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2024/05/10 / Erste Group Research

Tech-Gewinne: Stärkeres Plus erwartet


Der Aufwärtstrend des globalen Aktienmarktindex setzte sich letzte Woche fort. Der Index stieg in EUR um +1,9%. Der Stoxx 600 erzielte mit einem Anstieg von +2,7% eine Outperformance, der S&P 500 legte in EUR um +2,1% zu.

Aktien Global: Das für 2024 erwartete Gewinnwachstum des globalen Aktienmarktindex beträgt derzeit in EUR +4,3%. Beim Technologiesektor, dem globalen größten Sektor mit einer Gewichtung von 30,4% im Weltaktienindex, haben sich die Gewinnschätzungen für 2024 in den letzten drei Monaten verbessert. Die Konsensus-Schätzungen sind in diesem Zeitraum auch bei den Sektoren Immobilien, Telekom, Industrie und Energie angestiegen.

Ausblick: Die aktuelle Berichtssaison geht nächste Woche weiter mit der Veröffentlichung der Ergebnisse weniger Firmen wie Home Depot (Halten), Cisco Systems (Halten), Deere & Co (Halten) sowie Walmart (Halten). Unter den europäischen Unternehmen berichten Allianz (Kaufen), RWE (Halten), Deutsche Telekom (Halten) und Siemens (Halten). Wir erwarten für die nächste Woche eine Aufwärtsbewegung des globalen Aktienmarktindex.

Aktien Österreich: Mit einem Plus von 2,3% durchbrach der ATX diese Woche die 3,600-Punkte-Marke und nimmt heute auch die 3,700-Punkte ins Visier. In Österreich setzte sich Lenzing an die ATX-Spitze, die ihren Quartalsverlust eindämmen konnte. Verbund und CA Immo schlossen im Minus, beide handelten Ex-Dividende. Nachdem der ATX nun einen neuen 2-Jahres-Höchststand erreicht hat, sehen wir charttechnisch weiterhin viel Luft nach oben, wobei zwischenzeitlich leichte Korrekturen möglich sind.

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General information

AuthorErste Group Research
Date2024/05/10
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Chemicals, Industrial Goods & Services, Utilities
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Erste Group related products

Name  ISIN# Erste Group products
Addiko BankAT000ADDIKO00
Austrian PostAT0000APOST434
FACCAT00000FACC233
LenzingAT000064450594
VerbundAT0000746409107



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