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2024/05/03 / Erste Group Research

Q1-Gewinne: USA hängen Europa ab


Der globale Aktienmarktindex stieg auch in der letzten Woche an. Der Index notiert in EUR um +0,7% höher. Der Stoxx 600 legte um +0,2% zu. Der S&P 500 erzielte einen Anstieg um +0,5%.

Aktien Global: In der laufenden US-Berichtssaison für das 1Q hat circa die Hälfte der Unternehmen des S&P 500 die Geschäftsergebnisse berichtet. Mehrheitlich (77% der Firmen) wurden Gewinne veröffentlicht, die höher lagen als die Konsensus-Erwartungen. Insgesamt sollte das Gewinnwachstum im 1Q +3,5% (J/J) betragen und das Umsatzwachstum +4,0% (J/J). Im Gesamtjahr 2024 sollten die US-Gewinne (J/J) um +8,4% ansteigen.

Ausblick: Die Berichtssaison ist vor allem in den USA weit fortgeschritten. Nächste Woche berichten noch Vertex Pharmaceuticals (Kaufen), BP (Halten), Infineon (Halten), Walt Disney (Halten), BMW (Halten), Toyota Motor (Kaufen) und Uber Technologies (Kaufen) über ihre Geschäftsergebnisse des 1Q 2024. Wir erwarten eine leichte Aufwärtsbewegung des globalen Aktienmarktindex.

Aktien Österreich: Der ATX legte auf Wochensicht 0,8% zu und nimmt heute die 3,600-Punkte-Marke ins Visier. Rettet der ATX diese zu Handelsschluss über die Ziellinie, so würde er den höchsten Stand seit zwei Jahren markieren. Unterstützung erhielt der Wiener Leitindex von der Immofinanz im Soge starker Vonovia-Zahlen sowie den Versorgern. Im Anlegerfokus standen diese Woche die Q1-Zahlen der Bankenschwergewichte, wobei Erste Group und RBI über den Erwartungen lagen.

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General information

AuthorErste Group Research
Date2024/05/03
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Oil & Gas, Technology
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Erste Group related products

Name  ISIN# Erste Group products
-AT0000652011120
AMAGAT00000AMAG30
BAWAGAT0000BAWAG292
KontronAT0000A0E9W50
OMVAT000074305978
RBIAT000060630687



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