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2021/04/30 / Erste Group Research

Europa rückt jetzt in den Fokus


Der globale Aktienmarktindex notierte in der letzten Woche moderat höher (in EUR: +0,3%). Der S&P 500 stieg in EUR um +0,5%, der Stoxx 600 blieb nahezu unverändert (+0,1%). Der Nikkei 225 verlor in EUR -1,7%.

In der aktuellen US-Berichtssaison für das Q1 haben 81% der Firmen Gewinne berichtet, die über den Erwartungen lagen. Die aktuelle Berichterstattung der Gewinne deutet darauf hin, dass das Gewinnwachstum im Q1 voraussichtlich ca. +30% betragen wird.

Auch zahlreiche europäische Firmen, wie Infineon Technologies, Coloplast, Fresenius SE & Co KGaA sowie adidas werden kommende Woche über ihre Geschäftsentwicklung im Q1 berichten. Wir erwarten, dass der globale Aktienmarktindex, nach dem Erreichen von Rekordhochs zuletzt, in der nächsten Woche seitwärts tendieren wird.

Der ATX schloss diese Woche um 2,5% höher und erreichte intraday mit knapp 3.300 Punkten sogar einen neuen Jahreshöchststand. Befeuert wurde er durch die gute Performance der schwergewichtigen Bankwerte. In der voll angelaufenen Berichtssaison überzeugten diese Woche fast alle Unternehmen mit höheren Gewinnen und soliden Ausblicken auf 2021.

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General information

AuthorErste Group Research
Date2021/04/30
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Construction & Material, Industrial Goods & Services, Oil & Gas, Real Estate, Telecommunications
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