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2023/12/21 / Erste Group Research

2024: Gewinnwachstum von +9% J/J erwartet

Empfehlungsänderungen: Holcim, Waste Management, Oracle, Exxon Mobil

Die Entwicklung des US-Aktienmarktes wurde heuer von der außergewöhnlichen hohen Performance der „Magnificent 7“-Aktien bestimmt. Dabei handelt es sich um die Aktien von: Apple, Microsoft, Alphabet,, NVIDIA, Tesla Motors und Meta. Die nach Marktkapitalisierung gewichtete Performance dieser Titel betrug seit Jahresbeginn +68%. Der US-Aktienmarkt (S&P 500) stieg heuer insgesamt um +21%. Die Aussichten, dass US-Technologieaktien auch im nächsten Jahr ansteigen werden, sind positiv. Das erwartete Umsatzwachstum des Sektors für 2024 beträgt +10,5% (J/J) und das prognostizierte Gewinnwachstum liegt bei +16,1% (J/J).

Für den globalen Gesamtmarkt beträgt die Erwartung für das Gewinnwachstum im Jahr 2024 jetzt +9% J/J in USD. Die Umsätze sollten um +5% J/J ansteigen. Bewertungstechnisch liegt der globale Aktienindex mit einem erwarteten KGV von 17,8x für 2024e unterhalb des historischen Durchschnitts von 19,4x in den letzten 20 Jahren.

Holcim: Organisches Wachstum, EBIT steigt stark an

Waste Management: Umsatz- und Margensteigerung 2024 erwartet

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General information

AuthorErste Group Research
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Germany, United States
Currency in focusEuro, US Dollar
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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