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2024/10/11 / Erste Group Research

Q3 Berichte: Höchstes Gewinnplus für Tech und Gesundheit erwartet

Der S&P 500 erreichte diese Woche ein neues Allzeithoch von 5.972 Punkten (+1,4%). Die Performance seit Jahresbeginn beträgt jetzt +21%. In Europa war der Anstieg mit +0,5% verhalten.

Aktien Global: In den USA beginnt derzeit die 3Q-Berichtssaison. Die prognostizierte Gewinnwachstumsrate für den S&P 500 liegt bei +4,2%. Wenn diese Rate erreicht wird, wäre es das fünfte Quartal in Folge mit einem Gewinnwachstum im Jahresvergleich. Das höchste Gewinnwachstum sollten im 3Q die drei Sektoren Technologie (+15%), Gesundheit (+11%) und Kommunikationsdienste (+11%) erreichen.

Ausblick: In der kommenden Woche berichten am Dienstag unter anderem Bank of America und Citigroup 3Q Ergebnisse. In Europa wird der Fokus auf ASML (Mi.) und ABB (Do.) liegen. Wir erwarten für die einen leichten Anstieg des globalen Aktienmarktindex.

Aktien Österreich: Der ATX schloss mit einem zarten Wochenplus von 0,6% knapp über der 3.600-Punkte-Marke. Europaweit am stärksten gesucht waren Banken- und Tourismuswerte, was sich auch im ATX-Ranking widerspiegelte. DO&CO erholte sich mit +7,2% weiter von ihrem 6-Monats-Tief Anfang Oktober, gefolgt von der RBI mit +5,9%. Auch die ATX-Schlusslichter voestalpine und Lenzing folgten den international schwachen Grundstoffwerten. Für die nächste Woche erwarten wir den Index knapp über der 3.600-Punkte-Marke.

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General information

AuthorErste Group Research
Date2024/10/11
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusFood & Beverage, Oil & Gas
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