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2023/06/29 / Erste Group Research

Positive Prognose für Aktien im 3Q

Empfehlungsänderungen: Edwards Lifesciences, Equinor, Broadcom, Novo Nordisk, TotalEnergies.

Der globale Aktienmarktindex stieg im zweiten Quartal in EUR um +4,6%. Die Performance seit Jahresbeginn beträgt in EUR +10,3%. Der US-Aktienmarkt erzielte im 2Q mit einem Anstieg von +6,7% eine Outperformance gegenüber dem Weltaktindex. Der europäische Aktienmarkt wies mit einer Performance in EUR von 0% eine signifikante relative Schwäche zum Gesamtmarkt auf.

Die Bewertung des globalen Aktienmarktindex liegt leicht unter dem langjährigen Durchschnitt. Das erwartete KGV 2023e beträgt 16,9x bzw. für 2024 15,5x. m Umfeld des aktuell geringen Wirtschaftswachstums empfehlen wir Aktien aus Sektoren mit überdurchschnittlicher Profitabilität und guten Wachstumsaussichten, wie Industrie, Technologie und Gesundheit.

Edwards Lifesciences: Innovative Medizintechnik bei Herz-Kreislaufkrankheiten

Equinor: Weit überdurchschnittliche operative Marge und Eigenkapitalrentabilität - Aktie sehr günstig bewertet

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General information

AuthorErste Group Research
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

Erste Group related products

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Bank of America US06050510460
Bayer DE000BAY001737
BHP GroupGB00BH0P3Z910
BNP ParibasFR00001311040
Booking HoldingsUS09857L10890


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