Research Detail

2023/08/22 / Erste Group Research

Technologie- und Gesundheitssektor mit stärkstem Gewinn-Wachstum 2024 erwartet

Empfehlungsänderungen: Cisco, Infineon

Das globale Gewinnwachstum wird laut Konsensus-Prognose im kommenden Jahr +9,2% (J/J) betragen. Die Sektoren mit dem höchsten Wachstum sind Technologie (+19,5% J/J), Gesundheit und der Zyklische Konsum (jeweils +12,4% J/J). Qualitätsaktien aus diesen Sektoren sind daher unserer Einschätzung nach attraktive Investments. Unterdurchschnittliche Gewinnwachstumsraten werden hingegen bei den Sektoren Energie (-1,8% J/J), Versorger (+5,2% J/J) und Rohstoffe (+5,4% J/J) erwartet.

Am Mittwoch den 22.08. berichtet NVIDIA nach Börsenschluss das Quartals-Geschäftsergebnis bis Ende Juli. Die Erwartungen liegen nach der erhöhten Guidance bei einem Umsatz von USD 11,1 Mrd. (+67% J/J). Unter dem Strich sollte ein Gewinn von USD 4,7 Mrd. stehen, nach nur USD 656 Mio. im 2Q22. Am Donnerstag folgen dann die Zahlen von Intuit. Der führende Hersteller von Finanzsoftware für KMUs in den USA sollte den Gewinn/Aktie zum Vorjahr laut Konsensprognose um +30% gesteigert haben.

Coloplast: Stark gestiegene Lohnkosten in Ungarn belasten, Marge rückläufig

Tokyo Electron: Heuer rückläufige Umsätze und Gewinne, deutliche Erholung im kommenden Geschäftsjahr
Cisco: Umsätze und Gewinne steigen an, Aussichten verbessert

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General information

Author	Erste Group Research
Date	2023/08/22
Language
Product name	Empfehlungsliste
Topic in focus	Equities
Economy in focus	Eurozone, Germany, United Kingdom, United States
Currency in focus	British Pound, Euro, US Dollar
Sector in focus	Automobiles & 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
BP	GB0007980591	0
Bristol-Myers Squibb	US1101221083	0
Caterpillar	US1491231015	0
Chevron	US1667641005	0
China Construction Bank	CNE1000002H1	0
Cie Financiere Richemont	CH0210483332	0
Cisco	US17275R1023	0
Citigroup	US1729674242	0
Coca-Cola	US1912161007	0
Colgate-Palmolive	US1941621039	0
Coloplast	DK0060448595	0
ConocoPhillips	US20825C1045	0
Daikin Industries	JP3481800005	0
Danone	FR0000120644	0
Deere & Co	US2441991054	0
Deutsche Bank	DE0005140008	26
Deutsche Boerse	DE0005810055	25
Deutsche Telekom	DE0005557508	24
DHL Group	DE0005552004	35
Diageo	GB0002374006	0
Edwards Lifesciences	US28176E1082	0
Eli Lilly	US5324571083	0
Equinor	NO0010096985	0
Exxon Mobil	US30231G1022	0
Fomento Eco. Mexicano	US3444191064	0

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