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2021/01/15 / Erste Group Research

Hoffnung auf Aufschwung stützt Aktienmärkte weiter

Der Aufwärtstrend des globalen Aktienmarktes setzte sich letzte Woche fort. Der Weltaktienindex der entwickelten Märkte stieg in EUR um +1%.

Die positive Performance der Schwellenländer sollte in diesem Jahr andauern. Ein Grund dafür ist die erwartete Erholung der globalen Konjunktur. Die Einkaufsmanager-Indizes der Industrie aus Asien signalisieren mehrheitlich eine Wachstumsbeschleunigung.

Der Aufwärtstrend der globalen Indizes sollte anhalten. Die US-Berichtssaison beginnt am 15.1 mit den Ergebnissen einiger Großbanken.

Der ATX kratzte diese Woche mit einem Wochenplus von 1,5% an der 3.000-Punkte-Marke. Von den ATX Schwergewichten trieben insbesondere unsere neue Kauf-Empfehlung Andritz und die OMV nach guten Q4-Indikatoren den Leitindex an. Die CA Immo legte nach dem Übernahmeangebot von Starwood kräftig zu und schloss über dem unserer Meinung nach zu tiefen Angebotspreis. Auch kommende Woche sollte die längst überfällige Konsolidierung ausbleiben und die 3.000-Punkte-Marke fallen.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusFood & Beverage, Industrial Goods & Services, Oil & Gas, Real Estate

Erste Group related products

Name  ISIN# Erste Group products
CA IMMOAT000064135243


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