|2022/11/07 / Erste Group Research|
Berichtssaison: Licht und Schatten
Welche Trends zeichnen sich in der laufenden Berichtssaison zum 3. Quartal ab? Positive Quartalszahlen kamen letzte Woche von Erste Group und RBI. Aber auch die OMV verdoppelte im Q3 22 ihr operatives Ergebnis und schlägt eine Sonderdividende für 2022 vor. Erfreuliche Updates kamen auch von Andritz, voestalpine und Mayr-Melnhof. Jedoch mischten sich auch vorsichtigere Ausblicke dazu wie von AT&S und ams OSRAM oder Lenzing, die von einer schwächeren Nachfrage berichten. Den Verbund wiederum belasteten die schlechte Wasserführung und der geplante Strompreisdeckel. Generell denken wir, dass auf aktuellen Kursniveaus bereits viel Negatives eingepreist ist, wie manche Erleichterungsrally auch nach schwächeren Quartalszahlen zeigt.
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|Author||Erste Group Research|
|Topic in focus||Equities|
|Economy in focus||Austria|
|Currency in focus||Euro|
|Sector in focus||Automobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Oil & Gas, Real Estate, Technology, Telecommunications, Travel & Leisure, Utilities|
|Name||ISIN||# Erste Group products|
|Vienna Int. Airport||AT00000VIE62||0|
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