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2022/02/11 / Erste Group Research

Weiter positive Aussichten für Aktien


Der globale Aktienmarktindex befestigte sich in der letzten Woche in EUR um +1%. Der S&P 500 stieg in EUR um +0,4%, der Stoxx 600 legte um +0,6% zu.

Eine quantitative Analyse, die sich aus der Gewinndynamik der Sektoren ableitet, ergibt für den US-Aktienmarkt einen erwarteten Ertrag von +3,9% in den nächsten drei Monaten. Die Sektoren Technologie, Gesundheit, Medien und Energie sollten demnach Outperformances erzielen.

Auch in der nächsten Woche dauert die Berichtssaison an. Wichtige US-Großkonzerne wie Walmart, NVIDIA, Nestle und Allianz liefern ihre Geschäftsdaten für das letzte Quartal ab. Wir erwarten, dass der globale Aktienmarktindex in der nächsten Woche einen moderaten Zugewinn erzielen wird.

Der heimische Leitindex ging mit einem starken Plus von +3,5% aus der Woche. Im Fokus standen neben aktuellen Unternehmensergebnissen aus Europa und den USA die jüngsten US-Inflationsdaten. Die Verbraucherpreise in den USA stiegen gegenüber dem Vorjahresmonat überraschend stark um 7,5% und zeigten damit die höchste Inflationsrate seit 1982. Stärkster ATX-Wert, wie auch schon in der Vorwoche, war in dieser Woche die AT&S mit einem Kursplus +8,5%, gefolgt von OMV (+7,9%) und Raiffeisen Bank International (+7,2%).

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General information

AuthorErste Group Research
Date2022/02/11
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Telecommunications
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Telekom AustriaAT000072000832
voestalpineAT000093750377



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