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2021/04/23 / Erste Group Research

Richtungsweisende Woche steht bevor


Der globale Aktienmarktindex gab in der letzten Woche in EUR um -0,9% nach. Der S&P 500 notierte in EUR um -1,2% tiefer, der Nikkei 225 verlor -1,4% an Wert. Der Stoxx 600 stieg hingegen um +0,3%. Der globale Schwellenländer-Index notierte um -0,3% tiefer.

In der aktuellen US-Berichtssaison für das Q1 haben 81% der Firmen Gewinne berichtet, die über den Erwartungen lagen. Die aktuelle Berichterstattung der Gewinne deutet darauf hin, dass das Gewinnwachstum im Q1 voraussichtlich ca. +30% betragen wird.

Die Berichtssaison geht in der kommenden Woche in den USA mit einer Vielzahl an erwarteten Unternehmensergebnissen weiter. Es werden die Umsatz- und Gewinnausweise der größten Technologiekonzerne wie Microsoft, Alphabet, Apple, Facebook, aber auch jene von Amazon.com, Visa und Mastercard erwartet. Die meisten Unternehmensergebnisse sollten besser ausfallen als im Vorjahr. Der Weltaktienindex befindet sich derzeit in einer kurzen Konsolidierungsphase. Wir erwarten, dass diese auch in der nächsten Woche andauern wird.

Der ATX tendierte diese Woche leicht schwächer und schloss sich damit der international vorsichtigeren Anlegerstimmung nach den Rekordanstiegen der letzten Wochen an. In der Sektorensicht gab es international Gewinnmitnahmen bei Finanz sowie Öl- und Gaswerten, was sich auch im ATX widerspiegelte. Im Kampf um die 3.200-Punkte Marke musste der ATX sich diese Woche geschlagen geben und könnte nun durchaus etwas Zeit brauchen, sie nachhaltig zu überspringen.

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General information

AuthorErste Group Research
Date2021/04/23
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Chemicals, Financial Services, Real Estate, Technology
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