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2022/02/18 / Erste Group Research

Berichtssaison verläuft erfolgreich

In der letzten Woche gab der globale Aktienmarktindex in EUR um -1,7% nach. Der S&P 500 verlor in EUR -1,8%, der Stoxx 600 notierte um -1,7% tiefer.

Für das 1Q 2022 ist die Konsensus-Erwartung beim US-Gewinnwachstum ein Anstieg um +5,5% bzw. +4,6% im 2Q. Das erwartete Gewinnwachstum für das gesamte Jahr 2022 beträgt +7,3% bzw. das KGV 2022e ist 21,4x.

In der nächsten Woche geht die Berichtssaison vor allem mit den Ergebnissen europäischer Unternehmen weiter. Wir erwarten, dass in der nächsten Woche die erhöhte Volatilität des globalen Aktienmarktindex anhalten wird. Der Index sollte hierbei seitwärts tendieren.

Der ATX rutschte diese Woche um 4,2% auf unter 3.900 Punkte ab. Neben der Unsicherheit über eine anstehende Zinswende belastete die Ukraine-Russland-Krise die Kurse europaweit und sorgte für hohe Volatilität. In Österreich standen besonders die ATX-Schwergewichte RBI und Erste Group unter Abgabedruck. Gute Nachrichten zum Geschäftsverlauf der berichtenden Unternehmen verhallten leider ungehört in diesem Umfeld.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Chemicals, Construction & Material, Insurance, Travel & Leisure

Erste Group related products

Name  ISIN# Erste Group products
DO & COAT00008188020


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