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2024/01/23 / Erste Group Research

2024: Starker Start für Technologie- und Gesundheitsaktien

Empfehlungsänderungen: Hermes International, Marathon Petroleum, LVMH, Shell, ConocoPhillips.

Coverage beendet: Alfa Laval, Bayer.

Der globale Aktienmarktindex stieg in den ersten drei Wochen 2024 in EUR um +1,2%. Die USA legte in EUR +2,9% zu. Dies lag besonders an den stark nachgefragten Aktien aus den Sektoren Technologie (+5,3%) und Gesundheit (+3,2%). Regional entwickelten sich hingegen Aktien aus Europa (-1,8%) und den Emerging Markets (-2,9%) negativ. In China fiel der Rückgang seit Jahresbeginn besonders stark aus (-7,2%).

Die positive Entwicklung des NASDAQ 100 Index wurde unterstützt von der starken Umsatzentwicklung des größten globalen Halbleiterherstellers Taiwan Semiconductor Manufacturing. Das Unternehmen gab am 18.1. einen Umsatz für das 4Q in der Höhe von USD 19,7 Mrd. bekannt. Das war somit zwar ein gleichbleibender Umsatz im Jahresvergleich, aber ein Anstieg von knapp +14% im Vergleich zum 3Q23. Das Geschäft im 4Q wurde durch den anhaltend starken Anstieg der 3-Nanometer-Technologie unterstützt, bei der TSM branchenführend ist. 15% der Erlöse von TSM stammen bereits aus diesem Segment.

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General information

AuthorErste Group Research
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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