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2021/12/03 / Erste Group Research

Aktienmärkte: Vorzeichen weiter positiv


Der globale Aktienmarktindex schwächte sich in der letzten Woche in EUR um -3,6% ab. Der S&P 500 gab ebenfalls um -3,6% nach, der Stoxx 600 fiel um -3,0%.

Das Gewinnwachstum der Unternehmen wird auch im nächsten Jahr anhalten. Positive Überraschungen erscheinen hierbei wahrscheinlicher als negative Überraschungen. Die Aktienmärkte sollten mittelfristig weiterhin aufwärts tendieren.

Wir erwarten, dass der globale Aktienmarkt-Index in der kommenden Woche positiv tendieren wird. Wir erwarten einen moderaten Zugewinn und einen Rückgang der Volatilität.

Der ATX gab diese Woche 2,6% ab. Am stärksten von der Corona-Unsicherheit getroffen wurden Werte der Reisebranche. Dies führte zu höheren Abschlägen bei Flughafen Wien und DO&CO. Der Caterer meldete jedoch heute einen großen Neuauftrag für Delta Air. Positive News gab es in Form starker Quartalsabschlüsse aus der Bau- und Immobilienbranche. Die PORR-Aktie haben wir neu auf Kaufen hochgestuft.

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General information

AuthorErste Group Research
Date2021/12/03
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusConstruction & Material, Real Estate
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Erste Group related products

Name  ISIN# Erste Group products
ImmofinanzAT0000A21KS259
PORRAT00006096070
WarimpexAT00008272090



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