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2023/03/28 / Erste Group Research

Pharma-Aktien mit guten Perspektiven

Empfehlungsänderungen: Adobe, NextEra Energy, Regeneron Pharma, Nutrien, Walmart

Die Gewinnschätzungen für den US-Aktienmarkt sind für 2023 positiv. Für das 1Q und das 2Q wird zwar noch ein Gewinnrückgang erwartet: 1Q 23e: -6% (j/j), 2 Q23e: -3% (j/j), aber im Gesamtjahr gibt es laut Konsensus-Forecast einen Gewinnanstieg. Das erwartete Gewinnwachstum 2023 beträgt demnach im Median +9% (j/j).

Die Berichtsaison für die Ergebnisse des 4Q ist beendet. Die neue Berichtssaison startet erst am 14.4. mit den Ergebnisse der US-Banken. Aktien-Investoren werden ihr Augenmerk jetzt verstärkt wieder wirtschaftlichen Risiken zuwenden.

Regeneron Pharma: Erfolgreiche Phase III Studie bei COPD Medikament

Beiersdorf: 2022 Organisches Umsatzwachstum von +10,2% y/y, Verbesserung der Marge um 50BP in 2023e
BMW: Umsatzsteigerung von +28% j/j, EBIT-Margenziel 2023 bekräftigt

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General information

AuthorErste Group Research
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

Erste Group related products

Page 1 of 6
Name  ISIN# Erste Group products
Abbott LaboratoriesUS00282410000
Advanced Micro DevicesUS00790310781
Amadeus IT GroupES01090670190
Anheuser Busch InbevBE09742932510
Bank of America US06050510460
Bayer DE000BAY001726


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