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2020/05/29 / Erste Group Research

Equity Weekly


Die Erholung des globalen Aktienindex dauerte auch letzte Woche an. Er legte in EUR um +2,4% zu. Am besten performten die zyklischen Indizes.

Die positive Dynamik der zyklischen Sektoren dürfte kurzfristig noch andauern. Bereits vor Beginn der nächsten Berichtssaison im Juli sollten allerdings Gewinnmitnahmen einsetzen und die Outperformance beendet werden.

Der ATX machte mit +8,1% diese Woche einen kräftigen Schub nach oben und überflügelte damit die internationalen Märkte. Allen voran ATX-Schwergewicht Este Group schob den Index mit + 15,3% an. Optimismus hinsichtlich einer schnelleren Wirtschaftserholung nach Lockerung der Shut Downs sorgte für eine positive internationale Börsenstimmung und ließ Anleger vor allem bei zyklischen Sektoren zugreifen.


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General information

AuthorErste Group Research
Date2020/05/29
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusChemicals, Construction & Material, Health Care, Real Estate
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