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2020/05/04 / Erste Group Research

Equity Weekly


Amazon, Microsoft und Apple mit soliden Q1-Ergebnissen. Globale Aktien fielen im Wochenvergleich um -1%. ATX Index: +6,1%. Neuer Höchststand seit März-Absturz.

Die US-Berichtssaison setzte sich mit guten Ergebnissen der größten globalen Unternehmen (Microsoft, Apple, Amazon) fort. Zusammen erreichen diese drei Aktien jetzt über 8% der Weltmarktkapitalisierung. Die US-Berichtssaison geht auch in dieser Woche weiter. Wir erwarten, dass zahlreiche Unternehmen aus den zyklischen Sektoren keine guten Ausblicke liefern werden. Die Aktien-Indizes sollten, nach dem starken Anstieg ab Ende März, wieder etwas schwächer tendieren.

Der ATX legte letzte Woche um 6,1% zu vor allem durch die starke Kursperformance der Erste Group und erreichte mit 2.255 Punkten sogar einen neuen Höchststand seit dem historischen Absturz im März. Seit Jahresbeginn verlor der ATX rund 30%, im April legte der Index um 12% zu. In der um den Feiertag verkürzten Handelswoche standen in Österreich vor allem die zahlreichen Q1-Updates im Fokus der Anleger.


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General information

AuthorErste Group Research
Date2020/05/04
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Construction & Material, Industrial Goods & Services, Oil & Gas, Real Estate, Retail, Technology, Telecommunications
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Erste Group related products

Name  ISIN# Erste Group products
-AT0000652011102
Amazon.ComUS02313510675
amsAT0000A18XM40
AndritzAT000073000750
AppleUS03783310053
BAWAGAT0000BAWAG239
MicrosoftUS59491810452
OMVAT000074305972
PalfingerAT00007583056
PORRAT00006096070
STRABAGAT000000STR19
Telekom AustriaAT000072000824
UBMAT00008154020



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