Eν μέσω προσδοκιών για παύση της αύξησης επιτοκίων από τις κεντρικές τράπεζες, αλλά και των μέτρων στήριξης που λαμβάνει η Κίνα για την οικονομία της.
Στην Γερμανία, ο δείκτης GfK Καταναλωτικού Κλίματος για τον μήνα Σεπτέμβριο υποχώρησε στις -25,5 μονάδες έναντι εκτιμήσεων για υποχώρηση στις -24,3 μονάδες, και -24,6 μονάδες τον προηγούμενο μήνα.
Η Γερμανία προέβη σήμερα στην έκδοση πενταετούς ομολόγου, με το κουπόνι να διαμορφώνεται στο 2,56% έναντι 2,50% της αντίστοιχης προηγούμενης έκδοσης.
Ο δείκτης Eurostoxx 600 έκλεισε στις 460,06 μονάδες με άνοδο 1,02%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.935,05 μονάδες με άνοδο 0,90%, μετατρέποντας το σήμα από strong sell σε strong buy, με την αντίσταση να βρίσκεται στις 15.989 μονάδες και την στήριξη στις 15.509 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.468 μονάδες με άνοδο 1,76%, μετατρέποντας το σήμα από strong sell σε neutral, 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 7.373,43 μονάδες με άνοδο 0,67%, 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
Μεγαλύτερη πτώση
Εταιρικά νέα
NN Group reported a rise in its operating result for the first half of 2023 and said it remains on track to meet its financial targets for 2025. The Dutch insurance and asset-management group said Tuesday that its operating result–a closely-watched metric for the industry–rose to 1.40 billion euros ($1.52 billion) for the six months ended June 30, compared with EUR1.12 billion for the same period the previous year.
Its operating capital generation was EUR997 million against EUR899 million a year prior and ahead of the EUR875 million estimate taken from a company-compiled consensus. This was driven by higher contributions from Netherlands Non-Life, Insurance Europe and Banking, which more than offset a fall in operating capital generation at Netherlands Life due to adverse financial markets, it said. NN Group said its combined ratio at Netherlands Non-life was 90.1% for the period, compared with 93.5% a year prior, as it benefited from favorable claims experience on benign weather and higher interest rates. It updated its 2025 guidance for the metric to between 91% to 93%–from between 93% to 95% previously–given performance and the discounting effects from the move to the new IFRS 17 accounting standard, it added. Net profit fell to EUR586 million from EUR1.74 billion in the same period a year earlier, when it had booked significant gain from the sale of NN Investment Partners.
The company said its solvency II ratio–a measure of financial stability–at the end of the period stood at 201% compared with 197% six months prior and consensus’ estimated 192%. The board declared an interim dividend of EUR1.12 a share, in line with expectations. The company expects to make EUR1.8 billion in operating capital generation in 2025. It backed its capital return policy which includes a progressive dividend and an at least EUR250 million share buyback a year.
Roche said that the European Commission, the EU’s executive arm, has approved extending the use of its Evrysdi treatment for babies under two months diagnosed with spinal muscular atrophy. The Swiss pharma company said Tuesday that the approval is based on interim data from an ongoing trial that showed most babies treated with Evrysdi were able to stand and walk within timeframes typical of healthy babies by 12 months of treatment, Roche said. Evrysdi is currently approved in the EU for treating patients two months or older.
Country Garden Services Holdings reported lower profit for the first half of 2023 amid China’s lackluster real-estate market. The property-management affiliate of developer giant Country Garden Holdings said Tuesday that profit for the period fell 8.7% to 2.35 billion yuan ($322.3 million), weighed by the higher cost of services. Revenue was CNY20.73 billion, compared with CNY20.05 billion a year earlier, it said. The cost of services rose to CNY15.09 billion in the first half from CNY14.02 billion a year earlier, the company said. Total bank deposits and cash remained strong, at CNY12.71 billion. The company said the Chinese government’s regulations will likely continue to affect business growth.
Standard Chartered agreed to sell its global aviation finance leasing business for an initial $700 million in cash to Aircraft Leasing Company, or AviLease. The Asia-focused lender on Tuesday said the consideration could be adjusted depending on the net asset value of the business at completion. The disposal is taking place through the sale of shares in relevant subsidiaries and minority equity interests held by the bank. The transaction, which is expected to close toward the end of the year, will result in a gain of around $300 million and increase its common equity Tier 1 capital ratio by around 19 basis points, the London and Hong Kong-listed group said. The net proceeds from the sale will go toward the overall management of Standard Chartered’s capital and liquidity position, it added. AviLease is owned by Saudi Arabia’s sovereign wealth fund, the Public Investment Fund.
Compugroup Medical: Jefferies’s research is revising its recommendation downwards to Neutral. The target price is lowered from EUR 55 to EUR 45.
Evotec: In a research note, RBC analyst Charles Weston has maintained his recommendation on the stock with a Buy rating. The target price remains set at EUR 28.
Encavis: Jefferies’s analyst Martin Comtesse upgrades his rating from Neutral to Buy. The target price has been revised downwards and is now set at EUR 19 as compared to EUR 20 previously.
Stratec Biomedical Systems: Berenberg’s research confirms his advice and maintains his neutral opinion on the stock. The target price is revised downwards from EUR 62 to EUR 58.
CRH: Harry Goad from Berenberg retains his positive opinion on the stock with a Buy rating. The target price is revised upwards from EUR 65 to EUR 56.
Cancom: Jefferies changes its rating and switches from Buy to Neutral. The target price has been revised downwards and is now set at EUR 27 as compared to EUR 41 previously.
Zalando: British investment bank Barclays cut its price target for Zalando to 30 euros from 32 euros and left its rating at “Equal Weight.” She updated her estimates following European Internet companies’ second-quarter reports, analyst Emily Johnson wrote in a research note issued Monday. She said she remains cautious on the pace of a recovery in the fashion retailer’s gross margin in the second half of the year.
Τα παραπάνω εκφράζουν προσωπικές απόψεις, και σε καμία περίπτωση δεν αποτελούν προτροπή για αγορά, πώληση ή διακράτηση οποιασδήποτε κινητής αξίας.

