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2021/10/29 / Erste Group Research

US-Tech Unternehmen weiter auf Rekordkurs

Der globale Aktienmarktindex stieg in der letzten Woche in EUR um +0,5%. Der Stoxx 600 legte in EUR um +1,2% zu, S&P 500 befestigte sich in EUR um +0,7%.

Den größten Anteil an positiven Gewinnüberraschungen gab es beim S&P 500 bei den Sektoren Kommerzielle Dienstleistungen, Gesundheit, Rohstoffe und Immobilien. Im sehr wichtigen Technologiesektor fielen die Ergebnisse bei 89% der Firmen besser aus als erwartet.

In der nächsten Woche berichten zahlreiche globale Konzerne wie Pfizer, Qualcomm, BP, ConocoPhillips, BMW, Toyota, Novo Nordisk und Deutsche Post über ihre Umsatz- und Gewinnentwicklung im letzten Quartal. Die Ergebnisse sollten circa im Einklang mit den Konsensus-Erwartungen ausfallen. Wir erwarten, dass der globale Aktienmarktindex auch in der nächsten Woche leicht ansteigen wird.

Der ATX konsolidierte diese Woche mit einem leichten Minus von 0,1%. Die Berichtssaison kam diese Woche in Wien langsam auf Touren, wobei es durchwegs positive Quartals-Updates gab. Im Blickpunkt ein kräftiger Anstieg des bereinigten Ergebnisses bei der OMV im 3. Quartal.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Industrial Goods & Services, Oil & Gas

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