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2022/10/07 / Erste Group Research

Aktienmärkte erholen sich


Der globalen Aktienmarktindex erholte sich in der letzten Woche. Er stieg in EUR um +4,1%. Der S&P 500 legte um +4,3% zu. Der Stoxx 600 notiert im Wochenvergleich um +2,2% höher.

Aktien Global: Die besonders in Europa durch den russischen Krieg und den schwachen Euro stark gestiegenen Energiepreise belasten die Margen und reduzieren die globale Wettbewerbsfähigkeit. Dies trifft besonders auf zyklische Sektoren wie Industrie, Chemie und den zyklischen Konsum zu. Wir empfehlen in diesem Umfeld Aktien aus defensiven Sektoren wie Basiskonsum und Gesundheit.

Ausblick: Die US-Berichtssaison beginnt in der kommenden Woche. Am Freitag berichten die US-Großbanken JPMorgan Chase, Citigroup bzw. Morgan Stanley und der Gesundheitskonzern UnitedHealth Group über ihre Ergebnisse im letzten Quartal. Wir erwarten, dass globale Aktienmarktindex leichte Zugewinne erzielen wird.

Aktien Österreich: Der ATX erholte sich diese Woche mit einem kräftigen Plus von 5,2% von seinem Jahrestief letzte Woche. An die Spitze der Kurstafel setzten sich zuletzt besonders unter die Räder gekommenen Werte – allen voran SBO und AT&S. Nur Lenzing schloss infolge schwächerer Faserpreise 10,4% tiefer. Kommende Woche stehen mit dem Trading Statement der OMV zum Q3 22 und Halbjahreszahlen von Agrana wieder Unternehmens-Updates am Kalender.

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General information

AuthorErste Group Research
Date2022/10/07
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusChemicals, Food & Beverage
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Erste Group related products

Name  ISIN# Erste Group products
AgranaAT000AGRANA30
LenzingAT000064450576



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