Θετικό κλίμα στα ευρωπαϊκά χρηματιστήρια
Με κέρδη ολοκλήρωσαν την πρώτη συνεδρίαση της εβδομάδας τα ευρωπαϊκά χρηματιστήρια, στον απόηχο του συμποσίου των κεντρικών τραπεζιτών στο Jackson Hole στο Γουαϊόμινγκ, αλλά και της απόφασης των κινεζικών αρχών να μειώσουν κατά 0,1% τον φόρο στις χρηματιστηριακές συναλλαγές. Το χρηματιστήριο του Λονδίνου παρέμεινε σήμερα κλειστό λόγω αργίας.
Ο δείκτης Eurostoxx 600 έκλεισε στις 455,64 μονάδες με άνοδο 0,94%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.796,35 μονάδες με άνοδο 1,05%, μετατρέποντας το σήμα από strong sell σε neutral, με την αντίσταση να βρίσκεται στις 15.989 μονάδες και την στήριξη στις 15.509 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.327,08 μονάδες με άνοδο 1,35%, μετατρέποντας το σήμα από strong sell σε strong buy, με την αντίσταση να βρίσκεται στις 7.438 μονάδες και την στήριξη στις 7.167 μονάδες.
Μεγαλύτερη άνοδος
Εταιρικά νέα
Xiaomi’s net profit is expected to have more than doubled to 3.21 billion yuan ($440.3 million), according to a poll of analysts by S&P Global Market Intelligence. That would compare with net profit of CNY1.39 billion in the year-earlier period.
REVENUE FORECAST: Second-quarter revenue is estimated to have declined 6.6% to CNY65.55 billion, according to the S&P Global poll.
Gross profit from its smartphone business fell 13% to CNY3.93 billion in the first quarter, as smartphone shipments dropped 21% to 30.4 million. Investors will be focusing on any signs of improvement in the key segment.
–R&D: First-quarter research and development expenses increased 18% to CNY4.11 billion. Xiaomi expects those expenses to surpass CNY20 billion this year. Investors will pay attention to rising research and development expenses as the company continues to invest in the development of artificial intelligence and electric vehicles.
–MARGIN: Gross profit margin increased to 19.5% in the first quarter from 17.3% a year earlier, thanks partly to lower prices of key smartphone components such as memory and display panels. Investors will focus on margin trends, as manufacturers globally are dealing with high costs of parts and materials.
China Evergrande shares tumbled sharply Monday after resuming trading on the Hong Kong Exchange after more than a year. Shares fell as much as 87% to 0.220 Hong Kong dollars (3 U.S. cents) after one of the world’s most indebted developers fulfilled listing obligations set by the Hong Kong Exchange, which includes publishing its financial reports. The slide is the worst drop the stock has experienced since its listing in Hong Kong in late 2009. On Sunday, the company announced that it had posted CNY33.01 billion in losses for the first six months of the year, with revenue increasing nearly 44.0% to CNY128.18 million. Despite the company’s loss narrowing, the sharp share price drop is indicative o the overall dour sentiment toward the real-estate sector, which is suffering from weak property sales and eroding consumer confidence. Evergrande’s mounting cash-flow problems saw it default on debt payments and failing to meet contractual obligations like paying its contractors and suppliers. The company’s total liabilities at the end of June amounted to CNY2.39 trillion, Evergrande said, adding that it will expedite the restructuring of offshore debts and work toward protecting the long-term interests of various creditors.
BYD Electronic plans to buy NYSE-listed Jabil Inc.’s mobile-electronics manufacturing business for nearly $2.2 billion to expand its smartphone components footprint. The acquisition will mark BYD Electronic’s “expansion of the core supply chain for consumer electronics, and thus further increasing its market share and consolidating its leading position in the industry,” the companies said in a joint statement Monday. After the deal is completed, the target company will become a wholly-owned subsidiary of BYD Electronic, and its financial results will be consolidated into the group’s financial statements. Product-manufacturing businesses located in Chengdu and Wuxi, including components manufacturing for existing customers, will be part of the deal. “The acquisition will also ensure long-term sustainable development while creating value for customers and shareholders,” said Wang Nianqiang, chief executive of BYD Electronic. BYD Electronic is a platform-based high-end manufacturing enterprise with businesses ranging from smartphones, tablet PCs, new-energy and unmanned aerial vehicles.
Tsingtao Brewery’s first-half net profit rose 20.1%, mainly supported by higher beer sales and cost controls. Net profit was 3.43 billion yuan ($470.5 million), while revenue was CNY21.59 billion, rising from CNY19.27 billion in the same period a year earlier, Tsingtao said Monday. A significant portion of the revenue came from mainland China, followed by Hong Kong, it said. The company which is mainly engaged in the production and distribution of beer. The lifting of Covid-19 curbs in China has seen a boost in consumption for companies like Tsingtao, which had suffered a drop in revenues and profitability due to the pandemic. In the first half, the company realized cumulative product sales of 5.023 million kiloliters, up 6.5% on year, adding that after deducting non-recurring items, the company’s profit was up 24.6% at CNY3.23 billion.
China Petroleum & Chemical’s net profit in the first half fell over 19% on year, mainly due to weak demand for chemical and certain refinery products, including naphtha and petroleum coke. Net profit for the period ended June was 36.12 billion yuan ($4.95 billion), while revenue fell 1.1% on year to CNY1.59 trillion, the company, also known as Sinopec, said Sunday. Sinopec attributed the decline in revenue to lower prices for crude oil, refined oil products and chemical products and lower sales volume of petrochemical products. In the second half, the company intends to spend CNY104.0 billion on capital expenditure, of which over 39% will be used for exploration and production. “Given the comprehensive impact of geopolitics, changes in global supply, demand, and inventory, international crude oil prices are expected to fluctuate at medium and high price levels,” the company said. In the second half, Sinopec expects China’s economy to improve. Domestic demand for refined oil products is expected to pick up, and gradual recovery is expected for natural gas and chemical products, it said.
Τα παραπάνω εκφράζουν προσωπικές απόψεις, και σε καμία περίπτωση δεν αποτελούν προτροπή για αγορά, πώληση ή διακράτηση οποιασδήποτε κινητής αξίας.