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2022/01/21 / Erste Group Research

US-Banken: Gewinnanstiege im Q4 lassen Anleger kalt


In der letzten Woche fiel der globale Aktienmarktindex in EUR um -2,0%. Der S&P 500 notierte in EUR um -2,7% tiefer, der Stoxx 600 fiel -0,6%.

Die wichtigsten US Banken haben in der letzten Woche über den Verlauf ihrer Geschäfte im 4Q 2021 berichtet. Die Mehrzahl der Banken hat höhere Gewinne erzielt als erwartet wurde. Die meisten Banken erlitten allerdings Rückgänge im Wertpapier-Handelsgeschäft.

In der kommenden Woche berichten sehr viele Unternehmen, darunter auch die größten US-Technologiewerte ihre Ergebnisse. Am Dienstag veröffentlicht Microsoft die Geschäftszahlen für das 4Q, am Mittwoch folgt Intel und am Donnerstag Apple. Zum Wochenbeginn erwarten wir noch eine hohe Volatilität des globalen Aktienmarktindex und eine leichte Abschwächung. Gegen Ende der Woche rechnen wir mit einer Stabilisierung des Aktienmarktes.

Der ATX knackte diese Woche zum 1. Mal seit 13 Jahren (!) die 4.000-Punkte Marke, schloss aber auf Wochensicht mit – 0,3% knapp darunter. Stärkster Titel war die SBO mit +9,3% nachdem der vorläufige Gewinn wieder deutlich im Plus lag. Auch das Fass Brent Rohöl markierte ein neues 7-Jahre-Hoch. Kranhersteller Palfinger wird die Kosteninflation im 1. Halbjahr deutlich spüren, sein EBIT im Gesamtjahr jedoch stabil halten. Charttechnisch erwarten wir für den ATX nächste Woche eine Stabilisierung.

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General information

AuthorErste Group Research
Date2022/01/21
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusIndustrial Goods & Services
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Erste Group related products

Name  ISIN# Erste Group products
PalfingerAT00007583057
SBOAT000094665221
Vienna Int. AirportAT00000VIE620



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