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2023/07/21 / Erste Group Research

Industrieaktien mit bisher guten 2Q Ergebnissen

Empfehlungsänderungen: Inuit, Hershey Co.

In Europa und den USA hat die 2Q23 Berichtssaison begonnen. In den USA wird ein Gewinnrückgang von -7% J/J erwartet. Die fallenden Gewinne des US-Index entstehen aus den zum Teil sehr stark fallenden Profiten in den Sektoren: Energie (-47%), Rohstoffe (-31%) und Gesundheit (-17%). In Europa wird auch ein Rückgang der Gewinne von -8% gegenüber dem Vorjahresquartal erwartet. Ohne den Gewinnrückgang von EUR 16,5 Mrd. im Energiesektor sollten die Gewinne in Europa aber um +4,4% gestiegen sein.

Die Prognosen der Unternehmen für die kommenden Quartale im Zuge der Berichtssaison in den USA und Europa sind entscheidend. Der Marktkonsens geht derzeit in den USA nach einem Gewinnanstieg von +7% in diesem Jahr für 2024 von einem beschleunigten Gewinnwachstum von +11% J/J aus.

Alfa Laval: Hoher Auftragseingang im Energie und Marine Segment, der Umsatz legte im 2Q um +17% J/J zu

ASML: Auftragseingang im 2Q wieder gestiegen, Umsatz-Guidance für 2023 angehoben
JPMorgan: Solides 2Q23, Nettozinsertrag um +4,7% Q/Q angestiegen

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General information

AuthorErste Group Research
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

Erste Group related products

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Name  ISIN# Erste Group products
Abbott LaboratoriesUS00282410000
Advanced Micro DevicesUS00790310780
Amadeus IT GroupES01090670190
Anheuser Busch InbevBE09742932510
Bank of America US06050510460
Bayer DE000BAY001735
BHP GroupGB00BH0P3Z910
BNP ParibasFR00001311040
Booking HoldingsUS09857L10890


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