|2022/04/15 / Erste Group Research|
Der globale Aktienmarkindex schwächte sich in der letzte Woche in EUR um -1,2% ab.
Der S&P 500 gab stärker nach. Er verlor in EUR -1.8%. Der Stoxx 600 stieg hingegen um +1,1%. Der Nikkei 225 notierte unverändert.
Die Bewertung europäischer Aktien ist angesichts der positiven Gewinn-Wachstumsperspektiven günstig. Das KGV 2022e beträgt 14,6x. Die für heu-er erwartete Dividendenrendite ist 3%. Die Voraussetzungen für eine moderat positive Entwicklung des europäischen Aktienmarkt-Index sind demnach vorhanden.
Der ATX konnte in dieser Woche einen Teil seiner Verluste der Vorwoche wieder wettmachen, am Ende stand ein Plus von 3,4% zu Buche. Europaweit waren vor allem Öl- & Gaswerte, Grundstoffaktien, Aktien der Reise- und Freizeitbranche sowie Bautitel gefragt, wenig überraschend daher, dass in Wien die Aktien der FACC, Wienerberger, OMV, voestalpine und Porr die Kurslisten anführten.
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|Author||Erste Group Research|
|Product name||Equity Weekly|
|Topic in focus||Equities|
|Economy in focus||Austria|
|Currency in focus||Euro|
|Sector in focus||Banks, Health Care, Real Estate|
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