Επέστρεψε η ευφορία στα ευρωπαϊκά χρηματιστήρια

Ανοδικές τάσεις επικράτησαν σήμερα στα περισσότερα ευρωπαϊκά χρηματιστήρια εν αναμονή της σημερινής συνεδρίασης της FED για τα επιτόκια, με τις μετοχές του κλάδου υγείας να πραγματοποιούν τα μεγαλύτερα κέρδη.

Στην Βρετανία, ο Δείκτης Τιμών Καταναλωτή για τον μήνα Αύγουστο αυξήθηκε 0,3% έναντι εκτιμήσεων για αύξηση 0,7% και υποχώρησης 0,4% τον προηγούμενο μήνα, ενώ σε ετήσια βάση ενισχύθηκε 6,7% έναντι εκτιμήσεων για αύξηση 7% και αύξησης 6,8% το προηγούμενο έτος.

Στην Γερμανία, ο Δείκτης Τιμών Παραγωγού για τον μήνα Αύγουστο πραγματοποίησε αύξηση 0,3% έναντι εκτιμήσεων για αύξηση 0,2% και πτώσης 1,1% τον προηγούμενο μήνα.

Η Goldman Sachs προέβη σε νέα εκτίμηση για την τιμή του πετρελαίου για τους επόμενους δώδεκα μήνες, ανεβάζοντας την στα $100 από $93 προηγουμένως.

Ο δείκτης Stoxx 600 έκλεισε στις 460,86 μονάδες με άνοδο 0,95%.

Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.782,05 μονάδες με άνοδο 0,75%, μετατρέποντας το σήμα από strong sell σε neutral, 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 7.732,85 μονάδες με άνοδο 0,95%, παραμένοντας με σήμα strong buy, με την αντίσταση να βρίσκεται στις 7.773 μονάδες και την στήριξη στις 7.528 μονάδες.

Μεγαλύτερη άνοδος

Μεγαλύτερη πτώση

Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.330,79 μονάδες με άνοδο 0,67%, μετατρέποντας το σήμα από sell σε strong buy, με την αντίσταση να βρίσκεται στις 7.438 μονάδες και την στήριξη στις 7.167 μονάδες.

Μεγαλύτερη άνοδος

Μεγαλύτερη πτώση

Recommendations

Infineon Technologies: Tammy Qiu from Berenberg retains his positive opinion on the stock with a Buy rating. The target price is unchanged and still at EUR 44.

Heidelberg Materials: In a research note published by Harry Goad, Berenberg advises its customers to buy the stock. The target price is unchanged and still at EUR 84.

Beiersdorf: JP Morgan analyst Celine Pannuti maintains his Buy rating on the stock. The target price remains set at EUR 140.

LVMH: Jefferies’s analyst James Grzinic downgrades his rating from Buy to Neutral. Previously set at EUR 960, the target price is lowered to EUR 780.

Kering: Jefferies’s analyst James Grzinic downgrades his rating from Buy to Neutral. Previously set at EUR 655, the target price is lowered to EUR 500.

HUGO BOSS: Jefferies’s analyst James Grzinic increases his rating from Neutral to Buy. Previously set at EUR 69, the target price has been raised to EUR 80.

NOKIA: Fitch Ratings on Tuesday affirmed its BBB- long-term issuer default rating on Nokia (NOKIA.HE, NOKIA.PA) with a stable outlook. The rating agency said the confirmation reflects the telecommunication equipment company’s solid market position spanning multiple segments with supportive long-term industry fundamentals. It also noted Nokia’s good progress in a strategic refocus that was announced in late 2020. Fitch attributed the stable outlook to Nokia’s solid balance sheet and liquidity with enough flexibility to meet high investment requirements

IBERDROLA: Analyst Fernando Garcia from RBC research considers the stock attractive and recommends it with a Buy rating. The target price continues to be set at EUR 12.

Εταιρικά νέα

Italy’s antitrust authority AGCM has opened an investigation into Ryanair Holdings’ main airline over possible abuse of its dominant position in the travel market. The watchdog said Wednesday that Ryanair DAC, the largest airline of the Irish low-cost group, could potentially be harming travel agencies and consumers by leveraging its market power to offer tourist services such as hotel bookings and car rentals. Ryanair DAC could also be hindering the purchase of airline tickets by travel operators directly from its site or allowing the purchase at conditions that would be far worse in terms of price and post-sale ticket management, according to the AGCM. Ryanair wasn’t immediately available for comment when contacted by Dow Jones Newswires.

Dianomi shares fell after the company said it swung to a first-half pretax loss and revenue decreased as traffic slumped, though it added that it expects to return to profit in the second half. Shares at 0706 GMT were down 5.0 pence, or 9.5% at 47.5 pence. The provider of digital-advertising services said Wednesday it swung to a pretax loss of 2.05 million pounds ($2.5 million) for the first half, from a pretax profit of GBP897,000. Revenue decreased 18% to GBP14.8 million, reflecting a decline in traffic volumes and lower revenue per click. Levels across its key publisher partners were down by between 10% to 30%. Dianomi said the benefits of its cost-saving plan were filtering through and while market conditions are still difficult it expected to be profitable in the second half of the year. The company said separately it has agreed a contract amendment with a publisher partner, agreeing not to recoup an overpayment in return for an enhanced revenue share. It said the amendment is expected to increase revenue and profit from the second half of the current financial year and beyond, but will lead to an increased adjusted earnings loss for the first half. “While it is likely that our markets will remain challenging in the short term, the business has a solid financial base and a clear focus on the path to driving future sales and profitability,” Chief Executive Rupert Hodson said.

Shares in Thor Energy rose 15% after it said it raised 1 million Australian dollars ($645,400) to move forward uranium exploration at its assets in Colorado and Utah through a premium share placing. At 0701 GMT, shares are up 0.23 pence at 1.75 pence. The London- and Australia-listed mining company said Wednesday that it placed 23.8 million new shares at a price of 4.2 Australian cents a share, a 9.4% premium to the 15-day volume-weighted average price of 3.84 Australian cents. The funds will be used to accelerate drilling at its uranium and vanadium mining assets within the Uravan Mineral Belt in Colorado and Utah. “We are highly encouraged to receive the ongoing support from the company’s existing shareholders and are also delighted to welcome new investors,” Managing Director Nicole Galloway Warland said. “We look forward to updating the market in due course with the development of our US drilling activities.”

Ten Lifestyle Group expects to modestly beat revenue and core earnings expectations for fiscal 2023. The U.K. travel-service platform on Wednesday said it expects to post around 63 million pounds ($78.1 million) in net revenue for the year ended Aug. 31, which it says is ahead of market views of GBP62 million and up from GBP46.8 million reported the previous year. The London-listed group sees adjusted earnings before interest, taxes, depreciation and amortization coming it at around GBP12 million, slightly ahead of consensus of GBP11.9 million and a jump on the previous year’s GBP4.9 million. It ended the year with GBP3.5 million in net cash, it added. “We have retained all of our key corporate clients and achieved record revenue and profitability. We are well positioned with a healthy pipeline of new business,” Chief Executive Alex Cheatle said. Ten Lifestyle will publish its results for the year toward the end of November.

LBG Media said its pretax loss narrowed in the first half of the year, boosted by a 10% rise in revenue, and that it backed its full-year outlook.

The London-listed digital media publisher said its pretax loss narrowed to 1.2 million pounds ($1.5 million) from a loss of GBP1.9 million in the first half of 2022. Adjusted earnings before interest, taxes, depreciation and amortization–a metric which strips out exceptional and other one-off items–rose to GBP3.0 million from GBP1.6 million on the back of revenue growing 10% to GBP27.2 million. The rise in revenue was in line with typical seasonal splits, and driven by an increase in global audiences to 410 million people from 315 million people a year prior, with content views in the period up 87%. For the full year, LBG Media reiterated its view of meeting market expectations. Based on a consensus provided by the company, revenue is expected to be GBP69.3 million, while adjusted Ebitda is seen at GBP19.3 million. “We have started the second half-year with positive momentum and I am excited by the opportunities that lie ahead,” Chief Executive Solly Solomou said.

Dunelm Group posted a fall in pretax profit for fiscal 2023 on operating costs inflation despite higher sales and said it sees further volume-driven growth in the year ahead. The soft-furnishing retailer on Wednesday reported a pretax profit for the year ended July 1 of 192.7 million pounds ($238.8 million) compared with GBP209.0 million the previous year. This came in ahead of a consensus estimate provided by the company in July which had the figure at GBP188 million, which it expected to beat slightly.

Total sales rose 5.5% to GBP1.64 billion, it said. The London-listed group said its gross margin was 50.1%, in line with its guidance. It sees gross margin supported by the easing of freight costs in fiscal 2024. Dunelm declared a final dividend of 27 pence per share, bringing the full-year payout to 42 pence per share, up from 40 pence a year prior. It expects to see volumes driving sales and pretax profit growth in fiscal 2024 and pointed out that consumer behaviour is unpredictable but that its value proposition is resonating well.

Warpaint London said its first-half pretax profit and revenue rose on a significant step-up in sales in the U.K. and Europe, and that it was well-positioned for the future. The U.K. cosmetics company said Wednesday that pretax profit rose to 6.2 million pounds ($7.7 million) from GBP3.45 million, reflecting an improved gross margin following increased sales and a decrease in the charge for amortization costs. Revenue rose to GBP36.7 million from GBP25.2 million, driven by an increase in company branded sales. In the U.K., sales increased 28% to GBP13.3 million, while in Europe sales rose 56% to GBP18.9 million. The company said it was very well-positioned to achieve further growth and had confidence margins can be maintained going forward. Warpaint said that, in line with the previous year, it expects financial performance to be second-half weighted, driven by Christmas seasonal sales. It said it has in place a robust supply chain and distribution network to ensure it can supply retailers’ outlets on time. “The group is in active discussions with new major retailers globally and with certain existing customers regarding expansion of the range of the group’s products stocked,” Chief Executive Sam Bazini said. The board declared an interim dividend of 3.0 pence a share, up from 2.6 pence a share a year prior.

M&G reported a swing to pretax profit for the first half of 2023 and said it is making good progress on its targets to 2025. The savings-and-investments business on Wednesday posted a pretax profit of 75 million pounds ($92.9 million) for the six months ended June 30 as it reduced its losses in short-term fluctuations in investment returns. This compares with a pretax loss of GBP1.14 billion a year prior. Adjusted operating profit rose to GBP390 million from GBP298 million, beating expectations of GBP284 million taken from a company-compiled consensus. Assets under management and administration were GBP332.8 billion, missing consensus’ GBP339 billion, and falling from GBP342.0 billion at Dec. 31. Net client inflows were GBP800 million, whereas consensus had expected GBP2.2 billion in net outflows. M&G’s said its solvency II ratio–a measure of financial stability–was 199% while consensus had penciled in a 206% ratio. Operating capital generation was up 17% to GBP505 million, ahead of the expected GBP328 million. “We remain on track to generate our target of GBP2.5 billion operating capital generation by December 2024,” the group said. The London-listed group declared an interim dividend of 6.5 pence a share, in line with views, up from a 6.2 pence payout the year prior.

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