Μικτά πρόσημα καταγράφηκαν σήμερα στα ευρωπαϊκά χρηματιστήρια, με τις μετοχές του κλάδου ταξιδίων και αναψυχής να σημειώνουν τα μεγαλύτερα κέρδη.
Ήπιες διακυμάνσεις επικράτησαν σήμερα στα ευρωπαϊκά χρηματιστήρια, με τους επενδυτές να προβαίνουν σε μερική κατοχύρωση κερδών, μετά την μεγάλη άνοδο που πραγματοποίησαν την προηγούμενη εβδομάδα οι ευρωπαϊκές μετοχές.
Ο κατασκευαστικός κλάδος της Βρετανίας υπέστη για δεύτερο μήνα συρρίκνωση τον Οκτώβριο, καθώς το υψηλότερο κόστος δανεισμού έπληξε τους κατασκευαστές κατοικιών και οι ανησυχίες για την αδύναμη οικονομία απέτρεψαν τους πελάτες από νέες επενδύσεις, όπως έδειξε έρευνα τη Δευτέρα. Ο δείκτης S&P Global/CIPS UK Construction Purchasing Managers’ Index (PMI) βελτιώθηκε μόνο οριακά στο 45,6 από το 45,0 του Σεπτεμβρίου, που ήταν η χαμηλότερη μέτρηση από τον Μάιο του 2020, όταν η Βρετανία βρισκόταν υπό αποκλεισμό από τον COVID.(περισσότερα εδώ)
Στα κυριότερα μακροοικονομικά νέα:
Στην Γερμανία, οι βιομηχανικές παραγγελίες για τον μήνα Σεπτέμβριο αυξήθηκαν 0,2% έναντι εκτιμήσεων για πτώση 1% και αύξησης 1,9% τον προηγούμενο μήνα. Ο δείκτης PMI Υπηρεσιών για τον μήνα Οκτώβριο υποχώρησε στις 48,2 μονάδες έναντι εκτιμήσεων 48,0 μονάδων και 50,3 μονάδων τον προηγούμενο μήνα.
Στην Ισπανία, ο δείκτης PMI Υπηρεσιών για τον μήνα Οκτώβριο ενισχύθηκε στις 51,1 μονάδες έναντι εκτιμήσεων 49,3 μονάδων και 50,5 μονάδων τον προηγούμενο μήνα.
Στην Ιταλία, ο δείκτης PMI Υπηρεσιών για τον μήνα Οκτώβριο υποχώρησε στις 47,7 μονάδες έναντι εκτιμήσεων 48,5 μονάδων και 49,9 μονάδων τον προηγούμενο μήνα.
Στην Γαλλία, ο δείκτης PMI Υπηρεσιών για τον μήνα Οκτώβριο διαμορφώθηκε στις 45,2 μονάδες έναντι εκτιμήσεων 46,1 μονάδων και 44,4 μονάδων τον προηγούμενο μήνα.
Στην ευρωζώνη, ο δείκτης PMI Υπηρεσιών για τον μήνα Οκτώβριο παρέμεινε αμετάβλητος στις 47,8 μονάδες (σύμφωνα με τις εκτιμήσεις) και 47,8 μονάδων τον προηγούμενο μήνα. Ο συνολικός δείκτης PMI για τον μήνα Οκτώβριο παρέμεινε αμετάβλητος στις 46,5 μονάδες (σύμφωνα με τις εκτιμήσεις) και 46,5 μονάδων τον προηγούμενο μήνα.
Στην Βρετανία, ο δείκτης PMI Κατασκευών για τον μήνα Οκτώβριο διαμορφώθηκε στις 45,6 μονάδες έναντι εκτιμήσεων 46,0 μονάδων και 45,0 μονάδων τον προηγούμενο μήνα.
Ο δείκτης Stoxx 600 έκλεισε στις 443,80 μονάδες με πτώση 0,10%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.138,20 μονάδες με πτώση 0,34%, με το σήμα να παραμένει σε neutral, και με την αντίσταση να βρίσκεται στις 15.547 μονάδες και την στήριξη στις 14.959 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.419,39 μονάδες με οριακά κέρδη 0,02%, διατηρώντας το σήμα σε sell, με την αντίσταση να βρίσκεται στις 7.528 μονάδες και την στήριξη στις 7.263 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.015,20 μονάδες με πτώση 0,46%, μετατρέποντας το σήμα από buy σε neutral, με την αντίσταση να βρίσκεται στις 7.166 μονάδες και την στήριξη στις 7.000 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Fresenius Medical Care: Analyst Hassan Al-Wakeel from Barclays research gives the stock a Neutral rating. The target price differs slightly and is now set at EUR 39 versus EUR 38.
Intesa Sanpaolo: Already positive, the research from JP Morgan and its analyst Delphine Lee still consider the stock as a Buy opportunity. Previously set at EUR 3.30, the target price has been raised to EUR 3.60.
Novo Nordisk: JP Morgan is positive on the stock with a Buy rating. The target price has been revised upwards and is now set at DKK 800, compared with DKK 750 previously.
Deutsche Telekom: JP Morgan analyst Akhil Dattani maintains his Buy rating on the stock. The target price is set at 31.00 versus 30.50 EUR.
Lufthansa: Analyst Harry Gowers from JP Morgan research considers the stock attractive and recommends it with a Buy rating. The target price is lowered from EUR 13.00 to EUR 12.50.
BMW: Berenberg confirms his opinion on the stock and remains Neutral. The target price is still set at EUR 102.
Heidelberg Materials: In a research note published by Harry Goad, Berenberg advises its customers to buy the stock. Previously set at EUR 84, the target price has been raised to EUR 88.
Evotec: RBC changes its rating and switches from Buy to Neutral. Previously set at EUR 28.00, the target price is lowered to EUR 18.60.
Εταιρικά νέα
Kitwave Group said performance for fiscal 2023 is expected to be in line with market expectations following a robust first-half performance, and added that its CEO will step down. The London-listed wholesale retailer said on Monday that the positive momentum continued across all its divisions. The company didn’t provide any figures. Sales are expected at 600.9 million pounds ($744 million) and pretax profit at GBP27.5 million for the year ended Oct. 31, according to an estimate by Canaccord Genuity analyst Mark Photiades taken from FactSet. The company added that Chief Executive Paul Young will be retiring and stepping down from the board at the end of the annual general meeting in March 2024. Young will be replaced by Chief Operating Officer Ben Maxted, it said.
Kingspan Group said it is on track to deliver trading profit for 2023 comfortably ahead of the previous year as it reported slightly lower sales for the first nine months of the year. The building-and-insulation materials company on Monday posted 6.14 billion euros ($6.59 billion) in sales for the nine months ended Sept. 30, compared with EUR6.25 billion reported for the same period the previous year. Sales before currency and acquisitions fell 7% on year, it said. “There is still some way to go in 2023 with the seasonally important fourth quarter remaining and, accordingly, we expect to deliver a record full year trading profit in the region of EUR875 million,” the group said, adding that its global backlog of orders has been reasonably stable over the last months. The company had posted EUR833 million in trading profit for 2022.
Norwegian Air Shuttle said Monday that passenger numbers rose in October compared with the same month last year as air travel demand was particularly high during the Nordic autumn holidays. The airline said it carried 2.07 million passengers in October, up 9.6% on year, and just above the 2.03 million passengers in September. Overall capacity in October increased by 15% on year while traffic increased 16%. “Many Nordic customers took advantage of the autumn holidays, prolonging the summer season,” Chief Executive Geir Karlsen said. “We are well prepared for the quieter winter trading period with reduced capacity and favourable hedging position on fuel, among other actions. Our ticket sales for Christmas and New Year are solid, both domestically and to our European destinations.”
Melrose Industries said it expects total incremental GKN Aerospace sales of around $5 billion after signing an agreement with GE Aerospace which expands its revenue and risk sharing partnership on the GEnx engine program. The FTSE 100-listed turnaround specialist said Monday that its GKN Aerospace division’s involvement in the GEnx partnership has been extended beyond the current original equipment focus and includes a significantly greater participation in the after-market phase. The company said the sales estimate is over the 30-year life of the GEnx engine, and that there is no material change to its short-term guidance. The new agreement also covers new technology insertion, after-market repair of high-volume engine structures and production of fan cases for a range of GE engines. “This agreement illustrates the unique breadth and quality of our business across the aerospace engines industry and its position as a technology leader,” Chief Executive Simon Peckham said.
Ryanair Holdings said net profit for the first half of fiscal 2024 rose as traffic grew 11% to 105.4 million passengers and that it will pay a dividend of 400 million euros ($429.3 million) in 2024. The airline said that for the period ended Sept. 30, net profit was EUR2.18 billion, up from EUR1.37 billion the year before. Revenue was EUR8.58 billion compared with EUR6.62 billion the year before. The Irish low-cost carrier said that it will pay an interim and a final dividend of EUR200 million each in February and in September respectively. “The board… will retain the flexibility to consider, when or if appropriate, the return of surplus cash to shareholders through special dividends and/or share buybacks,” it said. The airline backed its traffic guidance for the fiscal year of 183.5 million passengers but said this was dependent on Boeing meeting delivery commitments, and that it expects pre-exceptional profit after tax for fiscal 2024 to be in the EUR1.85 billion to EUR2.05 billion range. It added that guidance was highly dependent on the absence of unforeseen events such as the development of the situation in Ukraine and Gaza.
The board of Telecom Italia SpA has approved the sale of its fixed-line network to KKR & Co. for more than $20 billion, part of a plan by the former monopoly to reduce increasingly unmanageable amounts of debt. The Italian telecommunications company said late Sunday that it had voted 11-3 to accept the binding offer by the U.S. private equity group for Telecom Italia’s fixed-line and other assets. The deal is valued at 18.8 billion euros ($20.18 billion) including debt, and could reach up to EUR22 billion in the event certain regulatory changes and sector incentives are introduced, the company said in a press release. Telecom Italia said the sale would help it reduce debt by about EUR14 billion, with the deal expected to close by summer 2024. Italy’s top phone company has a debt burden of more than EUR25 billion. France-based Vivendi SE, a 24% shareholder of Telecom Italia, criticized the board’s decision to accept the deal without a shareholders’ vote. It said in a press release that it would use “any legal means at its disposal” to challenge the decision. The Telecom Italia board also called KKR’s non-binding offer for Sparkle, the Italian company’s submarine cable business, unsatisfactory. It said it would give KKR a deadline of Dec. 5 to make a binding offer at a higher valuation.
Prudential PLC said Monday that nine-month sales rose significantly due to positive developments in multiple channels and geographic markets. The insurance-and-investment business said APE sales–a measure that comprises the aggregate of annualized regular premiums and a 10th of single premiums on new business written during the year for all insurance products–rose 40% to $4.42 billion. The increase was led by Prudential’s Hong Kong market, with higher sales to both mainland Chinese visitors and domestic customers compared with the same period last year. New business profit rose 37% to $2.14 billion, which it attributed to its multimarket, multichannel strategy. Going forward, the company said its diversified business model and strong capitalization position will help it navigate ongoing challenges in the macroeconomic and geopolitical environment. “New business momentum has continued into the fourth quarter supported by our multi-market growth engine,” Prudential added.
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