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2018/11/09 / Erste Group Research

Equity Weekly


Die Berichtsaison der US-Unternehmen hat ihren Höhepunkt überschritten.
Die meisten Unternehmen haben ihre Ergebnisse bereits veröffentlicht. Bei 78% der Firmen des S&P 500 lagen die Gewinne über den Konsensus-Erwartungen.


Die Erholung der globalen Leitindizes setzte sich letzte Woche fort. Die wichtigsten Aktienmärkte befestigten sich im Zuge des positiven Verlaufs der US-Berichtssaison deutlich. Der US-Leitindex S&P 500 stieg um +2,4%, der Nikkei 225 legte um +3,7% zu.

Der globale Aktienmarktindex sollte nach den Zugewinnen der letzten beiden Wochen mit moderater Volatilität langsamer ansteigen als zuletzt. Wir erwarten, dass bei der allmählich zu Ende gehenden Berichts-saison bei den großen globalen Unternehmen weiterhin die positiven Gewinn-überraschungen überwiegen werden. Die US-Indizes sollten im Vergleich zu den europäischen Indizes eine anhaltende relative Stärke aufweisen.

Nach dem verlustreichen Oktober, startete der ATX mit einem leichten Plus von 2% in den November. Ein Schwung an Unternehmensergebnissen sorgte in Wien zusätzlich für Impulse. Auch international befestigten sich die Märkte leicht, die Verunsicherung bleibt jedoch nach wie vor groß.



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General information

AuthorErste Group Research
Date2018/11/09
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Banks, Chemicals, Construction & Material, Industrial Goods & Services, Utilities
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