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2021/05/07 / Erste Group Research

Mehrheitlich sehr gute Unternehmensergebnisse erwartet


Der globale Aktienmarktindex stieg in der letzten Woche in EUR um +0,3%. Der S&P 500 legte in EUR um +0,3% zu, der Stoxx 600 stieg um +0,8%. Der globale Schwellenländerindex hingegen notierte in EUR um -0,7% tiefer.

Die Berichterstattung für das erste Quartal brachte sowohl in den USA als auch in Europa mehrheitlich sehr gute Unternehmensergebnisse, die besser ausfielen als erwartet. Für das zweite Quartal werden im Jahresvergleich sowohl in den USA als auch in Europa die höchsten prozentuellen Zuwachsraten (j/j) der Unternehmensgewinne erwartet.

Die Berichtssaison geht in der kommenden Woche vor allem mit der Veröffentlichung der Ergebnisse zahlreicher europäischer Unternehmen weiter. Wir erwarten mehrheitlich gute Geschäftsergebnisse. Der Verlauf des globalen Aktienmarktes wird davon voraussichtlich kaum beeinflusst. Wir erwarten in der kommenden Woche ein Anhalten des Seitwärtstrends des globalen Aktienmarktindex.

Der ATX schaffte mit einem Wochenplus von 1,5% den Sprung über die 3,300-Punkte Marke und schloss auf einem neuen 2-Jahres-Hoch. Befeuert wurde die gute Performance von den schwergewichtigen Banken als auch OMV und voestalpine. Die Berichtssaison in Österreich lieferte auch diese Woche positive Impulse – bis auf die branchenspezifische Ausnahme FACC.

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General information

AuthorErste Group Research
Date2021/05/07
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Banks, Chemicals, Food & Beverage, Industrial Goods & Services
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Name  ISIN# Erste Group products
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AgranaAT000AGRANA30
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RBIAT000060630656



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