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2023/06/06 / Erste Group Research

Attraktive Industrieaktien

Empfehlungsänderungen: Alfa Laval, Fomento Economico Mexicano, Nike, Anheuser Busch Inbev, Procter & Gamble, Starbucks.

Der globale Aktienmarktindex stieg im Mai in EUR um +2,3%. Die Konsensus-Prognose für das Umsatzwachstum globaler Unternehmen im Jahr 2023 beträgt aktuell +1,7% (j/j). Die Gewinne sollten heuer um +3,7% (j/j) steigen. Umsätze und Gewinne werden erst im kommenden Jahr wieder stärker ansteigen. Für 2024 wird ein Umsatzwachstum von +4,0% (j/j) und ein Gewinnwachstum von +9,2% (j/j) prognostiziert. Die erwartete globale Dividendenrendite 2023e beträgt 2,2%. Wir erwarten, dass der globale Aktienmarktindex im Juni moderat ansteigen wird.

In China hat sich die Situation des verarbeitenden Gewerbes im Mai zum ersten Mal seit drei Monaten verbessert. Der neueste PMI-Indikator ist im Mai auf das Niveau von 50,9 Punkten angestiegen, lag aber leicht unter den Markterwartungen. In Indien erreichte der PMI für das produzierende Gewerbe im Mai mit 58,7 Punkten ein 31-Monats-Hoch. Generell wird für die Unternehmen der Emerging Markets heuer ein Gewinnwachstum von +3,9% (j/j) prognostiziert. Das Gewinnwachstum sollte sich gemäß Konsensus-Forecast im nächsten Jahr auf +11,1% (j/j) beschleunigen.

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General information

AuthorErste Group Research
Date2023/06/06
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
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Erste Group related products

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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 DE000BAY001737
BeiersdorfDE000520000026



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