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2024/03/08 / Erste Group Research

Steigende Gewinne kurbeln Aktienmärkte an


Der Aufwärtstrend des globalen Aktienmarktindex dauerte auch in der letzten Woche an. Er stieg in EUR um +0,6%. Der Stoxx 600 befestigte sich um +1,7%, der S&P 500 stieg in EUR um +0,2%.

Aktien Global: Für die Entwicklung des globalen Aktienmarktes ist die Gewinnentwicklung der US-Unternehmen besonders wichtig. Die Erwartung ist hierbei ein Gewinnanstieg um +8,6% in diesem Jahr und ein Umsatzzuwachs um +5,2% (J/J). Der Trend der US-Gewinnschätzung ist zudem leicht aufwärts gerichtet.

Ausblick: Die Aktienindizes der entwickelten Märkte befinden sich in Aufwärtstrends, die von der Aussicht auf ein positives und steigendes Gewinnwachstum in diesem und auch im kommenden Jahr unterstützt wird. Wir erwarten für die nächste Woche eine leichte Aufwärtsbewegung des globalen Aktienmarktindex.

Aktien Österreich: Der ATX legte diese Woche 1,1% zu nach Kursanstiegen der hochgewichteten Banktitel. Am Wiener Markt standen weitere Updates im Rahmen der Berichtssaison im Fokus. Uniqa, Palfinger und Addiko Bank legten sehr solide Zahlen 2023 vor und steigerten ihre Dividenden. Bei Zumtobel dämpfte ein noch schwaches Komponentengeschäft die Ergebnisse im 3. Quartal.

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General information

AuthorErste Group Research
Date2024/03/08
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Chemicals, Construction & Material, Industrial Goods & Services, Insurance, Technology
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Erste Group related products

Name  ISIN# Erste Group products
Addiko BankAT000ADDIKO00
Kapsch TrafficComAT000KAPSCH90
Mayr-MelnhofAT000093820417
PalfingerAT00007583056
SemperitAT00007855550
UniqaAT000082110376
ZumtobelAT000083730735



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