|2018/08/31 / Erste Group Research|
Der Aufwärtstrend des globalen Aktienmarktes setzte sich in der letzten Woche fort. Der S&P 500 legt um +1,5% zu und erzielte ein neues Allzeit-Hoch, ebenso der Nasdaq 100 Index.
Die globalen Aktienindizes sollten in der kommenden Woche moderat ansteigen. Die fundamentale Situation und die Aussichten der Unternehmen sind in den entwickelten Märkten gut. Dies trifft vor allem für die USA zu. Daher sollte der S&P 500 Index weiter eine Outperformance gegenüber den anderen Märkten aufweisen. In der kommenden Woche findet die Sommerberichtssaison in Österreich, mit Zahlenvorlage der Zumtobel für das 1. Quartal 2018/19, langsam ihr Ende. Kapsch wird unterdessen am Donnerstag die HV abhalten.
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|Author||Erste Group Research|
|Product name||Equity Weekly|
|Topic in focus||Equities|
|Economy in focus||Austria|
|Currency in focus||Euro|
|Sector in focus||Construction & Material, Financial Services, Insurance, Real Estate|
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