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2024/08/30 / Erste Group Research

Emerging Markets: Indien holt auf


In der vergangenen Woche legte der globale Aktienmarktindex in EUR um +1,1% zu. Der Stoxx 600 stieg um +1,7%, der S&P 500 befestigte sich in EUR um +0,8%. Der Nikkei 225 notiert in EUR um +1,4% höher. Der globale Emerging Market Index gab in EUR -0,1% nach.

Aktien Global: Das Gewinnwachstum der wichtigsten Länder in den Emerging Markets ist sehr unterschiedlich. Das prognostizierte Gewinnwachstum indischer Unternehmen beträgt für 2024 +10,1% (J/J) bzw. für 2025 +13% (J/J). Das Gewinnwachstum indischer Firmen liegt über jenem der chinesischen Unternehmen. Für diese wird für 2024 ein Gewinnzuwachs von +7,9% (J/J) und für 2025 ein Gewinnanstieg um +7,5% (J/J) prognostiziert.

Ausblick: Nur noch wenige Firmen berichten nächste Woche ihre Quartalsergebnisse. Die wichtigsten sind hierbei Alimentation Couche-Tard (am 4.9.) und Broadcom (am 5.9.). Wir erwarten, dass der globale Aktienmarktindex in der kommenden Woche leicht ansteigen wird.

Aktien Österreich: Der ATX schloss in einem international freundlichen Börsenumfeld mit einem Wochenplus von 1,4% über der 3,700-Punkte-Marke. In Österreich stand der letzte Schwung an Quartalszahlen im Fokus der Anleger. VIG und EVN wurden in ihren Ausblicken optimistischer. Aus der Bau- und Immobilienbranche kamen auch positive Zwischenmeldungen. Im Hinblick auf Notierungen bereits knapp unter bzw. über dem EPRA NTA blieben positive Kursreaktionen bei den Immos jedoch aus. Charttechnisch sehen wir den Blick für den ATX nach oben gerichtet, zum Jahreshöchststand von 3,778 Punkten fehlt nicht mehr viel.

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General information

AuthorErste Group Research
Date2024/08/30
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria, United States
Currency in focusEuro, US Dollar
Sector in focusChemicals, Construction & Material, Insurance, Real Estate, Technology, Utilities
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S ImmoAT00006522502
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UBMAT00008154020
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