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2022/07/25 / Erste Group Research

Positive Quartalsergebnisse unterstützen den Aktienmarkt


Empfehlungsänderungen: Cadence Design Systems, Intuit, Elevance Health (zuvor: Anthem)

Der Globale Aktienindex konnte bisher im Juli einen Anstieg von +8% verzeichnen (EUR). Aktien aus den Sektoren zyklischer Konsum, Gesundheit und Technologie zeigten eine Outperformance. Die Aussichten für das Gewinnwachstum der Unternehmen sind für 2022 weitgehend stabil (2022e: +7,3%). Für 2023 wird dann allerdings von einer geringeren Gewinnwachstumsrate ausgegangen (2023e: +3,3%) als heuer. Die Prognosen für 2023 haben sich nach den Rückgängen im 2Q im Juli stabilisiert.

Die bisher durchwegs guten Quartalsergebnisse zahlreicher Großkonzerne führten zu einer sinkende Volatilität an den Aktienmärkten und letztendlich zu einer Stimmungsverbesserung der Anleger. Der Anteil von Anlegern mit positiver Markteinschätzung hat sich in den USA in den letzten Wochen leicht erhöht, bleibt aber weiter unter dem langfristigen Durchschnitt. Wir sehen dies - gepaart mit den positiven Quartalsergebnissen - als positives Zeichen für den Aktienmarkt.


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General information

AuthorErste Group Research
Date2022/07/25
Languagede
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone
Currency in focusEuro
Sector in focusAutomobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Financial Services, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Media, Oil & Gas, Personal & Household Goods, Retail, Technology, Telecommunications, Travel & Leisure, Utilities
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