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Aktienempfehlungen Global

Positive 4Q22 Berichtssaison


Empfehlungsänderungen: Advanced Micro Devices, Exxon Mobil, Home Depot, Infineon, KBC Group, Salesforce.com, Starbucks, Bank of America , ConocoPhillips, Equinor, Johnson & Johnson, Novartis, Unilever, Waste Management

Der Aktienmarkt nahm trotz der US-Zinsanhebung die jüngsten Äußerungen der Fed als „dovish“ wahr. Die zuletzt positiven Überraschungen der Einkaufs-managerindizes (China & Eurozone) waren für die Investoren Anlass die Risikobereitschaft zu erhöhen. Die Konsensus-Prognose für das Umsatzwachstum globaler Unternehmen im Jahr 2023 beträgt +2,5% (j/j). Die Gewinne sollten heuer geringfügig ansteigen (2023e: +1,5% j/j).

Wir sehen aufgrund der bisher positiven 4Q22-Berichtssaison und den soliden 2023-Ausblicken der Konzerne Aufwärtspotential bei den Konsensprognosen für dieses Jahr. Diese Revisionen werden sich unserer Ansicht nach positiv auf die Aktienkurse auswirken.

Salesforce.com: Umsatzwachstum von ca. 17% p.a. bis 2026 erwartet

Home Depot: Solides Wachstum und stabile Margen, US-Häusermarkt mit Upside Potential
KBC Group: Sehr hohe Profitabilität mit ROE von 14%

PDF Download Download PDF (5.5MB)
2023/02/07 / Erste Group Research

Positive 4Q22 Berichtssaison


Empfehlungsänderungen: Advanced Micro Devices, Exxon Mobil, Home Depot, Infineon, KBC Group, Salesforce.com, Starbucks, Bank of America , ConocoPhillips, Equinor, Johnson & Johnson, Novartis, Unilever, Waste Management

Der Aktienmarkt nahm trotz der US-Zinsanhebung die jüngsten Äußerungen der Fed als „dovish“ wahr. Die zuletzt positiven Überraschungen der Einkaufs-managerindizes (China & Eurozone) waren für die Investoren Anlass die Risikobereitschaft zu erhöhen. Die Konsensus-Prognose für das Umsatzwachstum globaler Unternehmen im Jahr 2023 beträgt +2,5% (j/j). Die Gewinne sollten heuer geringfügig ansteigen (2023e: +1,5% j/j).

Wir sehen aufgrund der bisher positiven 4Q22-Berichtssaison und den soliden 2023-Ausblicken der Konzerne Aufwärtspotential bei den Konsensprognosen für dieses Jahr. Diese Revisionen werden sich unserer Ansicht nach positiv auf die Aktienkurse auswirken.

Salesforce.com: Umsatzwachstum von ca. 17% p.a. bis 2026 erwartet

Home Depot: Solides Wachstum und stabile Margen, US-Häusermarkt mit Upside Potential
KBC Group: Sehr hohe Profitabilität mit ROE von 14%

PDF Download Download PDF (5.5MB)

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Name  ISIN# Erste Group products
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-IE00BZ12WP820
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ABBCH00122217160
Abbott LaboratoriesUS00282410000
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AdidasDE000A1EWWW033
AdobeUS00724F10120
Advanced Micro DevicesUS00790310780
AlibabaUS01609W10270
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AlphabetUS02079K30590
Amadeus IT GroupES01090670190
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AmBevBRABEVACNOR10
AmgenUS03116210090
Anheuser Busch InbevBE09742932510
AppleUS03783310050
ASMLNL00102732150
AT&TUS00206R10230
Bank of America US06050510460
BASFDE000BASF11130
Bayer DE000BAY001737



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