Ανοδικές τάσεις επικράτησαν σήμερα στα ευρωπαϊκά χρηματιστήρια, παρά τα μικτά πρόσημα που επικρατούσαν στο πρώτο μισό της συνεδρίασης.
Σε δημοσκόπηση του Reuters, ένας μεγάλος αριθμός επενδυτών και αναλυτών στρατηγικής αναμένουν διόρθωση στα ευρωπαϊκά χρηματιστήρια τους επόμενους τρεις μήνες, προτού οι ευρωπαϊκές μετοχές αρχίσουν να ανεβαίνουν ξανά και φτάσουν σε νέα υψηλά το 2026.
«Ολοκληρώσαμε το έτος 2024 με πολλή απαισιοδοξία για την Ευρώπη… έτσι αυτό που είδαμε στην αρχή του έτους είναι η επανεξισορρόπηση υπέρ της Ευρώπης», δήλωσε ο Roland Kaloyan, επικεφαλής της ευρωπαϊκής στρατηγικής μετοχών στη Societe Generale.
Η Aston Martin μειώνει κατά 5% το προσωπικό της λόγω οικονομικών προκλήσεων
Η UniCredit σχεδιάζει την απόκτηση μεριδίου 29,99% στην Commerzbank
Stellantis: «Βλέπει» αύξηση στα έσοδα το 2025 μετά τη βουτιά 70% στα κέρδη
Deutsche Telekom: Η ύφεση στην Ευρώπη πλήττει τις προοπτικές για τα κέρδη
Στα κυριότερα μακροοικονομικά νέα:
Στην Γερμανία, ο δείκτης GfK Καταναλωτικού Κλίματος για τον μήνα Μάρτιο διαμορφώθηκε στις -24,7 μονάδες έναντι εκτιμήσεων των οικονομολόγων για -21,7 μονάδες και -22,6 μονάδων τον προηγούμενο μήνα (αναθεωρημένο από τις -22,4 μονάδες).
Ο δείκτης Stoxx 600 έκλεισε στις 559,68 μονάδες με άνοδο 0,99%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 22.793,86 μονάδες με άνοδο 1,78%, με το σήμα να μετατρέπεται από buy σε strong buy, και με την στήριξη να βρίσκεται στις 20.433 μονάδες και την επόμενη στις 19.854 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 8.732,60 μονάδες με άνοδο 0,74%, με το σήμα να μετατρέπεται από neutral σε strong buy, και με την στήριξη να βρίσκεται στις 8.440 μονάδες και την επόμενη στις 8.367 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 8.143,92 μονάδες με άνοδο 1,15%, με το σήμα να μετατρέπεται από buy σε strong buy, και με την αντίσταση να βρίσκεται στις 8.213 μονάδες και την στήριξη στις 7.966 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
AB INBEV: RBC analyst James Edwardes Jones maintains his Buy rating on the stock. The target price continues to be set at EUR 75.
Novo Nordisk: In a research note published by Richard Vosser, JP Morgan advises its customers to buy the stock. The target price remains set at DKK 1000.
Covestro: Initially Neutral on the company, Jefferies’s analyst Chris Counihan maintained his recommendation. The target price is unchanged and still at EUR 62.
ASM: In a research note, UBS analyst Francois-Xavier Bouvignies has maintained his recommendation on the stock with a Neutral rating. The target price remains unchanged at EUR 610.
LSE: Michael Werner from UBS retains his positive opinion on the stock with a Buy rating. The target price is still set at GBX 14000.
Εταιρικά νέα
Automaker Stellantis (NYSE:STLA) said on Wednesday it would return to revenue growth and positive cash generation in 2025 as it scrambles to recover from a crisis which engulfed its U.S. business late last year and knocked its share price.
In the second half of 2024, the company said that its adjusted earnings before interest and taxes (EBIT) were almost erased, to 185 million euros ($194 million), from 10.2 billion euros in the same period of 2023.
That brought full-year adjusted EBIT margin down to 5.5%, at the bottom of the guidance given in September after a shock profit warning, which later led to the ousting of CEO Carlos Tavares, in charge since Stellantis was created in 2021.
On Wednesday, the automaker proposed to pay investors a 0.68 euro per share dividend on 2024 results.
Luxury carmaker Aston Martin (LON:AML) said on Wednesday it will cut about 5% of its global workforce, or 170 employees, to further reduce costs and drive future investments.
“We are commencing a process to make organisational adjustments, to ensure the business is appropriately resourced for its future plans,” the company said in a statement.
The company expects to save about 25 million pounds ($31.6 million) from the job cuts, it said.
Deutsche Telekom (ETR:DTEGn) on Wednesday said it expects further earnings growth in 2025 after surpassing financial targets for the previous year.
The telecommunications giant reported an increase in revenue and profit for 2024, setting the stage for continued expansion in the coming year.
In 2024, Deutsche Telekom’s total revenue rose by 3.4% to €115.8 billion, while service revenues increased by 3.9% to €96.5 billion.
Adjusted earnings before interest, taxes, depreciation, and amortization after leases grew by 6.2% to €43 billion, while free cash flow AL jumped by 18.7% to €19.2 billion. Adjusted net profit saw an 18.3% increase, reaching €9.4 billion.
The company is forecasting further growth in 2025, with adjusted EBITDA AL projected at approximately €44.9 billion—an increase of around 4.5%—and adjusted free cash flow AL expected to rise by about 4% to €19.9 billion. Adjusted earnings per share are anticipated to climb to around €2, representing a 9% increase from 2024.
“We are growing across all business areas. Our flywheel, at the center of our strategy, is spinning and generating the momentum we need to keep building on the successes of 2024 in 2025,” said Deutsche Telekom chief executive Tim Höttges in a statement, describing 2024 as a “record year” for the company.
The company’s German operations saw strong demand for fiber-optic services, with more than 10 million households now able to access high-speed fiber plans.
Mobile service revenue in Germany grew by 2.1% in the fourth quarter, while the customer base for branded contract mobile services expanded by 1.2 million over the full year.
In the United States, T-Mobile US (NASDAQ:TMUS) continued its industry-leading performance, adding 6.1 million postpaid mobile customers in 2024.
The U.S. segment’s service revenues rose by 4.5% to $66.1 billion, and adjusted EBITDA AL increased by 8.1% to $30.9 billion.
Deutsche Telekom’s stake in T-Mobile US has increased to 51.5% as of January 2025, reinforcing its position in the North American market.
The European division marked its seventh consecutive year of earnings growth, with adjusted EBITDA AL up 8.1% to €4.4 billion. Revenue in the region increased by 5.2% in organic terms, and customer numbers for broadband and mobile services saw continued growth.
T-Systems, Deutsche Telekom’s IT services arm, met all its financial targets for 2024, with order entry rising by 10.8% to €4 billion despite economic headwinds in key industries such as automotive.
Revenue grew by 2.8% to €4 billion, while adjusted EBITDA AL climbed by 14.8% to €369 million.
For 2024, Deutsche Telekom plans to distribute a record dividend of €0.90 per share, subject to approval, and has outlined share buybacks of up to €2 billion in 2025.
German healthcare group Fresenius reported fourth-quarter adjusted operating profit above market estimates on Wednesday, citing strong performance at its Kabi and Helios divisions.
The company’s earnings before interest and taxes (EBIT) excluding special items rose to 646 million euros ($678 million) in the quarter ended December 31, compared to analysts’ average estimate of 634 million euros in a poll compiled by Vara Research.
The results echo those of its former dialysis unit, Fresenius Medical Care (NYSE:FMS), which topped market expectation on Tuesday helped by positive development across its businesses.
For 2025, Fresenius sees organic revenue growth before special items of between 4% and 6%, and constant currency EBIT growth in a range of 3% to 7%.
The company also said it would propose a dividend of 1 euro per share for the 2024 financial year.
Banco Santander raised its final dividend for 2024 after it reported a record annual profit earlier this month.
The Spanish bank said late Tuesday that it plans to pay a final dividend for 2024 of 11 European cents ($0.12), up from a 9.50 European cents payout a year earlier.
When added to an interim dividend of 10 European cents Santander paid last year, the bank’s total dividends for the year increased by 19%, it said.
Santander said the final dividend takes its total returns to shareholders for its 2024 results to about 6.3 billion euros, split equally between dividends and share buybacks. The lender started a buyback program of about 1.59 billion euros earlier this month.
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