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2024/04/19 / Erste Group Research

S&P 500: Start in die Q1-Berichtssaison erfolgreich


In der letzten Woche gab der globale Aktienmarktindex in EUR um -2,8% nach. Der S&P 500 notiert in EUR um -3,6% tiefer. Der Nikkei 225 verlor in EUR -3,8% an Wert. Der Stoxx 600 notiert im Wochenvergleich um -1% tiefer.

Aktien Global: Bis jetzt haben in den USA ca. 6% der Unternehmen des S&P 500 Quartalsergebnisse berichtet. Dabei hat die Mehrzahl der Firmen (83%) die Gewinnerwartungen übertroffen. In Hinblick auf die Umsatzentwicklung berichteten 53% der Unternehmen Umsätze, die höher waren als die Konsensus-Schätzungen. Daraus resultiert derzeit ein erwartetes Gewinnwachstum in den USA im 1Q von +0,9% (J/J).

Ausblick: Die US-Berichtssaison geht nächste Woche weiter mit den Ergebnissen von Cadence Design Systems (Kaufen), PepsiCo (Halten) und Visa (Kaufen). Auch wichtige Technologiekonzerne wie Meta Platforms (Kaufen), Alphabet (Kaufen) und Microsoft (Kaufen) werden über ihre Umsatz- und Gewinnentwicklung berichten. Wir erwarten in der nächsten Woche eine Seitwärtsentwicklung des globalen Aktienmarktindex.

Aktien Österreich: Der ATX geht mit einem kleinen Minus von 0,2% aus der Woche und performt somit erneut stärker als die internationalen Märkte. Diese zeigten sich von schwindenden Zinssenkungsfantasien in den USA sowie der Zuspitzung der Situation im Nahen Osten belastet. In Europa schloss vor allem der Tech-Sektor tiefer nach schwächer als erwarteten Q1-Zahlen von Schwergewicht ASML. Gesucht waren hingegen Versorger, wovon im ATX die EVN mit +4,5% profitierte.

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General information

AuthorErste Group Research
Date2024/04/19
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Food & Beverage, Industrial Goods & Services, Telecommunications
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