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2020/10/16 / Erste Group Research

Berichtssaison überrascht positiv

Globale Aktienmarkt setzte positiven Trend fort, 88% positive Überraschungen in den USA

In den USA haben bisher 10% der 500 Aktienfirmen im S&P Index Zahlen zum dritten Quartal veröffentlicht. Dabei konnten 88% der Unternehmen besser als erwartete Gewinne pro Aktie berichten. Besonders die Großbanken standen im Fokus. Hier lagen nur die Gewinne von Wells Fargo unter den Erwartungen. Die Rückstellungen stiegen insgesamt nicht mehr so signifikant wie in Q2.

Ausblick: Die US-Berichtssaison setzt sich in der kommenden Woche mit den Veröffentlichungen von u.a.: IBM, P&G, Coca Cola und Abbott Labs fort. Wir erwarten einen volatilen Seitwärtstrend nach den Gewinnen in dieser Woche.

Der ATX ruderte diese Woche 1,6% zurück. Sorgen um sich beschleunigende Neuinfektionszahlen, eine Pattsituation beim US-Konjunkturpaket vor der Präsidentschaftswahl sowie durchwachsene Unternehmensnachrichten ließen Anleger vorsichtig agieren. Besonders Finanz- und Ölwerte kamen unter die Räder. Auch kommende Woche erwarten wir den ATX weiter in einer Bandbreite zwischen 2,100 und 2,300 Punkten.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Chemicals

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