Με αρνητικά πρόσημα ολοκλήρωσαν την συνεδρίαση σήμερα τα περισσότερα ευρωπαϊκά χρηματιστήρια, με τις μετοχές του κλάδου του real estate να πραγματοποιούν τα μεγαλύτερα κέρδη και αυτές του κλάδου των πρώτων υλών τις μεγαλύτερες απώλειες.
Σκεπτικοί εμφανίστηκαν σήμερα οι επενδυτές στα ευρωπαϊκά χρηματιστήρια, καθώς τα μακροοικονομικά νέα που ανακοινώθηκαν τόσο στην Γερμανία όσο και στην ευρωζώνη ενέτειναν τους φόβους για είσοδο της ευρωπαϊκής οικονομίας σε ύφεση.
Ο διαδικτυακός γίγαντας χρηματιστηριακών συναλλαγών Robinhood δήλωσε την Πέμπτη ότι εγκαινιάζει μια λειτουργία διαπραγμάτευσης κρυπτονομισμάτων στην Ευρωπαϊκή Ένωση, προχωρώντας περαιτέρω εκτός των Ηνωμένων Πολιτειών, καθώς η εταιρεία επιδιώκει να ξεκλειδώσει την ανάπτυξη από τις διεθνείς αγορές.
Η Robinhood δήλωσε ότι το νέο προϊόν κρυπτογράφησης θα επιτρέπει στους πελάτες της να αγοράζουν, να πωλούν και να κατέχουν από μια σειρά περισσότερων από 25 tokens, συμπεριλαμβανομένων των bitcoin, ether, ripple, cardano, solana και polkadot. Η εταιρεία ελπίζει να προσφέρει περισσότερα token, καθώς και τη δυνατότητα μεταφοράς και “συμμετοχής”, ή να κερδίζει ανταμοιβές από κρυπτονομίσματα, το 2024.(περισσότερα εδώ)
Στα κυριότερα μακροοικονομικά νέα:
Στην Βρετανία, ο δείκτης τιμών κατοικιών Halifax για τον μήνα Νοέμβριο ενισχύθηκε 0,5% έναντι εκτιμήσεων των οικονομολόγων για αύξηση 0,3% και αύξησης 1,2% (αναθεωρημένο από το 1,1%) τον προηγούμενο μήνα, ενώ σε ετήσια βάση πραγματοποίησε πτώση 1% έναντι υποχώρησης 3,1% (αναθεωρημένο από το 3,2%) το προηγούμενο έτος.
Στην Γερμανία, η βιομηχανική παραγωγή για τον μήνα Οκτώβριο υποχώρησε 0,4% έναντι εκτιμήσεων των οικονομολόγων για αύξηση 0,2% και πτώσης 1,3% (αναθεωρημένο από το -1,4%) τον προηγούμενο μήνα.
Στην ευρωζώνη, το ΑΕΠ τρίτου τριμήνου υποχώρησε 0,1% (σύμφωνα με τις εκτιμήσεις των οικονομολόγων) έναντι αύξησης 0,1% (αναθεωρημένο από το 0,2%) το προηγούμενο τρίμηνο, ενώ σε ετήσια βάση παρέμεινε αμετάβλητο έναντι εκτιμήσεων των οικονομολόγων για αύξηση 0,1% και αύξησης 0,6% (αναθεωρημένο από το 0,5%) το προηγούμενο έτος.
Η ισπανική κυβέρνηση προέβη σήμερα στην έκδοση ομολόγου εξαετούς διάρκειας με κουπόνι 2,931% έναντι 3,295% της αντίστοιχης προηγούμενης έκδοσης, καθώς και στην έκδοση ομολόγου δεκαπενταετούς διάρκειας με κουπόνι 3,589% έναντι 3,726% της αντίστοιχης προηγούμενης έκδοσης.
Ο δείκτης Stoxx 600 έκλεισε στις 468,80 μονάδες με πτώση 0,27%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 16.638,50 μονάδες με πτώση 0,11%, διατηρώντας το σήμα σε strong buy, με την στήριξη να βρίσκεται στις 16.476 μονάδες και την επόμενη στις 16.166 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.515,02 μονάδες αμετάβλητος, παραμένοντας με σήμα strong buy, με την αντίσταση να βρίσκεται στις 7.650 μονάδες και την στήριξη στις 7.413 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.427,78 μονάδες με πτώση 0,11%, διατηρώντας το σήμα σε strong buy, με την αντίσταση να βρίσκεται στις 7.493 μονάδες και την στήριξη στις 7.346 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
EasyJet: JP Morgan analyst Samuel Bland maintains his Neutral opinion on the stock. The target price remains unchanged at GBX 500.
Ryanair: Already positive, the research from JP Morgan and its analyst Samuel Bland still consider the stock as a Buy opportunity. Previously set at EUR 25.00, the target price has been raised to EUR 28.50.
BAT: Initially Neutral on the company, Goldman Sachs’s analyst Richard Felton maintained his recommendation. The target price differs slightly and is now set at GBX 2700 versus GBX 2750.
Wizz Air: Initially Neutral on the company, JP Morgan’s analyst Samuel Bland maintained his recommendation. The target price is decreased from GBX 2450 to GBX 2200.
Lufthansa: In his latest research note, analyst Patrick Creuset confirms his recommendation. The broker Goldman Sachs is keeping its Neutral rating. Previously set at EUR 10.20, the target price has been slightly modified to EUR 10.30.
DHL: JP Morgan’s analyst Samuel Bland upgraded the rating on the company from Sell to Neutral. The target price has been revised upwards and is now set at EUR 43.80, compared with EUR 34.80 previously.
Air France-KLM: JP Morgan’s analyst Samuel Bland lowers his rating from Buy to Sell. The target price is reduced from EUR 21.50 to EUR 9.50.
IAG: JP Morgan’s analyst Samuel Bland downgrades his rating from Neutral to Sell.
Lufthansa: JP Morgan’s analyst Samuel Bland lowers his rating from Buy to Sell. The target price has been revised downwards and is now set at EUR 7.00 as compared to EUR 12.50 previously.
Εταιρικά νέα
Societe Generale has agreed to sell all its majority stakes in its subsidiaries in Burkina Faso and Mozambique to Vista Group, the latest move by an European bank to reduce exposure to Africa. The French bank said Thursday that it currently owns Societe Generale Burkina Faso and Banco Societe Generale Mocambique at 52.6% and 65%, respectively. Following completion the deal, financial-services company Vista Group will take over all activities operated by the subsidiaries, as well as all their client portfolios and all employees, Societe Generale said. The transaction is scheduled to be completed in 2024, subject to approval of the entities’ governance bodies and the relevant financial and regulatory authorities, Societe Generale said.
Financial terms weren’t disclosed.
Societe Generale earlier this year agreed to sell its Congo and Equatorial Guinea subsidiaries to Vista Group and its Mauritania and Chad subsidiaries to Coris Group, joining other banks such as BNP Paribas, Credit Agricole and Barclays that have taken steps in recent years to reduce their footprint in Africa.
DS Smith said its pretax profit fell in the first six months of fiscal 2024 on lower volumes and prices, and that its Chief Executive Miles Roberts will retire. The London-listed packaging company on Thursday reported pretax profit of 268 million pounds ($336.6 million) in the half-year ended Oct. 31, down from GBP322 million in the same period a year prior. The fall was largely driven by 10% lower operating profit, down to GBP314 million, and revenue falling 18% to GBP3.51 billion due to like-for-like box volumes declining 4.7% and lower selling prices. However, volumes have improved sequentially quarter-on-quarter, while pricing has been resilient. “We are seeing signs of volume improvement, with the second quarter performance being better than the first, albeit remaining below the comparable prior period,” Roberts said. DS Smith expects the market to remain challenging. The FTSE 100 group declared a stable interim dividend of 6 pence. In a separate statement, DS Smith said Roberts will retire Nov. 30, 2025 at the latest, following the start of his notice period on Dec. 1 next year.
Frasers Group has reported a 8% rise in pretax profit for the first half of fiscal 2024 with good growth in U.K. Sports and International and backed its full-year guidance. The U.K. sports-fashion retailer said Thursday that pretax profit for the half year ended Oct. 29 was 310.2 million pounds ($389.6 million) compared with GBP287.2 million for the comparable period a year earlier. Adjusted pretax profit–which strips out exceptional and other one-off items–came in at GBP303.8 million compared with GBP269.7 million. It expects to report adjusted pretax profit for fiscal 2024 of between GBP500 million and GBP550 million. Revenue rose to GBP2.77 billion from GBP2.65 billion. “We have delivered a strong performance in the first half of the year, with great momentum as we head into the Christmas trading period…we expect further profitable growth for FY25 and beyond,” Chief Executive Michael Murray said.
Sanofi aims to generate annual sales of more than 10 billion euros ($10.76 billion) by 2030 from recently launched and future pharmaceutical products to complement growth in its blockbuster anti-inflammatory drug Dupixent and vaccines. The French pharmaceutical company said Thursday that it will focus research-and-development efforts going forward on strengthening its position in immunology treatments, and that it expects 25 data readouts for assets that are at mid to late stage of development and up to 19 regulatory submissions for its pharma assets in the next two years. Sanofi’s sales goal is supported by late-stage pipeline assets that have potential in multiple indications as well as recently launched drugs, including hemophilia treatment Altuviiio, blood-cancer drug Sarclisa and diabetes drug Tzield, it said.
The company said three of its pipeline assets–amlitelimab, frexalimab and SAR441566–have potential to exceed EUR5 billion in annual peak sales each, and that it sees potential for peak sales ranging from EUR2 billion to EUR5 billion for a further nine innovative medicines and vaccines. “We are confident in our current product portfolio and the strength of our pipeline to deliver sustainable growth through 2030 and beyond,” Sanofi Chief Executive Paul Hudson said. In addition, the company reiterated its goal of generating more than EUR10 billion of annual sales from vaccines by 2030, including the recently launched Beyfortus for the prevention of respiratory syncytial virus, or RSV. Dupixent sales are expected to grow at an annual rate of double percentage digits from 2023 to 2030, boosted by expected new indications such as chronic obstructive pulmonary disease as well as rising take-up for the diseases for which it is already approved, Sanofi said. The company has previously said it expects Dupixent sales to hit the EUR10 billion mark in 2023.
Saint-Gobain said it would sell a majority stake in its U.K. foam insulation business to Soprema as part of its disposal plan. The French construction supplier said late Wednesday that Celotex’s assets will be transferred to a new standalone company, which will be 75% owned by Soprema, a private French waterproofing and insulation firm. Saint-Gobain will retain a 25% minority stake, it said. The move is part of Saint-Gobain’s streamlining strategy, which includes asset-disposals. Celotex has two manufacturing facilities in the U.K. and employs 155 people, Saint-Gobain said. The transaction is expected to close early next year. Financial details were not disclosed.
στο Google News και μάθετε πρώτοι όλες τις ειδήσεις
