Στάση αναμονής στα ευρωπαϊκά χρηματιστήρια

Θετικά πρόσημα επικράτησαν για την πλειοψηφία των ευρωπαϊκών χρηματιστηρίων σήμερα, όπου παρά τις μικρές απώλειες που κατέγραφαν στο πρώτο μισό της συνεδρίασης τα περισσότερα από αυτά, αλλά και των θετικών εταιρικών νέων που ανακοινώθηκαν, οι επενδυτές τήρησαν στάση αναμονής ενόψει της αυριανής απόφασης της FED για τα επιτόκια, αλλά και της ΕΚΤ την προσεχή Πέμπτη.

Ο δείκτης Eurostoxx 600 έκλεισε στις 467,90 μονάδες με κέρδη 0,48%.

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Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 16.215,55 μονάδες με κέρδη 0,15%, 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 7.692,34 μονάδες με κέρδη 0,18%, 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 7.415,45 μονάδες με απώλειες 0,16%, 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

Compass Group on Tuesday backed its full-year guidance after organic revenue grew in the third quarter of fiscal 2023. The U.K. catering contractor said organic revenue grew 15% in the quarter ended June 30, a slowing from 25% at the half-year, while year-to-date organic revenue has grown 21%, driven by client retention rate of 96.7%, net new business growth, pricing and volume growth. The FTSE 100-listed company said it will continue to focus on bolt-on acquisition, and that its net expenditure year-to-date on acquisitions and disposals was 272 million pounds ($348.9 million). If current currency movements continue for the remainder of the year, Compass expects this to have a positive impact on revenue and operating profit of GBP593 million and GBP43 million, respectively. Looking ahead, the company reaffirmed its full-year view, and added that long-term it sees mid-to-high single-digit organic growth and a return to its historical margin, leading to profit growth above revenue growth, it said.

Dassault Systemes on Tuesday confirmed its guidance for the year after revenue in the second quarter rose. Reporting on a non-IFRS basis, the French software maker said total revenue rose to 1.45 billion euros ($1.60 billion) from EUR1.38 billion in last year’s second quarter. Software revenue rose to EUR1.31 billion from EUR1.25 billion, while services revenue rose to EUR140.1 million from EUR133.9 million. Operating profit grew to EUR448.9 million from EUR442.4 million, with Dassault’s operating margin falling to 31% from 32%. Dassault Systemes had expected second-quarter revenue of between EUR1.44 billion and EUR1.46 billion, and an operating margin of between 30% and 30.5%. For the current quarter, the company is targeting revenue of between EUR1.40 billion and EUR1.42 billion, and an operating margin of between 30.2% and 30.5%. For the year, Dassault Systemes expects revenue of between EUR5.94 billion and EUR5.99 billion, and an operating margin of between 32.3% and 32.6%.

Alstom said Tuesday that first-quarter sales grew while orders fell against a strong prior-year comparative. The French trainmaker said it achieved sales of 4.175 billion euros ($4.62 billion) in the three months ended in June, a 4.3% rise over the prior year. However, orders contracted 31% to EUR3.875 billion, bringing the company’s order backlog to EUR87 billion by the end of June. Last year’s orders were mainly driven by a landmark German contract of almost EUR2.5 billion, Alstom said. The Paris-based company said its systems and rolling stock businesses combined accounted for the majority of the order growth and that Europe accounted for 48% of the group total. At 60% of the group total, sales were highest in Europe, driven by its rolling-stock business, Alstom said. The company confirmed its fiscal 2024 outlook and backed its mid-term fiscal 2026 targets.

Remy Cointreau said Tuesday that sales for the first quarter of fiscal 2024 fell sharply due to a continued normalization in U.S. consumption patterns and exceptionally strong year-earlier performance, and confirmed its outlook for the full year. The French drinks group said sales for the three months to June were 257.5 million euros ($285 million) compared with EUR409.9 million in the same period last year. On an organic basis, sales fell 35%. The company said its first-quarter performance was in line with expectations and reflects an exceptionally high basis of comparison, as well as its efforts to reduce cognac inventories in the U.S., as well as more normalized consumption. Cognac sales fell 45% on an organic basis, while sales in Remy Cointreau’s liqueurs and spirits division were down 11% organically, it said. By region, first-quarter sales fell sharply in the Americas, and rose in Asia-Pacific and Europe, the Middle East and Africa, the company said. Remy Cointreau confirmed its outlook for fiscal 2024, with sales anticipated to decline in the first half and recover in the second, and said it expects the normalization of consumption in the U.S. to continue.

Thales said Tuesday that it has reached an agreement with software investment firm, Thoma Bravo for the acquisition of U.S.-based cybersecurity company Imperva. The acquisition price is based on a $3.6 billion enterprise value, Thales said. Thales said the closing of the transaction is expected by the beginning of 2024 and that the deal will generate around $110 million of pre-tax run-rate, cost and revenue synergies. The acquisition allows Thales to target 6% to 7% annual organic sales growth at its digital identity and security business in 2024-27 and the company is targeting an 2027 earnings before interest and taxes margin of 16.5%, it said.

Randstad on Tuesday reported a 30% fall in second-quarter net profit as revenue dipped, and said it sees lower margins in the coming quarter. The Dutch staffing company made a net profit attributable to ordinary shareholders for the quarter of 135 million euros ($149.4 million) compared with EUR194 million for the comparable period a year earlier. Revenue for the quarter fell to EUR6.465 billion compared with EUR6.89 billion and a consensus of EUR6.51 billion, taken from FactSet and based on four analysts forecasts. Regionally, the company saw revenue growth in Asia and Latin America, while performance in Europe was mixed, and revenue declined in North America. Underlying earnings before interest, taxes and amortization–one of the company’s preferred metrics which strips out exceptional and other one-off items–fell to EUR271 million from EUR308 million, while the underlying Ebitda margin fell to 4.2% from 4.5%. Randstad expects third-quarter gross margin and operating expenses to be slightly lower sequentially.

Akzo Nobel on Tuesday reported an 11% rise in second-quarter net profit–missing market forecasts–and raised its full-year guidance based on current market conditions. The Dutch paints company–which houses the Dulux, Polycell and Cuprinol brands–made a net income for the quarter of 118 million euros ($130.6 million) compared with EUR106 million for the comparable quarter a year earlier and a consensus of EUR194 million, taken from the company’s website. Adjusted earnings before interest, taxes, depreciation and amortization–one of the company’s preferred metrics, which strips out exceptional and other one-off items– were EUR397 million compared with EUR337 million the year before and a consensus of EUR403 million. For the year as a whole, the company said it expects adjusted Ebitda to be in the EUR1.40 billion to EUR1.55 billion range, up from previous guidance of EUR1.2 billion to EUR1.5 billion. Revenue fell to EUR2.74 billion from EUR2.85 billion due to unfavorable exchange rates but was up 3% up on a constant-currency basis. Revenue consensus was EUR2.86 billion. “Akzo Nobel expects the ongoing macro-economic uncertainties to continue and weigh on organic volume growth. The company will focus on margin management, cost reduction, working capital normalization and de-leveraging,” it said.

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