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2024/02/23 / Erste Group Research

Aktienindizes weiter im Steigflug, Gewinnprognosen schwächen sich ab

Die Aufwärtsentwicklung des globalen Aktienmarktindex dauerte auch in der letzten Woche an. Die Wochenperformance betrug in EUR +0,7%. Der S&P 500 stieg in EUR um 0,6% und erreichte ein Allzeit-Hoch. Der Stoxx 600 und der Nikkei 225 waren mit Zugewinnen in EUR von +1,3% bzw. +1,6% in der letzten Woche klare Outperformer.

Aktien Global: Das aktuell erwartete globale Gewinnwachstum für 2024 beträgt derzeit in EUR +5,8% (vs. 7,5% vor 3 Monaten). Bei den meisten Sektoren, außer bei Rohstoffen, Versorgern und bei Finanzwerten ist die Konsensus-Gewinnprognose in den letzten 3 Monaten zurückgegangen.

Ausblick: Die Berichtsaison für das 4Q ist nun sehr weit fortgeschritten. In der nächsten Woche berichten noch Holcim (Kaufen), Royal Bank of Canada (Halten), (Kaufen) sowie Alimentation Couche-Tard (Kaufen) und Beiersdorf (Halten) über ihre Geschäftsergebnisse im letzten Quartal. Wir erwarten für die nächste Woche einen leichten Anstieg des globalen Aktienmarktindex.

Aktien Österreich: Der ATX schaffte diese Woche mit +1,2% den Sprung über die 3,400-Punkte-Marke. Stärkster ATX-Wert diese Woche war die CA Immo mit +4%. Schlusslicht war die AT&S mit -5,6% trotz starker Zahlen von Chip-Produzent Nvidia. Kommende Woche berichtet unter anderen die Erste Group ihr vorläufiges Ergebnis 2023.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusConstruction & Material, Industrial Goods & Services, Technology

Erste Group related products

Name  ISIN# Erste Group products
Kapsch TrafficComAT000KAPSCH90


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