2023/08/17 / Erste Group Research |
Wachstumsbeschleunigung erst 2024 erwartet Empfehlungsänderungen: Siemens, Mercedes-Benz Group, Johnson & Johnson, Toyota Motor, Amgen, Daikin Industries Für die Unternehmen des Weltaktienindex wird für 2023 ein Umsatzwachstum von nur +0,7% (J/J) und ein moderates Gewinnwachstum von +3,4% (J/J) erwartet. Erst für das kommende Jahr gehen die Konsensus-Schätzungen von höheren Steigerungsraten aus. 2024 sollten die Umsätze demnach um +4,3% (J/J) und die Gewinne um +9,4% (J/J) steigen. Toyota Motor: Umsatzanstieg in allen Absatzregionen Amgen: Operative Marge steigt an, Ausblick nach oben angepasst Johnson & Johnson: 2Q23: Wieder Gewinnanstieg bei verbesserten Margen, Prognose durch starken Medizintechnikausblick angehoben |
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Author | Erste Group Research |
Date | 2023/08/17 |
Language | |
Product name | Empfehlungsliste |
Topic in focus | Equities |
Economy in focus | Eurozone, Germany, Japan, United Kingdom, United States |
Currency in focus | British Pound, Euro, 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 |
ABB | CH0012221716 | 0 |
Abbott Laboratories | US0028241000 | 0 |
AbbVie | US00287Y1091 | 0 |
Adidas | DE000A1EWWW0 | 3 |
Adobe | US00724F1012 | 0 |
Advanced Micro Devices | US0079031078 | 0 |
Alibaba | US01609W1027 | 0 |
Allianz | DE0008404005 | 0 |
Alphabet | US02079K3059 | 0 |
Amadeus IT Group | ES0109067019 | 0 |
Amazon.Com | US0231351067 | 0 |
AmBev | BRABEVACNOR1 | 0 |
Amgen | US0311621009 | 0 |
Anheuser Busch Inbev | BE0974293251 | 0 |
Apple | US0378331005 | 0 |
ASML | NL0010273215 | 0 |
AT&T | US00206R1023 | 0 |
Bank of America | US0605051046 | 0 |
BASF | DE000BASF111 | 2 |
Bayer | DE000BAY0017 | 0 |
Beiersdorf | DE0005200000 | 0 |
BHP Group | GB00BH0P3Z91 | 0 |
BMW | DE0005190003 | 3 |
BNP Paribas | FR0000131104 | 0 |
Booking Holdings | US09857L1089 | 0 |
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