Ανοδικές τάσεις επικράτησαν σήμερα στα περισσότερα ευρωπαϊκά χρηματιστήρια, με τον κλάδο του real estate να πραγματοποιεί τα μεγαλύτερα κέρδη και αυτόν της ενέργειας τις μεγαλύτερες απώλειες.
Τα κέρδη πρώτου τριμήνου που ανακοινώθηκαν σήμερα, κυρίως από τις γαλλικές τράπεζες, έδωσαν ώθηση στα περισσότερα ευρωπαϊκά χρηματιστήρια, με το θετικό κλίμα να ενισχύεται στο δεύτερο μισό της συνεδρίασης και από την ανακοίνωση των θέσεων εργασίας στον μη αγροτικό τομέα στις ΗΠΑ.
Στα κυριότερα μακροοικονομικά νέα:
Στην Βρετανία, ο δείκτης PMI Υπηρεσιών για τον μήνα Απρίλιο κατέγραψε αύξηση στις 55,0 μονάδες έναντι εκτιμήσεων των οικονομολόγων για 54,9 μονάδες και 53,1 μονάδες τον προηγούμενο μήνα. Ο συνολικός δείκτης PMI για τον μήνα Απρίλιο πραγματοποίησε αύξηση στις 54,1 μονάδες έναντι εκτιμήσεων των οικονομολόγων για 54,0 μονάδες και 52,8 μονάδες τον προηγούμενο μήνα.
Ο δείκτης Stoxx 600 έκλεισε στις 505,38 μονάδες με άνοδο 0,43%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 18.004,25 μονάδες με άνοδο 0,55%, ολοκληρώνοντας με εβδομαδιαίες απώλειες 0,97%, με το σήμα να μετατρέπεται από sell σε buy, και με την αντίσταση να βρίσκεται στις 18.329 μονάδες και την στήριξη στις 17.778 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 8.212,28 μονάδες με άνοδο 0,49%, σημειώνοντας ενδοσυνεδριακά νέο ιστορικό υψηλό στις 8.249,95 μονάδες, ολοκληρώνοντας με εβδομαδιαία κέρδη 0,84%, με το σήμα να διατηρείται σε strong buy, και με την στήριξη να βρίσκεται στις 8.014 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.953,40 μονάδες με άνοδο 0,49%, ολοκληρώνοντας με εβδομαδιαίες απώλειες 1,65%, με το σήμα να παραμένει σε strong sell, και με την αντίσταση να βρίσκεται στις 8.142 μονάδες και την στήριξη στις 7.905 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Shell: Henri Patricot from UBS retains his Neutral opinion on the stock. The target price is being increased from GBX 2700 to GBX 2900.
Totalenergies: UBS analyst Henri Patricot maintains his Buy rating on the stock. The target price differs slightly and is now set at EUR 74 versus EUR 73.
Hugo Boss: UBS analyst Zuzanna Pusz maintains his Neutral opinion on the stock. The target price is revised downwards from EUR 57 to EUR 52.
AXA: In a research note published by Farooq Hanif, JP Morgan advises its customers to buy the stock. The target price remains unchanged at EUR 39.
Hugo Boss: In his latest research note, analyst Thomas Maul confirms his recommendation. The broker DZ Bank is keeping its Neutral rating.
Εταιρικά νέα
Danske Bank backed its full-year guidance after reporting in-line first-quarter earnings amid strong credit quality and negligible impairments.
The Copenhagen-based bank on Friday posted a net profit of 5.63 billion Danish kroner ($809.7 million), up from DKK5.17 billion, as net interest income rose 14% to DKK9.14 billion. A company-compiled consensus had seen net profit at DKK5.58 billion with net interest income of DKK9.25 billion.
The lender said overall the increase in income was supported by good customer activity throughout its business, a sustained focus on efficiency that kept costs down and strong credit quality that resulted in modest loan impairments.
Danske said it saw an increase in lending to business customers and continually good demand for its products from personal customers in Denmark. Overall, lending remained stable, it added.
The bank still expects 2024 net profit of between DKK20 billion and DKK22 billion. Total income is still expected to grow this year, and operating expenses are still seen at DKK26 billion to DKK26.5 billion.
Danske Bank’s common equity Tier 1 ratio–a key measure of financial strength–rose to 18.5% from 18.0% a year earlier.
Legrand posted a decline in profit for its first quarter following a construction market slowdown, but confirmed its outlook for the year.
The French electrical and digital building infrastructure manufacturer on Friday posted a net profit for the three months ended March of 275.9 million euros ($295.9 million), down from EUR330.5 million of the same period the prior year, on sales that declined to EUR2.03 billion from EUR2.15 billion.
As expected, the building market that represents around 80% of the company’s revenue experienced a market slowdown across most regions, Legrand said.
Operating profit fell to EUR387.5 million from EUR450.4 million, with the adjusted operating margin dropping to 20.5% from 22.2%.
Analysts expected net profit of EUR280.97 million, sales of EUR2.07 billion and operating profit at EUR399.89 million, according to consensus estimates provided by Visible Alpha.
“[So] far this year, we have announced three acquisitions, and will keep up the strong pace of external growth in coming quarters,” Chief Executive Benoit Coquart said.
Legrand confirmed its full-year 2024 outlook, targeting low-single-digit sales growth and an adjusted operating margin before acquisitions of between 20.0% and 20.8%.
Credit Agricole posted a rise in first-quarter earnings that beat expectations on revenue growth across all its business lines and said it would reach its 2025 medium-term targets by the end of this year.
France’s second-largest listed lender said Friday that its net profit for the first three months of the year rose to 1.90 billion euros ($2.04 billion) from EUR1.23 billion in the prior-year period.
Revenue grew 11% to EUR6.81 billion, boosted by sales in its investment banking division. The result compares with expectations of EUR1.49 billion in quarterly net profit and EUR6.50 billion in quarterly revenue, according to analysts polled by FactSet.
The lender now expects to exceed an underlying net income of EUR6 billion and a return on tangible equity above 12% in 2024, a year earlier than previously expected after a rise in fees and commissions and in insurance revenue.
Daimler Truck posted a higher net profit and stable revenue despite lower unit sales in the first quarter.
The German truck and bus maker said Friday that net profit rose 7% on year to 847 million euros ($908.5 million) in the first quarter.
Sales fell 13% to 108,911 units, but revenue was stable at EUR13.26 billion, Daimler Truck said. Analysts had expected revenue of EUR12.88 billion.
Daimler Trucked backed its full-year guidance, but Chief Executive Martin Daum warned of hurdles ahead. “While we are on track towards our financial targets for the full year, headwinds in Europe are increasing,” Daum said.
Societe Generale reported lower net profit for the first quarter on slightly weaker revenue but reiterated its 2024 guidance and signaled an improvement in its French retail-banking arm.
The French lender said Friday that its net profit was 680 million euros ($729.4 million), compared with EUR868 million in the same period a year earlier. That included a loss on the recent deals to sell assets in Morocco and a higher cost of risk, mainly due to provisions on doubtful loans. Revenue for the quarter edged 0.4% lower to EUR6.64 billion.
“The rebound of retail banking in France is under way with an increase in the net interest income compared to last quarter,” Chief Executive Slawomir Krupa said. Net interest income is the difference between what a bank earns on loans and what it pays clients for deposits.
Analysts polled by Visible Alpha expected Societe Generale to report a quarterly net profit of EUR475.7 million on revenue of EUR6.38 billion.
The bank confirmed its full-year targets of a return on tangible equity–a key profitability metric for banks–of more than 6% and revenue growth at or above 5%. For the first quarter, its return on tangible equity was 4.1%.
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