Questions on securities

Monday - Friday 09:00-17:00

Quick guide

Choose your country

Research Detail

2023/04/21 / Erste Group Research

US-Banken steigern Gewinne im Q1

Die Berichtssaison für das 1Q ist in den USA voll angelaufen. Insbesondere liegen bereits die Ergebnisse der US-Großbanken vor. Deren Gesamterlöse und Gewinne sind im Jahresvergleich stark angestiegen. Zudem lagen die berichteten Erlöse und die Gewinne/Aktie bei den Großbanken deutlich über den Erwartungen.

Aktien Global: Bei den Technologie-Firmen sind die Erwartungen für die 1Q-Ergebnisse uneinheitlich. Bei den größten Firmen ist bei den Konsensus-Prognosen das Verhältnis von erwarteten Umsatzsteigerungen zu den Umsatzrückgängen ausgeglichen. In Hinblick auf die Gewinne/Aktie werden überwiegend Rückgänge erwartet.

Ausblick: In der kommenden Woche berichten die größten Technologie-, Pharma- und Ölkonzerne über ihre Ergebnisse im 1Q. Wir erwarten in der kommenden Woche einen leichten Anstieg des globalen Aktienmarkt-Index.

Aktien Österreich: Der ATX tendierte auch diese Woche mit einem leichten Plus von 0,9% seitwärts. International am stärksten gesucht waren Bankwerte, was auch die österreichischen Finanztitel unterstützte. Performance-Schlusslichter waren die Ölwerte SBO und OMV nachdem der Ölpreis sich diese Woche deutlich abgeschwächt hatte. Kommende Woche fällt der Startschuss zur Q1-Berichtssaison in Österreich – unter anderem berichten Erste Group, OMV und BAWAG.

PDF Download Download PDF (1.2MB)

General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Chemicals, Construction & Material, Health Care, Industrial Goods & Services, Real Estate

Erste Group related products

Name  ISIN# Erste Group products
Marinomed Biotech AGATMARINOMED60


We use cookies and web analysis software to give you the best possible experience on our website. If you consent, these tools will be used. For more details please read our Data protection policy.


Any information, material and services regarding financial instruments and securities provided by Erste Group Bank AG or any of its affiliates (collectively “Erste Group“) on this and any linked website hereafter (jointly the “Websites”) shall be exclusively to investors who are not subject to any legal sale or purchase restrictions (the “Interested Party“).

The publication and distribution of information as well as offering and selling of products and services described on the Websites is prohibited by law in some jurisdictions. For this reason, persons in countries in which the publication as well as the offering and selling of products and services described on the Websites are not permitted by law, must not enter the Websites and/or acquire the products displayed on the Websites.

Neither Erste Group nor any third party shall offer access to the Websites or offer the products to especially, but not limited to citizen/residents of the United States and “U.S. person” (as defined in Regulation S under the US Securities Act 1933 as amended). For this reason, the distribution or redistribution of the information, materials and products into United States or into any other jurisdiction where it is not permitted under the applicable law, as well as to the citizens/residents of these countries shall be prohibited. The securities displayed on the Websites have not been and will not be registered under the US Securities Act of 1933 and trading in the securities has not been approved for purposes of the US Commodities Exchange Act of 1936. For this reason the securities may, inter alia, not be offered, sold or delivered within the United States or, for the account and benefit of U.S. persons.

The Interested Party is solely responsible to examine, whether he may enter the Websites under the law applicable to it. Erste Group shall not be responsible for the distribution of content of any of the Websites to individuals or entities which provide false information about their right to enter the Websites. For this reason Erste Group shall not be liable for any legal claims or damages which may result from the unauthorized entering or reading of the Websites.

By agreeing to this hereto, the Interested Party confirms that
(i) It has read, understood and accepted this Information and the Disclaimer;
(ii) It informed itself about any possible legal restriction and warrants that it is not restricted or prohibited to enter the Websites according to any law applicable; and
(iii) It does not make available the contents of the Websites to any person who is not qualified by law to enter the Websites.