지난 8일 알루미늄 제조업체인 알코아가 제일 먼저 3분기 실적을 발표했으나 덩치가 상대적으로 작아 별다른 주목을 끌지는 못했다.
드디어 뉴욕증시의 3분기 실적 발표 시즌이 도래한 것이다.
이 실적 발표에 따라 해당 기업은 물론 뉴욕증시 전체의 주가가 크게 요동칠 전망이다.
시장에서는 3분기 상장기업들의 순익이 전년대비 평균 5% 내외 줄어들 것으로 보고 있다.
6년만의최대 감소폭이다.
달러강세로 수출경쟁력이 줄어든 것이 순익 감소의 가장 큰 요인으로 지목되고 있다.
실제 영업실적은 물론 뚜껑을 열어봐야 알 수 있다.
그동안 시례를보면 시장의 실적 전망은잘 맞지 않았다.
실적 추정은 주로 설문조사나 재계 소식통 등을 통해 진행되고 있는데 정확도면에서 많은 문제가 지적되어왔다.
디음은 날짜 별 실적발표 일정이다.
10월12일 (월)
Advanced Drainage Systems Inc WMS 0.36 Before Market Open Add
Ameriserv Financial Inc ASRV N/A Time Not Supplied Add
China Life Insurance Co Ltd 2823.TW N/A Time Not Supplied Add
Cogent Communications Holdings Inc CCOI 0.05 07:00 am ET Add
Jasmine International PCL JAS.BK N/A Time Not Supplied Add
Koza Altin Isletmeleri AS KOZAL.IS N/A Time Not Supplied Add
LG Chem Ltd
Nanya Technology Corp 2408.TW N/A Time Not Supplied Add
Pacific Biosciences of California Inc PACB -0.27 After Market Close Add
Premier Exhibitions Inc PRXI N/A Time Not Supplied Add
Seychelle Environmental Technologies Inc SYEV N/A Time Not Supplied Add
Stanley Furniture Company Inc STLY 0.02 Time Not Supplied Add
SunCoke Energy Inc SXC 0.02 Before Market Open Add
SunCoke Energy Partners LP SXCP 0.4 Before Market Open Add
Synergetics USA Inc SURG 0.06 After Market Close Add
Taylor Devices Inc TAYD N/A Time Not Supplied Add
Tiger Airways Holdings Ltd J7X.SI N/A Time Not Supplied Add
YouGov PLC YOU.L N/A Time Not Supplied Add
10월13일(화)
ADTRAN Inc ADTN 0.14 After Market Close Add Listen
Astoria Financial Corp AF 0.16 After Market Close Add
Bank of The Ozarks Inc OZRK 0.53 5:00 pm ET Add
Bellway PLC BWY.L N/A Before Market Open Add
Blackhawk Network Holdings Inc HAWK 0.3 After Market Close Add Listen
Boston Private Financial Holdings Inc BPFH 0.2 After Market Close Add
Central Valley Community Bancorp CVCY 0.22 Time Not Supplied Add
Cryo-Cell International Inc CCEL N/A Time Not Supplied Add
CSX Corp CSX 0.51 After Market Close Add Listen
Del Frisco's Restaurant Group Inc DFRG 0.05 Before Market Open Add
Enzo Biochem Inc ENZ -0.06 Before Market Open Add
Fastenal Co FAST 0.47 Before Market Open Add
Healthcare Services Group Inc HCSG 0.24 After Market Close Add
IDT Corp IDT N/A After Market Close Add
Intel Corp INTC 0.59 After Market Close Add
Johnson & Johnson JNJ 1.45 07:30 am ET Add
JPMorgan Chase & Co JPM 1.37 After Market Close Add
Kinder Morgan Inc KMI 0.19 After Market Close Add
Las Vegas Sands Corp LVS 0.64 After Market Close Add
Linear Technology Corp LLTC 0.46 After Market Close Add
Medgenics Inc MDGN -0.35 Time Not Supplied Add
PrivateBancorp Inc PVTB 0.55 Before Market Open Add
Qatar Islamic Bank SAQ QIBK.QA N/A Time Not Supplied Add
Rocky Mountain Chocolate Factory Inc RMCF N/A Time Not Supplied Add
Saratoga Investment Corp SAR 0.49 After Market Close Add
Singapore Press Holdings Ltd T39.SI 0.05 Time Not Supplied Add
Skyline Corp SKY N/A Time Not Supplied Add
Softing AG SYT.DE N/A Time Not Supplied Add
Tower Semiconductor Ltd TSEM.TA N/A Time Not Supplied Add
Turk Telekomunikasyon AS TTKOM.IS N/A Time Not Supplied Add
Union Bankshares Inc UNB N/A Time Not Supplied Add
United Security Bancshares UBFO N/A Time Not Supplied Add
VOXX International Corp VOXX 0.08 After Market Close Add
Westamerica Bancorp WABC 0.58 Time Not Supplied Add
10월14일(수)
American River Bankshares AMRB 0.16 Time Not Supplied Add
ASML Holding NV ASML.AS N/A 01:00 am ET Add
Banco Latinoamericano de Comercio Exterior SA BLX 0.7 Before Market Open Add
Bank of America Corp BAC 0.34 07:00 am ET Add Listen
Bizim Toptan Satis Magazalari AS BIZIM.IS N/A Time Not Supplied Add
BlackRock Inc BLK 4.62 Before Market Open Add Listen
Blackstone Mortgage Trust Inc BXMT 0.65 After Market Close Add
Capital Product Partners LP CPLP 0.13 Time Not Supplied Add
Cepheid CPHD -0.26 After Market Close Add
Citizens First Corp CZFC N/A Time Not Supplied Add
Cohen & Steers Inc CNS 0.4 After Market Close Add
Commerce Bancshares Inc CBSH 0.71 Before Market Open Add
Community Bancorp CMTV N/A Time Not Supplied Add
Delta Air Lines Inc DAL 1.72 Before Market Open Add
Diana Shipping Inc DSX -0.19 Time Not Supplied Add
DragonWave Inc DWI.TO -0.04 After Market Close Add
Elbit Systems Ltd ESLT.TA N/A Time Not Supplied Add
Emlak Konut Gayrimenkul Yatirim Ortakligi AS EKGYO.IS N/A Time Not Supplied Add
Finansbank AS FINBN.IS N/A Time Not Supplied Add
Guaranty Federal Bancshares Inc GFED 0.35 Time Not Supplied Add
Hangzhou Hikvision Digital Technology Co Ltd 002415.SZ N/A Time Not Supplied Add
J B Hunt Transport Services Inc JBHT 0.97 Before Market Open Add
KMG Chemicals Inc KMG 0.35 After Market Close Add Listen
Kolon Life Science Inc 102940.KQ N/A Time Not Supplied Add
Kongsberg Gruppen ASA KOG.OL N/A After Market Close Add
Netflix Inc NFLX 0.08 After Market Close Add
Pacific Continental Corp PCBK 0.27 After Market Close Add
Performance Sports Group Ltd PSG.TO 0.12 After Market Close Add
Plumas Bancorp PLBC N/A Time Not Supplied Add
PNC Financial Services Group Inc PNC 1.79 Before Market Open Add Listen
Pool Corp POOL 0.87 Before Market Open Add
Straight Path Communications Inc STRP 0.01 Time Not Supplied Add
Travelzoo Inc TZOO 0 Before Market Open Add
Tsakos Energy Navigation Ltd TNP 0.4 Time Not Supplied Add
Universal Forest Products Inc UFPI 1.14 After Market Close Add Listen
Velan Inc VLN.TO N/A Time Not Supplied Add
Wells Fargo & Co WFC 1.05 08:00 am ET Add
Wintrust Financial Corp WTFC 0.85 After Market Close Add
Xilinx Inc XLNX 0.47 After Market Close Add
10월15일 (목)
Advanced Micro Devices Inc AMD -0.12 After Market Close Add Listen
Amica Mature Lifestyles Inc ACC.TO 0.16 Before Market Open Add
Associated Banc-Corp ASB 0.3 After Market Close Add
Bank Negara Indonesia (Persero) Tbk PT BBNI.JK N/A Time Not Supplied Add
BB&T Corp BBT 0.67 Before Market Open Add
BCB Bancorp Inc BCBP N/A Time Not Supplied Add
Blackstone Group LP BX 0.33 Before Market Open Add
Booker Group PLC BOK.L N/A Before Market Open Add
Castellum AB CAST.ST N/A 07:00 am ET Add
Charles Schwab Corp SCHW 0.27 Before Market Open Add
China State Construction International Holdings Ltd 3311.HK N/A Time Not Supplied Add
Citigroup Inc C 1.28 Before Market Open Add
Clubcorp Holdings Inc MYCC 0.15 Before Market Open Add
CoBiz Financial Inc COBZ 0.18 After Market Close Add
Consumer Portfolio Services Inc CPSS 0.26 Time Not Supplied Add
Eastgroup Properties Inc EGP 0.94 After Market Close Add
Fairchild Semiconductor International Inc FCS 0.2 Before Market Open Add
First Republic Bank FRC 0.81 Before Market Open Add Listen
Goldman Sachs Group Inc GS 3.23 Before Market Open Add
Home BancShares Inc HOMB 0.52 Before Market Open Add
KeyCorp KEY 0.27 Before Market Open Add
LARGAN Precision Co Ltd 3008.TW N/A Time Not Supplied Add
Lindsay Corp LNN 0.55 Before Market Open Add
M&T Bank Corp MTB 2.01 Before Market Open Add
Marriott Vacations Worldwide Corp VAC 0.87 Before Market Open Add
Mattel Inc MAT 0.81 After Market Close Add
MB Financial Inc MBFI 0.53 After Market Close Add
MGIC Investment Corp MTG 0.21 Before Market Open Add Listen
Neptune Technologies & Bioressources Inc NTB.TO -0.06 After Market Close Add
People's United Financial Inc PBCT 0.22 After Market Close Add
Philip Morris International Inc PM 1.11 Before Market Open Add Listen
PPG Industries Inc PPG 1.6 Before Market Open Add Listen
Schlumberger NV SLB 0.77 After Market Close Add Listen
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW N/A Time Not Supplied Add
U.S. Bancorp USB 0.82 Before Market Open Add
Unitedhealth Group Inc UNH 1.64 Before Market Open Add
Wanhua Chemical Group Co Ltd 600309.SS N/A Time Not Supplied Add
WD-40 Co WDFC 0.81 After Market Close Add
Webster Financial Corp WBS 0.55 Before Market Open Add Listen
Western Alliance Bancorporation WAL 0.46 After Market Close Add
WH Smith PLC SMWH.L N/A Before Market Open Add
Winnebago Industries Inc WGO 0.47 Before Market Open Add Listen
WNS (Holdings) Ltd WNS 0.43 Before Market Open Add Listen
Zhone Technologies Inc ZHNE -0.05 After Market Close Add
10월16일(금)
Bank of Marin Bancorp BMRC 0.73 Before Market Open Add
Comerica Inc CMA 0.7 Before Market Open Add
Dongxu Optoelectronic Technology Co Ltd 000413.SZ N/A Time Not Supplied Add
Elisa Oyj ELI1V.HE N/A 01:30 am ET Add
First Horizon National Corp FHN 0.22 Before Market Open Add
General Electric Co GE 0.26 Before Market Open Add
Honeywell International Inc HON 1.55 Before Market Open Add
Ithaca Energy Inc IAE.TO N/A Time Not Supplied Add
Kansas City Southern KSU 1.22 Before Market Open Add
Progressive Corp PGR 0.48 After Market Close Add
SunTrust Banks Inc STI 0.84 Time Not Supplied Add
Synchrony Financial SYF 0.67 Before Market Open Add
Universal Scientific Industrial Shanghai Co Ltd 601231.SS N/A Time Not Supplied Add
W W Grainger Inc GWW 3.06 Before Market Open Add
Zhuzhou CSR Times Electric Co Ltd 3898.HK N/A Time Not Supplied Add
이 중에서도 특히 주목되는 것은 13일의 존슨앤존슨, 인텔, JP모간체이스 등이다.
14일에는 블랙록, 뱅크오브아메리카, 웰스파고, 넷플릭스 등이 주목된다.
15일에는 블랙스톤, 필립모리스, 씨티그룹, 슐럼버거 등이 실적을 내놓는다.
또 16일에는 제네럴일렉트릭(GE), 허니웰이 분기 실적을 공개한다.
김대호 경제연구소 소장 tiger8280@
[알림] 본 기사는 투자판단의 참고용이며, 이를 근거로 한 투자손실에 대한 책임은 없습니다.
