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2022/11/18 / Erste Group Research

Aktien: Risikobereitschaft steigt wieder


Der globale Aktienmarktindex gab in der letzten Woche in EUR um -1,8% nach. Der S&P verlor in EUR -2,2%. Der Stoxx 600 (in EUR: -0,8%) und der globale Emerging Market Index (in EUR: +3,8%) wiesen eine relative Stärke im Vergleich zum globalen Aktienmarktindex auf.

Aktien Global: Die wieder gestiegene Risikobereitschaft der Anleger ist auch am US-Dollar-Index abzulesen. Ein abschwächender Dollarindex zeigt, dass die Safe-Haven-Flüsse nachlassen und andere Währungen wie z.B. der EUR wieder verstärkt nachgefragt werden.

Ausblick: In der nächsten Woche berichten nur mehr wenige Unternehmen, darunter Baidu und Deere & Co über ihre Geschäftsentwicklung im 3Q. Wir erwarten eine leicht positive Entwicklung des globalen Aktienmarktindex.

Aktien Österreich: Nach den starken Anstiegen der letzten Wochen konsolidierte der ATX mit einem leichten Wochenminus von 0,1%. Die Berichtssaison in Österreich lief weiter mit positiven Updates von den Versicherern. Hervorragende Ergebnisse lieferten DO&CO und Flughafen Wien. Beide profitierten von der starken Erholung der Flug- und Hospitality-Branche. Die S Immo-Aktie verlor knapp 10% diese Woche. Nachdem heute das Übernahmeangebot ausläuft, rechnen wir mit weiteren Kursrücksetzern.

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General information

AuthorErste Group Research
Date2022/11/18
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusChemicals, Construction & Material, Industrial Goods & Services, Insurance, Technology, Travel & Leisure
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Name  ISIN# Erste Group products
DO & COAT00008188020
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SemperitAT00007855550
STRABAGAT000000STR10
UniqaAT000082110379
Vienna Int. AirportAT00000VIE620



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