Sector comparison MoM
Even though the conflict in Ukraine is in its 15th day, some sectors have already been hits by negative corporate news. As our sector sentiment is focused on corporate news flow, the sentiment assessment only includes market participants opinions regarding this news flow.
The sector Food, Beverage and Tobacco has been hit the hardest. Even before the conflict started the sector was in negative sentiment territory but after the beginning of the conflict the sector has decreased further.
The construction and materials sector has also had a decreasing sentiment that can be attributed to the ongoing conflict.
Beside the mentioned sectors, the overall sector sentiment picture has only seen minor changes the last month. The most positive sentiment sectors are still Utilities, Insurance, and Travel whereas the most negative sectors are Media, Food, Beverage and Tobacco, and Automobiles.
