Μικτή η εικόνα στα ευρωπαϊκά χρηματιστήρια

Με μικτά πρόσημα έκλεισαν τα ευρωπαϊκά χρηματιστήρια, με την πλειοψηφία αυτών να διαπραγματεύονται στο μεγαλύτερο μέρος της συνεδρίασης σε αρνητικό έδαφος, έπειτα από την κατώτερη των εκτιμήσεων ανακοίνωση του PMI μεταποίησης και PMI υπηρεσιών για ευρωζώνη, Γερμανία, και Γαλλία, με την προσοχή των επενδυτών να στρέφεται στην συνεδρίαση της ΕΚΤ την προσεχή Πέμπτη.

Ο δείκτης Eurostoxx 600 έκλεισε στις 465,80 μονάδες με οριακά κέρδη 0,09%.

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Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 16.190,25 μονάδες με οριακά κέρδη 0,08%, διατηρώντας το σήμα strong buy, με την αντίσταση να βρίσκεται στις 16.233 μονάδες και την στήριξη στις 15.143 μονάδες.

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Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.679,63 μονάδες με κέρδη 0,21%, παραμένοντας με σήμα strong buy, με την αντίσταση να βρίσκεται στις 7.911 μονάδες και την στήριξη στις 6.972 μονάδες.

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Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.427,31 μονάδες με οριακές απώλειες 0,07%, παραμένοντας με σήμα σε strong buy, με την αντίσταση να βρίσκεται στις 7.599 μονάδες και την στήριξη στις 6.931 μονάδες.

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Εταιρικά νέα

S4 Capital said Monday that it has cut revenue growth and operational earnings margin targets for the full year, given challenging macroeconomic conditions and cautious clients. The U.K. digital advertising and marketing-services company said that based on slower market growth in the first half, it was now targeting like-for-like net revenue growth in the range of 2%-4%, down from 6%-10%. It also cut its target for its operational earnings before interest, taxes, depreciation and amortization margin to 14.5%-15.5%, from 15%-16% previously. The company net revenue in the second quarter was below budget with May and June in particular reflecting challenging conditions with cautious, short-term focused clients. It said it continues to see longer sales cycles, and expects like-for-like net revenue growth of around 5% in the first half. S4 said it continues to maintain a disciplined approach to cost management, including headcount and discretionary costs, and expects these actions to support an outturn in the second half.

Vodafone Group PLC said Monday that revenue in its first quarter declined though it reiterated fiscal 2024 guidance, and named Luka Mucic as incoming chief financial officer. The U.K.-based telecommunications group said revenue for the first quarter ended June 30 was 10.74 billion euros ($11.95 billion) compared with EUR11.28 billion a year earlier. The company said group service revenue growth rose 3.7% on an organic basis, improving from 1.8% in the final quarter of fiscal 2023. German service revenue improved to negative 1.3% from negative 2.8% in the preceding quarter, driven by broadband price increases. Vodafone reiterated its fiscal 2024 guidance, expecting adjusted earnings before interest, taxes, depreciation and amortization to be roughly flat at around EUR13.3 billion. “Looking ahead, we have taken the first steps of our action plan focused on customers, simplicity and growth, but we have much more still to do,” Chief Executive Margherita Della Valle said. The company separately said Mucic will takeover as CFO from Sept. 1. Mucic was previously chief operating officer of SAP SE from 2014-2017, and CFO of SAP from 2014 until the end of March this year.

Royal Philips on Monday raised its guidance for 2023 after second-quarter group sales rose. The Dutch health-technology company said its order book continued to grow on year, but comparable order intake fell following a high order intake in the second quarter of 2022. Sales in the second quarter rose to 4.47 billion euros ($4.97 billion) compared with EUR4.18 billion for the same period last year. Adjusted earnings before interest, taxes, depreciation and amortization rose to EUR681 million, from EUR461 million the year before, mostly driven by increased sales, royalty income and productivity measures, but partly offset by cost inflation. Income from operations rose to EUR221 million compared with EUR11 million in the year-prior period. The company expects to deliver mid-single-digit comparable sales growth and an adjusted Ebitda margin at the upper end of the high-single-digit range for 2023, it said.

Royal KPN on Monday reported 16% rise in second-quarter net income, beating market forecasts, and backed its full-year guidance. The Dutch telecommunications company made a quarterly net profit of 216 million euros ($240.3 million), compared with EUR186 million in the second quarter of 2022 and a company-compiled consensus of EUR174 million. KPN’s adjusted earnings before interest, taxes, depreciation and amortization, after leases–the company’s preferred metric, which strips out exceptional and other one-off items–rose slightly to EUR596 million from EUR595 million, it said. Adjusted revenue for the quarter grew to EUR1.33 billion from EUR1.31 billion a year earlier. Analysts had seen KPN to report adjusted Ebitda after leases of EUR592 million and adjusted revenue of EUR1.34 billion, according to the company-compiled consensus. For the full year, the company reaffirmed its guidance. It expects full-year adjusted Ebitda after leases of around EUR2.41 billion, capital expenditure of EUR1.2 billion and free cash flow of EUR870 million.

Ryanair Holdings said Monday that net profit for the first quarter of fiscal 2024 rose, beating consensus, but that traffic for the full year is expected to be lower than previous guidance due to Boeing delivery delays in the spring and fall of 2023. The Irish low-cost carrier said for the three months ended June 30, net profit was 662.9 million euros ($737.5 million) compared with EUR187.5 million in the same period last year. Net profit consensus was EUR506.2 million, according to FactSet and based on three analysts’ estimates. Revenue was EUR3.65 billion compared with EUR2.60 billion in the same period a year earlier and consensus of EUR3.59 billion, also taken from FactSet and based on six analysts’ estimates. Traffic in the period was 50.4 million passengers compared with 45.5 million the year prior, the airline said. Ryanair said that although booking in the second quarter have been strong, fare increases will be lower than the first quarter. Still, fares in the second quarter are expected to be higher compared with the prior-year quarter by a low double-digit percentage. Traffic for fiscal 2024 is expected to grow 9% to 183.5 million, below initial guidance of 185 million, it added.

Julius Baer Gruppe on Monday reported increased earnings for the first half of 2023, helped by higher interest rates. The Swiss private banking group said net profit for the period rose 18% on year to 531 million Swiss francs ($614.2 million). Operating income came to CHF2.03 billion, up 8.8% on year, the result of higher interest rates, which drove net interest income growth of 36%, offsetting an 8% decline to net commission and fee income. The bank had CHF440.7 billion in assets under management at the end of June, compared with CHF427.9 billion it reported a year prior. At the end of April 2023, assets under management were CHF429 billion. The group, which in May said the first fourth months of the year presented a “challenging backdrop for wealth managers”, said it saw net new money inflows of CHF7.1 billion in the first half of the year. It had earlier reported CHF3.5 billion in net new money by the end of April. Julius Baer said that net new money intake had accelerated in the last two months of the second quarter, but that inflows continued to be affected by client deleveraging.

Anglo American Platinum said Monday that pretax profit and headline earnings dropped in the first half of the year, and backed its full-year guidance. The South African precious metals company, which is majority owned by Anglo American PLC, said its pretax profit fell to 10.93 billion South African rand ($608.8 million) from ZAR37.20 billion in the first half of 2022. Headline earnings were ZAR7.9 billion in the period, down from ZAR26.7 billion, resulting in headline earnings per share of ZAR29.84 compared with ZAR101.40 a share a year prior. Platinum group metals production fell 7% in the period due to lower grades at the Mogalakwena mine and the unplanned maintenance shutdown at the Baobab plant, while basket prices declined 29% to $1,885 an ounce on an uncertain macroeconomic environment. Adjusted earnings before interest, taxes, depreciation and amortization dropped to ZAR13.445 billion from ZAR42.06 billion due to significantly lower prices, lower sales volumes and higher costs, and on the back of a 24% decline in gross revenue to ZAR64.69 billion.

Cranswick said Monday that the first quarter of the year has started strong with revenue for the 13 weeks ended June 24 up 15% and that the full-year performance is now expected to be ahead of the board’s expectations. The U.K. food producer hasn’t provided any figures. However adjusted pretax profit consensus–which strips out exceptional and other one-off items–is 145.5 million pounds ($187 million), taken from FactSet and based on four analysts forecasts. This compares with GBP140.1 million for the year ended March 25. Revenue consensus is GBP2.45 billion, taken from FactSet and based on 10 analysts forecasts. This compares with GBP2.32 billion for fiscal 2023. The company said that U.K. revenue over the first quarter was ahead in all four food product categories, with positive volume momentum in fresh pork, convenience and gourmet products categories. However, poultry volumes were modestly below the equivalent period last year with lower cooked poultry volumes partly offset by strong growth in breaded poultry. Export sales were lower with Far East volumes remaining subdued reflecting the anticipated seasonal slowdown in demand in China, the company said.

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