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2022/02/04 / Erste Group Research

Tech Sektor: Gewinnaussichten überzeugen weiter


Der globale Aktienmarktindex legte in der letzten Woche in EUR um +0,5% zu. Der S&P 500 notierte in EUR um +0,7% höher. Der Nikkei 225 stieg in EUR um +1,8%.

Die Aussichten für überdurchschnittlich hohe Gewinnsteigerungen der globalen Technologiefirmen sind für heuer und auch für nächstes Jahr positiv. Die aktuelle Konsensus-Prognose geht für 2022 von einem Gewinnanstieg um +9,8% aus.

Die Berichtssaison geht in der nächsten Woche mit einer Vielzahl von Unternehmensergebnissen europäischer Konzerne weiter. Wir erwarten, dass die Ergebnisse generell gut ausfallen werden. Der globale Aktienmarktindex sollte im Wochenverlauf volatil sein. Wir rechnen mit einer Seitwärtstendenz des globalen Aktienmarktes.

Der ATX erholte sich dank starker Kursperformance der RBI sowie der Erste Group und schloss mit einem Wochenplus von 1,3%. Die RBI toppte im Q4 die Erwartungen und gab einen positiven Ausblick 2022. Stärkster ATX-Wert war jedoch die AT&S mit +17,8% nach überzeugenden Q3-Zahlen. Die S Immo stieg im Rennen um die Immofinanz aus und tritt ihre Anteile an CPI ab. Nächste Woche sehen wir den ATX in einer Range von 3.940 bis 3.940 Punkten, der Weg zur 4.000-Punkte Marke bleibt steinig.

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General information

AuthorErste Group Research
Date2022/02/04
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Industrial Goods & Services, Oil & Gas, Technology
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