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2023/04/28 / Erste Group Research

Gewinnwachstum ab 3Q 23 erwartet


Für die Berichtssaison des 1Q wird für die USA erwartet, dass bei den meisten Sektoren die Nettogewinnmarge zurückgeht. Nur bei wenigen Sektoren wird für das 1Q ein Anstieg der Gewinnmarge erwartet.

Aktien Global: Insgesamt werden für den US-Aktienmarkt für das 1Q fallende Gewinne im Jahresvergleich (1Qe: -6%) erwartet. Die Umsätze sollten um +2% (j/j) steigen. Auch für das 2Q wird ein Gewinnrückgang von -5% (j/j) erwartet. Ab dem 3Q sollten wieder moderate Gewinnzuwächse erzielt werden.

Ausblick: Nächste Woche berichten weiterhin zahlreiche Unternehmen über ihre 1Q-Geschäftsergebnisse. Bei den Technologieunternehmen sind das AMD (2.5.), Qualcomm (3.5.) sowie Apple und Infineon (beide 4.5.). Wir erwarten in der kommenden Woche einen leichten Anstieg des globalen Aktienmarkt-Index.

Aktien Österreich: Der ATX tendierte diese Woche weiter seitwärts. Neue Sorgen am US-Banksektor um die First Republic Bank sowie die nächste Woche erwarteten Zinssitzungen von FED und EZB dämpften den Risikoappetit. Diese Woche berichteten acht Unternehmen über ihre Startquartale. Erste Group und BAWAG steigerten ihre Gewinne dank gestiegener Zinsüberschüsse. Auch von den Industrieunternehmen gab es erfreuliche Updates – allen voran von Andritz und Palfinger. Bei der OMV hingegen drückten die rückläufigen Öl- und Gaspreise auf den Gewinn. Mayr-Melnhof spürte die verhaltenere Konsumnachfrage.

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General information

AuthorErste Group Research
Date2023/04/28
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Banks, Basic Resources, Construction & Material, Industrial Goods & Services, Oil & Gas, Telecommunications
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Erste Group related products

Name  ISIN# Erste Group products
-AT0000652011120
AMAGAT00000AMAG30
AndritzAT000073000799
BAWAGAT0000BAWAG297
Mayr-MelnhofAT000093820417
OMVAT000074305992
PalfingerAT00007583054
PolytecAT0000A00XX90
STRABAGAT000000STR10
Telekom AustriaAT000072000832



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