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2020/11/13 / Erste Group Research

Impfstoff-Hoffnungen beflügeln ATX


Der globale Aktienmarkt-Index legte im Wochenvergleich in EUR um +2,3% zu. Unter den großen Leitindizes erzielte der Stoxx 600 mit +5,1% den stärksten Anstieg.

Die Entwicklung der Erwartungen für die Gewinne europäischer Unternehmen in den nächsten 12 Monaten ist insgesamt aufwärts gerichtet. Dies trifft für die meisten Sektoren zu. Der europäische Technologiesektor ist derzeit eine Ausnahme.

Nächste Woche berichten noch Walmart, Home Depot und weitere US-Einzelhändler über ihre Geschäftsverläufe. Hierbei sind positive Überraschungen wahrscheinlich. Der globale Aktienmarkt sollte von den guten Gewinnaussichten der Firmen im nächsten Jahr profitieren. Wir erwarten in der nächsten Woche einen moderaten Anstieg der Leitindizes.

Der ATX wurde diese Woche von der Impfstoff-Rally beflügelt und legte mit fast 10% stärker als internationale Märkte zu. Vorschusslorbeeren für den kommenden US-Präsidenten Biden sowie die positiven Nachrichten zu einer Reihe an Impfstoffkandidaten ließen Anleger bei den gebeutelten Zyklikern zugreifen – allen voran bei Banktiteln und Öl-und Gaswerten. So zogen die ATX-Schwergewichte OMV und Erste Group mit je rund +20% den anderen Indexwerten davon, nur übertrumpft von DO&CO mit + 31%.

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General information

AuthorErste Group Research
Date2020/11/13
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Construction & Material, Industrial Goods & Services
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Erste Group related products

Name  ISIN# Erste Group products
Austrian PostAT0000APOST446
Mayr-MelnhofAT00009382047
RBIAT000060630665
STRABAGAT000000STR19
voestalpineAT000093750367



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