Μικτά πρόσημα κατέγραψαν σήμερα τα ευρωπαϊκά χρηματιστήρια, με τις ρευστοποιήσεις να συνεχίζονται για δεύτερη διαδοχική μέρα, μετά τα κατώτερα των εκτιμήσεων νέα που ανακοινώθηκαν για τον δείκτη PMI υπηρεσιών σε ευρωζώνη, Γερμανία, Γαλλία, Ιταλία και Ισπανία.
Στο επίκεντρο του αγοραστικού ενδιαφέροντος βρέθηκαν οι μετοχές του ενεργειακού κλάδου, μετά την απόφαση των μελών του OPEC+ να επεκτείνουν για τρεις μήνες ακόμη (έως το τέλος του έτους) την μείωση της παραγωγής, οδηγώντας την τιμή του Brend στο υψηλό των $90,75 και του Crude στα $87,59.
Στην Ισπανία ο δείκτης PMI Υπηρεσιών για τον μήνα Αύγουστο, διαμορφώθηκε στις 49,3 μονάδες έναντι εκτιμήσεων 51,5 μονάδων και 52,8 μονάδων τον προηγούμενο μήνα.
Στην Γαλλία ο δείκτης PMI Υπηρεσιών για τον μήνα Αύγουστο, διαμορφώθηκε στις 46,0 μονάδες έναντι εκτιμήσεων 46,7 μονάδων και 47,1 μονάδων τον προηγούμενο μήνα.
Στην Γερμανία ο δείκτης PMI Υπηρεσιών για τον μήνα Αύγουστο, διαμορφώθηκε στις 47,3 μονάδες (σύμφωνα με τις εκτιμήσεις) και 52,3 μονάδων τον προηγούμενο μήνα.
Στην ευρωζώνη ο δείκτης PMI Υπηρεσιών για τον μήνα Αύγουστο, διαμορφώθηκε στις 47,9 μονάδες έναντι εκτιμήσεων 48,3 μονάδων και 50,9 μονάδων τον προηγούμενο μήνα. Ο συνολικός δείκτης PMI για τον μήνα Αύγουστο, διαμορφώθηκε στις 46,7 μονάδες έναντι εκτιμήσεων 47,0 μονάδων και 48,6 μονάδων τον προηγούμενο μήνα.
Στην Βρετανία ο δείκτης PMI Υπηρεσιών για τον μήνα Αύγουστο, διαμορφώθηκε στις 49,5 μονάδες έναντι εκτιμήσεων 48,7 μονάδων και 51,5 μονάδων τον προηγούμενο μήνα. Ο συνολικός δείκτης PMI για τον μήνα Αύγουστο, διαμορφώθηκε στις 48,6 μονάδες έναντι εκτιμήσεων 47,9 μονάδων και 50,8 μονάδων τον προηγούμενο μήνα.
Ο δείκτης Eurostoxx 600 έκλεισε στις 457,02 μονάδες με απώλειες 0,21%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.773,35 μονάδες με απώλειες 0,33%, 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 7.440,07 μονάδες με απώλειες 0,17%, παραμένοντας με σήμα 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 7.254,72 μονάδες με απώλειες 0,34%, μετατρέποντας το σήμα από neutral σε strong sell, με την αντίσταση να βρίσκεται στις 7.438 μονάδες και την στήριξη στις 7.167 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Sanofi: Berenberg’s analyst Luisa Hector upgrades his rating from Neutral to Buy. The target price has been raised from EUR 107 to EUR 115.
Roche: Berenberg is less optimistic about the stock and is readjusting downwards his opinion. The broker’s analyst Luisa Hector is now Neutral. The target price is lowered from CHF 320 to CHF 290.
Commerzbank: Barclays is revising its board downwards. The broker is now advising to sell against neutral previously. Previously set at EUR 12.50, the target price is lowered to EUR 10.80.
Total: Giacomo Romeo from Jefferies retains his positive opinion on the stock with a Buy rating. The target price remains unchanged at EUR 66.
UBS: In his latest research note, analyst Kian Abouhossein confirms his positive recommendation. The broker JP Morgan is keeping its Buy rating. The target price remains unchanged at CHF 27.
Volkswagen: JP Morgan is positive on the stock with a Buy rating. The target price is unchanged at EUR 193.
Εταιρικά νέα
Ashtead Group’s pretax profit rose together with rental revenue, driven predominately by robust North American end markets, the company said Tuesday as it backed its overall view for fiscal 2024. The London-listed equipment-rental group said pretax profit for the first quarter of fiscal 2024 was $584.6 million compared with $526.8 million a year before. This was particularly driven by the U.S. and Canadian markets, which reported profit margins of 29.9% and 21.8%, respectively. Stripping out exceptional and other one-off items, underlying pretax profit for the quarter ended July 31 was $614.9 million compared with $554.7 million the year before. Revenue rose to $2.70 billion from $2.26 billion, with rental revenue rising 14% to $2.38 billion. Ashtead said it has clear momentum, with robust North American markets, supported in the U.S. by an increasing number of mega projects and recent legislative acts. Despite U.K. market conditions softening, it expects its overall performance to meet internal expectations. “We are in a position of strength, with the operational flexibility and financial capacity to capitalize on the opportunities arising from these market conditions and ongoing structural change,” the company said.
DS Smith’s performance in the first quarter of fiscal 2024 was in line with the board’s expectations, driven by continued resilient pricing and strong cost-control measures, despite challenging end markets, it said Tuesday. The FTSE 100 packaging company said its like-for-like performance in corrugated box volumes has improved since the start of the fiscal year on May 1 but was below the year-prior comparative. “We continue to work closely with our customers, meeting their evolving needs and are pleased with their positive feedback and the progress we are making. This, together with our ongoing focus on cost and operational efficiencies and our robust and flexible supply chain, positions us well for the remainder of fiscal 2024 and beyond,” Chief Executive Miles Roberts said.
Solvay plans to redeem bonds of 600 million euros ($647.7 million) due 2029 and will no longer seek consent from holders of those bonds ahead of its planned split into two companies. The Belgian chemicals company said late Monday that it is investigating internally the circumstances of a trade between third parties on its 2029 bonds. The company last month launched a process to seek consent from bondholders to transfer outstanding debts to a new company called Syensqo that will result from Solvay’s split, which it plans to complete by the end of the year. A meeting of holders of the 2029 bonds scheduled for Tuesday won’t take place after Solvay became aware that some votes cast in favor of the consent may not have been validly exercised. Those votes represented less than 3% of the total nominal amount, but Solvay said it can’t confirm that the required 75% majority for the 2029 bonds in the consent solicitation has been reached, it said. The company said it intends to redeem the 2029 bonds with funding from its bank facilities, and that this will lead to an additional cost of EUR20 million a year. Solvay decided to terminate the consent solicitation in respect of the 2029 bonds as a result, it said. The consent solicitation in relation to Solvay’s bonds due 2025 and 2027 are expected successful and meetings of holders of those bonds will be held on Tuesday as planned, the company said. Solvay last month said it offered to transfer outstanding debt securities to the entity to be named Syensqo because it is the stronger rated of the two entities that will emerge from its separation.
Australian packaging company Orora on Tuesday said it will buy French high-end glass bottle maker Saverglass from private-equity firm Carlyle Group in a deal valued around 2.16 billion Australian dollars (US$1.40 billion). Orora said Saverglass, which designs and makes bottles for premium spirit and wine markets, will become the centerpiece of its glass business, expanding its footprint outside Australia and boosting opportunities for growth. The company will raise roughly A$1.35 billion to help fund the acquisition.
“This strategic acquisition further strengthens our existing glass business, establishing Orora as a global player of scale in attractive premium segments,” said Chief Executive Brian Lowe.
Saverglass has a 33% market share in high-end spirits bottles globally, with its biggest sales markets in France and the Americas, Orora said in an investor presentation. It makes bottles for brands including Grey Goose vodka and has an average relationship span of 15 years with its top 20 customers, Orora added. The Australian company said the fully underwritten equity raising comprises a A$450 million institutional placement and a A$895 million 1-for-2.55 accelerated non-renounceable pro rata entitlement offer. The company has also agreed to A$875 million of acquisition debt financing, it said.
The acquisition is expected to be mid-single-digit earnings-per-share accretive in the first full fiscal year of ownership, according to Orora. “From a commercial, product and geographic perspective the combination of Saverglass and Orora is expected to unlock significant value creation opportunities for the combined group,” it said. Orora also projected A$15 million in near-term cost benefits from joining the businesses.
Carlyle Group, which acquired Saverglass in 2016, couldn’t immediately be reached for comment. Saverglass Chief Executive Jean-Marc Arrambourg–who will head a new division that will include Saverglass and Orora’s Gawler operation–said he will seek to “consolidate and accelerate” momentum in the business. “We see Orora as a natural owner of Saverglass, given the high complementarity of the two businesses and significant benefits to be realized from the combined global network and capabilities,” he said. Orora recently said it expects profits to rise in the year ahead, after its beverage business in Australasia delivered double-digit revenue growth last fiscal year, supported by higher can volumes. Glass volumes were softer, however, due to lower commercial wine volumes.
PZ Cussons is offering to buy the remaining 26.73% of PZ Cussons Nigeria from minority shareholders for 22.8 million pounds ($28.8 million), and then plans to de-list the company from the Nigerian Stock Exchange. The consumer-goods company–which houses the Imperial Leather soap and Morning Fresh washing-up detergent brands among its portfolio–said Tuesday that it is offering minority shareholders 21 pence for each share owned, funded from the company’s existing Naira cash balances. “The group believes the transaction will significantly simplify and strengthen its business in Nigeria, putting in place a sustainable structure and platform to maximize long-term growth and value,” the company said. It added that the deal is attractive for the minority shareholders of PZCN particularly in light of recent macroeconomic developments and foreign exchange challenges. The offer is conditional upon the approval of the PZCN board, regulatory clearances and vote of minority shareholders of PZCN.
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