Μικτή εικόνα καταγράφηκε σήμερα στα ευρωπαϊκά χρηματιστήρια, με τις μετοχές του κλάδου τεχνολογίας να πραγματοποιούν τα μεγαλύτερα κέρδη και αυτές του κλάδου του real estate τις μεγαλύτερες απώλειες.
Σε στάση αναμονής βρίσκονται οι επενδυτές στα ευρωπαϊκά χρηματιστήρια, ενόψει της διήμερης συνεδρίασης της Fed για τα επιτόκια, με τις απόψεις σχετικά με την μείωση αυτών να διίστανται. Η Goldman Sachs εκτιμά ότι η Ομοσπονδιακή Τράπεζα των ΗΠΑ θα προχωρήσει το επόμενο έτος σε δύο μειώσεις επιτοκίων, με τους περισσότερους οικονομολόγους να εκτιμούν τρεις.
Η ευρωζώνη θα υποκύψει στην πρώτη ύφεση μετά την πανδημία, με την οικονομία να συρρικνώνεται για δεύτερο συνεχόμενο τρίμηνο τους τελευταίους μήνες του έτους, σύμφωνα με δημοσκόπηση του Bloomberg μεταξύ αναλυτών.
Ενώ ένας σημαντικός αντίξοος άνεμος προέρχεται από την αυστηρότερη νομισματική πολιτική, η πρόσφατη επιβράδυνση της αύξησης των τιμών καταναλωτή εξέπληξε τόσο τις αγορές όσο και τους υπεύθυνους χάραξης πολιτικής, προκαλώντας στοιχήματα στην Ευρωπαϊκή Κεντρική Τράπεζα να μειώσει τα επιτόκια ήδη από την άνοιξη.(περισσότερα εδώ)
Ο δείκτης Stoxx 600 έκλεισε στις 473,82 μονάδες με άνοδο 0,33%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 16.801,25 μονάδες με άνοδο 0,25%, με το σήμα να διατηρείται 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 7.545,44 μονάδες με πτώση 0,12%, 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 7.551,53 μονάδες με άνοδο 0,33%, διατηρώντας το σήμα σε strong buy, με την αντίσταση να βρίσκεται στις 7.557 μονάδες και την στήριξη στις 7.422 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
EON: The major Swiss bank UBS has upgraded Eon from “Neutral” to “Buy” and raised its target price from 12 to 14 euros following a change of analysts. In view of the economic uncertainties, the share is a good choice for 2024, wrote Wanda Serwinowska, the analyst responsible from now on, in an outlook published on Monday. The utility scores with low operating earnings risks (EBITDA), a strong balance sheet compared to the industry and the best growth prospects for the dividend. At the same time, the share is trading at a discount to the sector./
Morphosys: In a research note published by Xian Deng, UBS advises its customers to buy the stock. The target price is unchanged and still at EUR 47.
Just Eat Takeaway.com: In a research note, Jefferies analyst Giles Thorne has maintained his recommendation on the stock with a Buy rating. The target price is unchanged at EUR 25.50.
Delivery Hero: Already positive, the research from Jefferies and its analyst Giles Thorne still consider the stock as a Buy opportunity. The target price is unchanged at EUR 68.
BAT: Analyst Owen Bennett from Jefferies research considers the stock attractive and recommends it with a Buy rating. The target price is lowered from GBX 4100 to GBX 3500.
Loreal: Jefferies reiterate its Sell rating. The target price is unchanged at EUR 340.
Beiersdorf: In a research note, Jefferies analyst Molly Wylenzek has maintained his recommendation on the stock with a Buy rating. The target price is unchanged and still at EUR 150.
Unilever: Jefferies is no longer optimistic and is revising its opinion on the stock. The broker goes from buying to selling. The target price has been revised downwards and is now set at GBX 3300 as compared to GBX 5000 previously.
Εταιρικά νέα
Begbies Traynor Group said pretax profit for the first half of its fiscal year fell after booking higher costs, and that it was confident on delivering current market expectations for the full year. The U.K. business recovery, financial advisory and property services consultancy said that for the six months ended Oct. 31, pretax profit was 3 million pounds ($3.8 million) compared with GBP5 million in the year-prior period. The company said this reflected a rise in non-cash acquisition accounting charges of GBP3.9 million compared with GBP800,000 the year before, and non-cash amortization costs of GBP3 million, down from GBP3.2 million the year prior. Adjusted pretax profit–which strips out exceptional and other one-off items–was GBP9.9 million, compared with GBP9 million. Revenue rose to GBP65.9 million from GBP58.5 million. The board declared an interim dividend of 1.3 pence a share, up from 1.2 pence the year before. Company-compiled adjusted pretax profit analyst forecasts for the year are in the GBP21.9 million to GBP22.5 million range. “Our strong financial position leaves us well placed to continue to invest in the business, both organically and through acquisitions, to further build our scale and range of complementary services,” the company said.
Domino’s Pizza Group said it backed its fiscal 2023 guidance expecting accelerating growth through additional opportunities mostly in the U.K. and Ireland markets. The pizza chain–the holder of the master franchise agreement to own, operate and franchise Domino’s stores in the U.K. and Ireland–said that it expects underlying earnings before interest, taxes, depreciation and amortization to be in the range of 132 million pounds ($165.6 million) to GBP138 million. The company added that it still expects to open at least 60 new stores this year. “Material progress has been made in recent years but there are a number of areas where we can significantly enhance growth,” Chief Executive Officer Andrew Rennie said.
Novartis’s investigational drug iptacopan achieved its primary goal in a late-stage clinical trial for treatment of kidney disease C3 glomerulopathy, paving the way for potential submissions to health authorities next year. The Swiss pharmaceutical giant said Monday that a phase 3 study of iptacopan met its primary goal of demonstrating a statistically significant reduction of protein in urine compared to placebo at six months. The safety profile of the drug was consistent with previously reported data, the company said. Novartis said it plans to review and discuss the results with global health authorities and that it anticipates potential regulatory submissions in 2024. Data will be submitted as well for presentation at an upcoming medical meeting, it said. Iptacopan is also being investigated in other diseases. Last week, the U.S. Food and Drug Administration approved the drug–under the brand name Fabhalta–for the treatment of adults with paroxysmal nocturnal hemoglobinuria, the company said.