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2020/07/24 / Erste Group Research

Equity Weekly


Globale Aktien: Schwellenländer outperformen, US-Berichtssaison: Erwartungen leicht übertroffen, Edelmetalle: Gold und Silber in Aufwärtstrends

Die Sektoren Rohstoffe und Gesundheit wiesen bisher die größten positiven Gewinnüberraschungen auf. Aus den bis jetzt bekannten Daten und den noch zu erwartenden Ergebnissen ergibt sich für das 2. Quartal für die USA ein prognostizierter Gewinnrückgang von -44%.

Der ATX schloss diese Woche mit - 1,1%. Zunächst sorgte die Einigung auf ein 750 Mrd. schweres EU-Konjunkturpaket für Unterstützung. Eine gewisse Unsicherheit erfasste jedoch die Aktienmärkte infolge steigender Corona-Zahlen, gemischter Konjunkturdaten und neuerlichen US-chinesischen Spannungen. In Wien litten Banktitel unter Meldungen, die EZB könnte die Banken anhalten, auf Dividendenzahlungen bis Jahresende zu verzichten. Die AT&S hingegen profitierte von einer geplanten Großinvestition in ihr steirisches Werk. Kommende Woche sehen wir den ATX weiter seitwärts gerichtet.


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General information

AuthorErste Group Research
Date2020/07/24
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusIndustrial Goods & Services, Technology
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