2023/08/28 / Erste Group Research |
AT&S, Kontron: Österreichische IT-Aktien mit Potential Für den Technologiesektor wird 2024 mit einem Anstieg von 20,1% die größte Gewinnsteigerung aller Sektoren erwartet. Seit Jahresbeginn legte der Stoxx Europe Technology mit +15% deutlich stärker zu als der Stoxx 600. Am österreichischen Aktienmarkt notieren mit AT&S und Kontron zwei attraktive IT-Werte. AT&S sollte von der Nachfrageerholung nach IC-Substraten profitieren, Kontron profitiert von seiner Nischen-Position im Bereich IoT/Embedded Computer Technologie. |
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Author | Erste Group Research |
Date | 2023/08/28 |
Language | |
Product name | Empfehlungsliste |
Topic in focus | Equities |
Economy in focus | Austria |
Currency in focus | Euro |
Sector in focus | Automobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Oil & Gas, Real Estate, Technology, Telecommunications, Travel & Leisure, Utilities |
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Name | ISIN | # Erste Group products |
- | AT0000827209 | 0 |
Addiko Bank | AT000ADDIKO0 | 0 |
Agrana | AT000AGRANA3 | 0 |
AMAG | AT00000AMAG3 | 0 |
ams OSRAM | AT0000A18XM4 | 0 |
Andritz | AT0000730007 | 0 |
AT&S | AT0000969985 | 0 |
Austrian Post | AT0000APOST4 | 0 |
BAWAG | AT0000BAWAG2 | 0 |
CA IMMO | AT0000641352 | 0 |
DO & CO | AT0000818802 | 0 |
EVN | AT0000741053 | 0 |
FACC | AT00000FACC2 | 0 |
Immofinanz | AT0000A21KS2 | 0 |
Kapsch TrafficCom | AT000KAPSCH9 | 0 |
Kontron | AT0000A0E9W5 | 0 |
Lenzing | AT0000644505 | 0 |
Marinomed Biotech AG | ATMARINOMED6 | 0 |
Mayr-Melnhof | AT0000938204 | 0 |
OMV | AT0000743059 | 2 |
Palfinger | AT0000758305 | 0 |
Polytec | AT0000A00XX9 | 0 |
PORR | AT0000609607 | 0 |
RBI | AT0000606306 | 4 |
S Immo | AT0000652250 | 0 |
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