2024/07/12 / Erste Group Research |
2Q: Höchstes US-Gewinnwachstum seit 1Q22 erwartet Empfehlungsänderungen: Cheniere Energy, Abbott Laboratories, Marathon Petroleum, ConocoPhillips Das Momentum der Aufwärtsbewegung des globalen Aktienmarktes ist intakt. Der Fokus der Märkte liegt in den kommenden drei Wochen auf den US-Quartalsergebnissen. Die Vorzeichen stehen mit einem erwarteten Gewinnwachstum von +8,8% J/J derzeit gut. Sollte diese Wachstumsrate erreicht werden, so wäre es die höchste Wachstumsrate seit dem 1Q22 mit +9,4 % J/J. Die Gewinne sollten dabei in neun der elf Sektoren ansteigen. Nur im Industriesektor (-3%) und im Rohstoffsektor (-10%) wird ein Gewinnrückgang erwartet. Die Sektoren Technologie (+16%) und Gesundheit (+18%) sollten die höchsten Steigerungsraten der Gewinne erreichen. Bevor die großen Techwerte ab 25.7. (Alphabet, Microsoft) berichten, wird der Finanzsektor (JPMorgan, Bank of America) im Mittelpunkt des Marktgeschehens stehen. 40% der Konzerne des S&P 500, die in der kommenden Woche Ergebnisse bekannt geben, gehören zu diesem Sektor. Nike: Absatzschwäche: Umsatzrückgang in den USA, Stagnation in Europa |
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Author | Erste Group Research |
Date | 2024/07/12 |
Language | ![]() |
Product name | Empfehlungsliste |
Topic in focus | Equities |
Economy in focus | Eurozone, Germany, Switzerland, United Kingdom, United States |
Currency in focus | British Pound, Euro, Swiss Franc, US Dollar |
Sector in focus | Automobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Financial Services, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Media, Oil & Gas, Personal & Household Goods, Retail, Technology, Telecommunications, Travel & Leisure, Utilities |
Download |
Name | ISIN | # Erste Group products |
Siemens | DE0007236101 | 23 |
Southern Co | US8425871071 | 0 |
Starbucks | US8552441094 | 0 |
T-Mobile US | US8725901040 | 0 |
Taiwan Semiconductor | TW0002330008 | 0 |
Tencent | KYG875721634 | 0 |
Tesla | US88160R1014 | 0 |
Thermo Fisher Scientific | US8835561023 | 0 |
Tokyo Electron | JP3571400005 | 0 |
TotalEnergies | FR0000120271 | 0 |
Toyota Motor | JP3633400001 | 0 |
UBS | CH0244767585 | 0 |
UniCredit | IT0005239360 | 0 |
Unilever | GB00B10RZP78 | 0 |
UnitedHealth Group | US91324P1021 | 0 |
Vale | BRVALEACNOR0 | 0 |
Verizon | US92343V1044 | 0 |
Vertex Pharmaceuticals | US92532F1003 | 0 |
Vinci | FR0000125486 | 0 |
Visa | US92826C8394 | 0 |
Volkswagen | DE0007664039 | 22 |
Walmart | US9311421039 | 0 |
Walt Disney | US2546871060 | 0 |
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