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2018/11/23 / Erste Group Research

Equity Weekly


Derzeit gibt es in Europa aufwärts gerichtete Gewinnschätzungen vor allem in den Sektoren Energie (Öl & Gas) bzw. Gesundheit. Für zyklische Sektoren sind die Gewinnrevisionen zumeist entweder abwärts oder seitwärts gerichtet.

Nach dem Ende der US-Berichtssaison tendierten die globalen Leitindizes in der abgelaufenen Woche schwächer. Der S&P 500 fiel um
-2,9%. Er notiert seit Jahresbeginn um -1% (in USD) tiefer, in EUR beträgt der Ertrag +4,8%. Der breite europäische Aktienmarktindex verlor im Wochenvergleich -1,6%. Das Minus seit Jahresbeginn beträgt -9% (in EUR).


Ausblick. Die Aktienmärkte bleiben auch in der kommenden Woche voraussichtlich volatil. Die Bodenbildungsphase dauert an. Die fundamentale Situation der Aktienmärkte ist derzeit vor allem für die USA positiv.

Der ATX setzte diese Woche seinen Abwärtstrend weiter fort und verlor auf Wochensicht -2,9%. Der Haushaltsstreit der EU mit Italien sowie die Brexit-Verhandlungen stehen weiterhin im Fokus und sorgen bei Anlegern unverändert für Zurückhaltung. Kein ATX-Wert schloss mit positivem Vorzeichen.



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General information

AuthorErste Group Research
Date2018/11/23
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Chemicals, Insurance, Real Estate, Technology
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