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2023/08/18 / Erste Group Research

Gewinne in Europa im 2Q leicht gesunken

Die 2Q-Berichtsaison zeigt für Europa, dass die Umsätze um -6% (J/J) gesunken sind und die Gewinne um -4,6% (J/J).

Aktien Global: Bei den Gewinnen betrug der Anteil positiver Gewinnüberraschungen in Europa nur 53%. Der Anteil positiver Überraschungen versus der Konsensus-Erwartungen war im 2Q 2023 geringer als im langjährigen Durchschnitt.

Ausblick: Die Abschwächungsphase des globalen Aktienmarktindex ist noch nicht beendet. Wir erwarten in der kommenden Woche einen leichten Rückgang des globalen Index.

Aktien Österreich: Der ATX schlug sich mit einem Wochenminus von 1,5% besser als die internationalen Aktienmärkte. Der Verkauf konjunktursensitiver Branchen - allen voran des gut gelaufenen Reisesektors - traf in Österreich die DO&CO-Aktie mit einem Minus von knapp 10%. Weitere Zahlenvorlagen dominierten das Marktgeschehen. Die VIG-Aktie profitierte dabei mit knapp +5% von ihrer positiven Ergebnisvorschau.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Health Care, Industrial Goods & Services, Insurance, Technology

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