2022/04/27 / Erste Group Research |
Volatilität wird hoch bleiben Gestiegene Renditen in den USA und Europa, die COVID-Lockdowns in China, sowie hohe Energie- und Rohstoffpreise belasten die Gewinnerwartungen für globale Unternehmen. Die technische Situation des globalen Aktienindex hat sich zuletzt verschlechtert. Der Index notiert unter seiner 200-Tages-Durchschnittslinie. Nur mehr 1/3 der Aktien befinden sich über dieser psychologisch wichtigen Marke. Die Bodenbildung des Marktes ist noch nicht abgeschlossen. Die Volatilität wird weiter hoch bleiben. Die globale Berichtssaison ist in vollem Gange. Die US-Banken haben mehrheitlich besser als erwartete Ergebnisse berichtet. Microsoft berichtete über den Erwartungen liegende Steigerungen der Umsätze und Gewinne. Alphabet lieferte zwar auch gute Q1-Ergebnisse, diese lagen aber leicht unter den Erwartungen. Apple berichtet morgen nach Börsenschluss. Empfehlungsänderungen: Anthem, Charles Schwab, Southern. Anthem: Starker Rückgang der Verwaltungskosten, Margenanstieg erwartet Nestle: Leichter Umsatzanstieg, aber Rückgang der operativen Marge in 2021 |
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Author | Erste Group Research |
Date | 2022/04/27 |
Language | |
Product name | Empfehlungsliste |
Topic in focus | Equities |
Economy in focus | Eurozone |
Currency in focus | Euro |
Sector in focus | Automobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Financial Services, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Media, Oil & Gas, Personal & Household Goods, Retail, Technology, Telecommunications, Travel & Leisure, Utilities |
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Name | ISIN | # Erste Group products |
Bank of America | US0605051046 | 0 |
BASF | DE000BASF111 | 28 |
Bayer | DE000BAY0017 | 33 |
Beiersdorf | DE0005200000 | 26 |
BHP Group | GB00BH0P3Z91 | 0 |
BMW | DE0005190003 | 29 |
BNP Paribas | FR0000131104 | 0 |
Booking Holdings | US09857L1089 | 0 |
BP | GB0007980591 | 0 |
Coca-Cola | US1912161007 | 0 |
Coloplast | DK0060448595 | 0 |
Danone | FR0000120644 | 0 |
Deutsche Bank | DE0005140008 | 24 |
Deutsche Telekom | DE0005557508 | 25 |
Diageo | GB0002374006 | 0 |
Equinor | NO0010096985 | 0 |
Exxon Mobil | US30231G1022 | 0 |
General Motors | US37045V1008 | 0 |
GlaxoSmithKline | GB0009252882 | 0 |
HSBC | GB0005405286 | 0 |
IBM | US4592001014 | 0 |
Inditex | ES0148396007 | 0 |
Infineon | DE0006231004 | 41 |
Intel | US4581401001 | 0 |
Johnson & Johnson | US4781601046 | 0 |
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