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2024/02/14 / Erste Group Research

Neues Allzeithoch in den USA nach starker Berichtssaison

Empfehlungsänderungen: Home Depot, Equinor, Amgen

Coverage beendet: AmBev, Kering

In der laufenden US-Berichtssaison für das 4Q 2023 haben 75% der Unternehmen des S&P 500 positive Gewinnüberraschungen veröffentlicht. Bei den Sektoren Energie, Technologie und Industrie war der Anteil der positiven Gewinnüberraschungen am höchsten. Das US-Gewinnwachstum sollte im 4Q insgesamt +2,9% (J/J) betragen. Für das 1Q und für das 2Q werden Gewinn-Steigerungsraten von +4% (J/J) bzw. +9,1% (J/J) prognostiziert. Aufgrund der guten Ergebnisse und Aussichten der Firmen erzielte der S&P 500 zuletzt ein neues Allzeithoch von über 5.000 Punkten. Die 4Q-Berichtssaison läuft in Europa schlechter als in den USA. Nur 53% der Unternehmen konnten Gewinne berichten, die über den Erwartungen lagen. Die Gewinne europäischer Firmen sollten im 4Q im Jahresvergleich insgesamt um -5,5% fallen. Für das 1Q 2024 wird ein Gewinnrückgang von -8,4% erwartet. Die Gewinne werden erst ab dem 2Q wieder leicht wachsen (2Q 2024e: +2,2%).

BP: Umsatz fiel 2023 um -13%, Anzahl der Aktien um 6% reduziert, weiter hohe Buybacks angekündigt

Novo Nordisk: 4Q23 Umsatz: +37%, Guidance von +18% bis +26% in 2024
McDonalds: Solides Jahr 2023, Umsatz: +10%, EBIT: +24%, Ziel: 2.000 neue Filialen weltweit p.a. in den nächsten vier Jahren

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General information

AuthorErste Group Research
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Germany, Switzerland, United States
Currency in focusEuro, Swiss Franc, 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

Erste Group related products

Page 1 of 5
Name  ISIN# Erste Group products
Abbott LaboratoriesUS00282410000
Advanced Micro DevicesUS00790310780
Anheuser Busch InbevBE09742932510
Banco Santander ES0113900J370
Bank of America US06050510460
BHP GroupGB00BH0P3Z910
BNP ParibasFR00001311040
Booking HoldingsUS09857L10890


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