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2021/10/08 / Erste Group Research

US-Berichtssaison vor gutem Start


Der globale Aktienmarktindex befestigte sich in der letzten Woche in EUR um +1,5%. Der S&P stieg in EUR um +2,3%, der Stoxx 600 legte um +0,8% zu.

Für einen weiteren Anstieg des globalen Aktienmarktes spricht die Aussicht auf Umsatz- und Gewinnsteigerungen der Unternehmen auch im nächsten Jahr. Für 2022 wird aktuell gemäß der Konsensus-Schätzung ein Anstieg der Umsätze um +4,9% und ein Gewinnanstieg um +5,9% erwartet.

In der nächsten Woche beginnt ab Mittwoch die US-Berichtssaison für das dritte Quartal mit den Unternehmensergebnissen der US-Großbanken JPMorgan Chase, Bank of America, Citigroup und Morgan Stanley. Ebenso berichten der global zweitgrößte Gesundheitskonzern UnitedHealth Group, sowie der Halbleiterhersteller Taiwan Semiconductor Manufacturing. Wir erwarten mehrheitlich positive Unternehmensergebnisse. Der globale Leitindex sollte in der nächsten Woche moderat ansteigen.

Der ATX tendierte diese Woche mit einem zarten Plus von 0,6% seitwärts. Dabei profitierte der Wiener Leitindex von der hohen Gewichtung der Banken. Die weiter gestiegenen US-Anleiherenditen und Energiepreise führten zu einer erhöhten Nachfrage der Sektoren Banken, Öl- und Gas und Versorger. So waren Erste Group und RBI erneut unter den Wochengewinnern. Das heutige Trading Statement der OMV lässt ebenfalls starke Q3-Ergebnisse erwarten.

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General information

AuthorErste Group Research
Date2021/10/08
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Oil & Gas
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Erste Group related products

Name  ISIN# Erste Group products
OMVAT000074305992
PolytecAT0000A00XX90



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