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2019/10/21 / Erste Group Research

Equity Weekly


Zu Beginn der US-Berichtsaison tendierte der globale Aktienmarktindex seitwärts. Er erzielte eine Wochenperformance in EUR von +0,2%. Der europäische Aktienmarktindex notierte unverändert. Der globale Schwellenländerindex profitierte leicht vom fallenden Dollarindex.

Aktien Global: Im Wochenverlauf berichteten die größten US-Banken über den Verlauf ihrer Geschäfte im dritten Quartal. Die größte US-Bank, JPMorgan Chase erzielte die besten Ergebnisse im Sektor. Der Aufwärtstrend des US-Bankenindex ist intakt. Die Gewinnprognosen sind für den US-Bankensektor aufwärts gerichtet.

Ausblick: In dieser Woche berichten einige der größten Konzerne aus den Sektoren Technologie, Konsumgüter, Einzelhandel und Gesundheit. Wir erwarten solide Ergebnisse. Der sinkende Dollarindex signalisiert eine wieder ansteigende Risikobereitschaft der Anleger. Der Aufwärtstrend des globalen Aktienmarktindex sollte demnach weiter andauern.

Aktien Österreich: Beflügelt von den Fortschritten in den Brexit-Verhandlungen legte der ATX letzte Woche kräftig um 3,4%. Nur die Immobilienwerte schlossen leicht negativ. Von den ATX Schwergewichten waren besonders Verbund und RBI stark gesucht. An den Märkten überwog die Zuversicht, dass der Johnson- Deal angenommen wird. Sollte das britische Parlament den Brexit-Deal nicht genehmigen, erwägt die EU einen weiteren Aufschub.

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General information

AuthorErste Group Research
Date2019/10/21
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Industrial Goods & Services, Technology, Telecommunications
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