2020/08/07 / Erste Group Research |
Equity Weekly Globale Aktien: +1,9% diese Woche; S&P 500: nur noch 1,1% unter seinem All-Time High; Europa: 61% der Gewinne über den Erwartungen Aktien Global: Der globale Aktienmarktindex stieg in der letzten Woche in EUR um -+1,9%. Besonders die USA konnte um +2,8% zulegen. Der S&P 500 notiert nur noch 1,1% unter seinem All-Time High. Daher erscheint kurzfristig das Po-tenzial für einen Marktanstieg gering. Wir erwarten daher in der nächsten Woche eine Seitwärtsbewegung des globalen Aktienmarktes. Aktien Österreich: Der ATX kann in dieser Woche 2,2% zulegen und reflektiert damit das leicht gestiegene Interesse der Investoren, sich auch wieder zyklischen Aktien zuzuwenden. Die Berichtsaison findet derweil ihre Fortsetzung und bestätigt den Trend der vergangenen Wochen. Die Unternehmensergebnisse zeigen deutliche Spuren der COVID-19-Pandemie, nichtsdestotrotz liegen die meis-ten Ergebnisse über den Erwartungen der Analysten. |
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Author | Erste Group Research |
Date | 2020/08/07 |
Language | |
Product name | Equity Weekly |
Topic in focus | Equities |
Economy in focus | Austria |
Currency in focus | Euro |
Sector in focus | Automobiles & Parts, Chemicals, Construction & Material, Industrial Goods & Services, Technology |
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