Risk averse οι επενδυτές στα ευρωπαϊκά χρηματιστήρια

Πτωτικές τάσεις επικράτησαν και σήμερα στα ευρωπαϊκά χρηματιστήρια, όπου λόγω της απουσίας μακροοικονομικών νέων, αλλά και των μικτών εταιρικών αποτελεσμάτων τριμήνου, οι επενδυτές εμφανίστηκαν διστακτικοί στην ανάληψη ρίσκου, μετά και την υποβάθμιση από την Fitch της πιστοληπτικής ικανότητας των ΗΠΑ.

Ο δείκτης Eurostoxx 600 έκλεισε στις 462,30 μονάδες με πτώση 1,04%.

Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 16.021,25 μονάδες με πτώση 1,35%, μετατρέποντας το σήμα από strong buy σε sell, με την στήριξη να βρίσκεται στις 15.143 μονάδες.

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Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.561,23 μονάδες με πτώση 1,37%, μετατρέποντας το σήμα από strong buy σε strong sell, 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 7.312,84 μονάδες με πτώση 1,26%, μετατρέποντας το σήμα από strong buy σε strong sell, με την αντίσταση να βρίσκεται στις 7.599 μονάδες και την στήριξη στις 6.931 μονάδες.

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Εταιρικά νέα

ConvaTec Group raised its full-year guidance after reporting a 65% rise in pretax profit for the first half of the year due mainly to a strong performance from its advanced wound care business. The medical products and technologies company said Wednesday that it made a pretax profit for the half year ended June 30 of $76.0 million compared with $46.1 million for the comparable period a year earlier. Revenue for the period rose 1.1% to $1.055 billion with increases in all four of its categories and driven by advanced wound care where revenue grew 10%. It has raised the full-year forecast to between 6.0%-7.5% from 5.0% and 6.5% previously. Adjusted operating profit margin forecast has been increased to at least 20.5% from 19.7%. Adjusted operating profit margin in the half year was 20.3% compared with 19.6%. Adjusted operating profit–one of the company’s preferred metrics which strips out exceptional and other one-off items–rose to $214.1 million compared with $204.3 million. The board has raised the interim dividend to 1.769 cents a share, from 1.717 cents for the first half of 2022.

Smurfit Kappa Group said first-half pretax profit fell together with revenue as volumes declined, though it had market-share gains across many countries and is confident in future prospects. The paper-based packaging company said Wednesday that pretax profit for the six months ended June 30 was 659 million euros ($723.8 million) compared with EUR769 million for the first half of 2022. Earnings before interest, taxes, depreciation and amortization–one of the company’s preferred metrics–fell to EUR1.11 billion from EUR1.17 billion, though its Ebitda margin jumped to 19.1% from 18.4%. The company reported lower earnings in Europe but higher earnings in the Americas. Operating profit fell to EUR779 million from EUR839 million, while revenue in the first half fell to EUR5.84 billion from EUR6.39 billion. The board declared an interim dividend of 33.5 European cents, up from 31.6 European cents, which it said reflects its confidence in its future prospects. “Although volumes declined by 6% in the first half, we saw market share gains across many of the countries in which we operate, and encouragingly, in Europe, during the second quarter, we saw our shipments per day improve on the previous three quarters,” Chief Executive Anthony Smurfit said.

Interroll Holding posted lower earnings and sales for the first half on the back of a decreased order backlog and efforts by customers to reduce inventories that took longer than anticipated by the company. The Swiss manufacturer of handling equipment reported on Wednesday a first-half net profit of 22 million Swiss francs ($25.1 million), compared with CHF33.1 million in the year-earlier period, on sales that fell by 18% to CHF256.2 million. Earnings before interest and taxes dropped to CHF28.7 million from CHF40.8 million. The postponement of projects from customers hurt product sales and the product business, particularly in Europe and Asia, the company said. Incoming orders were 0.8% lower at CHF301.9 million, but grew 4.3% in local currency. A negative financial result together with higher tax rates affected profitability, it said. Looking ahead, the company said it is experiencing positive trends in the Americas. It also sees orders from European customers gradually picking up and moderate growth in Asia-Pacific, but didn’t provide specific targets for the full year.

DSM-Firmenich said net profit for the first half rose and that it expects to report a fall in adjusted Ebitda for the year. The Dutch nutrition, health and bioscience company said Wednesday that it doesn’t anticipate a material improvement in business conditions in the second half. The company said net profit was 2.38 billion euros ($2.61 billion) compared with EUR458 million the year before. Sales on a pro forma basis were EUR6.15 billion, down from EUR6.5 billion. On an IFRS basis sales were 4.47 billion for the period. Pro forma adjusted earnings before interest, taxes, depreciation and amortization–a metric which strips out exceptional and other one-off items–were EUR929 million, compared with EUR1.18 billion in the year-prior period. The company, which became an enlarged group following the merger of Royal DSM and Firmenich, said that on a pro forma basis adjusted Ebitda for the year will be in the EUR1.8 billion to EUR1.9 billion range, compared with adjusted Ebitda of EUR2.28 billion in 2022. The company said it estimated a negative effect related to vitamins of around EUR400 million as well as a negative-foreign exchange effect of about EUR100 million for the year. The company’s net profit of 2.38 billion euros was missstated as pretax profit DSM-Firmenich’s net profit was 2.38 billion euros. “DSM-Firmenich Net Profit Rises; Expects Fall in Full-Year Adjusted Ebitda,” at 0731 GMT, incorrectly described it as pretax profit.

Hugo Boss increased its guidance for 2023 after reporting higher earnings and sales in the second quarter. The German fashion company on Wednesday reported net income of 75 million euros ($82.4 million) for the second quarter, up from EUR58 million the year prior, on sales which climbed to EUR1.03 billion from EUR878 million in the same quarter the previous year. Earnings before interest and taxes rose to EUR121 million from EUR100 million in the second quarter of 2022. The Asia-Pacific region recorded superior growth in the quarter, with China adjusted revenues increasing 56% on-year, said the company. Business in the Europe and Americas region continued to benefit from local consumer demand and a pick-up in tourist business. For the current year, Hugo Boss expects sales to grow between 12% and 15%, reaching a range of between EUR4.1 billion and EUR4.2 billion. Earnings before interest and taxes are seen increasing between 20% and 25%.

Fresenius posted declining earnings for the second quarter, which it attributed to rising costs, higher taxes and negative developments at its hospital subsidiary. The German health-care company on Wednesday posted net income before special items of 375 million euros ($411.9 million) for the second quarter, down from EUR450 million the previous year, while operating income declined to EUR543 million from EUR845 million. Revenue grew to EUR10.36 billion in the quarter from EUR10.02 billion the year prior, aided by acquisitions and divestitures, the company said. Fresenius Medical Care, the company’s dialysis business which is in the process of being deconsolidated, reported positive results, with net income rising to EUR175 million from EUR116 million the year prior. Earnings before interest and taxes grew to EUR401 million from EUR284 million, and revenue climbed to EUR4.83 billion from EUR4.76 billion the previous year, the company said.

JDE Peet’s reported a 61% fall in net profit for the first half of the year–missing market forecasts–and lowered its full-year adjusted EBIT guidance while maintaining its sales forecast. The Dutch coffee company–which owns the Douwe Egberts, Peet’s Coffee and L’Or brands–said Wednesday that it has transitioned the Russian business to a local portfolio of brands, leading to a non-cash impairment of 185 million euros ($203.2 million) of the Jacobs brand in the first half and a lower contribution from Russia in the second half. Net profit for period was EUR197 million compared with EUR508 million for the comparable period a year earlier and a company compiled consensus of EUR322 million. Sales rose to EUR3.99 billion from EUR3.90 billion, a rise of 3.5% on an organic basis. Organic sales growth reflects a price rise of 6.8% and a volume/mix effect of minus 3.3%. InHome sales increased by 2.2% and sales in Away-from-Home increased by 9.0%. For the year ahead the company now expects adjusted EBIT to be between a low single-digit organic increase and a low single-digit organic fall. This compares with previous guidance for a low single-digit organic growth. It has kept the organic sales growth target at the high end of its medium-term range of 3%-5%. Adjusted earnings before interest and taxes–one of the company’s preferred metrics, which strips out exceptional and other one-off items–was EUR581 million compared with EUR631 million.

Siemens Healthineers’s net profit for its fiscal third quarter rose mainly thanks to lower taxes. The German medical-equipment maker said Wednesday that net profit for the quarter ended June 30 was 445 million euros ($488.8 million) compared with EUR363 million in the same period last year. Revenue for the quarter increased EUR5.20 billion from EUR5.19 billion, with growth in the imaging and advanced therapies segments broadly offset by a drop in diagnostics sales due to weaker demand for Covid-19 antigen tests. On a comparable basis, the company’s revenue grew 3.6% and was up 10% excluding rapid Covid-19 antigen tests, it said. Adjusted earnings before interest and taxes fell to EUR740 million from EUR765 million, with a margin that shrunk to 14.2% from 14.7% due to the smaller contribution from Covid-19 test sales, the company said. Siemens Healthineers confirmed its outlook for fiscal 2023, with comparable revenue growth expected to range from a 1% fall to a 1% rise and adjusted earnings per share of EUR2.00 to EUR2.20.

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