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2024/06/14 / Erste Group Research

Aufwärtstrend der Aktienmärkte dauert an

Empfehlungsänderungen bei: Intuit, Waste Management, BP, Toyota, WW Grainger, Unilever, Booking Holdings, Apple, Arista Networks

Der globale Aktienindex erreichte zuletzt ein neues Allzeit-Hoch. Der S&P 500 und der Stoxx 600 erzielten Rekordstände. Der Aufwärtstrend der Leitindizes wird von der guten Entwicklung der Unternehmen und der Aussicht auf Gewinnsteigerungen in diesem und im kommenden Jahr unterstützt. Für den globalen Aktienmarkt wird für 2024 ein Umsatzwachstum von +3,6% (J/J) und ein Gewinnwachstum von +6,6% (J/J) prognostiziert. Im kommenden Jahr sollten die Umsätze dann um +4,8% (J/J) wachsen und die Gewinne noch stärker um +10,8% (J/J) ansteigen.

Nach einem höheren als erwarteten Gewinnwachstum im 1Q in den USA (+6% J/J) und einem geringeren als prognostizierten Gewinnückgang in Europa (-3% J/J) sind die Aussichten für die Gewinne im 2Q sehr positiv. Das Gewinnwachstum wird in den USA auf +9% (J/J) ansteigen und in Europa wird die Gewinnentwicklung nach vier Quartalen mit Gewinnrückgängen wieder positiv (2Qe: +3% J/J). Das Gewinnwachstum wird sich in der 2. Jahreshälfte sowohl in den USA als auch in Europa beschleunigen. Wir erwarten eine Fortsetzung des Aufwärtstrends der Aktienmärkte.

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General information

AuthorErste Group Research
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone
Currency in focusEuro
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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