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2024/02/22 / Erste Group Research

2024 Gewinnwachstum von +7% erwartet, starke AI-Nachfrage als wichtiger Treiber


Empfehlungsänderungen: Abbott Laboratories, Procter & Gamble, Alimentation CoucheTard, Cisco, Adobe

Die Unternehmen des globalen Aktienmarktindex werden heuer ihre Umsätze um +4,3% (J/J) und die Gewinne um +7,1% steigern. Das erwartete KGV 2024e beträgt für den globalen Aktienmarkt 18,1x. Es ist wegen der positiven Indexentwicklung in den letzten Monaten deutlich angestiegen und entspricht aktuell genau dem langjährigen historischen Mittelwert. Die erwartete Dividendenrendite 2024e liegt bei 2,1%.

Die Gewinnschätzungen für 2024 wurden für den globalen Aktienmarkt seit Jahresbeginn deutlich nach unten revidiert. Die Gewinnerwartungen haben sich bei nahezu allen Sektoren zuletzt abgeschwächt. Nur bei den Sektoren Finanzen und bei Rohstoffen haben sich Konsensus-Schätzungen für die Gewinne geringfügig verbessert. Wir erwarten, dass der globale Aktienmarktindex mittelfristig geringere Zugewinne erzielen wird als in den letzten Monaten.

NVIDIA: 4Q Umsatz mit USD 22 Mrd. deutlich über Guidance, USD 12,2 Mrd. Quartalsgewinn nach 1,4 Mrd. im Vorjahr, starker Ausblick für 2024

Schneider Electric: 2023 starkes Wachstum in Nord Amerika, EBITA Marge deutlich verbessert, solide Guidance für 2024
Abbott Laboratories: Zahlreiche neue Produkte unterstützen das Wachstum der Umsätze und Gewinne

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General information

AuthorErste Group Research
Date2024/02/22
Languagede
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Japan, Switzerland, United Kingdom, United States
Currency in focusBritish Pound, Euro, Swiss Franc, US Dollar
Sector in focusAutomobiles & 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
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Erste Group related products

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CiscoUS17275R10230
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DanoneFR00001206440
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Deutsche BankDE000514000827
Deutsche BoerseDE000581005525
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DHL GroupDE000555200436
DiageoGB00023740060
Eli LillyUS53245710830
EquinorNO00100969850
Exxon MobilUS30231G10220
Fomento Eco. MexicanoUS34441910640
General Motors US37045V10080
Gilead SciencesUS37555810360
GlaxoSmithKlineGB00092528820
Home DepotUS43707610290
HSBCGB00054052860



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