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2023/05/24 / Erste Group Research

Überwiegend positive Gewinn-Überraschungen im 1Q


Empfehlungsänderungen: ICICI Bank, Meta Platforms, WW Grainger, Deere & Co, Factset Research Systems , Morgan Stanley.

In den USA haben 95% der Firmen des S&P 500 ihre 1Q-Ergebnisse veröffentlicht. 78% der Unternehmen meldeten eine positive Gewinn-Überraschung. Somit lag der Gewinnrückgang für den S&P 500 nur noch bei -2,2% j/j und somit deutlich besser als zu Beginn des Quartals erwartet. (-6,6%). In Europa haben 84% der Unternehmen des Stoxx 600 über die Ergebnisse des 1Q berichtet. Bei 66% der Unternehmen fielen die Gewinne höher aus als erwartet. Insgesamt stiegen die Gewinne um +9,5% j/j. Besonders die Sektoren Finanzen, Technologie und Versorger trugen mit Gewinnsteigerungen von ca 50% j/j zum Wachstum bei.

Es zeigt sich, dass mit dem erwarteten Ende der Zinserhöhungen in den USA Investoren wieder die Gewichtung von Wachstumsaktien (Technologie/ Gesundheit / Industrie) deutlich erhöhen. Wir erwarten, dass dieser Trend sich fortsetzt, zumal die Energie- und Rohstoffpreise (u.a. Öl, Gas, Kupfer) im 2Q teils signifikant gefallen sind und keine Trendumkehr ersichtlich ist.

Meta Platforms: Kosten gesenkt und deutliche Umsatz- und Gewinnsteigerung 2023 erwartet

SAP: Wachstum der Cloud-Erlöse bleibt auch 2023 sehr stark

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General information

AuthorErste Group Research
Date2023/05/24
Languagede
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Germany, Switzerland, United Kingdom, United States
Currency in focusBritish Pound, Euro, 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
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Erste Group related products

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Name  ISIN# Erste Group products
-US88579Y10100
-NL00150001Q90
-US05675210850
-US51843910440
ABBCH00122217160
Abbott LaboratoriesUS00282410000
AbbVieUS00287Y10910
AdidasDE000A1EWWW031
AdobeUS00724F10120
Advanced Micro DevicesUS00790310781
AlibabaUS01609W10270
AllianzDE000840400530
AlphabetUS02079K30590
Amadeus IT GroupES01090670190
Amazon.ComUS02313510671
AmBevBRABEVACNOR10
AmgenUS03116210090
Anheuser Busch InbevBE09742932510
AppleUS03783310051
ASMLNL00102732150
AT&TUS00206R10230
Bank of America US06050510460
BASFDE000BASF11128
Bayer DE000BAY001725
BeiersdorfDE000520000024



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