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2024/02/16 / Erste Group Research

Steigende Gewinne unterstützen US-Aktien


Der globale Aktienmarktindex setzte in der letzten Woche seinen Aufwärtstrend fort. Er legte in EUR um +0,8% zu. Der Nikkei 225 stieg mit einem Zuwachs um +3.1% (in EUR) überdurchschnittlich stark an.

Aktien Global: Die US-Berichtssaison für das 4Q ist weit fortgeschritten und sehr gut verlaufen. Insgesamt sollten die Umsätze der US-Unternehmen um +3,9% (J/J) ansteigen und die Gewinne um +2,9% (J/J). In den nächsten Quartalen wird sich das US-Gewinnwachstum weiter beschleunigen.

Ausblick: In der kommenden Woche berichten in den USA noch Home Depot (Kaufen), Walmart (Halten) und NVIDIA (Kaufen). Von den großen europäischen Firmen berichten nächste Woche auch Mercedes-Benz Group (Halten), Nestle (Halten) und Allianz (Kaufen) über ihre Geschäftsergebnisse. Wir erwarten für die nächste Woche einen leichten Anstieg des globale Aktienmarktindex.

Aktien Österreich: Der ATX tastete sich an die 3,400-Punkte-Marke zurück. Auch diese Woche wurde der heimische Leitindex von der schwachen Kursentwicklung der Verbund-Aktie ausgebremst. Nach der Gewinnwarnung und weiter schwächelnden Strompreisen konnte auch der Dividendenvorschlag von EUR 4,15/Aktie für 2023 das Sentiment nicht drehen. Im Fokus diese Woche standen aber klar die starken 9-Monats-Zahlen von DO&CO, die für ein kräftiges Kursplus sorgten.

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General information

AuthorErste Group Research
Date2024/02/16
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Construction & Material, Industrial Goods & Services, Telecommunications, Travel & Leisure
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Erste Group related products

Name  ISIN# Erste Group products
AMAGAT00000AMAG30
Austrian PostAT0000APOST433
DO & COAT00008188020
PORRAT00006096070
STRABAGAT000000STR10
Telekom AustriaAT000072000828
Vienna Int. AirportAT00000VIE620



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