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2024/02/09 / Erste Group Research

Aufwärtstrend dauert an

Der Aufwärtstrend des globalen Aktienmarktes dauerte auch in der letzten Woche an. Der globale Aktienmarktindex legte in EUR um +2,2% zu. Der S&P 500 stieg in EUR um +2,8%.

Aktien Global: In der aktuell laufenden Berichtsaison für die 4Q-Ergebnisse haben in Europa nur 55% der Firmen Gewinne berichtet, die über den Konsensus-Erwartungen lagen (vs. USA: 72%). Bei den Umsätzen konnten nur 47% der europäischen Firmen höher als erwartete Erlöse berichten. Für das 4Q wird in Europa ein Gewinnrückgang um -7,6% (J/J) erwartet.

Ausblick: Die Berichtsaison ist vor allem in den USA schon weit fortgeschritten. Nächste Woche berichten die Unternehmen Cadence Design Systems (Kaufen), Waste Management (Kaufen), Coca Cola (Halten), Cisco Systems (Kaufen), sowie Deere (Halten) und Schneider Electric (Kaufen) über ihre Geschäftsergebnisse des 4Q. Wir erwarten, dass der globale Aktienmarktindex auch in der nächsten Woche wieder leicht ansteigen wird.

Aktien Österreich: Der ATX kann die 3.400 Punkte nicht halten und verliert auf Wochensicht 2,4% in einem leicht positiven Marktumfeld (Stoxx 600: +0,3%). Dass der österreichische Leitindex im internationalen Vergleich so schlecht abschnitt, lag in erster Linie an der hohen Gewichtung der Utilities (Verbund -8,0%, EVN -7,8%), die europaweit unter den weiter fallenden Strompreisen litten.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Construction & Material, Technology

Erste Group related products

Name  ISIN# Erste Group products
ams OSRAMAT0000A18XM40


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