00:00 Since the beginning of the Ukrainian-Russian war,
00:03 the talk about the "runs" has been mentioned a lot, especially among the companies.
00:09 But after the results of the third quarter, it seems that the fear of the "runs" among the companies has begun to decline.
00:16 Factset has collected the data and financial reports for the third quarter for the companies under the name P500,
00:23 which announced the results of the third quarter between September 15 and November 16,
00:29 and searched how many times the word "runs" was mentioned.
00:32 In the third quarter of 2023, the word "runs" was mentioned in the reports of the companies
00:38 about 52 times, starting from the second quarter of 2022.
00:44 This is the regression of the fifth quarter on the trends.
00:48 As we mentioned, 53 American companies mentioned the word "runs" during the results of the third quarter,
00:53 and this decline is the decline of the fifth quarter on the trends.
00:56 In the third quarter, the number of companies that mentioned the word "runs" was less than 13%
01:01 from the second quarter of 2022, where the word "runs" was mentioned 61 times
01:07 in the results of the second quarter of 2023, and less than 78% of the peak
01:13 that the word "runs" reached in the financial reports of the companies in the second quarter of 2022,
01:19 when the word "runs" was mentioned about 273 times.
01:24 But which are the most and least mentioned sectors?
01:30 The real estate sector is the most concerned, where 30% of the companies mentioned the word "runs"
01:37 during the third quarter, and also the companies that mentioned the word "runs"
01:42 in their financial results in the third quarter, less than 5 years on average,
01:46 and 84 words less than 10 years on average, and 60 words.
01:51 12 companies mentioned the word "runs" in the manufacturing sector,
01:54 and 14 companies mentioned the word "runs" in the financial sector.
01:59 But these are the results that were announced in the S&P 500 quarter 3 indicator.
02:06 It is mentioned that 30 companies did not announce their results yet.
02:10 But what about the results of the third quarter that the companies announced?
02:14 94% of S&P 500 companies announced the results of the third quarter.
02:19 The growth of profits is 4.3% per 100, on an annual basis,
02:23 and it is the first rise since the third quarter of 2021.
02:27 82% of the companies announced their profits were better than expected.
02:33 9 sectors announced their profits,
02:36 the telecommunications sector, where its profits grew by 42%
02:40 consumer goods also by 42%
02:43 and the financial sector by 18%.
02:47 But there are also three sectors that announced their profits,
02:51 the energy sector, the raw materials sector, and health care.
02:54 The energy sector is due to the oil prices,
02:56 where it is the lowest price since the beginning of the year,
02:59 by 3.5%.
