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2020/10/09 / Erste Group Research

Großbanken läuten US-Berichtssaison ein

Alle wichtigen Leitindizes erzielten in der letzte Woche Zugewinne. Der Weltaktienindex stieg in EUR um +1,9%, ebenso der S&P 500. Der Stoxx 600 legte um +1,8% zu.

Der Ausgang der US-Wahl am 3.11. hat voraussichtlich Auswirkungen auf die langfristigen Perspektiven einzelner Sektoren. Mittel- und langfristig ist der Trend der US-Leitindizes aufwärts gerichtet, da die Gewinnentwicklung im nächsten Jahr voraussichtlich wieder deutlich positiv sein wird (2021e: +24,2%).

Die US-Berichtssaison beginnt nächste Woche mit der Veröffentlichung der Ergebnisse der wichtigsten Großbanken. Wir erwarten in der kommenden Woche einen leichten Anstieg des globalen Aktienmarktes. Ein nachhaltiger Trend wird sich in den Wochen vor der US-Wahl voraussichtlich nicht etablieren.

Beflügelt von der international positiven Börsenstimmung legte der ATX diese Woche knapp 6% zu. In der Hoffnung auf neue US-Konjunkturhilfen griffen Anleger weltweit diese Woche wieder bei Aktien zu. In unserem neuen CEE Telekom Sektorreport behalten wir die Akkumulieren-Empfehlung für die Telekom Austria. Auch bei der FACC-Aktie bleiben wir auf aktuellen Kursniveaus bei Akkumulieren.

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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, Technology, Telecommunications

Erste Group related products

Name  ISIN# Erste Group products
ams OSRAMAT0000A18XM40
Kapsch TrafficComAT000KAPSCH90
Telekom AustriaAT000072000837


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