CRWD:US

Forecast ☀️
The maker of cybersecurity software is positioned to take advantage of
for CrowdStrike’s products.

increasing demand as more services move into the cloud.

—Mandeep
● Relationships with partners such as Amazon Web
Bloomberg the Company & Its Products Bloomberg Terminal Demo Request Bloomberg Anywhere Remote Login Bloomberg Customer Support Singh
Services are helping CrowdStrike increase revenue,
which is poised to grow at three times the rate of the
Bloomberg Asia Edition Sign In Subscribe
broader cybersecurity market through 2025, according to
Data Sheet
Live Now Bloomberg Intelligence.
Markets
Technology Market value $51B
Politics
Wealth Sales, last 12 months $1.5B
Pursuits Calendar
Opinion
Businessweek Expected 2022 revenue growth, consensus 48%
Equality ● When it reports first-quarter results in June, the company may
Green President/CEO/Co-Founder George Kurtz show that it’s retaining more clients and landing new ones, thanks to

10
CityLab
Crypto its expanding product line.
More Legal name CrowdStrike Holdings Inc.

● CrowdStrike could reach $3 billion in annual revenue in 2023, a

year earlier than the company’s guidance, according to a BI
analysis.

Banking
Triggers

DNB With oil above $100 a barrel, Norway’s economy is

running hotter than others in Europe, supporting
DNB:NO Forecast ☀️ expected rate hikes by the central bank.

The Norwegian bank is set to benefit from Norway’s economic exposure

to oil at a time of soaring commodity prices.
—Philip Richards
● DNB, Norway’s largest bank by market value, is set to experience
stronger lending growth than many European peers.
Data Sheet

Market value $36B Calendar

COMPANIES TO
Sales, last 12 months $6.5B ● There’s a consensus among analysts for DNB to report first-
Expected 2022 revenue growth, consensus 8% quarter revenue growth of 10% in April. The bank may also
announce a new share buyback program later this year.
CEO Kjerstin Braathen

WATCH
● Analysts’ 2022 revenue estimates for DNB could rise by at least 2
Legal name DNB Bank ASA
percentage points, while their expectations for the bank’s peers
could drop by the same amount or more, according to a BI analysis.

Q2 2022
Share this article

Oil & Gas

Following our list of 50 Companies to Watch in January, we’re back with 10 Triggers
specifically for the second quarter based on scenarios from Bloomberg
Intelligence analysts. The companies in the spotlight span sectors and
Equinor As the No. 2 natural gas supplier to Europe after
Gazprom PJSC, Equinor is poised to gain from
☀️
regions and are part of a larger group of high-confidence Focus Ideas that
EQNR:NO Forecast market tightness, western sanctions on Russia, and
BI analysts identify on an ongoing basis. Each scenario outlines important
diversification of European energy supply.
catalysts coming in the next few months that support our case.
The energy company offers investors a hedge against spiraling
geopolitical risks and inflationary pressures.
—Will Hares
For more information on BI please visit www.bloomberg.com/bi ● The company may report 2022 operating profit that is at least
15% higher than market expectations, according to a BI analysis.
Data Sheet

Market value $119B Calendar

Sales, last 12 months $88.7B ● Results expected in early May should highlight Equinor’s leverage
Expected 2022 revenue growth, consensus 30% to rising energy prices and lead analysts to get more bullish on the
company.
President/CEO Anders Opedal
Technology Legal name Equinor ASA
Triggers

CrowdStrike The rise of remote work in the pandemic has

boosted demand for cloud computing and the need
You've reached your free article limit. Explore Offers You've reached your free article limit. Explore Offers
Biotech Chairman/Managing Director Raymond Kwok and will likely show the impact of the city’s Covid restrictions.
Triggers Legal name Sun Hung Kai Properties Ltd.
Moderna Even if additional boosters are approved, uptake is
likely to be low, barring a new aggressive variant.
MRNA:US Forecast ☁️ That’s based on data showing underwhelming
interest in fourth shots in Israel, which is at the
As governments scale back efforts to fight Covid-19, they’re unlikely to forefront of Covid-19 vaccination campaigns.
roll out more broad booster shot campaigns, an idea that has
underpinned investor expectations for Moderna and other vaccine ● Analysts’ consensus shows an expectation for Moderna’s 2022-
makers.
—Sam Fazeli 23 vaccine sales to top last year’s $61 billion. That’s too high, Telecommunications
according to BI, which finds that 60% to 70% of orders this year
Triggers

T-Mobile
could be at risk with campaigns for fourth shots looking unlikely.
Data Sheet Similar to Verizon Communications Inc.’s dominance
in 4G, a combined T-Mobile and Sprint has more
Market value

Sales, last 12 months

$72B

$18.5B
Calendar TMUS:US Forecast ☀️ capacity and broader coverage in 5G, which may
herald a 4 percentage point jump in profit margin, a
● First-quarter results to come in May should offer more insight on
Merger benefits and a lead in 5G put T-Mobile in position to boost BI analysis shows.
Expected 2022 revenue growth, consensus 19% booster orders.
revenue and earnings from the next generation of mobile networks
CEO Stéphane Bancel quicker than U.S. rivals.
—John Butler ● While 5G isn’t yet living up to hype, T-Mobile looks set to benefit
● Signs of any new potential variants in the coming months could
from merger synergies and lower operating costs.
Legal name Moderna Inc. be key to booster-shot demand.

Data Sheet
Calendar
Market value $157B
● First-quarter results in early May are likely to showcase benefits
Sales, last 12 months $80.1B
from the Sprint integration.
Expected 2022 revenue growth, consensus 2%
● T-Mobile’s lead in 5G can be assessed in the second quarter
President/CEO Mike Sievert
following introduction of the service from Verizon and AT&T.
Pharmaceuticals Legal name T-Mobile US Inc.
Triggers

Pfizer If other high-income countries follow the U.S. in

ordering Paxlovid to treat Covid in high-risk citizens,
PFE:US Forecast ☀️ the company’s earnings could top market
expectations by a wide margin. Pfizer in December Renewable Energy
With its Paxlovid anti-viral pill, Pfizer is well positioned to minimize increased its 2022 production target to 120 million Triggers
severe illness from Covid-19, a key to living with the disease. —John
Murphy
courses from 80 million, after the drug won U.S. regulatory
clearance. Vestas In the wake of surging natural gas prices, wind
turbine demand is poised to jump sharply as policies

Data Sheet
● BI calculates that an additional $10 billion in revenue from sales of
Paxlovid would boost Pfizer’s earnings per share by almost 14% and
VWS:DC Forecast ☀️ across Europe subsidize a move away from fossil
fuels.
add $7 billion in cash. Pfizer in December increased its 2022 Sales of wind turbines made by Vestas look set to catch a renewed
Market value $297B tailwind as Europe seeks to cut dependence on Russian gas.
—Rob
production target to 120 million courses from 80 million, after the ● The consensus among analysts is for Vestas’s turbine deliveries
Sales, last 12 months $81.3B drug won U.S. regulatory clearance. Barnett
to remain flat through 2025, but a BI analysis points to 10% annual
Expected 2022 revenue growth, consensus 32% growth. Service revenue could also grow faster than many expect,
Data Sheet as wind power expands.
Chairman/CEO Albert Bourla Calendar

Legal name Pfizer Inc. ● Pfizer’s first-quarter results in April should offer an important Market value $29B
Calendar
update on Paxlovid orders. Sales, last 12 months $18.4B

Expected 2022 revenue growth, consensus
● The company’s capacity to manufacture the antiviral pill should
increase in the second half of 2022, allowing more shipments. President/CEO
Legal name
-6% ● Order backlog and management guidance could spur higher
consensus estimates when first-quarter results are released in May.
Henrik Andersen
● European governments may announce new measures to
Vestas Wind Systems A/S
accelerate renewable energy deployment around midyear.

Property
Triggers

Sun Hung Kai The city’s zero-Covid policies create big challenges
for selling units in Sun Hung Kai’s new Hong Kong
☁️
16:HK Forecast projects.
Autos
Triggers
With Covid-19 spurring prolonged restrictions in Hong Kong, Sun Hung
Kai risks missing its sales targets by a wide margin.
—Patrick Wong
● Sun Hung Kai is working on a pair of mass-residential projects in Volkswagen Battery electric vehicles are the cleanest way
the New Territories and several luxury buildings in Hong Kong, forward for cars, and BI expects VW’s EV sales to

Data Sheet where disappointing sales pose a growing risk. VOW:GR Forecast ☀️ overtake Tesla Inc.’s by 2024.

Market value $35B Electric-vehicle sales growth and the excitement generated by the initial
Calendar public offering of its iconic Porsche sports car brand augur a hot
Sales, last 12 months $10.2B ● VW’s Porsche is quickly electrifying, with 30% of 2023 sales on
summer for Volkswagen.
—Mike Dean
● Sales data, particularly for mass residential projects in Tuen Mun track to be battery-powered models.
Expected 2022 revenue growth, consensus 13%
You've reached your free article limit. Explore Offers You've reached your free article limit. Explore Offers
and Pak Shek Kok, should be available between March and June
 Data Sheet Calendar
Market value $105B
● First-quarter results, expected in early May, should provide
Sales, last 12 months $295.9B insight into industrywide supply chain issues complicated by
Russia’s invasion of Ukraine.
Expected 2022 revenue growth, consensus -1%

CEO Herbert Diess ● Volkswagen’s June 22nd capital markets day will be focused on
battery electric vehicles and software.
Legal name Volkswagen AG
● An announcement of a Porsche IPO or spinoff could come in the
coming months.

Real Estate
Triggers

Welltower Occupancy is critical for Welltower; after dropping

significantly during 2020, BI analysis points to a
WELL:US Forecast ☀️ sharp bounce in 2022.

The real estate investment trust’s housing properties for seniors are
positioned to gain growing numbers of residents as the omicron wave
● With almost 40% of operating income coming from housing for
subsides in coming months. —Jeff Langbaum
seniors, Welltower has the most exposure to this segment among
health-care REITs. Consensus expects occupancy to reach pre-
Data Sheet pandemic levels in 2024; BI thinks this could happen a year earlier.

Market value $42B

Calendar
Sales, last 12 months $4.7B

Expected 2022 revenue growth, consensus 20% ● Industry data in early April will show senior housing trends.

CEO/Chief Investment Officer Shankh Mitra ● Rebounding occupancy could become evident in first-quarter
results released in May.
Legal name Welltower Inc.

*Market value for each company as of March 28

Photos: Getty Images (7). Courtesy (3)

(Updates with Pfizer’s Paxlovid production target. An earlier version of

the story corrected the name of CrowdStrike’s CEO.)

More On Bloomberg

Terms of Service Do Not Sell My Info (California) Trademarks Privacy Policy

©2022 Bloomberg L.P. All Rights Reserved
Careers Made in NYC Advertise Ad Choices Help

You've reached your free article limit. Explore Offers