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2023/04/25 / Erste Group Research

Luxusmarken attraktiv bewertet

Die Berichtsaison für die Ergebnisse des 1Q ist in vollem Gang. Die US-Großbanken haben bereits über ihren Geschäftsverlauf im letzten Quartal berichtet. Die Nettozinserträge sind bei den Großbanken im Jahresvergleich stark angestiegen, die Provisionserträge sind hingegen leicht gesunken. Mehrheitlich wurden Erträge und Gewinne berichtet, die über den Erwartungen gelegen sind.

In dieser Woche berichten die größten Technologiekonzerne wie Microsoft, Alphabet, Amazon.com und Intel, aber auch einige der größten Pharma- und Energiekonzerne über Ihre Absatz- und Gewinnentwicklung im 1Q.

Empfehlungsänderungen: Moncler, NVIDIA, Kering, NextEra Energy

Taiwan Semiconductor: Technologieführer im Fertigungsbereich - Kurzfristig leichte Abschwächung bei den Gewinnen erwartet
Stellantis: Nach Rekordjahr 2022: Heuer Umsatzabschwächung und Gewinnrückgang erwartet

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General information

AuthorErste Group Research
Date2023/04/25
Languagede
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Germany, United Kingdom, United States
Currency in focusBritish Pound, Euro, 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

Page 1 of 6
Name  ISIN# Erste Group products
-US88579Y10100
-NL00150001Q90
-US05675210850
-US51843910440
ABBCH00122217160
Abbott LaboratoriesUS00282410000
AbbVieUS00287Y10910
AdidasDE000A1EWWW03
AdobeUS00724F10120
Advanced Micro DevicesUS00790310780
AlibabaUS01609W10270
AllianzDE00084040050
AlphabetUS02079K30590
Amadeus IT GroupES01090670190
Amazon.ComUS02313510670
AmBevBRABEVACNOR10
AmgenUS03116210090
Anheuser Busch InbevBE09742932510
AppleUS03783310050
ASMLNL00102732150
AT&TUS00206R10230
Bank of America US06050510460
BASFDE000BASF1112
Bayer DE000BAY00170
BeiersdorfDE00052000000



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