2020/10/30 / Erste Group Research |
US-Berichtssaison übertrifft Erwartungen Der globale Aktienmarkt fiel in der letzte Woche in EUR um -2,9%. Der globale Schwellenländerindex zeigte eine Outperformance im Vergleich zum Weltaktienindex der entwickelten Märkte. Besonders erwähnenswert ist, dass die nach Marktwert größten Unternehmen der Welt, Amazon, Microsoft, Apple und Alphabet hervorragende Quartalsergebnisse berichtet haben. Der ATX rutschte diese Woche mit – 6,1% auf den tiefsten Stand seit sechs Monaten. Bis auf Lenzing schlossen alle ATX-Werte im roten Bereich, angeführt von Caterer DO&CO. Die beginnende Berichtsaison in Österreich zeigte, dass die Unternehmen im 3. Quartal von den Nachfrageimpulsen nach Aufhebung der Lock Downs profitierten und die Ausblicke leicht optimistischer gefärbt waren. Gleichzeitig lassen die neuen Corona-Beschränkungen diese Woche erwarten, dass in den kommenden Monaten mit noch viel Unsicherheit zu rechnen ist. |
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Author | Erste Group Research |
Date | 2020/10/30 |
Language | ![]() |
Product name | Equity Weekly |
Topic in focus | Equities |
Economy in focus | Austria |
Currency in focus | Euro |
Sector in focus | Banks, Basic Resources, Industrial Goods & Services, Oil & Gas, Retail, Technology |
Download |
Name | ISIN | # Erste Group products |
SAP | DE0007164600 | 41 |
Palfinger | AT0000758305 | 5 |
OMV | AT0000743059 | 84 |
Microsoft | US5949181045 | 0 |
Kapsch TrafficCom | AT000KAPSCH9 | 0 |
BAWAG | AT0000BAWAG2 | 112 |
Apple | US0378331005 | 0 |
Andritz | AT0000730007 | 82 |
ams OSRAM | AT0000A18XM4 | 0 |
Amazon.Com | US0231351067 | 1 |
AMAG | AT00000AMAG3 | 0 |
Alphabet | US02079K3059 | 0 |
Addiko Bank | AT000ADDIKO0 | 0 |
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