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2023/01/13 / Erste Group Research

Tech Aktien: Gewinnerwartungen Software schlagen Hardware


Der globale Aktienmarktindex stieg in der Vorwoche in EUR um +1,8%. Der Stoxx 600 notierte +2,5% höher. Der Nikkei 225 stieg in EUR ebenfalls um +2,5%. Der S&P 500 legte in EUR +1,5% zu. Eine wesentlich geringere Performance erzielte der globale Schwellenländerindex. Er stieg in EUR um +0,4%.

Aktien Global: Für das Technologie-Hardware- Segment wird für 2023 ein leichter Umsatzrückgang um -0,4% und ein Rückgang der Gewinne um -10,9% erwartet. Das Software-Segment des Technologie-Sektors wird sich heuer wesentlich besser entwickeln als das Hardware-Segment, aber auch besser als im Vorjahr. Für heuer wird ein Umsatzanstieg um +9,6% erwartet und eine Gewinnsteigerung um +16,3%.

Ausblick: Mit der am 13.1. beginnenden US-Berichtssaison werden zuerst die Banken wie JPMorgan Chase, Citigroup und Bank of America über ihre Geschäftsverläufe berichten, ebenso auch der weltgrößte Gesundheitskonzern UnitedHealth Group. Erst ab 24.1. berichteten dann die Technologiekonzerne. Der globale Aktienindex sollte in der nächsten Woche moderat ansteigen.

Aktien Österreich: Der ATX legte auf Wochensicht 1,4% zu, seit Jahresbeginn steht ein Plus von 5,2% zu Buche. Im ATX setzte sich Lenzing an die Spitze der Kurstafel, während die OMV leicht schwächelte. Gestern haben wir auch unseren traditionellen Ausblick für die Wiener Börse 2023 präsentiert. Wir erwarten aufgrund Ukraine-Krieg, Inflations- und Zinsanstiegen sowie Wachstumssorgen zwar durchaus noch einige Volatilität, aber auf Ganzjahressicht sehen wir ein Indexpotential für den ATX von 3.700 Punkten.

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General information

AuthorErste Group Research
Date2023/01/13
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusFood & Beverage, Industrial Goods & Services, Oil & Gas
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