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2023/06/20 / Erste Group Research

Höheres Gewinnwachstum in den USA als in Europa erwartet

Empfehlungsänderungen: Netflix, Gilead Sciences

Die Performance des Sektorenindex Technologie beträgt seit Jahresbeginn +38%. Die Gewichtung im Weltaktienindex beträgt gemäß der Marktkapitalisierung aktuell 28%. Er ist somit global der größte Sektor. Ein wichtiger Faktor, der langfristig die Gewinnsituation unterstützt, ist die Ausweitung der KI-Anwendungen. Davon profitiert eine Vielzahl von Unternehmen (z.B. NVIDIA, Microsoft, Oracle, AMD,, Adobe).

Der globale Technologiesektor hat überdurchschnittlich gute Aussichten hinsichtlich der Umsatz- und Gewinnentwicklung - vor allem im nächsten Jahr. Während heuer noch ein geringes Umsatzwachstum (2023e: +1,9%) erzielt wird, sollte 2024 bereits wieder ein hohes Umsatzwachstum von +10,2% erreicht werden. Das Gewinnwachstum 2024e sollte +20,5% J/J betragen.

Adobe: +10% Umsatzzuwachs im 2Q - Prognosen angehoben

Netflix: Leichter Umsatzzuwachs im letzten Quartal – neues Potenzial durch Umstellung des Gebührenmodells

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General information

AuthorErste Group Research
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Germany, Japan, United States
Currency in focusEuro, 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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Daikin Industries JP34818000050
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Deutsche BankDE000514000828
Deutsche BoerseDE000581005525
Deutsche TelekomDE000555750823
DHL GroupDE000555200436
Edwards LifesciencesUS28176E10820
Eli LillyUS53245710830
Exxon MobilUS30231G10220
Fomento Eco. MexicanoUS34441910640


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