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2021/05/21 / Erste Group Research

Konjunkturdaten schieben Aktienmärkte an


Der globale Aktienmarkt legte leicht zu. Sowohl die USA als auch in Europa stiegen die Leitindizes um +1%. Die Sektoren Technologie und Automobile waren mit +2% gefragt.

In Europa ist die Q1 Berichtssaison fast beendet. Bisher sind 81% der zu erwarteten Quartalsdaten veröffentlicht worden. 73% der Unternehmen publizierten besser als erwartete Gewinne. Die Sektoren Finanzen, nicht-zyklischer Konsum sowie Rohstoffe überraschten am deutlichsten positiv. Nur der Immobiliensektor blieb signifikant unter den Gewinnerwartungen.

Wir erwarten in der nächsten Wochen ein eine leicht positive Performance des globalen Aktienmarktes. Die stärksten Impulse werden von den neuen Daten der Einkaufsmanagerindizes aus den wichtigsten Ländern ab 1. Juni kommen. Der Heute veröffentlichte Flash-Index für die Eurozone zeigte einen starken Anstieg im Dienstleistungssektor, während der Index für die Industrie auf einem hohen Niveau seitwärts tendierte.

Der ATX knüpfte diese Woche an seinen Aufwärtstrend an und schloss mit einem Plus von 1,6% knapp über 3,400 Punkten. Zugpferd des kräftigen Anstiegs war dabei die Erste Group, die in ihrer dieswöchigen HV eine Dividende von EUR 0,50/Aktie beschloss. Besonders hervorzuheben Semperit und Uniqa mit sehr starken Auftaktquartalen. Von der Corona-Pandemie nach wie vor belastet waren hingegen der Flughafen Wien und SBO.

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General information

AuthorErste Group Research
Date2021/05/21
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusChemicals, Industrial Goods & Services, Insurance, Real Estate, Technology
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Erste Group related products

Name  ISIN# Erste Group products
AT&SAT00009699850
S ImmoAT000065225031
SBOAT000094665222
SemperitAT00007855550
UniqaAT000082110344
Vienna Int. AirportAT00000VIE620
VIGAT000090850442



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