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2023/11/24 / Erste Group Research

US-Technologiesektor mit hohem Gewinnwachstum

Keine Empfehlungsänderungen.

In Europa hat circa die Hälfte der Unternehmen bisher die Ergebnisse für das 3Q berichtet. Die Umsätze waren bei nur 47% der Firmen höher als erwartet. Der Anteil positiver Umsatzüberraschungen lag deutlich unter dem langjährigen Durchschnitt. Bei den Gewinnen haben 55% der Unternehmen höhere Gewinne berichtet als erwartet. Das war ein geringfügig höherer Anteil als im langjährigen Durchschnitt. Das 3Q-Gewinnwachstum beträgt -11,0% (J/J), ohne Energie wäre es ein Anstieg um +0,5% (J/J). Der 3Q-Umsatz ist um -8% gefallen. Ein positives Umsatz- und Gewinnwachstum wird erst ab dem 2Q 2024 erwartet.

Die 3Q-Berichtssaison ist in den USA sehr gut verlaufen. 82% der Firmen haben höhere Gewinne ausgewiesen als die Konsensus-Schätzungen. Das Gewinnwachstum beträgt für das 3Q +4,3% (J/J). Das 3Q-Umsatzwachstum ist +2,4% (J/J). Das für das 4Q erwartete Gewinnwachstum beträgt +2,9% (J/J) bzw. für das 1Q 2024 +6,5% (J/J).

Novo Nordisk: Sehr starker Umsatz- und Gewinnanstieg durch Spritze zum Abnehmen

Bayer: Abbruch einer klinischen Studie bei einem potenziell sehr wichtigen Medikamenten-Nachfolger wirkt belastend
Siemens: Wachstumsverlangsamung und Rückgang der operativen Marge im letzten Quartal

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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

Page 1 of 5
Name  ISIN# Erste Group products
Abbott LaboratoriesUS00282410000
Advanced Micro DevicesUS00790310780
Anheuser Busch InbevBE09742932510
Banco Santander ES0113900J370
Bank of America US06050510460
Bayer DE000BAY001736
BHP GroupGB00BH0P3Z910
BNP ParibasFR00001311040
Booking HoldingsUS09857L10890


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