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Aktienempfehlungen Global

Pharma-Aktien mit guten Perspektiven


Empfehlungsänderungen: Adobe, NextEra Energy, Regeneron Pharma, Nutrien, Walmart

Die Gewinnschätzungen für den US-Aktienmarkt sind für 2023 positiv. Für das 1Q und das 2Q wird zwar noch ein Gewinnrückgang erwartet: 1Q 23e: -6% (j/j), 2 Q23e: -3% (j/j), aber im Gesamtjahr gibt es laut Konsensus-Forecast einen Gewinnanstieg. Das erwartete Gewinnwachstum 2023 beträgt demnach im Median +9% (j/j).

Die Berichtsaison für die Ergebnisse des 4Q ist beendet. Die neue Berichtssaison startet erst am 14.4. mit den Ergebnisse der US-Banken. Aktien-Investoren werden ihr Augenmerk jetzt verstärkt wieder wirtschaftlichen Risiken zuwenden.

Regeneron Pharma: Erfolgreiche Phase III Studie bei COPD Medikament

Beiersdorf: 2022 Organisches Umsatzwachstum von +10,2% y/y, Verbesserung der Marge um 50BP in 2023e
BMW: Umsatzsteigerung von +28% j/j, EBIT-Margenziel 2023 bekräftigt

PDF Download Download PDF (5.6MB)
2023/03/28 / Erste Group Research

Pharma-Aktien mit guten Perspektiven


Empfehlungsänderungen: Adobe, NextEra Energy, Regeneron Pharma, Nutrien, Walmart

Die Gewinnschätzungen für den US-Aktienmarkt sind für 2023 positiv. Für das 1Q und das 2Q wird zwar noch ein Gewinnrückgang erwartet: 1Q 23e: -6% (j/j), 2 Q23e: -3% (j/j), aber im Gesamtjahr gibt es laut Konsensus-Forecast einen Gewinnanstieg. Das erwartete Gewinnwachstum 2023 beträgt demnach im Median +9% (j/j).

Die Berichtsaison für die Ergebnisse des 4Q ist beendet. Die neue Berichtssaison startet erst am 14.4. mit den Ergebnisse der US-Banken. Aktien-Investoren werden ihr Augenmerk jetzt verstärkt wieder wirtschaftlichen Risiken zuwenden.

Regeneron Pharma: Erfolgreiche Phase III Studie bei COPD Medikament

Beiersdorf: 2022 Organisches Umsatzwachstum von +10,2% y/y, Verbesserung der Marge um 50BP in 2023e
BMW: Umsatzsteigerung von +28% j/j, EBIT-Margenziel 2023 bekräftigt

PDF Download Download PDF (5.6MB)

Erste Group related products

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Name  ISIN# Erste Group products
-US51843910440
-US88579Y10100
-NL00150001Q90
-US05675210850
ABBCH00122217160
Abbott LaboratoriesUS00282410000
AbbVieUS00287Y10910
AdidasDE000A1EWWW033
AdobeUS00724F10120
Advanced Micro DevicesUS00790310780
AlibabaUS01609W10270
AllianzDE000840400532
AlphabetUS02079K30590
Amadeus IT GroupES01090670190
Amazon.ComUS02313510671
AmBevBRABEVACNOR10
AmgenUS03116210090
Anheuser Busch InbevBE09742932510
AppleUS03783310050
ASMLNL00102732150
AT&TUS00206R10230
Bank of America US06050510460
BASFDE000BASF11128
Bayer DE000BAY001732
BeiersdorfDE000520000026



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