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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
Date2023/07/21
Languagede
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
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Erste Group related products

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Name  ISIN# Erste Group products
ABBCH00122217160
Abbott LaboratoriesUS00282410000
AbbVieUS00287Y10910
AdidasDE000A1EWWW034
AdobeUS00724F10120
Advanced Micro DevicesUS00790310780
AlibabaUS01609W10270
AllianzDE000840400533
AlphabetUS02079K30590
Amadeus IT GroupES01090670190
Amazon.ComUS02313510671
AmBevBRABEVACNOR10
AmgenUS03116210090
Anheuser Busch InbevBE09742932510
AppleUS03783310050
ASMLNL00102732150
AT&TUS00206R10230
Bank of America US06050510460
BASFDE000BASF11129
Bayer DE000BAY001735
BeiersdorfDE000520000026
BHP GroupGB00BH0P3Z910
BMWDE000519000337
BNP ParibasFR00001311040
Booking HoldingsUS09857L10890



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