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2022/04/29 / Erste Group Research

Q1-Gewinne überraschen positiv


Die Abschwächung des Weltaktien-Index dauerte auch in der letzten Woche an. Er gab in EUR um -0,3% nach. Der Stoxx 600 verlor überdurchschnittlich stark (-3,1%). Der S&P 500 hingegen befestigte sich in EUR um +0,7%.

Die aktuell verlaufende Berichtssaison ist in Europa für das 1Q bisher mehrheitlich gut verlaufen. 62% der Unternehmen des Stoxx 600 haben bisher Gewinne berichtet, die über den Erwartungen lagen. 32% der Unternehmen berichteten geringere Gewinne als erwartet.

In der nächsten Woche berichten global vor allem noch zahlreiche Energie-, Pharma- und Industriekonzerne über ihre Geschäftsentwicklung im 1Q. Die Ergebnisse sollten mehrheitlich gut ausfallen und die positiven Überraschungen bei den Gewinnen dürften klar überwiegen. Wir rechnen in der nächsten Woche mit einer Seitwärtsbewegung des globalen Aktienmarktindex.

Der ATX verlor diese Woche 2,1%. Gesucht waren defensive Werte wie Versorger und Nahrungsmittelproduzenten, während Zykliker – allen voran Einzelhandel und Finanztitel – gegeben wurden. In Wien legten Verbund und EVN zu, während die Bankschwergewichte und Wienerberger Kursrückgänge zu verbuchen hatten. Der Start in die Q1-Berichtssaison verlief in Österreich über die Branchen hinweg durchwegs besser als erwartet.

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General information

AuthorErste Group Research
Date2022/04/29
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Construction & Material, Food & Beverage, Industrial Goods & Services, Oil & Gas, Real Estate, Telecommunications
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