Αρνητικά πρόσημα στα ευρωπαϊκά χρηματιστήρια

Πτωτικές τάσεις επικράτησαν σήμερα στα ευρωπαϊκά χρηματιστήρια, ως αποτέλεσμα των χθεσινών δηλώσεων του προέδρου της Fed, σύμφωνα με τις οποίες η ομοσπονδιακή τράπεζα των ΗΠΑ ίσως προβεί σε ακόμη μία αύξηση των επιτοκίων της έως τα τέλη του έτους.

Η Τράπεζα της Αγγλίας διατήρησε αμετάβλητα τα επιτόκια, για πρώτη φορά σε διάστημα δύο ετών, στο 5,25% με τους αναλυτές να εκτιμούν αύξηση κατά 0,25 μονάδες βάσης.

Η Κεντρική Τράπεζα της Ελβετίας διατήρησε αμετάβλητα τα επιτόκια, στο 1,75% με τους αναλυτές να εκτιμούν αύξηση κατά 0,25 μονάδες βάσης.

Με σημαντικά κέρδη έκλεισε σήμερα το χρηματιστήριο της Τουρκίας, μετά την απόφαση της κεντρικής τράπεζας να αυξήσει για τέταρτη φορά το βασικό της επιτόκιο στο 30% από 25%.

Ο δείκτης Stoxx 600 έκλεισε στις 454,68 μονάδες με πτώση 1,30%.

Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.573,65 μονάδες με πτώση 1,32%, μετατρέποντας το σήμα από neutral σε strong sell, 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 7.679,24 μονάδες με πτώση 0,68%, 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 7.213,90 μονάδες με πτώση 1,59%, μετατρέποντας το σήμα από strong buy σε strong sell, με την αντίσταση να βρίσκεται στις 7.438 μονάδες και την στήριξη στις 7.167 μονάδες.

Μεγαλύτερη άνοδος

Μεγαλύτερη πτώση

Recommendations

Siemens Healthineers: Odysseas Manesiotis from Berenberg retains his positive opinion on the stock with a Buy rating. The target price is unchanged at EUR 58.

Stellantis: In a research note published by Tom Narayan, RBC advises its customers to buy the stock. The target price is still set at EUR 22.

Volskwagen: Already positive, the research from RBC and its analyst Tom Narayan still consider the stock as a Buy opportunity. The target price is unchanged and still at EUR 160.

Mercedez-Benz: RBC is positive on the stock with a Buy rating. The target price is still set at EUR 88.

BMW: In his latest research note, analyst Tom Narayan confirms his recommendation. The broker RBC is keeping its Neutral rating. The target price is unchanged and still at EUR 108.

Richemont: In a research note, JP Morgan analyst Chiara Battistini has maintained his recommendation on the stock with a Buy rating. The target price is set at 180 versus 185 CHF.

TUI: Jefferies raises its opinion on the stock and goes from selling to neutral. The target price has been revised upwards and is now set at EUR 6.10, compared with EUR 2.10 previously.

Entain: Barclays on Wednesday lifted the price target of Entain (ENT.L) to 15.20 pounds sterling from 14.50 pounds, while maintaining its overweight rating.

Εταιρικά νέα

City Pub Group said that it is performing in line with full-year expectations as it sees momentum continuing into its seasonally busier second half, after it reported a swing to a pretax loss in the first half of 2023. The U.K. pub operator on Thursday posted a pretax loss of 815,000 pounds ($1 million) for the 26 weeks ended June 25, compared with a pretax profit of GBP77,000 in the comparable period. On an adjusted basis, pretax profit was GBP800,000, down from GBP1.3 million. Revenue rose to GBP31.65 million from GBP26.1 million, it said, adding like-for-like sales were up 14%. It said that business across the summer remained positive and that it expects a strong second half as it will benefit from the sporting events in the period as well as Christmas bookings, which are ahead of where they were at the same time last year. “The company is well placed to take advantage of new acquisition opportunities,” Chair Clive Watson said.

Assa Abloy said it has acquired Forte, a residential door lock and padlock manufacturer in Peru. The Swedish lock maker said on Thursday that Forte was founded in 1967 and has some 340 employees. Its main office and factory are located in Lima, Peru, and it reported sales of around 67 million Peruvian nuevo soles ($17.8 million) in 2022. The acquisition will be accretive to earnings per share from the start, it said.

Next PLC raised its full-year guidance as first-half pretax profit rose on better-than-expected sales, significantly improved online service and lower-than-expected costs. The fashion retailer posted on Thursday a profit for the six months ended July 30 of 419.8 million pounds ($518.2 million), compared with a profit of GBP400.6 million a year prior. Revenue rose to GBP2.52 billion compared with GBP2.38 billion. Retail sales rose 0.5% and contributed GBP885.0 million from GBP880.5 million, while online sales rose 5.0% to GBP1.50 billion from GBP1.43 billion. The company guided for a full-year pretax profit of GBP875 million, up 0.5% on-year, and full price sales of GBP4.72 billion, up 2.6% on-year. Next had previously guided for full-year fiscal 2024 pretax profit guidance of GBP845 million, and sales growth guidance for the remainder of the year at 0.5%. It said previously this implies full-price sales for the year will be up 1.8%. Looking further ahead, the company said it is likely that inflationary pressures on selling prices and operating costs will continue to ease, and said the longer term outlook is more positive than it has been for many years.

JD Sports Fashion said pretax profit rose in the first half of its fiscal year due to gains from divestments and strong sales, and it increased its interim dividend payout. The London-listed fashion retailer said Thursday that pretax profit rose to 375.2 million pounds ($463.1 million) in the half year ended July 31 from GBP298.3 million in the same period a year prior. This beat market views of GBP368.0 million, according to a consensus provided by Visible Alpha. However, headline profit before tax and exceptional items–a company-preferred metric–was GBP373.5 million, down from GBP383.5 million. Revenue climbed to GBP4.78 billion from GBP4.42 billion, above a company-compiled consensus forecast of GBP4.74 billion, reflecting gains from noncore U.K. divestments and a strong first quarter driven by North America sales, it said. For the full fiscal year, the company reaffirmed its guidance of GBP1.04 billion in headline pretax profit. JD Sports declared an interim dividend of 0.30 pence a share, an increase from the prior-year’s 0.13 pence, and a return to prepandemic dividend cover.

Halma backed its guidance for fiscal 2024 and expects to report good organic revenue growth for the first half despite varied market conditions as well as return on sales toward the lower end of its targeted range. The safety, health and environmental-technology group on Thursday reiterated that it expects to deliver good organic constant-currency revenue growth, with return on sales increasing to around 20% for the year to March. It said order intake in the year to date is ahead of the same period a year prior and close to revenue. The group’s healthcare sector has experienced slower order intake but its safety and environmental and analysis sectors have seen order intake in line with revenue, it added. The FTSE 100 group sees higher return on sales for the six months ending Sept. 30 in the safety and healthcare sectors but expects the figure to be lower for the environmental and analysis sectors given mix effects. It expects the negative currency exchange hit from the appreciation of sterling on its results to continue into the second half.

Electrolux said Thursday that it has agreed to sell its manufacturing facility in Memphis, Tennessee to a U.S.-based investment company for $61 million in cash. The sale is part of previously announced plans to raise up to 10 billion Swedish kronor ($897.4 million) from divesting noncore assets and comes after a previous agreement to sell the site fell through in April. The Swedish home-appliance manufacturer said it expects to book a gain of around $50 million from the property sale, with closing and the positive cash flow impact expected to occur during the fourth quarter of 2023. The group’s production in Memphis stopped on June 30 last year with the operations transferred to the company’s new facility in Springfield, Tennessee. The agreement includes a due diligence period before closing, during which the buyer can terminate the contract.

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