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2021/06/11 / Erste Group Research

STRABAG: Hoher Dividendenvorschlag beflügelt Kurs


Der globale Aktienmarktindex legte in der letzten Woche in EUR um +0,2% zu. Der S&P 500 notierte in EUR wenig verändert (+0,1%). Der Stoxx 600 stieg um +0,4%, der Nikkei notierte unverändert. Der globale Schwellenländerindex fiel um -0,3%.

Die Realverzinsung erreichte in den letzten Tagen das niedrigste Niveau seit vielen Jahren. Das ist grundsätzlich ein sehr positives Umfeld für Gold. Der Goldpreis erhält von diesem Faktor einen wichtigen Auftrieb.

Wir erwarten in der kommenden Woche eine Seitwärtsbewegung des globalen Aktienmarktindex. Der Gesundheitssektor dürfte eine relative Stärke zum Gesamtmarkt aufweisen. Der Goldpreis sollte im aktuellen Umfeld negativer realer Zinsen leicht zulegen.

Dem ATX legte diese Woche mit -0,7% eine Verschnaufpause ein. Anleger sind im Zwiespalt zwischen guten Konjunkturdaten und steigenden Inflationsraten, wobei die EZB ihren lockeren Geldkurs beibehielt. Stärkster ATX-Wert diese Woche war die DO&CO nachdem wir unsere Akkumulieren-Empfehlung mit höherem Kursziel bestätigten. ATX-Schwergewicht voestalpine schwächelte jedoch trotz solider Zahlen und positivem Ausblick.

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General information

AuthorErste Group Research
Date2021/06/11
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Construction & Material, Real Estate, Travel & Leisure
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Erste Group related products

Name  ISIN# Erste Group products
DO & COAT00008188020
S ImmoAT00006522502
STRABAGAT000000STR10
voestalpineAT000093750377



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