Συνεχίστηκαν οι ρευστοποιήσεις στα ευρωπαϊκά χρηματιστήρια

Νέες απώλειες κατέγραψαν σήμερα τα περισσότερα ευρωπαϊκά χρηματιστήρια, μετά και τα δημοσιεύματα σχετικά με την πιθανή υποβάθμιση της κινεζικής οικονομίας από την Fitch, αποτυπώνοντας έτσι το πόσο σημαντική είναι η Κίνα για την ευρωπαϊκή οικονομία.

Τις ανησυχίες ενίσχυσε για την ευρωπαϊκή οικονομία, και η δήλωση του συμβούλου της ολλανδικής κυβέρνησης CPB, σύμφωνα με την οποία εκτιμά χαμηλότερη ανάπτυξη για την ολλανδική οικονομία από εκτιμούσε στις αρχές του έτους.

Στην ευρωζώνη, το εμπορικό ισοζύγιο για τον μήνα Ιούνιο αυξήθηκε στα 23,0 δισ. ευρώ έναντι εκτιμήσεων για αύξηση 18,3 δισ. ευρώ, και μείωσης 0,3 δισ. ευρώ τον προηγούμενο μήνα.

Ο δείκτης Eurostoxx 600 έκλεισε στις 452,30 μονάδες με πτώση 0,66%.

Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.673,65 μονάδες με πτώση 0,73%, παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 16.488 μονάδες και την στήριξη στις 15.143 μονάδες.

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Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.310,20 μονάδες με πτώση 0,63%, παραμένοντας με σήμα 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 7.191,74 μονάδες με πτώση 0,94%, παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 7.599 μονάδες και την στήριξη στις 6.931 μονάδες.

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Εταιρικά νέα

Adyen has reported a fall in earnings before interest, taxes, depreciation and amortization for the first half-year due to higher wages as the company invested in its global team, and inventory write-offs. The Dutch payments company said Thursday that earnings before interest, taxes, depreciation and amortization for the half year–one of the company’s preferred metrics–was 320.0 million Euros ($348.1 million) compared with EUR356.3 million for the comparable period a year earlier. Ebitda margin was 43% compared to 59%. Net profit was EUR282.17 million compared with EUR282.14 million and a forecast of EUR304.9 million, taken from FactSet and based on two analysts estimates. Total revenue fell to EUR853.55 million compared with EUR3.95 billion, while net revenue rose to EUR739.1 million from EUR608.5 million. Net sales consensus was EUR773.8 million, taken from FactSet and based on 10 analysts forecasts.

Aegon swung to a net loss for the first half of 2023 on investments and assumption updates in the U.S. but reported better-than-expected operating capital generation. The Dutch insurer and asset-manager company on Thursday posted a net loss of 199 million euros ($216.5 million) for the six months ended June 30 compared with a profit of EUR46 million a year prior. Its operating result edged up to EUR818 million from EUR796 million, it said, noting it saw improved results in all its insurance units though a challenging market environment had negatively hit its asset management and U.K. retail businesses. The group said its operating capital generation before holding funding and operating expenses was EUR620 million for the period, 13% higher than the previous year on business growth and improved claims experience. A company-compiled consensus had estimated the figure at EUR562 million. The Amsterdam-listed company’s solvency II ratio–a measure of balance-sheet strength–stood at 202%, below expectations of 208% and a 210% for the first quarter. Aegon declared an interim dividend of EUR0.14 per share, in line with expectations.

Valneva said it will receive up to $100 million in additional financing and that it will use the funds to invest in research and development and in a potential commercialization of its Chikungunya vaccine candidate. The French vaccine maker said Thursday that it reached an agreement to increase an existing $100 million loan originally signed in 2020 with funds managed by U.S. healthcare-investment firms Deerfield Management Company and OrbiMed. Under the expanded agreement, Valneva will have immediate access to $50 million and an extra $50 million will be available at its discretion until Dec. 31, the company said. The extension of the loan will mature in the third quarter of 2028, Valneva said.

BAE Systems said Thursday that it has agreed to buy Ball Corp.’s aerospace business for $5.55 billion in cash. The U.K. defense-and-aerospace group said an expected net present value tax benefit of around $750 million would make the underlying economic consideration for the business around $4.8 billion. BAE is targeting closing the deal in the first half of 2024, subject to customary regulatory approvals and conditions. The company said the acquisition of Colorado-headquartered Ball Aerospace, which provides spacecraft, mission payloads, optical systems, and antenna systems, is a unique opportunity to strengthen its portfolio, as it has high revenue visibility and a strong growth outlook. Ball Aerospace is expected to deliver revenue of around $2.2 billion and adjusted earnings before interest, taxes, depreciation and amortization of about $310 million in 2023, BAE said. It further has strong growth potential with an expected revenue compound annual growth rate of around 10% over the next five years, and growth thereafter. The proposed acquisition will be funded by a combination of new external debt and existing cash resources. Ball, a supplier of beer cans, had said in mid-June it was considering a potential sale of the aerospace business.

Rank Group PLC swung to a pretax loss for fiscal 2023 after a significant rise in cost of sales and impairment charges, though revenue rose. The gambling group–which houses the Grosvenor casino and Mecca bingo brands among its portfolio–reported a pretax loss for the year ended June 30 of 122.7 million pounds ($156.2 million), compared with a restated pretax profit of GBP73.0 million a year earlier. It reported GBP118.9 million of impairment charges due to a lower-than-expected performance during the year. Underlying operating profit–one of the company’s preferred metrics–was in line with guidance at GBP20.3 million, but down on last year’s GBP42.5 million. The company said this predominantly reflected underlying cost inflation. Revenue was GBP681.9 million compared with GBP644.0 million. The new fiscal year has started strong across all of Rank’s businesses, with overall underlying group net gaming revenue up 16% on year on a like-for-like basis, it said. “Despite the generally challenging trading conditions, with inflation still running high and the increase in interest rates impacting consumer discretionary expenditure, we expect to see good levels of revenue increase year-on-year and to grow our profitability in 2023-24,” the company said.

Bank of Georgia Group posted a rise in pretax profit for the second quarter of 2023 as higher interest rates boosted its income and approved a 62 million Georgian lari ($23.4 million) share buyback program. The Georgia-based, U.K.-listed lender on Thursday said pretax profit for the three months ended June 30 was GEL456.3 million, compared with GEL308.5 million a year earlier. Operating income in the period rose to GEL667.2 million from GEL494.85 million, as net interest income jumped 40% on year, the bank said. Net interest margin edged up to 6.6% in the quarter from 6.5% in the previous one. The bank’s common equity Tier 1 ratio–a key measure of balance-sheet strength–stood at 18.7% at June 30 from 19.5% at March 31. The board declared an interim dividend of GEL3.06 per share and said its share buyback is expected to start later in the year. “We look forward to benefiting from a strong macro environment and increased investment activity in Georgia going forward, and we are on track to deliver a good performance throughout the rest of the year,” Chief Executive Archil Gachechiladze said.

Τα παραπάνω εκφράζουν προσωπικές απόψεις, και σε καμία περίπτωση δεν αποτελούν προτροπή για αγορά, πώληση ή διακράτηση οποιασδήποτε κινητής αξίας.