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2021/10/01 / Erste Group Research

Positive Gewinnaussichten stützen Aktienmärkte


Die Abschwächungsphase des globalen Aktienmarkt-Index dauerte auch letzte Woche an. Er verlor im Wochenverlauf in EUR -1,9%. Der S&P 500 gab in EUR um -2,1% nach.

Die Wachstumsperspektiven sehen derzeit bei den meisten globalen Sektoren positiv aus. Die Branchen Reisen, Medien und der zyklische Konsum sollten im nächsten Jahr die größten Umsatzsteigerungen erzielen. Negativ hingegen sind die Aussichten des Rohstoff-Sektors. Bei diesem werden die Erlöse 2022 voraussichtlich um -6% fallen.

Die Aussichten auf Umsatz- und Gewinnsteigerungen im 3Q und 4Q sind für die globalen Unternehmen positiv. Wir erwarten, dass die aktuelle Korrekturphase des Aktienmarktes nur noch kurzfristig andauern wird. Der globale Leitindex sollte in der nächsten Woche insgesamt einen moderaten Anstieg erzielen.

Der ATX stagnierte diese Woche mit -0,7% weist aber zum 30.9. ein YTD-Plus von knapp über 30% auf. Dank der guten Performance der schwergewichtigen Banken schlug sich der Wiener Leitindex diese Woche besser als die globalen Aktienmärkte. Stark gesucht war die SBO dank neuem Brent-3-Jahres-Hoch während eine hohe Kartellbuße die PORR-Aktie belastete.

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General information

AuthorErste Group Research
Date2021/10/01
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Chemicals, Construction & Material
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Erste Group related products

Name  ISIN# Erste Group products
BAWAGAT0000BAWAG247
LenzingAT000064450546
PORRAT00006096070
ZumtobelAT000083730745



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