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2021/11/12 / Erste Group Research

Börsen weiter auf Rekordjagd


Globale Aktien divergierten in der letzten Woche. Europa erreichte ein neues Allzeithoch: Stoxx 600 +0,4%. US-Aktien nach starken letzten Wochen leicht schwächer (-0,7%).

In den USA lag der Fokus auf dem IPO von Rivian sowie den höher als erwarteten Inflationsdaten. In Europa waren vor allem Industrie- und Rohstoffaktien wie Siemens (+3,6%) und Linde (+3,2%) gefragt. Der Luxusgüterhersteller Cie Financiere Richemont präsentierte deutlich besser als erwartete H1-Ergebnisse. Adidas enttäuschte hingegen im 3Q, da der Konzern mit Boykotten in China, Lieferschwierigkeiten und Lockdowns kämpft. Gold (+3,8%) und Brent-Öl (+3%) stiegen an.

In der nächsten Woche berichten Walmart und NVIDIA über ihren Geschäftserfolg im letzten Quartal. Der globale Aktienmarkt sollte in der nächsten Woche einen moderaten Zugewinn erzielen.

Der ATX übersprang mit einem Wochenplus von 2,2% die 3.900-Punkte Marke angetrieben von Erste Group und RBI. An der Spitze der ATX-Kurstafel stand abermals die AT&S, die ihren Höhenflug nach den Q3-Zahlen fortsetzte. Für Impulse sorgte in Wien die laufende Berichtssaison mit teilweise starken Quartalszahlen.

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General information

AuthorErste Group Research
Date2021/11/12
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Construction & Material, Industrial Goods & Services
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