Questions on securities

Monday - Friday 09:00-17:00

Quick guide

Choose your country

Research Detail

2023/05/03 / Erste Group Research

Q1-Ergebnisse bisher deutlich über den Erwartungen


Empfehlungsänderung: Deutsche Börse

Zur Halbzeit der Q1-Berichtssaison verzeichnen die US-Unternehmen die besten Ergebnisse gegenüber den Erwartungen seit dem 4Q 2021. Sowohl die Anzahl der Firmen, die positive Gewinn-Überraschungen melden (79%), als auch das Ausmaß dieser Gewinn-Überraschungen liegen über ihrem 10-Jahres-Durchschnitt. Dennoch kommt es bisher das zweite Quartal in Folge zu einem Gewinnrückgang gegenüber dem Vorjahr von adjustiert -3,7% j/j.

In Europa haben bisher 41% der Unternehmen im STOXX 600 Index Daten zur Q1-Gewinnentwicklung veröffentlicht (131 der 318 Firmen die pro Quartal Daten veröffentlichen). Von diesen meldeten 70,2% Ergebnisse, die über den Erwartungen lagen. In einem durchschnittlichen Quartal übertreffen 53% die Gewinn-Schätzungen. Insgesamt liegt das Gewinnwachstum in Europa bisher bei +2% j/j, angeführt von starken Ergebnissen in den Sektoren Finanzen und Technologie.

JPMorgan Chase: Starker Gewinnanstieg im 1Q, Nettozinsertrag fast verdoppelt

Amazon.com: Profitables Cloud-Geschäft, Einzelhandel erzielt Verluste, insgesamt Rückkehr in die Gewinnzone
Microsoft: Gesamtumsatz stieg um +7% (j/j) auf USD 53 Mrd., starker Anstieg der Cloud-Umsätze (+22% j/j)

PDF Download Download PDF (5.8MB)

General information

AuthorErste Group Research
Date2023/05/03
Languagede
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
Download

Erste Group related products

Page 1 of 6
Name  ISIN# Erste Group products
-NL00150001Q90
-US05675210850
-US51843910440
-US88579Y10100
ABBCH00122217160
Abbott LaboratoriesUS00282410000
AbbVieUS00287Y10910
AdidasDE000A1EWWW032
AdobeUS00724F10120
Advanced Micro DevicesUS00790310780
AlibabaUS01609W10270
AllianzDE000840400533
AlphabetUS02079K30590
Amadeus IT GroupES01090670190
Amazon.ComUS02313510671
AmBevBRABEVACNOR10
AmgenUS03116210090
Anheuser Busch InbevBE09742932510
AppleUS03783310050
ASMLNL00102732150
AT&TUS00206R10230
Bank of America US06050510460
BASFDE000BASF11131
Bayer DE000BAY001735
BeiersdorfDE000520000026



Decline
Accept

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.

INFORMATION FOR PRIVATE CLIENTS / CONSUMERS

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.