Σε αρνητικό έδαφος έκλεισαν τα περισσότερα ευρωπαϊκά χρηματιστήρια, με τις μετοχές του κλάδου λιανικής να σημειώνουν τις μεγαλύτερες απώλειες.
Αρνητικά πρόσημα επικράτησαν σήμερα στα περισσότερα ευρωπαϊκά χρηματιστήρια, με τους επενδυτές να στρέφουν την προσοχή τους στις ανακοινώσεις ευρωπαϊκών εταιρειών.
Υψηλή η αβεβαιότητα για τον γερμανικό χρηματοπιστωτικό κλάδο
Ευρωπαϊκές εταιρείες εκφράζουν ανησυχίες για την ισχυρή ισοτιμία
Τα κέρδη της BMW μειώνονται κατά 25% λόγω του ανταγωνισμού από την Κίνα και των δασμών
Στα κυριότερα μακροοικονομικά νέα:
Στην Γερμανία, οι εργοστασιακές παραγγελίες για τον μήνα Μάρτιο σημείωσαν αύξηση 3,6% έναντι εκτιμήσεων των οικονομολόγων για αύξηση 1,4% από αμετάβλητες τον προηγούμενο μήνα.
Στην Βρετανία, ο δείκτης PMI Κατασκευών για τον μήνα Απρίλιο ανήλθε στις 46,6 μονάδες έναντι εκτιμήσεων των οικονομολόγων για 46,0 μονάδες από 46,4 μονάδες τον προηγούμενο μήνα.
Η βρετανική κυβέρνηση προέβη στην έκδοση ομολόγου πενταετούς διάρκειας με κουπόνι 3,977% έναντι 4,142% της αντίστοιχης προηγούμενης έκδοσης.
Η γαλλική κυβέρνηση προέβη στην έκδοση ομολόγου δεκαετούς διάρκειας με κουπόνι 3,24% έναντι 3,37% της αντίστοιχης προηγούμενης έκδοσης.
Ο δείκτης Stoxx 600 έκλεισε στις 533,44 μονάδες με πτώση 0,54%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 23.122,50 μονάδες με πτώση 0,50%, με το σήμα να διατηρείται σε strong buy, και με την αντίσταση να βρίσκεται στις 23.393 μονάδες και την στήριξη στις 22.825 μονάδες με την επόμενη στις 21.752 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 8.562,36 μονάδες με πτώση 0,41%, με το σήμα να παραμένει σε strong buy, και με την αντίσταση να βρίσκεται στις 8.687 μονάδες και την στήριξη στις 8.370 μονάδες με την επόμενη στις 8.008 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.621,80 μονάδες με πτώση 0,98%, με το σήμα να μετατρέπεται από strong buy σε neutral, και με την αντίσταση να βρίσκεται στις 7.967 μονάδες και την στήριξη στις 7.594 μονάδες με την επόμενη στις 7.130 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Intesa SanPaolo: Already positive, the research from Barclays and its analyst Paola Sabbione still consider the stock as a Buy opportunity. The target price is revised upwards from EUR 5.50 to EUR 4.90.
Intesa SanPaolo: UBS is positive on the stock with a Buy rating. The target price differs slightly and is now set at EUR 5.35 versus EUR 5.25.
Hugo Boss: UBS analyst Susy Tibaldi maintains his Neutral opinion on the stock. The target price differs slightly and is now set at EUR 39 versus EUR 38.
Schneider Electric: Daniela Costa from Goldman Sachs retains his positive opinion on the stock with a Buy rating. The target price is lowered from EUR 269 to EUR 237.
Adyen: Already positive, the research from Goldman Sachs and its analyst Mohammed Moawalla still consider the stock as a Buy opportunity. The target price is reviewed upwards from EUR 2200 to EUR 2300.
Εταιρικά νέα
German premium carmaker BMW (ETR:BMWG) on Wednesday confirmed its 2025 outlook, saying it expected some of the tariffs that have been imposed on vehicle imports to decline from July in one of the more optimistic views on the industry’s prospects.
Most of BMW’s rivals, including Mercedes-Benz (OTC:MBGAF), Ford and Stellantis (NYSE:STLA), have all pulled their 2025 forecasts, saying that it was too difficult to come up with proper guidance in light of far-reaching import tariffs in the United States, the world’s second-biggest auto market.
BMW, meantime, said its 2025 outlook provided in March, which had factored in all tariffs announced up to that point, still stood, forecasting earnings before tax on par with the previous year and an operating margin at its automotive segment of 5-7%.
BMW said while it could only estimate the potential impact of tariffs in the current year based on certain assumptions, it expected “some of the tariff increases to be temporary, with reductions from July 2025”.
Shares in the company were indicated to open 2% higher, also supported by better-than-expected first-quarter EBIT of 2.02 billion euros ($2.3 billion) at its auto unit, which came in above the 1.85 billion LSEG poll of banks and brokerages.
Citing strong orders and cost discipline, the unit’s operating margin reached 6.9%, down from the 8.8% in the same period of last year, but beating the 6.3% LSEG poll forecast.
BMW still included the caveat that its actual business performance may deviate if tariffs increase or remain in place for longer than anticipated, also flagging the risk of potential supply bottlenecks for specific parts or raw materials.
Schaeffler AG (ETR:SHA_p), a prominent automotive and industrial supplier, reported a slight decrease in its first-quarter revenue and earnings before interest and tax (EBIT) before special items.
The company’s Q1 revenue was reported at EUR 5.92 billion, down from EUR 6.14 billion in the same period a year ago.
Schaeffler AG’s EBIT before special items also saw a decrease, coming in at EUR 276 million, compared to EUR 287 million in the first quarter of the previous year.
The company’s EBIT margin before special items for the first quarter was reported at 4.7%.
Despite the slight downturn in revenue and EBIT, Schaeffler AG confirmed its guidance for the year 2025, indicating that the company’s long-term financial outlook remains unchanged.
French electrical and digital building infrastructure group Legrand (EPA:LEGD) will hike prices, adjust supply chains and freeze spending to offset up to $200 million in costs from U.S. tariffs on Chinese imports, CEO Benoît Coquart told Reuters.
Legrand now expects the financial impact of U.S. tariffs on Chinese imports to be around $150 million to $200 million on adjusted earnings before interest and tax this year, based on the assumption that the announced 145% U.S. tariff on Chinese goods will fall to 50–60% later in the year, Coquart told Reuters in an interview along the group’s results on Wednesday.
In February, Legrand had estimated the financial impact of a previous 10% U.S. tariff on Chinese imports to be around $30 million.
The group plans to implement a standard pricing strategy for products sourced from China. These price increases on U.S. imports could lead to a 1% to 2% rise in group-wide pricing, Coquart added.
Legrand is also shifting production from higher-tariff countries such as China to lower-tariff ones including Vietnam, India and Mexico, Coquart said.
Production ramp-up in Vietnam began two months ago, and the group is currently opening a second low-capex factory there, Coquart added. The shift mainly affects lower-value products such as switches and presence detectors currently manufactured in China for the U.S. market.
During U.S. President Donald Trump’s first term and the implementation of tariffs, Legrand opened a 500-employee factory in Vietnam to shift some of its manufacturing operations from China.
“The third part of the action plan is traditional cost-cutting, but it’s more about freezing some expenses or postponing some recruitments rather than any massive layoff,” he added.
Legrand is also leveraging the U.S.-Mexico-Canada Agreement (USMCA) and is verifying that all of its products qualify under this framework.
The USMCA grants preferential treatment to goods either sourced from or having a minimum percentage of value added in any of the three countries.
The company said the measures should help offset the expected tariff costs and support 2025 operating margins, expected in line with 2024 levels.
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