Με κέρδη έκλεισαν τα περισσότερα ευρωπαϊκά χρηματιστήρια

Με θετικό πρόσημο ολοκλήρωσαν την τελευταία συνεδρίαση της εβδομάδας τα περισσότερα ευρωπαϊκά χρηματιστήρια, παρά τις απώλειες που κατέγραφε η πλειοψηφία αυτών στο πρώτο μισό της συνεδρίασης.

Η προσοχή των επενδυτών παραμένει στραμμένη στην συνεδρίαση της ΕΚΤ την ερχόμενη Πέμπτη, μετά και τα όχι και τόσο καλά μακροοικονομικά νέα που ανακοινώθηκαν τελευταία για την οικονομία της ευρωζώνης. Οι ευρωπαϊκές μετοχές κατέγραψαν την 26η διαδοχική εβδομάδα εκροών, σύμφωνα με την Bank of America.

Στην Γερμανία ο Δείκτης Τιμών Καταναλωτή για τον μήνα Αύγουστο, ενισχύθηκε 0,3% (σύμφωνα με τις εκτιμήσεις) έναντι αύξησης 0,3% τον προηγούμενο μήνα, ενώ σε ετήσια βάση πραγματοποίησε αύξηση 6,1% (σύμφωνα με τις εκτιμήσεις) έναντι αύξησης 6,2% το προηγούμενο έτος.

Στην Γαλλία η βιομηχανική παραγωγή για τον μήνα Ιούλιο, ενισχύθηκε 0,8% έναντι εκτιμήσεων για αύξηση 0,1% και υποχώρησης 0,9% τον προηγούμενο μήνα.

Στην Ισπανία η βιομηχανική παραγωγή για τον μήνα Ιούλιο σε ετήσια βάση, υποχώρησε 1,8% έναντι εκτιμήσεων για πτώση 2% και πτώσης 3,2% το προηγούμενο έτος.

Ο δείκτης Eurostoxx 600 έκλεισε στις 454,66 μονάδες με άνοδο 0,22%.

Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.745,15 μονάδες με άνοδο 0,17%, παραμένοντας με σήμα strong sell, ολοκληρώνοντας την εβδομάδα με απώλειες 0,61%, με την αντίσταση να βρίσκεται στις 16,144 μονάδες και την στήριξη στις 15.594 μονάδες.

Μεγαλύτερη άνοδος

Μεγαλύτερη πτώση

Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.478,39 μονάδες με άνοδο 0,49%, μετατρέποντας το σήμα από neutral σε strong buy, ολοκληρώνοντας την εβδομάδα με κέρδη 0,18%, με την αντίσταση να βρίσκεται στις 7.531 μονάδες και την στήριξη στις 7.262 μονάδες.

Μεγαλύτερη άνοδος

Μεγαλύτερη πτώση

Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.240,77 μονάδες με άνοδο 0,62%, μετατρέποντας το σήμα από neutral σε strong sell, ολοκληρώνοντας την εβδομάδα με απώλειες 0,73%, με την αντίσταση να βρίσκεται στις 7.438 μονάδες και την στήριξη στις 7.167 μονάδες.

Μεγαλύτερη άνοδος

Μεγαλύτερη πτώση

Recommendations

Volkswagen: Berenberg’s analyst Romain Gourvil upgrades his rating from Neutral to Buy. The target price is revised downwards from EUR 145 to EUR 130.

Porsche: In a research note published by Romain Gourvil, Berenberg advises its customers to buy the stock. The target price is reduced from EUR 76 to EUR 67.

Mercedes-Benz: Analyst Romain Gourvil from Berenberg research considers the stock attractive and recommends it with a Buy rating. The target price is decreased from EUR 88 to EUR 83.

BMW: Analyst Romain Gourvil from Berenberg research gives the stock a Neutral rating. The target price has been revised upwards and is now set at EUR 102, compared with EUR 99 previously.

Symrise: Thomas Maul from DZ Bank retains his Neutral opinion on the stock.

Compugroup Medical: Knut Woller from Baader Bank retains his positive opinion on the stock with a Buy rating. The target price is unchanged at EUR 68.

Εταιρικά νέα

Restaurant Group said that Chairman Ken Hanna has decided to not seek reelection at the group’s next annual general meeting in 2024 due to personal reasons. The U.K. restaurant operator–which houses brands including Wagamama, Brunning & Price and Frankie & Benny’s–said Friday that it will start a search process to identify a candidate for the position. Hanna will remain in the role until his successor is appointed. The announcement comes after Sky News reported earlier in the morning that the Hong Kong-based activist fund Oasis Management, which owns nearly 15% of the restaurant operator, has asked for a board seat and a number of directors to step down.

Berkeley Group Holdings said it remains on track to meet financial guidance for fiscal 2024 and 2025, though underlying private reservations in early fiscal 2024 fell. The FTSE 100 company Friday backed its guidance and said it was committed to maintaining a combined pretax profit of at least 1.05 billion pounds ($1.31 billion) across the next two fiscal years, slightly weighted toward the year ending April 30, 2024. The house builder said that, supported by a strong opening forward sales position, more than 90% of its fiscal 2024 revenue has been exchanged, and it expects cash due on forward sales to be around GBP2.0 billion at the half-year mark, down from GBP2.14 billion a year prior. Enquiries have stayed relatively stable in the first four months of the fiscal year, but the value of underlying private sales reservations is around 35% lower on-year, the company said. It said this reflects elevated macroeconomic and political volatility. Pricing, however, remains resilient and above business plan levels, due to the constrained supply of homes, while cancellation rates are stable. Build cost inflation is at negligible levels when measured across the portfolio and Berkeley said it was working with its supply chain to ensure delivery programs are met.

Round Hill Music Royalty Fund has agreed to a $468.8 million takeover by Alchemy Copyrights, which trades as Concord Cadence, it said Friday.

Under the deal, accepting shareholders of the London-listed music copyright owner and operator will get $1.15 in cash for each share held. The price is a 67% premium to its closing price of 69 U.S. cents on Thursday. Accepting shareholders will also receive the dividend of $0.01125 a share declared for the quarter ended June 30 as well as a special dividend of $0.005 a share to be declared before the deal completes. “The board is pleased to present this opportunity for liquidity at a premium to both the share price and the IPO price, as well as at a narrow discount to economic net asset value per share. The recommended offer represents excellent value for shareholders,” Chairman Robert Naylor said.

Power Metal said it has found a highly significant helium anomaly at its Perch River uranium project in Saskatchewan, Canada, which could indicate buried uranium mineralization. The London-listed metals exploration company said Friday that hyperspectral data analysis has identified several helium anomalies on the project. One of which in the center of the project could be indicative of significant buried uranium mineralization or leakage of helium from a buried reservoir. The company is now working to complete a high-resolution soil sampling grid over this target area and is planning to engage a helium gas specialist to determine next steps. “Whilst it is always important to manage expectations, it is fair to say that the discovery of such a strong anomaly has far exceeded our expectations and sets the scene for what we hope to be a strong schedule of newsflow from our uranium portfolio overall,” Chief Executive Sean Wade said.

Gear4Music said its performance so far in fiscal 2024 has been in line with the board’s expectations. The London-listed online retailer of musical instruments and equipment said Friday that its recently launched second-hand system is performing well and continues showing signs of being a long-term growth driver. The company said that consensus market expectations for the year ending March 31, 2024 are for revenue of 161.2 million pounds ($201 million) and earnings before interest, taxes, depreciation and amortization of GBP10 million. “We are well-prepared for the upcoming seasonal peak trading period, backed by a robust level of working capital availability, and the board retains its confidence in our medium and longer-term profitable growth strategy,” Chief Executive Andrew Wass said.

Computacenter reported an increase in pretax profit for the first half of 2023 supported by robust revenue growth across its markets and service lines, and raised its dividend payout. The British information-technology group said Friday that pretax profit for the six months was of 122.8 million pounds ($153.1 million) compared with GBP107.8 million in the same period a year ago. Revenue rose to GBP3.58 million from GBP2.83 million. The board has declared an interim dividend of 22.6 pence a share, up from 22.1 pence a year ago.

Workers at two large natural-gas plants run by Chevron in Australia began industrial action on Friday, intensifying a dispute that has rattled global gas markets. The decision came after week-long talks between Chevron and staff at its Gorgon and Wheatstone liquefied natural gas facilities in Australia, one of the world’s major LNG exporters, failed to result in an agreement over issues such as pay. Industrial action had originally been planned to start on Thursday but was delayed to allow those talks to happen. Offshore Alliance, a partnership between two local unions, said industrial action had started at 1pm local time in Perth, Western Australia’s capital. The action would include work bans and short stoppages ahead of a walkout lasting two weeks from Sept. 14, it said. Chevron said it had negotiated in good faith but couldn’t accept the demands sought by representatives of the around 500 workers.

SK Hynix shares slumped Friday after a news report that its advanced memory chips were used in U.S.-sanctioned Huawei Technologies’ latest smartphone. Shares of the South Korean memory-chip maker were 4.7% lower at 112,900 won ($84.58) in afternoon trading, on track for their sharpest daily percentage decline in nearly a year. The benchmark Kospi index was last down 0.6%.

SK Hynix’s share-price underperformance suggested market jitters over a potential violation of the U.S. ban on supplying Huawei with advanced chips using American technology and equipment. Bloomberg reported Thursday that Huawei’s Mate 60 Pro smartphone used SK Hynix’s LPDDR5 and NAND chips, though the handset’s components were mainly Chinese-made. The new Huawei phone with 5G-like speeds and capabilities, along with Beijing’s recent ban on government officials’ use of iPhones for work, is viewed by Chinese media as a homegrown chip-technology breakthrough and a strike back at the U.S. in a tech war. The news report on Huawei’s apparent use of SK Hynix chips for its smartphone has prompted the South Korean company to conduct its own investigation. In a Thursday statement, SK Hynix said it is no longer in business with Huawei and strictly abides by the U.S. restrictions on chip-technology exports to Chinese companies.

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