Με αρνητικό πρόσημο έκλεισαν σήμερα τα περισσότερα ευρωπαϊκά χρηματιστήρια, με τις μετοχές του κλάδου υγείας να σημειώνουν τα μεγαλύτερα κέρδη και αυτές του κλάδου ενέργειας τις μεγαλύτερες απώλειες.
Παρά το θετικό κλίμα που επικρατούσε στο πρώτο μισό της συνεδρίασης στα ευρωπαϊκά χρηματιστήρια, με την πλειοψηφία των ευρωπαϊκών δεικτών να σημειώνουν κέρδη, η ανακοίνωση του Δείκτη Τιμών Καταναλωτή στις ΗΠΑ άλλαξε το κλίμα, με τους επενδυτές να προβαίνουν σε ρευστοποίησης, καθώς τίθεται υπό αμφισβήτηση εάν και σε πόσες μειώσεις επιτοκίων θα προβεί η FED, με τις πιθανότητες να μείωση αυτών στα τέλη Μαρτίου να υποχωρούν στο 60% από 70% προηγουμένως.
Η τουρκική λίρα σημείωσε νέο χαμηλό ρεκόρ έναντι του αμερικανικού δολαρίου την Πέμπτη, διαπραγματευόμενη στα 30,005 ανά δολάριο λίγο πριν από το μεσημέρι τοπική ώρα.
Σηματοδοτεί την πρώτη φορά που η λίρα ξεπερνά το 30 έναντι του δολαρίου, το οποίο σημείωσε άνοδο 0,17% έναντι του τουρκικού νομίσματος από την προηγούμενη συνεδρίαση.(περισσότερα εδώ)
Ο δείκτης Stoxx 600 έκλεισε στις 473,12 μονάδες με πτώση 0,69%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 16.542,77 μονάδες με πτώση 0,88%, με το σήμα να μετατρέπεται από strong buy σε neutral, και με την αντίσταση να βρίσκεται στις 16.790 μονάδες και την στήριξη στις 16.476 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.576,57 μονάδες με πτώση 0,98%, παραμένοντας με σήμα sell, με την αντίσταση να βρίσκεται στις 7.737 μονάδες και την στήριξη στις 7.531 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.384,84 μονάδες με πτώση 0,56%, παραμένοντας με σήμα sell, με την αντίσταση να βρίσκεται στις 7.557 μονάδες και την στήριξη στις 7.336 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Swiss Re: Analyst Derald Goh from RBC research gives the stock a Neutral rating. The target price is unchanged and still at CHF 103.
DWS: In a research note published by Angeliki Bairaktari, JP Morgan advises its customers to buy the stock. The target price differs slightly and is now set at EUR 45.80 versus EUR 46.40.
Aroundtown: In his latest research note, analyst Pierre-Emmanuel Clouard confirms his negative recommendation. The broker Jefferies is keeping its Sell rating. The target price has been modified and is now set at EUR 1.75 compared to EUR 1.70.
Vonovia: Pierre-Emmanuel Clouard from Jefferies retains his negative opinion on the stock with a Sell rating. The target price is increased from EUR 20 to EUR 22.
RUMA: RBC is positive on the stock with a Buy rating. The target price is still set at EUR 64.
Hugo Boss: RBC is positive on the stock with a Buy rating. The target price is still set at EUR 80.
DANONE: RBC is positive on the stock with a Buy rating. The target price is unchanged and still at EUR 70.
AB INBEV: RBC is positive on the stock with a Buy rating. The target price continues to be set at EUR 70.
Εταιρικά νέα
Tesco raised its profit guidance for the second time this fiscal year after it saw stronger-than-expected volume growth in the U.K. market during Christmas. The U.K. grocer on Thursday said it expects retail adjusted operating profit–the company’s preferred metric, which strips out exceptional and other one-off items–for fiscal 2024 of around 2.75 billion pounds ($3.50 billion). This compares with a previous guidance range of GBP2.6 billion to GBP2.7 billion, and GBP2.49 billion in fiscal 2023. Retail free-cash-flow generation is expected to be around GBP2.0 billion. Previously the company expected between GBP1.8 billion and GBP2.0 billion. Bank adjusted operating profit guidance remains unchanged at between GBP130 million and GBP160 million.
Like-for-like retail sales rose 6.4% on year in the 19 weeks ended Jan. 6. They rose 6.6% in the third quarter and 6.0% over the Christmas period. In the U.K., Tesco’s like-for-like sales rose 7.5% in the 19-week period, while in Central Europe they fell 0.3%. Sales increased 6.8% in the U.K. during the Christmas period. The company said it showed a robust market share performance in the U.K. market, with consistent volume growth and particular strength in the fresh food segment. “We offered a full Christmas dinner for just GBP2.09 per person, helping to drive record sales in the weeks leading up to Christmas and further market share gains,” Chief Executive Ken Murphy said.
Informa PLC raised its 2023 revenue guidance again after a strong performance over the year with underlying revenue growth of 30%, while targeting high single digit for the year ahead. The events and business-intelligence said Thursday that it expects to report revenue of more than 3.165 billion pounds ($4.03 billion) for the year compared with previous guidance last November of at least GBP3.15 billion. Informa has also guided for 2023 adjusted operating profit of GBP845 million and free cash flow of GBP600 million. It had previously guided for adjusted operating profit of GBP840 million. For the year ahead Informa has guided for high single digit underlying revenue growth, with reported revenue of between GBP3.425 billion to GBP3.475 billion, and for adjusted operating profit of GBP945 million to GBP965 million. “Informa delivered a standout performance in 2023 and we are committing to further strong growth in 2024,” Chief Executive Stephen Carter said. Separately the company said that it has agreed to merge its tech digital businesses with TechTarget to create a leading U.S.-listed platform in B2B data and market access. Under the deal, Informa will contribute its tech digital businesses and $350 million in cash for a 57% share in New TechTarget. This will be effected by the issue of around 40 million new shares of common stock to a wholly owned subsidiary of Informa PLC, the company said.
Taylor Wimpey said its performance met its expectations, seeing operating profit at the high end of its previous guidance range, though its order book fell. The house builder said Thursday it expects 2023 operating profit including joint ventures and excluding exceptional items to meet the high end of its prior guidance range of GBP440 million to 470 million pounds ($560.7 million- $598.9 million). For 2022, it posted an operating profit of GBP923.4 million. Total home completions fell to 10,848 from 14,154, beating prior guidance of 10,000 to 10,500 homes, while the overall average selling price increased to around GBP324,000 from GBP313,000 in 2022. The net private reservation rate per outlet per week declined to 0.62 from 0.68. Excluding bulk sales of homes, the sales rate fell to 0.54 from 0.65. The company said it ended the year with an order book valued at GBP1.77 billion compared with GBP1.94 billion. The company said that short-term the market remains uncertain and the planning backdrop extremely challenging, but the continuing reduction in mortgage rates was encouraging. While too early in the year to gauge customer behavior, Taylor Wimpey said it has seen good levels of enquiries so far, and it remains confident in the medium- and long-term fundamentals of the sector.
Marks & Spencer said it expects its full fiscal-year results to meet market views after a strong performance over the key Christmas period. The U.K. retailer said Thursday that group sales rose 7.2% over the 13 weeks to Dec. 30, driven by an 11% increase in sales from its food division, while the clothing & home unit’s sales increased 4.8%. “Our strategy to reshape M&S for growth has enabled sustained sales momentum across Food and Clothing & Home over the Christmas period,” Chief Executive Stuart Machin said. Total U.K. sales rose 8.5%, while international sales fell 6.4%. The FTSE 100-listed group said it entered the year on a positive note, but remains conscious of near-term challenges, citing consumer and geopolitical risks, as well as additional cost increases from higher-than-anticipated wage and business rates related cost inflation. “Nevertheless, the strong Christmas trading performance provides confidence that the results for the year will be consistent with market expectations,” it said.
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