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2021/12/10 / Erste Group Research

Weitere Erholung an den Aktienmärkten

In der letzten Woche stieg der globale Aktienmarktindex in EUR um +2,1%. Der S&P 500 legte in EUR um +2,1% zu, der Stoxx 600 notierte um +2,5% höher.

In den USA sind Aktienrückkäufe der Unternehmen ein wichtiger Aspekt der Gesamt-Nachfrage nach Aktien. Die Aktien-Rückkäufe verbessern die wichtigsten Kennzahlen pro Aktie (wie z.B. das KGV oder das Kurs/Buchwert etc.). Im letzten Quartal (3Q 2021) wurden Aktienrückkäufe im Ausmaß von USD 199,5 Mrd. getätigt.

In der nächsten Woche sollte sich der globale Aktienmarkt-Index weiterhin positiv entwickeln. Die Leitindizes der entwickelten Märkte dürften ihre Outperformance gegenüber den Emerging-Market-Indizes fortsetzen.

Der ATX hievte sich diese Woche mit +3,2% über die 3.800-Punkte-Marke zurück. Meldungen, die der Omikron-Variante etwas den Schrecken nahmen, ließen Anleger hoffen. Davon profitierten Titel aus der Reisebranche. Mit einem neuen Großauftrag von Delta Airlines führte DO&CO die ATX-Performance Liste an. Bei Immofinanz und S Immo erhielten eventuelle Übernahmeszenarien diese Woche neue Nahrung.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusConstruction & Material, Industrial Goods & Services, Real Estate, Technology

Erste Group related products

Name  ISIN# Erste Group products
ams OSRAMAT0000A18XM42
S ImmoAT00006522503
Vienna Int. AirportAT00000VIE620


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