|2023/02/27 / Erste Group Research|
Berichtssaison mit positiven Impulsen
Die Berichtssaison in Österreich konnte bislang großteils überzeugen. Auch letzte Woche gab es zahlreiche positive Ergebnis-Updates, darunter von den Versicherern Uniqua und VIG, EVN und Wienerberger. Bei einigen Quartalszahlen führte der starke Kostenauftrieb jedoch auch zu schwächeren Margen wie bei Palfinger, FACC oder Kapsch TrafficCom. Trotz Entspannung bei den Energiekosten werden höhere Lohnabschlüsse bei personalintensiven Branchen die Profitabilität 2023 womöglich dämpfen.
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|Author||Erste Group Research|
|Topic in focus||Equities|
|Economy in focus||Austria|
|Currency in focus||Euro|
|Sector in focus||Automobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Oil & Gas, Real Estate, Technology, Telecommunications, Travel & Leisure, Utilities|
|Name||ISIN||# Erste Group products|
|DO & CO||AT0000818802||0|
|Marinomed Biotech AG||ATMARINOMED6||0|
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