Θετικά πρόσημα επικράτησαν σήμερα στα ευρωπαϊκά χρηματιστήρια, με τους επενδυτές να επηρεάζονται θετικά από τις ανακοινώσεις ευρωπαϊκών εταιρειών.
Αύξηση κατέγραψε ο δανεισμός προς τις επιχειρήσεις της ευρωζώνης τον Δεκέμβριο
Πιέσεις στην μετοχή της LVMH μετά την ανακοίνωση των αποτελεσμάτων του τέταρτου τριμήνου
Ισπανία: Νέο ανοδικό σερί για την οικονομική ανάπτυξη με ώθηση από τουρισμό και εγχώρια ζήτηση
Οι πρωινές ανακοινώσεις των ευρωπαϊκών εταιρειών
Στα κυριότερα μακροοικονομικά νέα:
Στην Γερμανία, ο δείκτης GfK Καταναλωτικού Κλίματος για τον μήνα Φεβρουάριο υποχώρησε στις -22,4 μονάδες έναντι εκτιμήσεων των οικονομολόγων για -20,5 μονάδες και -21,4 μονάδες τον προηγούμενο μήνα (αναθεωρημένο από τις -21,3 μονάδες).
Στην Ισπανία, σύμφωνα με τα προκαταρκτικά στοιχεία το ΑΕΠ τέταρτου τριμήνου ενισχύθηκε 0,8% έναντι εκτιμήσεων των οικονομολόγων για αύξηση 0,6% και αύξησης 0,8% το προηγούμενο τρίμηνο.
Ο δείκτης Stoxx 600 έκλεισε στις 534,10 μονάδες με άνοδο 0,47%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 21.636,03 μονάδες με άνοδο 0,92%, πραγματοποιώντας νέο ιστορικό ρεκόρ στις 21.672,90 μονάδες, με το σήμα να παραμένει 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 8.558,36 μονάδες με άνοδο 0,29%, με το σήμα να διατηρείται 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 7.872,48 μονάδες με πτώση 0,32%, με το σήμα να παραμένει σε strong buy, με την αντίσταση να βρίσκεται στις 7.966 μονάδες και την στήριξη στις 7.705 μονάδες με την επόμενη στις 7.393 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Sartorius: Initially Neutral on the company, UBS’s analyst Matthew Weston maintained his recommendation. Previously set at EUR 280, the target price has been raised to EUR 302.
LVMH: In his latest research note, analyst Nick Anderson confirms his positive recommendation. The broker Berenberg is keeping its Buy rating. The target price is unchanged at EUR 720.
SAP: UBS analyst Michael Briest maintains his Buy rating on the stock. The target price continues to be set at EUR 283.
EssilorLuxxotica: RBC’s analyst Piral Dadhania has upgraded his rating from Neutral to Buy. The target price has been raised from EUR 220 to EUR 290.
Continental: In a research note published by Michael Aspinall, Jefferies advises its customers to buy the stock. The target price continues to be set at EUR 87.
Εταιρικά νέα
Remy Cointreau said on Wednesday it now expected the decline in full year 2024/25 group sales to be close to 18% on an organic basis, at the lower end of its guidance target, citing lack of visibility on the timing of a recovery in demand in the United States and worsening market conditions in China.
This was after the maker of Remy Martin cognac and Cointreau liquor posted a smaller than expected decline in third quarter sales, due to weakness in its key U.S. and Chinese markets where potential tariffs could add to the spirits maker’s woes.
Remy Cointreau (EPA:RCOP) said its sales dropped by 21.5% on an organic basis to 254.1 million euros ($265.25 million) in the third quarter, compared with analysts’ expectations of a 23.3% decline in a company-compiled consensus.
Sales of cognac, which makes up the bulk of Remy’s revenue, were down 22% in the quarter at 155.7 million euros, versus a decline of 27.6% expected by analysts.
Swedish telecoms group Tele2 (ST:TEL2b) plans to cut more than 600 jobs in 2025 as it seeks to reduce costs and boost profitability, the company said as it reported a rise in fourth-quarter earnings on Wednesday.
“Tele2 has initiated a transformation that aims to improve profitability through stricter prioritisation, reinforced cost consciousness and a simplified organisation,” the company said in its earnings report for the October-December period.
The planned cuts include a workforce reduction of “around 15%”, subject to labour union negotiations, the company added. Tele2 had 4,438 employees at the end of 2023, the most recent overview on its web site showed.
“This will be a challenging time for all our colleagues, especially those directly affected by the reorganisation,” Tele2 CEO Jean Marc Harion said.
“These changes are however necessary to make Tele2 a faster and more agile company, better equipped to swiftly capture market opportunities,” he said.
Tele2’s net profit rose in the fourth quarter to 1.0 billion crowns ($91.10 million) from 0.9 billion crowns a year prior.
Swedish truckmaker AB Volvo (OTC:VLVLY) reported on Wednesday a larger drop than expected in fourth-quarter operating profit but raised its dividend payout.
Operating profit was 14.04 billion crowns ($1.28 billion) against a year-earlier 16.98 billion and a mean forecast in an LSEG poll of analysts of 14.51 billion, on a sales drop of 6%.
Volvo proposed an ordinary dividend for 2024 of 8.00 crowns per share, up from 7.50 crowns for 2023, and an unchanged extra dividend of 10.50 crowns.
“In Q4, the European truck market continued to decline compared with the high levels of 2023 with freight volumes and freight rates having come down from previous peaks,” CEO Martin Lundstedt said in a statement.
He said the North American market for vocational trucks remained strong in the quarter, and had bottomed out for the long haul segment.
Volvo repeated a 2025 market forecast from October for 290,000 heavy trucks sold in Europe, and 300,000 in North America.
Sweden’s SSAB posted fourth-quarter operating profit above analysts’ estimates on Wednesday, helped by resilient demand for its high-strength steel and other premium products despite generally weak European and North America markets.
Operating result slumped to 487 million Swedish crowns ($44.36 million) in the October-December quarter from the year-ago period’s 2.40 billion crowns. This, however, beat the 419.1 million crowns expected by analysts on average, according to a consensus provided by the company.
ASML, the biggest supplier of computer chip-making equipment, on Wednesday reported much better than expected fourth-quarter bookings of 7.088 billion euros ($7.39 billion), on strong demand for its most advanced tools, which are used to make chips used in artificial intelligence.
Analysts had seen bookings at 3.99 billion euros, according to polling by Visible Alpha, rising from 2.63 billion euros in the third quarter of 2024.
The large influx may comfort ASML (AS:ASML) and other chip stock investors that investment in chips needed for AI remains healthy, despite a selloff this week prompted by the release of an AI model by Chinese firm DeepSeek that used less computing power than rivals.
“The growth in artificial intelligence is the key driver for growth in our industry,” said CEO Christophe Fouquet in a statement.
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