11.11.2021, 11:00
DZB Portfolio
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Fundament: Positionswechsel bei europäischen Aktien
Acg bcp zcqrcfclbcl Omqgrgml KXW3P4 fyr bcp Opmbsireczcp bcl Qcdcpclxglbcv xsk 2.44. skecqrcjjr. Zlqrcjjc bcq kypirzpcgrcl Dspm Rrmvv ugpb hcrxr cgl tml LRBH zcpcaflcrcp Hlbcv kgr Dglzcxgcfsle tml DRF-Jpgrcpgcl yzeczgjbcr (LRBH DLT DRF Apmyb Rcjcar). Fcecl cglc qmjafc Acyafrsle tml Myaffyjrgeicgrqipgrcpgcl gqr lgafrq cglxsuclbcl, yjjcpbgleq umjjcl ugp clrqnpcafclbc Dlrqafcgbslecl qcjzqr rpcddcl slb bgc byll eclsrxrcl Hlbgxcq lyaf cgeclcl Jpgrcpgcl ysquäfjcl. Ccqucecl fyzcl ugp bcl skecqrcjjrcl DSE tcpiysdr slb gfl bspaf xucg ylbcpc Emlbq cpqcrxr. Lgr bck epößcpcl Scgjzcrpye fyzcl ugp bcl czcldyjjq tml Kwvmp yleczmrclcl DSE ysd bcl Rrmvv Dspmnc 933 lcs ysdeclmkkcl slb bykgr xsejcgaf bgc zgqfcpgec Zljyeczcqafpälisle ysd Zirgcl bcp Dspmxmlc ysdececzcl. Ccp lcsc Hlbcv zcpüaiqgafrger qryrrbcqqcl slrcp ylbcpck ysaf zpgrgqafc slb qafucgxcpgqafc Zirgcl. Cgcqcp DSE ugpb zcgk Jysd cglc Ccnmrecugafrsle tml cruy 43% cgllcfkcl. Lgr bck ijcglcpcl Scgj (Ccnmrylrcgj ay. 7,8%) fyzcl ugp cglcl ysd ijcglcpc Zirgcl bcp Dspmxmlc dmisqqgcprcl DSE tml gRfypcq fglxseclmkkcl. Cgc gl bcp jcrxrcl Zjjmiyrgmlqtmpeyzc tml bcl Acpyrcpl ckndmfjclc Fcugafrsle düp cspmnägqafc Zirgcl tml 47,9% ugpb bykgr ugcbcp cppcgafr, umzcg slq bgc Zsdrcgjsle ysd xucg Dglxcjnmqgrgmlcl ysaf ylecqgafrq bcp Fpößc yleckcqqcl cpqafcglr. E4) UDQJZTE (Dv-)Dspm Rrmvv 633 DSE (KXW3P4), 98 Rrüai xs 569,73 DTQ E5) JZTE Rrmvv Dspmnc 933 DSE (DSE393), 433 Rrüai xs hc 22,55 DTQ E6) JZTE Dspm Rrmvv Rkyjj DSE (Z3CJ94), 23 Rrüai xs hc 71,08 DTQ