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2023/02/24 / Erste Group Research

US-Aktien: Positives Gewinnwachstum ab 3. Quartal erwartet


Mittlerweile ist die Berichtssaison in den USA schon sehr weit fortgeschritten. 80% der US-Unternehmen des Erste 1000 Index haben bereits ihre 4Q-Ergebnisse berichtet. Dabei sind bei 73% der Firmen die Gewinne/Aktie höher ausgefallen im Vergleich zu den vorherigen Konsensus-Schätzungen.

Aktien Global: Die 4Q Gewinne/Aktie sind bei US-Unternehmen bisher insgesamt um -4,7% (j/j) gesunken. Für das 1Q 2023 wird ein Rückgang um -5,4% (j/j) erwartet und für das 2Q eine Abschwächung um -3,4 % (j/j). Ein positives Gewinnwachstum wird dann ab dem 3.Quartal erwartet (3Qe: +3,3% j/j).

Ausblick: Nächste Woche berichten nur mehr wenige große Unternehmen wie Berkshire Hathaway (27.2.) und Costco Wholesale (2.3.) über ihre Geschäftsentwicklung im letzten Quartal. Wir erwarten eine Seitwärtsbewegung des globalen Aktienmarktindex.

Aktien Österreich: Die schwache Performance der Bankwerte sorgte diese Woche für ein Minus von 1% beim ATX. Für Kursimpulse sorgte die auf Hochtouren laufende Berichtssaison. An die Spitze setzte sich dabei die EVN mit +7,6% nach starken Q1 Zahlen und unserer Kaufempfehlung gefolgt von Wienerberger. Die RBI-Aktie verlor hingegen 9,1% nach Aufnahme von Ermittlungen im Zusammenhang mit dem Russland-Geschäft durch die US-Sanktionsbehörde OFAC.

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General information

AuthorErste Group Research
Date2023/02/24
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusConstruction & Material, Industrial Goods & Services, Insurance, Real Estate, Technology, Utilities
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Erste Group related products

Name  ISIN# Erste Group products
Austrian PostAT0000APOST439
EVNAT000074105324
FACCAT00000FACC232
Kapsch TrafficComAT000KAPSCH90
PalfingerAT00007583056
UBMAT00008154020
UniqaAT000082110380
VIGAT000090850435
WienerbergerAT000083170682



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