de
Recomendaciones
Compra
Aquellas emisoras cuyo rendimiento esperado supere en más del 5% el rendimiento esperado para el IPyC.
Mantener
Aquellas emisoras cuyo rendimiento esperado se ubique +/-5% respecto al rendimiento esperado para el IPyC.
Venta
Aquellas emisoras cuyo rendimiento sea inferior en más del 5% el rendimiento esperado para el IPyC.
MONEX Grupo Financiero / Mercado Accionario
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Mercado Accionario
Disclaimer
MONEX Grupo Financiero / Mercado Accionario
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