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2021/10/22 / Erste Group Research

Starke Berichtssaison sorgt für Aufwind

Der globale Aktienmarktindex setzte in der letzten Woche seine Erholung fort. Er stieg in EUR um +1,8%. Der S&P 500 legte in EUR um +2,1% zu.

Auch in den USA, wo schon mehr Firmen als in Europa über ihre 3Q-Ergebnisse berichtet haben, verläuft die Berichtssaison sehr gut. 80% der Firmen haben besser als erwartete Gewinne veröffentlicht. Bei den Umsätzen war dies bei 83% der Firmen der Fall. Der für das 3Q erwartete Gewinnanstieg beträgt in den USA derzeit +30%.

Nächste Woche berichten einige der größten globalen Unternehmen wie Facebook, Alphabet, Microsoft, Novartis, Apple, und Mastercard über den Verlauf ihrer Geschäfte in 3Q. Die Ergebnisse sollte mehrheitlich gut ausfallen. Wir erwarten daher, dass der globale Aktienmarktindex weiterhin moderat ansteigen wird.

Der ATX tastete sich diese Woche mit einem leichten Plus von 0,5% weiter nach oben. Die Telekom Austria startete mit einem starken Q3-Ergebnis und höherem Umsatzausblick die heimische Berichtssaison, die sich nächste Woche gleich mit vier Unternehmen fortsetzt. In unserem neuen Sektorreport zu den Öl- und Gaswerten in CEE haben wir die OMV erneut als unseren Top Pick bestätigt.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusOil & Gas, Technology, Telecommunications

Erste Group related products

Name  ISIN# Erste Group products
Telekom AustriaAT000072000832


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