Μικτά πρόσημα σημειώθηκαν σήμερα στα ευρωπαϊκά χρηματιστήρια, με τις μετοχές του κλάδου των αγαθών πρώτης ανάγκης να πραγματοποιούν τα μεγαλύτερα κέρδη και αυτές του κλάδου της υγείας τις μεγαλύτερες απώλειες.
Ήπιες διακυμάνσεις επικράτησαν σήμερα στα ευρωπαϊκά χρηματιστήρια, με τους επενδυτές να παραμένουν αισιόδοξοι για την πρώτη μείωση των επιτοκίων από τη Fed στα τέλη του πρώτου τριμήνου νέου έτους, αλλά και την υποχώρηση του πληθωρισμού στην Βρετανία.
Το πρώτο εξάμηνο του επόμενου έτους θα προσφέρει ευνοϊκές συνθήκες για τα ιταλικά κρατικά ομόλογα μετά από ένα αστρικό 2023, λένε οι αναλυτές, αλλά από τον Ιούνιο και μετά μπορεί να εμφανιστούν προβλήματα που συνδέονται με την πολιτική και τις μελλοντικές κινήσεις της Ευρωπαϊκής Κεντρικής Τράπεζας (ΕΚΤ). “Το 2024 τα spreads της BTP θα μπορούσαν να διευρυνθούν ελάχιστα, αλλά όχι αρκετά ώστε να δικαιολογείται μια θέση “υποεπενδεδυμένης”,” δήλωσε ο Bruno Rovelli, επικεφαλής στρατηγικός επενδυτής της BlackRock (NYSE:BLK) στην Ιταλία. (περισσότερα εδώ)
Στα κυριότερα μακροοικονομικά νέα:
Στην Βρετανία ο Δείκτης Τιμών Καταναλωτή για τον μήνα Νοέμβριο, υποχώρησε 0,2% έναντι εκτιμήσεων των οικονομολόγων για αύξηση 0,2% και αμετάβλητος τον προηγούμενο μήνα. Σε ετήσια βάση ενισχύθηκε 3,9% έναντι εκτιμήσεων των οικονομολόγων για αύξηση 4,3% και αύξησης 4,6% το προηγούμενο έτος.
Ο δείκτης Stoxx 600 έκλεισε στις 478,36 μονάδες με άνοδο 0,28%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 16.732,42 μονάδες με οριακές απώλειες 0,07%, με το σήμα να παραμένει σε strong buy, και την αντίσταση να βρίσκεται στις 16.790 μονάδες και την στήριξη στις 16.476 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.717,55 μονάδες με άνοδο 1,04%, παραμένοντας με σήμα strong buy, με την αντίσταση να βρίσκεται στις 7.872 μονάδες και την στήριξη στις 7.705 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.588,69 μονάδες με κέρδη 0,19%, διατηρώντας το σήμα σε strong buy, με την στήριξη να βρίσκεται στις 7.557 μονάδες και την επόμενη στις 7.422 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Commerzbank: In a research note, RBC analyst Anke Reingen has maintained his recommendation on the stock with a Neutral rating. The target price is revised downwards from EUR 14.50 to EUR 13.75.
UBS: In a research note published by Anke Reingen, RBC advises its customers to buy the stock. The target price remains unchanged at CHF 30.
Santander: RBC analyst Anke Reingen maintains his Neutral opinion on the stock. No major update to the target price set at EUR 4.60 compared to EUR 4.70.
HSBC: RBC confirms his opinion on the stock and remains Neutral. Previously set at GBX 775, the target price is lowered to GBX 750.
BBVA: In his latest research note, analyst Anke Reingen confirms his positive recommendation. The broker RBC is keeping its Buy rating. The target price is revised upwards from EUR 10.50 to EUR 10.
Deutsche Bank: Analyst Anke Reingen from RBC research considers the stock attractive and recommends it with a Buy rating. The target price has been raised from EUR 15 to EUR 16.
BNP Paribas: Analyst Anke Reingen from RBC research considers the stock attractive and recommends it with a Buy rating. The target price is reviewed upwards from EUR 75 to EUR 82.
ING: In his latest research note, analyst Anke Reingen confirms his recommendation. The broker RBC is keeping its Neutral rating. The target price is reviewed upwards from EUR 16.50 to EUR 17.25.
Εταιρικά νέα
Petrofac said it expects to report full-year revenue in line with guidance and an earnings loss due to one-off write-downs, and that it has secured a $1.4 billion contract under its multi-year deal with TenneT. The London-listed provider of services to the energy industry said Wednesday that it expects to report full-year revenue of $2.5 billion, in line with its guidance, and a loss before interests and taxes of around $180 million due to one-off write-downs in contract settlements of around $110 million. A one-off bad debt provision of around $12 million for a client going into administration also contributed to the loss. Net debt at year-end is expected to be modestly higher than the $584 million level on June 30. However, Petrofac enters 2024 with an order backlog in both traditional and renewable energy of around $8 billion, as a result of strong order intake in both engineering and construction and asset solutions, it said. In a separate statement, the company said it has won a contract worth $1.4 billion under the framework deal will Dutch-German transmission system operator TenneT. The contract is the second of the six-project, $14 billion, multi-year deal with TenneT to expand offshore wind capacity in the North Sea.
Prudential said it will contribute $176 million in cash to joint venture Citic-Prudential Life Insurance Company’s capital increase in a move aimed at bolstering its life-insurance presence in China. The insurance-and-investment business said the joint-venture’s registered capital will increase to $682 million from $331 million, and that the equity stakes of Prudential and China’s Citic Financial Holdings remained unchanged at 50-50. London-listed Prudential said the capital increase–which is subject to the relevant regulatory approvals–underscores the attractive long-term prospects of life-insurance business in the Chinese mainland. Prudential said its share of the capital increase will be funded out of its reported $8.3 billion free surplus, as at June 30. The company said it will look to further deploy this for future growth opportunities. “CPL plays a pivotal role in our overall strategy and growth, and we will continue to focus on delivering our customer-led and multichannel distribution strategy in the Chinese mainland… We are confident that the continued focus on quality establishes a good foundation for future growth, and we remain excited about the significant potential of the business ,” Chief Executive Anil Wadhwani said.
K3 Business Technology Group said that it expects results for fiscal 2023 to be in line with market expectations despite continuing lower demand and activity in global accounts. The professional-services company said Wednesday that adjusted operating profit before amortization, exceptional costs and share-based payment charges for the year ended Nov. 30 is expected to be at least in line with market expectations. It did not provide any specific figure.
The company said that cash balances are expected at 8.3 million pounds ($10.6 million), ahead of market expectations. Profit and cash generation in the second half of fiscal 2023 was strong, driven by software license and maintenance and support contract renewals around 98%, in line with prior years, the company added. The group’s flagship K3 Fashion product is expected to deliver a 25% growth in annualized recurring revenue on a constant currency basis, the company said. “The board remains committed to ongoing operational simplification, and the leadership and operational changes, put in place in the final quarter of the financial year, are enabling greater cost discipline,” the company said.
Anglo American said rough-diamond sales by its majority-owned De Beers Group rose 51% in the tenth cycle of the year compared with the earlier cycle, but this was much less than the comparable period last year due to lower levels of supply, in line with current demand. The FTSE 100 diversified mining company said Wednesday that De Beers sold $130 million of diamonds in the tenth sales cycle of the year compared with $86 million in the ninth cycle and $417 million in the tenth cycle of 2022. There are 10 sales cycles each year. “As the end-of-year holiday season progresses, we are seeing signs that the diamond industry is regaining its balance between wholesale supply and demand. Polished diamond prices look to have stabilized as inventory levels have decreased, though we expect improvements in rough diamond trading conditions to be gradual,” De Beers Chief Executive Al Cook said. Anglo American said sales are provisional figures and based on expected sales between Nov. 9 and Dec. 19.
Four brands under the Volkswagen Group umbrella will change their charging system to join Tesla’s network in North America. Namesake brand Volkswagen, as well as Audi, Porsche and Scout Motors, said late Tuesday that new cars will come with the North American Charging Standard port starting in 2025. The agreement with Tesla would give customers access to more than 15,000 Tesla rapid-charging stations in North America, known as the Supercharger network, Volkswagen said. The German carmaker said more than 3,800 fast-charging outlets are already available to customers through Electrify America and Electrify Canada, a joint venture of Volkswagen and Siemens. The companies are exploring adaptors for existing owners as well. Concern over charging availability is a barrier to potential electric-vehicle buyers, according to carmakers and analysts. In October, Volkswagen said it expects between 8% and 10% of all sales to be electric vehicles this year, down from a previous target of 11%, as electric-car adoption rates slow.
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