Ultima Markets: [Market Hot Spots] Standard&Poor's500Second quarter financial report of large companies this year...

FactSetstay6month15Solstice9month7All Standard&Poor's during the day500Attempting to search in conference call records of large companies Inflation One word.

As a result, it was found that296 A company cited the term "inflation" in its second quarter financial report conference call. This is from 2021 Since the second quarter of this year S&P 500 The company mentioned during the financial report conference call Inflation The minimum quantity of. meanwhile S&P 500Company reference Inflation The number of words has decreased for the fourth consecutive quarter on quarter.

However, it is worth noting that,S&P 500The company is2023It was mentioned during the financial report conference call for the second quarter of this year The number of companies with 'inflation' is still much higher than5Annual average level（217Home) and10Annual average level（168Home).

From an industry perspective, the financial industry（49Home and industrial industries（46The number of companies that mentioned "inflation" during the second quarter financial report conference call was the highest. However, essential consumer goods (86%)Non essential consumer goods (76%) And materials (76%) The proportion of companies in the industry that mentioned "inflation" during the second quarter financial report conference call is the highest.

In a special comparison, it was found that there was no mention of "inflation" in the second quarter financial report conference callS&P 500Compared to companies that mentioned "inflation" during the second quarter financial report conference callS&P 500The average stock price performance of the company in recent months has been weak.

Mention 'inflation' during the Q2 financial report conference call ofS&P 500Company, from 6 month 30 The average price change since the beginning of the day is -2.8%, from 12 month 31 The average price change since the beginning of the day is 2.9%. Not mentioned in the second quarter financial report conference call InflationaryS&P 500Company, from6 month30 The average price change since the beginning of the day is-0.3%, from12 month31 The average price change since the beginning of the day is10.4% 。

(Dark Blue: Mentioned InflationS&P 500company vs Light blue: No mention of 'inflation'S&P 500company)

(Left: Since this year6month30Daily stock price performance, right: Since the previous year12month31Daily stock price performance,FactSet)

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