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2021/06/25 / Erste Group Research

Hohes Gewinnwachstum im 2. Quartal erwartet

In der letzten Woche legte der globale Aktienmarktindex leicht zu. Er stieg in EUR um +0,3%. Am besten entwickelten sich US-Aktien. Der S&P 500 legte in EUR um +0,7% zu. Leicht negativ tendierte der Stoxx 600. Er verlor -0,5%.

Für das Q2 2021 wird für den Stoxx 600 ein sehr hohes Gewinnwachstum von +104,3% (j/j) erwartet. Fast alle Sektoren (außer der Immobiliensektor) sollten zum Großteil sehr hohe jährliche Zuwachsraten erzielen.

Die globalen Leitindizes dürften in der kommenden Woche moderat aufwärts tendieren. Größere Bewegungen erscheinen unwahrscheinlich, da die globale Berichtssaison erst in einigen Wochen startet.

Nach dem schwachen letzten Freitag erholte sich der ATX im Laufe der Woche zwar, schaffte es aber mit -1,1% nicht, die 3.500-Punkte-Marke zurückzuerobern. Vor allem Finanzwerte sowie Zykliker performten schwach, während Post und Verbund zulegten. Die Immofinanz musste in ihrem Übernahmeversuch der S Immo einen Rückschlag einstecken, da die a.o. HV der S Immo die Stimmrechtsbeschränkung bestätigte.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusReal Estate

Erste Group related products

Name  ISIN# Erste Group products
S ImmoAT00006522502


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