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2022/10/14 / Erste Group Research

Startschuss zur Q3-Berichtssaison


Der globalen Aktienmarktindex fiel in der letzten Woche in EUR um -1,4%. Der Stoxx 600 erzielte abermals eine schlechtere Performance als der Weltaktienindex. Er fiel in EUR um -1,8%. S&P 500 zeigte hingegen mit einem Rückgang von nur -0,7% in EUR eine relative Stärke zum Gesamtmarkt.

Die relative Stärke des US-Marktes gegenüber dem europäischen Markt sollte mittelfristig andauern, weil das erwartete Gewinnwachstum 2023 in den USA positiv ausfallen wird, in Europa hingegen negativ.

Ausblick: Die US-Berichtsaison startet am 14.10. mit den Ergebnissen der US-Großbanken. Nächste Woche berichten weitere US-Finanzfirmen, darunter Bank of America (Kaufen) und Charles Schwab (Kaufen), sowie die Pharmakonzerne Johnson & Johnson Kaufen) und Abbot Laboratories (Halten). Wir erwarten, dass der globale Aktienmarktindex in der nächsten Woche ansteigen wird.

Aktien Österreich: Der ATX tendierte diese Woche mit -1,5% leicht schwächer. Zins- und Inflationsausblick dies- und jenseits des Atlantiks bleiben die beherrschenden Themen. Auf den Verkaufslisten standen weiter zinssensitive Werte aus den Sektoren Technologie und Immobilien. In Österreich waren davon vor allem Immofinanz betroffen sowie ams OSRAM. An die Kursspitze setzte sich DO&CO gestützt von positiven Updates europäischer und US-Fluglinien.

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General information

AuthorErste Group Research
Date2022/10/14
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusFood & Beverage, Oil & Gas
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Name  ISIN# Erste Group products
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OMVAT000074305992



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