Gewinnprognosen in Europa steigen auf breiter Basis
Telekommunikation: Dienstleistungsumsätze wieder positiv
Bewertungsabschlag zu den USA dürfte sich verringern
Die Aussichten für die europäische Wirtschaft und die Unternehmensgewinne haben sich aufgehellt. Das Analystenteam von J.P. Morgan Asset Management erwartet nach starken Monaten für 2026 ein Gewinnwachstum von bis zu 15 Prozent in Europa, seit Jahresbeginn haben Analystinnen und Analysten ihre Prognosen zudem nach oben korrigiert. Zwar entfällt ein erheblicher Teil der Aufwärtskorrekturen auf den Energiesektor, doch auch für Investitionsgüter, Versorger, Halbleiter und Banken fallen die Schätzungen höher aus. „Dies zeigt, dass sich der Aufwärtstrend bei den Gewinnprognosen auf breiter Basis vollzieht“, erklärt Michael
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