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2023/09/08 / Erste Group Research

Globaler Gesundheitssektor mit +12% Gewinnwachstum in 2024e

Empfehlungsänderungen: SAP, Banco Santander, Novartis, ConocoPhillips, S&P Global, Nike, Taiwan Semiconductor, AstraZeneca, Amadeus IT Group, Moncler

Mit dem Abschluss der 2Q23 Berichtssaison richtet sich der Fokus der Investoren zunehmend auf die Ergebniserwartungen für 2024. Hier wird sowohl bei den Umsätzen als auch bei den Gewinnen eine Beschleunigung des Wachstums prognostiziert. Berechnet in USD sollte sich das Umsatzwachstum auf +3,7% J/J beschleunigen (23e: +0,6%). Die Gewinnprognose der 1000 größten Aktien weltweit hat sich zuletzt auch leicht verbessert. Im kommenden Jahr beträgt die erwartete Steigerung +8,5% J/J (23e: +4,2%).

Im von uns weiterhin favorisierten Gesundheitssektor wird für 2024 ein Gewinnwachstum von +12% J/J prognostiziert. Die erwartete Wachstumsrate liegt somit deutlich über jener des Gesamtmarktes. Novartis überzeugt uns durch die zuletzt gesetzten geschäftspolitischen Maßnahmen und aufgrund einer attraktiven Bewertung.

SAP: Weiteres Umsatzsteigerungspotenzial durch AI-Integration bei Anwendungen

S&P Global: Führender Finanzdienstleister erhöht Free Cash Flow heuer sehr stark

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General information

AuthorErste Group Research
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Germany, Japan, United Kingdom, United States
Currency in focusBritish Pound, Euro, 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

Page 1 of 6
Name  ISIN# Erste Group products
Abbott LaboratoriesUS00282410000
Advanced Micro DevicesUS00790310780
Amadeus IT GroupES01090670190
Anheuser Busch InbevBE09742932510
Banco Santander ES0113900J370
Bank of America US06050510460
Bayer DE000BAY001736
BHP GroupGB00BH0P3Z910
BNP ParibasFR00001311040


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