2023/01/23 / Erste Group Research |
US-Banken: Gemischter Auftakt zur Q4-Berichtssaison Die Berichtsaison der größten US-Banken für das 4. Quartal 2022 ist nun abgeschlossen. Die Umsätze fielen mehrheitlich leicht besser aus als erwartet. Bei den Gewinnen zeigte sich ein uneinheitliches Bild. Die größten Banken wie JPMorgan Chase und Bank of America erzielten allerdings die größten positiven Gewinnüberraschungen. Die Banken des globalen Bankenindex haben 2023 die besseren Aussichten auf Umsatz- und Gewinnwachstum als die Unternehmen des globalen Aktienindex. So sollten die Erlöse der globalen Banken heuer um +7,4% steigen und die Gewinne um +7,5%. Ausblick: Nächste Woche werden die ersten großen Technologiekonzerne wie Microsoft (24.1.), IBM (25.1.), Intel, Mastercard und SAP (jeweils am 26.1.) über ihre Ergebnisse im 4Q berichten. LVMH, der nach der Marktkapitalisierung größte europäische Konzern berichtet in der Folge am 26.1. über seinen Geschäftsverlauf. Wir erwarten, dass der globale Aktienmarktindex in der nächsten Woche seitwärts tendieren wird. Aktien Österreich: Nach dem starken Jahresauftakt konsolidierte der ATX diese Woche mit -0,3%. Stärkster ATX-Wert diese Woche war die SBO mit einem Plus von 6,1% nach Rekordergebnisse 2022 und einem weiter positiven Ausblick. Nach der starken Erholung im Vorjahr erwartete der Flughafen Wien 2023 ein weiteres Passagierplus von rund 6-13% sowie einen Gewinnanstieg von rund 30%. |
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Author | Erste Group Research |
Date | 2023/01/23 |
Language | ![]() |
Product name | Equity Weekly |
Topic in focus | Equities |
Economy in focus | Austria |
Currency in focus | Euro |
Sector in focus | Industrial Goods & Services |
Download |
Name | ISIN | # Erste Group products |
Vienna Int. Airport | AT00000VIE62 | 0 |
SBO | AT0000946652 | 22 |
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