2023/05/03 / Erste Group Research |
Q1-Ergebnisse bisher deutlich über den Erwartungen Empfehlungsänderung: Deutsche Börse Zur Halbzeit der Q1-Berichtssaison verzeichnen die US-Unternehmen die besten Ergebnisse gegenüber den Erwartungen seit dem 4Q 2021. Sowohl die Anzahl der Firmen, die positive Gewinn-Überraschungen melden (79%), als auch das Ausmaß dieser Gewinn-Überraschungen liegen über ihrem 10-Jahres-Durchschnitt. Dennoch kommt es bisher das zweite Quartal in Folge zu einem Gewinnrückgang gegenüber dem Vorjahr von adjustiert -3,7% j/j. In Europa haben bisher 41% der Unternehmen im STOXX 600 Index Daten zur Q1-Gewinnentwicklung veröffentlicht (131 der 318 Firmen die pro Quartal Daten veröffentlichen). Von diesen meldeten 70,2% Ergebnisse, die über den Erwartungen lagen. In einem durchschnittlichen Quartal übertreffen 53% die Gewinn-Schätzungen. Insgesamt liegt das Gewinnwachstum in Europa bisher bei +2% j/j, angeführt von starken Ergebnissen in den Sektoren Finanzen und Technologie. JPMorgan Chase: Starker Gewinnanstieg im 1Q, Nettozinsertrag fast verdoppelt Amazon.com: Profitables Cloud-Geschäft, Einzelhandel erzielt Verluste, insgesamt Rückkehr in die Gewinnzone Microsoft: Gesamtumsatz stieg um +7% (j/j) auf USD 53 Mrd., starker Anstieg der Cloud-Umsätze (+22% j/j) |
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Author | Erste Group Research |
Date | 2023/05/03 |
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 |
Visa | US92826C8394 | 0 |
Volkswagen | DE0007664039 | 4 |
Walmart | US9311421039 | 0 |
Walt Disney | US2546871060 | 0 |
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