Με μικτά πρόσημα ολοκλήρωσαν την συνεδρίαση της Τετάρτης τα ευρωπαϊκά χρηματιστήρια, με τους επενδυτές να στρέφονται σε ποιο ασφαλή assets, μετά την άνοδο που σημείωσαν οι αποδόσεις των ομολόγων, έπειτα από τις εκτιμήσεις των κεντρικών τραπεζών για διατήρηση των υψηλών επιτοκίων για μεγάλο χρονικό διάστημα.
ountry World Index υποχώρησε κάτω από τον ΚΜΟ200 ημερών, υποδηλώνοντας ότι οι μετοχές μπορεί να εισέρχονται σε υπερπουλημένα επίπεδα, αφού βρίσκονται κοντά στο μεγαλύτερο σερί απωλειών εδώ και περισσότερο από μια δεκαετία.
Στην Γερμανία, ο δείκτης Gfk καταναλωτικού κλίματος για τον μήνα Οκτώβριο υποχώρησε στις -26,5 μονάδες έναντι εκτιμήσεων για -26,0 μονάδες και -25,6 μονάδες τον προηγούμενο μήνα.
Η γερμανική κυβέρνηση προέβη σήμερα στην έκδοση δεκαετούς ομολόγου με το κουπόνι να διαμορφώνεται στο 2,78% έναντι 2,63% της προηγούμενης αντίστοιχης έκδοσης.
Ο δείκτης Stoxx 600 έκλεισε στις 446,90 μονάδες με πτώση 0,18%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.216,55 μονάδες με πτώση 0,26%, παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 15.523 μονάδες και την στήριξη στις 15.128 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.594,57 μονάδες με πτώση 0,41%, παραμένοντας με σήμα strong buy, με την αντίσταση να βρίσκεται στις 7.773 μονάδες και την στήριξη στις 7.528 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.070,55 μονάδες με οριακές απώλειες 0,05%, παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 7.205 μονάδες και την στήριξη στις 7.022 μονάδες.
μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Schneider Electric: In a research note published by Andrew Wilson, JP Morgan advises its customers to buy the stock. The target price continues to be set at EUR 195.
Covestro: Analyst Chris Counihan from Jefferies research considers the stock attractive and recommends it with a Buy rating. The target price is increased from EUR 57 to EUR 60.
Siemens: Andrew Wilson from JP Morgan retains his positive opinion on the stock with a Buy rating. The target price remains set at EUR 190.
DHL Group: JP Morgan analyst Samuel Bland reiterate his Sell rating on the stock. The target price continues to be set at EUR 36.40.
Givaudan: JP Morgan confirms his opinion on the stock and remains Neutral. Previously set at CHF 3100, the target price is lowered to CHF 2950.
Next PLC: Goldman Sachs on Tuesday increased the price target of Next plc to 81.00 pounds sterling from 76.50 pounds and kept the neutral rating.
Just Eat Takeaway: Jefferies analyst Giles Thorne maintains his Buy rating on the stock. The target price remains set at EUR 38.
Εταιρικά νέα
Pendragon said pretax profit for the first half rose on the back of a robust performance despite a challenging backdrop. The U.K. motor dealership said Wednesday that pretax profit for the first six months was 36.4 million pounds ($44.3 million) compared with GBP32.9 million for the same period a year ago. The increase was supported by a broad-based growth across divisions, it said. Revenue came in at GBP2.09 billion from GBP1.845 billion. Regarding unsolicited approaches earlier this month from Hedin Mobility Group and PAG International and from AutoNation, the group said it is in consultation with shareholders and that it will provide a further update at the appropriate time. The company said it remains confident in its ability to build strategic progress in the second half.
Senior PLC said its Aerospace Division has been awarded a 12-year contract extension with Rolls-Royce Holdings, without disclosing financial details. The U.K. engineering company said Wednesday that the contract extension to supply precision machined structures and components will start in January 2026.
Flutter Entertainment said it has agreed to acquire an initial 51% stake in Serbia’s MaxBet for 141 million euros ($149.1 million) in cash, and that it has the chance to buy the remaining 49% in 2029. The FTSE 100 gambling and betting group–which houses the FanDuel, PokerStars and Paddy Power brands–said Wednesday that the transaction will give it a platform to access fast-growing markets via a strong podium brand. It added that the deal–which is expected to be completed in the first quarter of 2024–also creates an opportunity to accelerate growth and deliver a gold medal position for Flutter through expansion in the Balkans region. It added that the Serbian omni-channel sports-betting and gaming operator had an estimated 20% online market share, more than 400 retail outlets across four markets, and 95,000 average monthly online players. “This acquisition continues our progress against the strategic priorities we have set for our international division; to buy and build podium positions in regulated markets,” Chief Executive Peter Jackson said.
XP Factory said its first-half pretax loss narrowed as revenue rose on like-for-like sales growth on both its brands, and that results for the year will be in line with market views. The London-listed leisure and entertainment company said Wednesday that pretax loss was 2.4 million pounds ($2.9 million) compared with a loss of GBP3.3 million the year before. Revenue rose to GBP18.7 million from GBP8.1 million. The company said Escape Hunt owner-operated site revenue rose 41% to GBP6.1 million with Boom Battle Bar owner-operated revenue of GBP11.3 million, up from GBP2.2 million the year prior. The company said its performance bounced back strongly in July after the seasonally-quieter months of May and June and that this resilient performance continued throughout the summer. “Whilst mindful of ongoing short-term pressures on consumers and the second half weighting of the industry, we remain optimistic for the performance of both businesses over the short and medium term and expect to report full year numbers in line with market expectations,” Chief Executive Richard Harpham said.
Old Mutual said adjusted headline earnings for the first half rose as sales grew 14% on improved productivity levels, and that as customer disposable income remained under pressure this has led to a rise in disinvestments on savings and investments. The pan-African financial-services group said Wednesday that the slow postpandemic economic recovery, high inflation and borrowing costs continue to exacerbate pressure on customer’s income in its Africa regions. The company reported headline earnings of 4.36 billion South African rand ($228.6 million) compared with ZAR4.75 billion the year before. Adjusted headline earnings rose to ZAR3.16 billion from ZAR2.58 billion. Results from operations were ZAR4.37 billion compared with ZAR4.25 billion, and guidance in the ZAR3.94 billion-ZAR4.79 billion range. Basic earnings per share fell 9% to 96.7 rand cents. The company had guided in the 86.0 rand cents to 107.4 rand cents range. The company said net client cash outflows of ZAR7.25 billion were worse than the year-prior period due to large outflows in personal finance and wealth management and Old Mutual investments. “We are confident that our healthy pipeline will support improvements in net client cash flow,” it said. The board declared an interim dividend of 32 rand cents a share, up from 25 rand cents the year prior.

