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2019/02/01 / Erste Group Research

Equity Weekly


Die Aufwärtstendenz der globalen Aktienmärkte dauerte auch in der letzten Woche an. Die Äußerungen des FED-Vorsitzenden Powell wurden von den Anlegern positiv aufgenommen, da sie keinen unmittelbaren Hinweis auf kurzfristig bevorstehende Zinserhöhungen enthielten.

Globale Aktien. Die Berichtssaison der Unternehmen ist in vollem Gang. Die Ergebnisse der Firmen sind mehrheitlich positiv. Circa 71% der berichteten Gewinne/Aktie lagen in den USA über den Erwartungen. Das berichtete durchschnittliche Gewinnwachstum/Aktie war 10,9%, das Umsatzwachstum +6,1%.


Ausblick. Die globalen Leitindizes sollten in der nächste Woche moderat positiv tendieren. Der Technologiesektor dürfte sich besser entwickeln als andere Sektoren. Die positiven Rahmenbedingungen für leichte Zuwächse bei den Schwellenländer-Indizes sowie bei Gold bleiben bestehen.

Aktien Österreich. Der ATX schloss in einem international positiven Umfeld im Wochenabstand um 1,5% höher und übersprang intraday sogar die 3.000-Punkte Marke. Vor allem die Index-Schwergewichte Erste Group und OMV schoben den Wiener Index an. Diese Woche erhielten die internationalen Börsen vor allem Rückenwind seitens der unveränderten US-Leitzinsen und der signalisierten längeren Zinserhöhungspause.



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General information

AuthorErste Group Research
Date2019/02/01
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Oil & Gas, Technology
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