Look for:

Products

Research Detail

2022/08/08 / Erste Group Research

2Q-Berichtsaison besser als erwartet

Empfehlungsänderungen: Deutsche Post, Waste Management, EOG Resources, Roche Holding.

Nach den Rückgängen der Vormonate stieg der globale Aktienmarktindex im Juli in EUR um +10,9%. Die Volatilität ist gleichzeitig stark gesunken. Für den Weltaktienindex ist die Prognose für 2023 ein Umsatzanstieg um +8,2% und ein Gewinnwachstum um +6,7%.

Die Berichtssaison für die 2Q-Ergebnisse ist in den USA gut verlaufen. 73% der Unternehmen haben bisher Ergebnisse veröffentlicht, die über den Erwartungen lagen. Für das 2Q wird mit einem Gewinnanstieg von +6,0% j/j gerechnet. Heuer sollten die Umsätze der US-Firmen um +10,6% und die Gewinne um +6,1% steigen. In Europa wird für das 2Q ein hohes Gewinnwachstum von +28% (j/j) erwartet. Der längere Ausblick zeigt aber eine Verlangsamung des Umsatz- und Gewinnwachstums im Jahresverlauf. Für die ersten drei Quartale 2023 wird dann ein Gewinnrückgang prognostiziert. Das Risiko der Knappheit von Erdgas für die Industrie belastet die Planungssicherheit vieler Unternehmen in Europa. Wir erwarten ein Anhalten der relativen Schwäche des europäischen Aktienmarktes gegenüber dem US-amerikanischen Markt.

Deutsche Post: Profitables Luft- und Seefrachtgeschäft

Waste Management: Umsatzprognose stark angehoben, operative Marge stabil erwartet

PDF Download Download PDF (5.5MB)

General information

AuthorErste Group Research
Date2022/08/08
Languagede
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Germany, Japan, United States
Currency in focusEuro, 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
Download

Erste Group related products

Page 1 of 6
<<
<
>
>>
Name  ISIN# Erste Group products
-US51843910440
-GB00BH4HKS390
-US36960410330
-CH04187929220
-GB00BZ09BD160
-NL00150001Q90
-US70450Y10380
-US88579Y10100
-IE00BZ12WP820
-PTEDP0AM00090
-US05675210850
-CH00246088270
-US27886510060
-CH00301704080
-DE000ENAG9990
ABBCH00122217160
Abbott LaboratoriesUS00282410000
AbbVieUS00287Y10910
AdidasDE000A1EWWW03
AdobeUS00724F10120
Advanced Micro DevicesUS00790310780
AlibabaUS01609W10270
AllianzDE00084040050
AlphabetUS02079K30590
Amadeus IT GroupES01090670190



Decline
Accept

We use cookies and web analysis software to give you the best possible experience on our website. If you consent, these tools will be used. Please read more information here

INFORMATION FOR CORPORATE AND INSTITUTIONAL CLIENTS

Any information, material and services regarding financial instruments and securities provided by Erste Group Bank AG or any of its affiliates (collectively “Erste Group“) on this and any linked website hereafter (jointly the “Websites”) shall be exclusively to investors who are not subject to any legal sale or purchase restrictions (the “Interested Party“).

The publication and distribution of information as well as offering and selling of products and services described on the Websites is prohibited by law in some jurisdictions. For this reason, persons in countries in which the publication as well as the offering and selling of products and services described on the Websites are not permitted by law, must not enter the Websites and/or acquire the products displayed on the Websites.

Neither Erste Group nor any third party shall offer access to the Websites or offer the products to especially, but not limited to citizen/residents of the United States and “U.S. person” (as defined in Regulation S under the US Securities Act 1933 as amended), citizen/resident of Australia, Canada, Great Britain and Japan. For this reason, the distribution or redistribution of the information, materials and products into United States, Australia, Canada, Great Britain and Japan or into any other jurisdiction where it is not permitted under the applicable law, as well as to the citizens/residents of these countries shall be prohibited.

The securities displayed on the Websites have not been and will not be registered under the US Securities Act of 1933 and trading in the securities has not been approved for purposes of the US Commodities Exchange Act of 1936. For this reason the securities may, inter alia, not be offered, sold or delivered within the United States or, for the account and benefit of U.S. persons.

The Interested Party is solely responsible to examine, whether he may enter the Websites under the law applicable to it. Erste Group shall not be responsible for the distribution of content of any of the Websites to individuals or entities which provide false information about their right to enter the Websites. For this reason Erste Group shall not be liable for any legal claims or damages which may result from the unauthorized entering or reading of the Websites.

By agreeing to this hereto, the Interested Party confirms that
(i) It has read, understood and accepted this Information and the Disclaimer;
(ii) It informed itself about any possible legal restriction and warrants that it is not restricted or prohibited to enter the Websites according to any law applicable; and
(iii) It does not make available the contents of the Websites to any person who is not qualified by law to enter the Websites.
(iV) It is no consumer.