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2020/01/31 / Erste Group Research

Equity Weekly


In der letzten Woche schwächte sich der Weltaktienindex ab (in EUR: -1,3%). Einige schwächer als erwartete Wirtschaftsdaten aus den USA und aus Europa hatten einen negativen Einfluss auf die Risikobereitschaft der Anleger.

Die US-Berichtssaison dauert an. Die Unternehmen der Sektoren Technologie, Konsum (zyklisch und nicht zyklisch) und Gesundheit wiesen in dieser Berichtssaison den größten Anteil an positiven Gewinnüberraschungen auf.

In der kommenden Woche werden weitere globale Großkonzerne ihre Geschäftsergebnisse bekanntgeben. Technologie- und Konsumwerte dürften weiterhin bessere Ergebnisse veröffentlichen als Industrie- und Automobilfirmen. Wir erwarten eine leicht aufwärts gerichtete Tendenz des Weltaktienindex.

Der ATX schloss diese Woche 0,7% tiefer inmitten einer weltweit gedämpften Marktstimmung. Die Furcht vor den wirtschaftlichen Folgen einer Corona-Virus-Pandemie lastete am Risikoappetit. Dies bekamen vor allem zyklische Aktien zu spüren. Nach einer Gewinnwarnung war die Lenzing-Aktie der schwächste ATX-Wert dieser Woche. Auch charttechnisch ist der Blick nach unten gerichtet, die 50-Tages Linie beim ATX hat nicht gehalten.

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General information

AuthorErste Group Research
Date2020/01/31
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Chemicals, Food & Beverage, Industrial Goods & Services, Technology
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Erste Group related products

Name  ISIN# Erste Group products
AgranaAT00006037090
amsAT0000A18XM40
AppleUS03783310052
Austrian PostAT0000APOST451
LenzingAT000064450547
MicrosoftUS59491810451
SAPDE000716460030
SemperitAT00007855550
voestalpineAT000093750380



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