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2016/10/28 / Erste Group Research

Equity Weekly

Auch in dieser Woche findet die Sektor-Rotation ihre Fortsetzung. Banken und
zyklische Werte profitieren davon, bei Immobilienwerten sehen wir vermehrt
Gewinnmitnahmen. Der ATX knackt die 2.500-Punkte-Marke.

Österreich: In der nächsten Woche erwarten wir Unternehmensergebnisse von
Polytec, AT&S, AMAG, Andritz und Erste Group. Vor allem letztere beiden
könnten aufgrund ihrer Gewichtung dem ATX bei guten Ergebnissen
weitere Impulse liefern. Wir erwarten in der nächsten Woche eine
Fortsetzung der aktuellen Trends. Im Blickpunkt stehen weiterhin
Renditen und Inflation. Profitieren könnten so wie in den letzten Tagen
und Wochen vor allem Finanztitel und zyklische Aktien, während bei den
Immobilienwerten weitere Gewinnmitnahmen wahrscheinlich sind.
Globale Aktien: Wir erwarten für die kommende Woche nur eine geringe
Veränderung des FTSE-Weltaktienindex. Der aktuelle Renditeanstieg
begünstigt derzeit die Entwicklung der europäischen Märkte. Insofern
dürften diese in der kommenden Woche moderat besser performen als
der S&P 500.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focus-


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