2023/03/28 / Erste Group Research |
Pharma-Aktien mit guten Perspektiven Empfehlungsänderungen: Adobe, NextEra Energy, Regeneron Pharma, Nutrien, Walmart Die Gewinnschätzungen für den US-Aktienmarkt sind für 2023 positiv. Für das 1Q und das 2Q wird zwar noch ein Gewinnrückgang erwartet: 1Q 23e: -6% (j/j), 2 Q23e: -3% (j/j), aber im Gesamtjahr gibt es laut Konsensus-Forecast einen Gewinnanstieg. Das erwartete Gewinnwachstum 2023 beträgt demnach im Median +9% (j/j). Die Berichtsaison für die Ergebnisse des 4Q ist beendet. Die neue Berichtssaison startet erst am 14.4. mit den Ergebnisse der US-Banken. Aktien-Investoren werden ihr Augenmerk jetzt verstärkt wieder wirtschaftlichen Risiken zuwenden. Regeneron Pharma: Erfolgreiche Phase III Studie bei COPD Medikament Beiersdorf: 2022 Organisches Umsatzwachstum von +10,2% y/y, Verbesserung der Marge um 50BP in 2023e BMW: Umsatzsteigerung von +28% j/j, EBIT-Margenziel 2023 bekräftigt |
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Author | Erste Group Research |
Date | 2023/03/28 |
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 |
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Name | ISIN | # Erste Group products |
Walt Disney | US2546871060 | 0 |
Walmart | US9311421039 | 0 |
Volkswagen | DE0007664039 | 4 |
Visa | US92826C8394 | 0 |
Vinci | FR0000125486 | 0 |
Vestas Wind Systems | DK0010268606 | 0 |
Vertex Pharmaceuticals | US92532F1003 | 0 |
Verizon | US92343V1044 | 0 |
Vale | BRVALEACNOR0 | 0 |
UnitedHealth Group | US91324P1021 | 0 |
Unilever | GB00B10RZP78 | 0 |
UniCredit | IT0005239360 | 0 |
UBS | CH0244767585 | 0 |
Toyota Motor | JP3633400001 | 0 |
TotalEnergies | FR0000120271 | 0 |
Tokyo Electron | JP3571400005 | 0 |
Thermo Fisher Scientific | US8835561023 | 0 |
Tesla | US88160R1014 | 0 |
Tencent | KYG875721634 | 0 |
Taiwan Semiconductor | TW0002330008 | 0 |
T-Mobile US | US8725901040 | 0 |
Starbucks | US8552441094 | 0 |
Southern Co | US8425871071 | 0 |
Siemens | DE0007236101 | 0 |
Shell | GB00B03MLX29 | 0 |
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