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2023/02/10 / Erste Group Research

USA-Aktien: Positive 4Q Gewinn-Überraschungen

Die Konsensus-Prognosen für das EBIT-Wachstum im Jahr 2023 haben sich in den letzten drei Monaten verbessert. Für den globalen Aktienmarkt-Index wird aktuell ein Anstieg des operativen Einkommens um +2,9% (j/j) erwartet.

Aktien Global: In den USA haben in der 4Q-Berichtssaison 70% der Unternehmen höhere Gewinne berichtet als erwartet. Die meisten positiven Gewinn-Überraschungen gab es bei den Sektoren Versorger, Gesundheit, Technologie, Nicht-zyklischer Konsum, Immobilien und Industrie.

Ausblick: Nächste Woche berichten ab Dienstag noch mehrheitlich europäische Unternehmen über ihre 4Q-Ergebnisse. Wir erwarten zu Wochenbeginn eine leichte Abschwächung und ab Wochenmitte eine Seitwärtsbewegung des globalen Aktienmarktindex.

Aktien Österreich: Der ATX konnte in dieser Woche deutlich um 2,6% zulegen und wurde dabei klar von stark performenden Ölwerten (SBO +10,6%; OMV +5.9%), Banktiteln (RBI +4.9%; Erste Group +4,7%; BAWAG +3,9%), sowie der voestalpine (+6,3% nach Zahlenvorlag über das 3. Quartal 2022/23 und Erhöhung des Ausblicks) beflügelt.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Technology, Telecommunications

Erste Group related products

Name  ISIN# Erste Group products
ams OSRAMAT0000A18XM45
Telekom AustriaAT000072000827


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