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2023/09/18 / Erste Group Research

2024: Globales Gewinnwachstum legt zu

Der globale Aktienmarktindex stieg in der letzten Woche in EUR um +1,6%. Der Stoxx 600 und der S&P 500 legten in EUR ebenfalls jeweils um +1,6% zu. Der Nikkei 225 stieg in EUR um +0,9% und der globale Emerging Market Index notierte in EUR um +1,3% höher.

Aktien Global: Das globale Gewinnwachstum wird 2024 in EUR +8,3% (J/J) betragen und sich somit im Vergleich zu 2023 beschleunigen. Die höchsten Gewinnwachstumsraten in EUR werden im kommenden Jahr laut Konsensus-Schätzung die Sektoren Technologie (2024e: +23%), Gesundheit (2024e: +14%) und der zyklische Konsum (2024e: +12%) erzielen.

Ausblick: Der globale Aktienmarktindex sollte in der nächsten Woche moderate Zugewinne erzielen. Die von uns favorisierten Sektoren sind Gesundheit, Technologie, der zyklische Konsum und Energie.

Aktien Österreich: Der ATX gewinnt auf Wochensicht 1,6% und liefert damit wieder ein kräftiges Lebenszeichen dank Zugewinnen bei den schwergewichtigen Finanzwerten sowie einem Wochenplus von 6,8% bei der Verbund-Aktie. Die Telekom Austria war mit einem Wochenplus von 7,7% stärkster Wert im ATX Prime. Die abgespaltene Funkturmgesellschaft EuroTeleSites soll bereits am 22. September an der Wiener Börse notieren. Für vier Telekom Austria-Aktien erhalten TA-Aktionäre eine Aktie der EuroTeleSites.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusChemicals, Construction & Material, Industrial Goods & Services, Real Estate, Telecommunications

Erste Group related products

Name  ISIN# Erste Group products
S ImmoAT00006522502
Telekom AustriaAT000072000818
Vienna Int. AirportAT00000VIE620


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