Questions on securities

Monday - Friday 09:00-17:00

Quick guide

Choose your country

Research Detail

2023/11/24 / Erste Group Research

Steigende Gewinne 2024 erwartet


Der globale Aktienmarktindex befestigte sich in der letzten Woche in EUR um +0,9%. Der S&P 500 erzielte einen Anstieg in EUR um +0,8%, der Stoxx 600 stieg um +1,6%. Der Nikkei 225 erzielte einen Zuwachs in EUR von +0,4%. Der globale Emerging Market Index stieg in EUR um +0,3%.

Aktien Global: Die aktuelle Aufwärtsentwicklung des globalen Aktienmarktes wird unterstützt von der Aussicht auf Umsatz- und Gewinnsteigerungen der Unternehmen im kommenden Jahr. Nachdem das Jahr 2023 noch durch eine Stagnation der Umsätze (+0,5% J/J) und einem leichten Gewinnrückgang (-1,0% J/J) charakterisiert ist, werden für das kommende Jahr wieder positive Umsatz- und Gewinnwachstumsraten prognostiziert.

Ausblick: Wir erwarten, dass der globale Aktienmarktindex in der nächsten Woche leicht ansteigen wird.

Aktien Österreich: Der ATX tendierte diese Woche mit -0,3% seitwärts. Vor dem Hintergrund des Black Fridays waren vor allem Einzelhandelswerte stark gesucht. In Österreich führte die Immofinanz die ATX-Kurstafel an, während SBO trotz guter Q3-Zahlen das Schlusslicht bildete. Diese Woche standen wieder zahlreiche Quartals-Updates auf der Investoren-Agenda. ams OSRAM startete ihre Kapitalerhöhung, wodurch der Aktienkurs deutlich unter Druck kam.

PDF Download Download PDF (1.3MB)

General information

AuthorErste Group Research
Date2023/11/24
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusConstruction & Material, Health Care, Industrial Goods & Services, Insurance, Real Estate, Technology
Download

Erste Group related products

Name  ISIN# Erste Group products
ams OSRAMAT0000A18XM40
AT&SAT0000969985108
FACCAT00000FACC230
Kapsch TrafficComAT000KAPSCH90
Marinomed Biotech AGATMARINOMED60
PORRAT00006096070
SBOAT000094665223
UBMAT00008154020
UniqaAT000082110377



Decline
Accept

We use cookies and web analysis software to give you the best possible experience on our website. If you consent, these tools will be used. For more details please read our Data protection policy.

INFORMATION FOR PRIVATE CLIENTS / CONSUMERS

Any information, material and services regarding financial instruments and securities provided by Erste Group Bank AG or any of its affiliates (collectively “Erste Group“) on this and any linked website hereafter (jointly the “Websites”) shall be exclusively to investors who are not subject to any legal sale or purchase restrictions (the “Interested Party“).

The publication and distribution of information as well as offering and selling of products and services described on the Websites is prohibited by law in some jurisdictions. For this reason, persons in countries in which the publication as well as the offering and selling of products and services described on the Websites are not permitted by law, must not enter the Websites and/or acquire the products displayed on the Websites.

Neither Erste Group nor any third party shall offer access to the Websites or offer the products to especially, but not limited to citizen/residents of the United States and “U.S. person” (as defined in Regulation S under the US Securities Act 1933 as amended). For this reason, the distribution or redistribution of the information, materials and products into United States or into any other jurisdiction where it is not permitted under the applicable law, as well as to the citizens/residents of these countries shall be prohibited. The securities displayed on the Websites have not been and will not be registered under the US Securities Act of 1933 and trading in the securities has not been approved for purposes of the US Commodities Exchange Act of 1936. For this reason the securities may, inter alia, not be offered, sold or delivered within the United States or, for the account and benefit of U.S. persons.

The Interested Party is solely responsible to examine, whether he may enter the Websites under the law applicable to it. Erste Group shall not be responsible for the distribution of content of any of the Websites to individuals or entities which provide false information about their right to enter the Websites. For this reason Erste Group shall not be liable for any legal claims or damages which may result from the unauthorized entering or reading of the Websites.

By agreeing to this hereto, the Interested Party confirms that
(i) It has read, understood and accepted this Information and the Disclaimer;
(ii) It informed itself about any possible legal restriction and warrants that it is not restricted or prohibited to enter the Websites according to any law applicable; and
(iii) It does not make available the contents of the Websites to any person who is not qualified by law to enter the Websites.