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2020/02/14 / Erste Group Research

Equity Weekly


Der Weltaktienindex stieg in der letzten Woche in EUR um +1,8%, der globale Schwellenländerindex legte um +1,6% zu. Der Anstieg der Märkte wird von den mehrheitlich guten Ergebnissen der Unternehmen unterstützt.

Mit dem aktuellen Stand der Gewinnberichterstattung dürfte das Gewinnwachstum in den USA eine bessere Dynamik zeigen als vom Konsensus erwartet wurde. Demnach sollte das US-Gewinnwachstum im vierten Quartal 2019 +0,7% betragen.

In der kommenden Woche berichten zahlreiche Unternehmen außerhalb des Technologiesektors über ihre Geschäftsentwicklung. Wegen der Größe des Unternehmens ist vor allem die Berichterstattung von Walmart bedeutsam. Wir erwarten für die kommende Woche ein Anhalten des Aufwärtstrends des Weltaktienindex.

Der ATX folgte den internationalen Märkten nach oben und schloss 1,7% höher. Die Finanzmärkte zeigten sich erstaunlich immun gegenüber der weiter steigenden Zahl an Corona-Virus-Neuinfektionen in China und damit der steigenden Gefahr eines Wachstumsdämpfers auf die Weltwirtschaft. Gute Vorgaben von der Wall Street und eine zufriedenstellende Berichtssaison stärkten das Anlegervertrauen. Kommende Woche erwarten wir eine Fort-setzung des Kampfs um die 3.200 Punkte, der Blick ist aber nach oben gerichtet.

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General information

AuthorErste Group Research
Date2020/02/14
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Banks, Construction & Material, Food & Beverage, Insurance, Oil & Gas, Personal & Household Goods, Technology, Telecommunications
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