In the third quarter, ten companies once again come into the spotlight, analyzed by Bloomberg Intelligence. These companies are characterized by upcoming major developments that could influence their performance in the coming months.

Nintendo

Outlook: ☁️ Nintendo faces challenges in the hardware segment and a limited supply of new games. The company is expected to miss consensus expectations for the fiscal year 2025 by about 10%. Quarterly results through June are likely to show a decline in software revenue and hardware sales.

THK

**Outlook: ☀️ THK benefits from growing interest in AI and investments in electronics and semiconductor production. With a global market share of 50% in linear guides for high-precision manufacturing equipment, the company is well-positioned to capitalize on the improved order situation in the second half of the year.**

Galaxy Entertainment Group

Outlook: ☀️ The expansion measures in Macau are boosting Galaxy's revenue and market share growth. With new entertainment offerings such as concerts at the Galaxy Arena and a new Andaz Hotel, summer business figures are expected to rise above average.

Diageo

Outlook: ☀️ The leading spirits manufacturer is expected to achieve a revenue growth of over 5% in the fiscal year 2025 through its global presence in the Scotch and Tequila market. Increased marketing expenditures and new products are likely to further drive revenue growth.

SAP

Outlook: ☀️ With a strong focus on cloud-based products, which make up two-thirds of the revenue, SAP's revenue growth is expected to exceed 20% this year. A broader IT spending boom in 2025 could further fuel growth.

Sandvik

Outlook: ☀️ The Swedish engineering company benefits from increasing investments in the mining industry, especially in gold and copper mines. Expected investments by large Australian mining companies are likely to strengthen Sandvik's results.

Corning

Outlook: ☀️ Corning, the largest US manufacturer of fiber optic cables, will benefit from the boom in AI data centers and the US stimulus package for broadband promotion. Revenue growth is expected to increase by more than 20% by 2025.

Nike

Outlook: ☀️ New products like the Pegasus running shoe and the expansion of the Air series could boost Nike's sales after two years of disappointing results. Major sporting events such as the Olympic Games in Paris and the UEFA European Championship are expected to bring additional momentum.

RH

Outlook: ☁️ RH maintains its projections of over 8% revenue growth for 2024, but this seems optimistic given the sluggish recovery of furniture demand. The company may face difficulties in achieving its targets.

HCA Healthcare

Outlook: ☁️ Like other US hospital operators, HCA faces rising costs and decreasing demand. Profit growth is expected to be in the mid-single digits, falling below the consensus estimates of around 10% growth.