Ανοδικές τάσεις επικράτησαν και σήμερα στα περισσότερα ευρωπαϊκά χρηματιστήρια, παρά τα αρνητικά μακροοικονομικά νέα που ανακοινώθηκαν στις ΗΠΑ για τις θέσεις εργασίας στον μη αγροτικό τομέα, με τις μετοχές του κλάδου τροφίμων και ποτών να δέχονται τις μεγαλύτερες πιέσεις, και τις αποδόσεις των κρατικών ομολόγων να συνεχίζουν την ανοδική τους πορεία.
Το θετικό κλίμα που επικράτησε σήμερα στα περισσότερα ευρωπαϊκά χρηματιστήρια, προήλθε κυρίως από τις καλύτερα των εκτιμήσεων βιομηχανικές παραγγελίες που ανακοινώθηκαν σήμερα στην Γερμανία, δημιουργώντας προσδοκίες στους επενδυτές μείωσης των πιθανοτήτων ύφεσης στην οικονομία της ευρωζώνης.
Στα κυριότερα μακροοικονομικά νέα:
Στην Βρετανία, ο δείκτης τιμών κατοικιών Halifax για τον μήνα Σεπτέμβριο υποχώρησε 0,4% έναντι εκτιμήσεων για πτώση 0,8% και υποχώρησης 1,8% τον προηγούμενο μήνα.
Στην Γερμανία, οι βιομηχανικές παραγγελίες για τον μήνα Σεπτέμβριο ενισχύθηκαν 3,9% έναντι εκτιμήσεων για αύξηση 1,8% και πτώσης 11,3% τον προηγούμενο μήνα.
Ο δείκτης Stoxx 600 έκλεισε στις 443,74 μονάδες με άνοδο 0,55%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.234,15 μονάδες με άνοδο 1,09%, πραγματοποιώντας εβδομαδιαίες απώλειες 1,02%, και παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 15.238 μονάδες και την στήριξη στις 14.789 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.493,43 μονάδες με άνοδο 0,56%, πραγματοποιώντας εβδομαδιαίες απώλειες 1,52%, και παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 7.571 μονάδες και την στήριξη στις 7.334 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.060,15 μονάδες με άνοδο 0,88%, πραγματοποιώντας εβδομαδιαίες απώλειες 0,99%, και παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 7.141 μονάδες και την στήριξη στις 6.917 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
PUMA: Analyst Olivia Townsend from JP Morgan research gives the stock a Neutral rating. The target price is still set at EUR 56.
RIO TINTO: UBS’s analyst Myles Allsop upgraded the rating on the company from Sell to Neutral. The target price has been revised upwards and is now set at GBX 5200, compared with GBX 4800 previously.
Renault: JP Morgan analyst Jose Asumendi maintains his Buy rating on the stock. The target price remains set at EUR 64.
Stellantis: JP Morgan analyst Jose Asumendi maintains his Buy rating on the stock. The target price remains set at EUR 21.
Deutsche Telekom: In a research note published by Polo Tang, UBS advises its customers to buy the stock. No major update to the target price set at EUR 26.20 compared to EUR 26.70.
Kering: In a research note published by James Grzinic, Jefferies gives a Neutral rating to the stock. The target price is lowered from EUR 500 to EUR 440.
Sanofi: Sanofi (SAN.PA) could very much achieve stable near-term topline growth in the mid-single digits on the back of partnerships designed to boost its drug pipeline, Berenberg said in a Friday note.
The French drugmaker recently announced two new collaborations involving pharma and vaccines, with a total upfront investment of $675 million. Through a “strategically sound” agreement, Sanofi will co-develop Teva’s TEV’574 as a potential treatment for ulcerative colitis and Crohn’s disease, as well as other autoimmune conditions. Data from a mid-stage study evaluating the drug is expected in the second half of 2024.
Berenberg sees a 40% probability of TEV’574 sales reaching a peak of 2.7 billion euros. However, the analysts noted key questions related to TEV’574 intellectual property, the drug’s likelihood of success in inflammatory bowel disease following its failure in asthma, and whether Sanofi will develop its own biomarker tests for the asset.
The Paris-listed pharmaceutical group is also teaming up with Johnson & Johnson (JNJ.F) to develop an E.coli vaccine for the prevention of repeat urinary tract infections in older adults. The analysts estimate peak sales of 800 million euros for the E.coli vaccine.
Over the long term, Berenberg analysts are confident that Sanofi will further replenish its topline.
Berenberg maintained its buy rating on the stock, with a price target of 115 euros.
Εταιρικά νέα
J.D. Wetherspoon said pretax profit for fiscal 2023 rose as the postpandemic sales recovery continued, and that for the first nine weeks of the new year like-for-like sales were up 9.9%. The London-listed pub operator said Friday that for the 52 weeks ended July 30 pretax profit was 90.5 million pounds ($110.3 million) compared with GBP26.3 million the year before. Revenue rose to GBP1.93 billion from GBP1.74 billion. The company said like-for-like sales rose 13%, and 7.4% when compared to the levels seen in fiscal 2019. Bar sales rose 9% in the period with food sales up 18%, slot/fruit machines up 26% and hotel sales up 12%. “The company currently anticipates a reasonable outcome for the financial year, subject to our future sales performance,” Chairman Tim Martin said.
Shell said it expects its third-quarter earnings to be boosted by stronger gas and chemical trading, while its production volumes are on track to meet targets. The British energy giant said Friday that it expects to report production of 880,000-920,000 oil-equivalent barrels a day of integrated gas for the third quarter, which would be in line with its guided range of 870,000-930,000 BOE a day, but down from 924,000 BOE a day in the same quarter of 2022. Meanwhile, third-quarter volumes of liquefied natural gas–LNG–are expected to have fallen to 6.6 million-7.0 million metric tons from 7.24 million tons a year earlier. This still tightens guidance upward from Shell’s previous expectations of 6.3 million-6.9 million tons. On the corporate side, the company expects to post an adjusted loss of around $400 million to $600 million. This compares with a corporate adjusted loss of $654 million in the second quarter. Shell said integrated gas production and the LNG liquefaction outlook reflect scheduled maintenance, including Prelude and Trinidad and Tobago assets. The oil-and-gas major said both integrated gas trading and chemicals and products trading are expected to be higher on-quarter.
GSK said it raised 885.6 million pounds ($1.08 billion) from the sale of some of its shares in Haleon, reducing its stake in the consumer-healthcare business to around 7.4%. The British pharmaceutical giant said on Friday that it placed around 270 million Haleon shares at 328 pence each. This represents a 2.45% discount to Haleon’s closing price on Thursday of 336.25 pence. U.S. pharma giant Pfizer holds a 32% stake in Haleon, which was spun out of GSK and Pfizer’s consumer healthcare business.
Finnair said it is planning a rights issue of up to 600 million euros ($633 million) to strengthen its financial position. The Finnish carrier said Friday that the rights issue is aimed at reducing its financing costs, supporting strategy execution to drive sustainable profitable growth and ensuring its capacity for future investments. The offering is designed to position the company to meet its key financial targets of a comparable operating profit margin of 6% by the end of 2025, 1-2 times net debt to comparable earnings before interest, tax, depreciation and amortisation by the end of 2025, and to reinstate the company’s ability for shareholder distributions from 2025 onward, it added. Net proceeds from the offering will be used to pay the portion of the EUR400 million capital loan that remains outstanding, which together with the earlier redemption on Sept. 1 of the company’s hybrid bond for a nominal amount of EUR200 million, is expected to provide a sustainable balance sheet and significantly reduce the company’s financing costs, it said. The rights issue is supported by Finnair’s main shareholders, including the State of Finland, and the remainder of the offering is fully underwritten.
στο Google News και μάθετε πρώτοι όλες τις ειδήσεις
