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2021/07/23 / Erste Group Research

Europa: positive Quartalszahlen

Der globale Aktienmarktindex notierte in der letzten Woche in EUR wenig verändert (-0,14%). Der S&P 500 stieg in EUR um +0,1%. Der europäische Leitindex Stoxx 600 gab um -0,5% nach. Der Nikkei verlor in EUR -2,7%.

In der laufenden Berichtsaison haben die europäischen Unternehmen bisher sehr positive Umsatz- und Gewinnzahlen veröffentlicht. Knapp 10% der Firmen die im Stoxx 600 enthalten sind, haben bisher ihre Quartalsberichte veröffentlicht. 66% der Unternehmen haben Umsätze ausgewiesen, die die Analystenerwartungen übertroffen haben. Bei den Gewinnen war das bei 55% der Firmen der Fall.

Nächste Woche ist die Berichtssaison sowohl in den USA als auch in Europa voll im Gang. Sehr viele Unternehmen, unter anderem Facebook, Ama-zon.com, Pfizer, McDonalds’s, Nestle und L’Oreal werden über ihre Geschäftsentwicklungen berichten. Wir erwarten mehrheitlich positive Überraschungen bei den Ergebnissen und Zugewinne beim globalen Aktienmarktindex.

Der ATX zeigt sich nach dem kleinen Crash zu Wochenbeginn gut erholt und geht sogar mit einem marginalen Plus von 0,1% aus der Woche. Die Unternehmen werden zunehmend optimistischer, was sich in erhöhten Ergebnisprognosen für das Gesamtjahr widerspielgelt. Steigende Investitionsaktivitäten sind aktuell vor allem im Immobiliensektor zu beobachten. In der nächsten Woche startet dann die Berichtssaison endgültig mit Ergebnissen von insgesamt acht Unternehmen.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Industrial Goods & Services

Erste Group related products

Name  ISIN# Erste Group products
Austrian PostAT0000APOST443


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