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2022/10/28 / Erste Group Research

Leichte Abschwächung bei Technologiekonzernen


Der globalen Aktienmarktindex stieg in der letzten Woche in EUR um +2,1%. Der Stoxx 600 legte um +2,9% zu. Der Nikkei 225 und der S&P 500 performten im Einklang mit dem globalen Aktienmarktindex.

Bei globalen Technologiefirmen zeichnet sich ab, dass für das Jahr 2022 ein Gewinnrückgang von ca. -2,3% zu erwarten ist. Erst im nächsten Jahr sollte wieder ein positives Gewinnwachstum von +5,2% erzielt werden.

Ausblick: In der nächsten Woche geht die globale Berichtssaison mit den Ergebnissen zahlreicher Energiekonzerne wie Williams Cos, Devon Energy, BP und ConocoPhilips weiter. Ebenso berichten bedeutende Pharmakonzerne wie Pfizer, Eli Lilly und Novo Nordisk bzw. Amgen. Wir erwarten, dass die Erholung des globalen Aktienmarktindex in der kommenden Woche andauern wird.

Aktien Österreich: Der ATX legt in dieser Woche deutlich zu (+3,3%) und überspringt damit wieder seine 50-Tage-Linie. 19 von 20 Indexwerte gingen mit Kursgewinnen aus der Woche, angeführt von SBO und voestalpine, die jeweils rund 7% dazugewinnen konnten. Die Berichtssaison verläuft weiterhin positiv. Hervorzuheben sind die Zahlen der OMV und der Vorschlag des Vorstands, eine Sonderdividende für 2022 auszahlen zu wollen.

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General information

AuthorErste Group Research
Date2022/10/28
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Industrial Goods & Services, Oil & Gas
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Name  ISIN# Erste Group products
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Mayr-MelnhofAT000093820418
OMVAT000074305984
PalfingerAT00007583056
voestalpineAT000093750379



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