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2019/02/08 / Erste Group Research

Equity Weekly


Die globalen Aktienmärkte tendierten letzte Woche wenig verändert. Der S&P 500 stieg um +0,1%, der Nikkei 225 fiel um -0,1%, der europäische Aktienmarkt legte um +0,4% zu. Der globale Schwellenländer-Index fiel um -0,7%.

Globale Aktien. Die Mehrheit der US-Unternehmen hat bisher in dieser Berichtssaison die Unternehmensergebnisse präsentiert. Circa 70% der Gewinne/Aktie lagen über den Erwartungen, bei den Umsätzen war dies bei ca. 60% der Unternehmen so. Die Konsensus-Gewinnschätzungen für die erwarteten Unternehmensgewinne in den nächsten 12 Monaten sind derzeit abwärts gerichtet.


Ausblick. Wir erwarten in der kommenden Woche eine moderate Abschwächung der globalen Aktienmärkte. Nach den überdurchschnittlich starken Indexzuwächsen seit Jahresbeginn dürfte der jüngste Anstieg zu einem vorläufigen Ende kommen. Die mittelfristigen Aussichten für die globalen Indizes bleiben moderat positiv. Die zuletzt gesunkene Volatilität der Indizes wird voraussichtlich wieder ansteigen.

Aktien Österreich. In einem uneinheitlich tendierenden internationalen Umfeld konnte der ATX auf Wochensicht um 0,5% zulegen und die 3.000-Punkte Marke überspringen. Die wieder aufkeimenden Ängste von einer weltweiten Konjunkturdelle ver-unsichern derzeit die Anleger. An die Spitze der Wiener Kurstafel setzte sich die OMV mit einem Plus von 6,0%, nach Zahlenvorlage für das 4. Quartal 2018. Für Gegenwind an der Wiener Börse sorgten hingegen die negativ aufgenommenen Unternehmensergebnisse der voestalpine (-9,3%) und RBI (-4,2%)




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General information

AuthorErste Group Research
Date2019/02/08
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Oil & Gas, Technology
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Erste Group related products

Name  ISIN# Erste Group products
-AT00009208630
Mayr-MelnhofAT000093820414
OMVAT0000743059110
RBIAT000060630681
voestalpineAT000093750374



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