Research Detail

2023/08/11 / Erste Group Research

US-Firmen toppen Erwartungen im Q2

Die 2Q Berichtsaison ist in den USA sehr weit fortgeschritten. Circa 84% der Unternehmen haben bereits Ergebnisse bekanntgegeben.

Aktien Global: 79% der Firmen des S&P 500 haben positive Gewinnüberraschungen berichtet. Bei den Umsätzen haben 65% der Unternehmen höhere Erlöse berichtet als vom Konsensus erwartet worden war. Die aktuellen Daten deuten darauf hin, dass die Gewinne der US-Unternehmen im 2Q um -5,2% (J/J) fallen und ab dem 3Q wieder ansteigen.

Ausblick: Der globale Aktienmarktindex befindet sich einer leichten Abschwächungsphase. Diese dürfte in den nächsten Tagen beendet werden. Wir erwarten in der kommenden Woche eine Seitwärtsbewegung.

Aktien Österreich: Während der europäische Stoxx 600 auf Wochensicht im Plus lag, tendierte der ATX belastet von einigen schwächeren Quartalsupdates mit -0,7% leicht negativ. Vor allem der abgesenkte Marktausblick von Wienerberger für den Neubaubereich in Europa wurde von Anlegern negativ aufgenommen. Starke Q1-Zahlen und ein positiver Ausblick kamen hingegen von DO&CO.

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General information

Author	Erste Group Research
Date	2023/08/11
Language
Product name	Equity Weekly
Topic in focus	Equities
Economy in focus	Austria
Currency in focus	Euro
Sector in focus	Automobiles & Parts, Basic Resources, Chemicals, Construction & Material, Industrial Goods & Services, Technology, Travel & Leisure
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Erste Group related products

Name	ISIN	# Erste Group products
Austrian Post	AT0000APOST4	33
DO & CO	AT0000818802	0
Kapsch TrafficCom	AT000KAPSCH9	0
Mayr-Melnhof	AT0000938204	18
Polytec	AT0000A00XX9	0
Semperit	AT0000785555	0
voestalpine	AT0000937503	71
Wienerberger	AT0000831706	102

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