Questions on securities

Monday - Friday 09:00-17:00

Quick guide

Choose your country

Research Detail

2024/01/12 / Erste Group Research

Berichtssaison in den USA startet


Der globalen Aktienmarktindex befestigte sich in der letzten Woche in EUR um +1,5%. Der S&P 500 stieg in EUR um +2,0%. Der Nikkei 225 legte in EUR +4,4% zu. Der Stoxx 600 verlor hingegen im Wochenvergleich -1,0%. Auch der globale Emerging Index notierte tiefer. Er gab in EUR -0,9% nach.

Aktien Global: Die globalen Sektoren mit dem höchsten erwarteten Gewinnwachstum sind Medien, Technologie und Gesundheit. Bei den Sektoren Rohstoffe, Energie und Banken werden hingegen 2024 die geringsten Gewinnsteigerungsraten erzielt. Gemäß Konsensus-Schätzung werden heuer alle globalen Sektoren positive Beiträge zum Gewinnwachstum liefern.

Ausblick: Nach dem heutigen Start der 4Q-Berichtsaison mit den Ergebnissen der US-Großbanken werden nächste Woche die Unternehmen Morgan Stanley (16.1.) und Charles Schwab (17.1.), sowie Taiwan Semiconductor Manufacturing (18.1.) über ihre Geschäftsentwicklungen berichten. Wir erwarten für die nächste Woche eine moderate Aufwärtsentwicklung des globalen Aktienmarktindex.

Aktien Österreich: Der ATX rutschte diese Woche knapp unter die 3,400-Punkte-Marke. Erste Group und RBI setzten sich an die Spitze der ATX-Kurstafel, während die AT&S nach einer Gewinnwarnung von Samsung das Schlusslicht bildete. Den stärksten Kursgewinn im ATX Prime verzeichnete die S Immo mit rund 10% nach Ankündigung eines neuen Aktienrückkaufprogramms.

PDF Download Download PDF (954kB)

General information

AuthorErste Group Research
Date2024/01/12
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusFood & Beverage, Industrial Goods & Services, Oil & Gas, Utilities
Download

Erste Group related products

Name  ISIN# Erste Group products
AgranaAT000AGRANA30
EVNAT000074105322
OMVAT000074305991
SBOAT000094665223



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.