Research Detail

2023/06/23 / Erste Group Research

Globale Indizes tendieren schwächer

Das Gewinnwachstum der globalen Unternehmen wird heuer nur +3,7% (J/J) betragen. Das Wachstum wird in Nordamerika mit +7,8% wesentlich stärker ausfallen als in Europe. Für Europa wird für 2023 (in USD) nur ein Gewinnwachstum von +2,1% erwartet.

Aktien Global: Das für 2023 erwartete Gewinnwachstum von +3,7% stammt vor allem aus den Sektoren Finanzen, zyklischer Konsum, Gesundheit und Technologie. Die Sektoren Energie, Rohstoffe und Industrie liefern hingegen heuer negative Beiträge zum Gewinnwachstum.

Ausblick: Wir erwarten, dass die Volatilität des globalen Aktienmarkts in der nächsten Woche leicht ansteigt. Der globale Aktienmarktindex sollte seitwärts tendieren.

Aktien Österreich: Der ATX verliert auf Wochensicht 2,9% und fällt damit wieder unter die 3.100-Punkte-Marke. Der österreichische Leitindex folgte damit dem internationalen Trend mit Kursverlusten in allen Segmenten. Besonders betroffen waren einmal mehr Aktien der Sektoren Grundstoffe und Real Estate. Im ATX gingen nur zwei Werte mit einem positiven Vorzeichen aus der Woche, AT&S und DO & CO.

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General information

Author	Erste Group Research
Date	2023/06/23
Language
Product name	Equity Weekly
Topic in focus	Equities
Economy in focus	Austria
Currency in focus	Euro
Sector in focus	Basic Resources, Industrial Goods & Services
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