Μικτά πρόσημα στα ευρωπαϊκά χρηματιστήρια

χρηματιστήρια

χρηματιστήρια

Μικτά πρόσημα καταγράφηκαν σήμερα στα ευρωπαϊκά χρηματιστήρια, με τον κλάδο εξόρυξης να πραγματοποιεί την μεγαλύτερη άνοδο και αυτόν του πετρελαίου και αερίου την μεγαλύτερη πτώση.

χρηματιστήρια χρηματιστήρια

Μικτή ήταν σήμερα η εικόνα στα ευρωπαϊκά χρηματιστήρια, με το θετικό κλίμα που επικράτησε εχθές να επισκιάζεται σήμερα από τα όχι και τόσο καλά οικονομικά αποτελέσματα τριμήνου που ανακοίνωσαν ευρωπαϊκές εταιρείες.

Δύο χρόνια μετά την πλήρους κλίμακας εισβολή της Ρωσίας στην Ουκρανία, οι μεγάλες ευρωπαϊκές τράπεζες συνεχίζουν να λειτουργούν βαριές, όλο και πιο κερδοφόρες μονάδες στη χώρα, παρά τις δημόσιες δεσμεύσεις για την κατάργησή τους. Ο συνολικός αριθμός των πέντε τραπεζών της Ευρωπαϊκής Ένωσης με τις μεγαλύτερες δραστηριότητες στη Ρωσία έχει μειωθεί μόλις κατά 3% από την εισβολή και τα κέρδη έχουν σχεδόν τριπλασιαστεί, χάρη στα παχυλά επιτόκια που παίρνουν στους σωρούς μετρητών τους που έχουν κολλήσει στη χώρα.

Ο αργός ρυθμός ώθησε την Ευρωπαϊκή Κεντρική Τράπεζα να πιέσει τους ουραγούς να επισπεύσουν τις αποχωρήσεις τους. Μια ανησυχία είναι ότι η συνεχιζόμενη παρουσία στη Ρωσία κινδυνεύει να εκθέσει τις τράπεζες σε αμερικανικές κυρώσεις και βαριά πρόστιμα, σύμφωνα με ένα πρόσωπο εξοικειωμένο με το θέμα που ζήτησε να μην κατονομαστεί επειδή οι πληροφορίες είναι ιδιωτικές. Η εποπτική αρχή ζήτησε από όλες τις τράπεζες με μεγάλες επιχειρήσεις στη Ρωσία «να επιταχύνουν τις προσπάθειές τους για μείωση του κινδύνου, θέτοντας έναν σαφή οδικό χάρτη για τη μείωση του μεγέθους και την έξοδο», δήλωσε η Claudia Buch, κορυφαία αξιωματούχος εποπτείας της κεντρικής τράπεζας, στους υπουργούς Οικονομικών της ευρωζώνης στις 13 Μαΐου. (περισσότερα εδώ)

Ο δείκτης Stoxx 600 έκλεισε στις 523,36 μονάδες με πτώση 0,26%.

Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 18.740,15 μονάδες με πτώση 0,72%, με το σήμα να παραμένει σε strong buy, και με την στήριξη να βρίσκεται στις 18.506 μονάδες.

χρηματιστήρια

Μεγαλύτερη άνοδος

μετοχές

Μεγαλύτερη πτώση

μετοχές

Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 8.438,64 μονάδες με οριακές απώλειες 0,08%, με το σήμα να διατηρείται σε strong buy, και με την στήριξη να βρίσκεται στις 8.152 μονάδες.

χρηματιστήρια

Μεγαλύτερη άνοδος

μετοχές

Μεγαλύτερη πτώση

μετοχές

Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 8.188,49 μονάδες με πτώση 0,63%, με το σήμα να παραμένει σε strong buy, και με την στήριξη να βρίσκεται στις 8.166 μονάδες.

χρηματιστήρια

Μεγαλύτερη άνοδος

μετοχές

Μεγαλύτερη πτώση

μετοχές

Recommendations

Commerzbank: In a research note published by Michael Christodoulou, Berenberg gives a Neutral rating to the stock. The target price is reviewed upwards from EUR 12.50 to EUR 13.60.

Allianz: In a research note, Berenberg analyst Michael Huttner has maintained his recommendation on the stock with a Buy rating. The target price remains unchanged at EUR 309.

Thyssenkrupp: Analyst James Carmichael from Berenberg research considers the stock attractive and recommends it with a Buy rating. The target price has been revised downwards and is now set at EUR 18 as compared to EUR 22 previously.

Essilorluxottica: Analyst Chiara Battistini from JP Morgan research considers the stock attractive and recommends it with a Buy rating. The target price remains unchanged at EUR 205.

Zalando: In a research note published by Georgina Johanan, JP Morgan gives a Neutral rating to the stock.

H&M: JP Morgan analyst reiterate his Sell rating on the stock.

Commerzbank: In a research note published by Kian Abouhossein, JP Morgan gives a Neutral rating to the stock. The target price is increased from EUR 14.40 to EUR 17.20.

Infineon Technologies: In a research note, JP Morgan analyst Sandeep Deshpande has maintained his recommendation on the stock with a Neutral rating. The target price is unchanged at EUR 38.50.

Freenet: Analyst Polo Tang from UBS research gives the stock a Neutral rating. The target price continues to be set at EUR 25.

ADYEN: In a research note, UBS analyst Justin Forsythe has maintained his recommendation on the stock with a Buy rating. The target price is unchanged at EUR 1700.

Εταιρικά νέα

Polish miner KGHM said its net profit jumped in the first quarter, helped by lower operating costs and despite a decline in revenue.

The world’s second-largest silver miner said late Wednesday that its first-quarter net profit more than doubled to 424 million Polish zloty ($108.3 million) from PLN164 million.

Revenue from customer contracts fell 13% to PLN8.315 billion, partly offset by a 13% fall in the cost of sales.

A weaker foreign-exchange rate dragged on revenue, while increases in precious-metals prices in the second half of March didn’t lead to a stronger reaction by investors in the quarter, the company said.

Adjusted earnings before interest, taxes, depreciation and amortization fell 14% to PLN1.55 billion.

The miner’s copper output rose 2% to 179,200 metric tons, offset by a 17% decrease in silver production to 316,000 tons on a planned maintenance shutdown at its plant in Glogow, Poland.

Aegon said it is on track to meet its guidance for a key earnings figure this year after a decline for the first quarter, and launched a new share buyback program of up to 200 million euros ($217.7 million).

The Dutch insurance and asset-management company posted a operating capital generation before holding funding and operating expenses of EUR256 million for the three months to March 31, a 12% decrease on year. Analysts expected EUR260 million, according to estimates taken from a company-compiled consensus.

The group said it is on track to meet its guidance of around EUR1.1 billion for the metric for 2024. Consensus pencils in a EUR1.17 billion figure for the period.

“The beginning of the year was marked by continued positive commercial momentum in the U.S. and Brazil, as well as net inflows at our asset manager, and was underscored by solid operating capital generation… as well as healthy capital ratios in our main operating units,” Chief Executive Lard Friese said.

Aegon said it is planning a new EUR200 million share buyback which it expects to start in July and be completed by the end of the year. This would follow the group’s current EUR1.5 billion buyback launched on the back of the sale of its Dutch business to ASR Nederland last year, which was around 92% completed as of May 10, it said.

The company separately named Duncan Russell as its next chief financial officer, effective Sept. 1. Russell will replace Matt Rider, who is retiring after seven years in the group.

Swiss Re said it plans to exit its iptiQ digital-insurance business and will consider options for its different entities.

The Zurich-based reinsurance company said Thursday that a strategic review of its digital white-label platform concluded it wasn’t the best owner for the business going forward.

Disclosure of Swiss Re’s plans for iptiQ came alongside its first-quarter results, with the reinsurer reporting a net profit of $1.09 billion on gross insurance revenue of $11.68 billion.

The company said this was the first time it reported under IFRS accounting standards and didn’t provide comparable figures for the same period of 2023, when it used different standards.

Swiss Re said it remains focused on its targets for 2024, including a net profit of more than $3.6 billion.

Zurich Insurance said property and casualty insurance revenue rose in the first three months of the year after strong growth in both its commercial and retail businesses.

The Swiss insurer said Thursday that property and casualty insurance revenue rose to $10.25 billion from $9.41 billion a year ago, while gross written premiums rose 9% on a like-for-like basis to $12.62 billion.

Growth at the division was supported by higher customer retention in all regions, the company said.

At the insurer’s life division, present value of new business fell 1% on year on a like-for-like basis to $4 billion, reflecting the sales volumes of retail savings in Spain in the prior-year period, the company said.

Zurich Insurance’s previously announced share buyback of up to 1.1 billion Swiss francs ($1.22 billion) will begin in the next few weeks, it said.

Siemens cut fiscal 2024 guidance for its closely watched digital industries unit, citing a slower-than-expected recovery in its China automation operations, but raised its forecast for the smart infrastructure division.

The German industrial giant said Thursday that its group-level outlook for the year to September remains unchanged, with comparable revenue growth still expected to range from 4% to 8%.

In the group’s digital industries, comparable revenue is now projected to fall by 4% to 8% in fiscal 2024, against previous expectations for a rise of up to 3%. Siemens now forecasts profit margin for the division of 18% to 21%, down from 20% to 23% previously.

However, Siemens raised the full-year outlook for its smart infrastructure segment and now anticipates comparable revenue growth of 8% to 10%, compared with 7% to 10% previously, and profit margin of 16% to 17%, which it had previously forecast at 15% to 17%.

For the quarter to March, the company made a net profit of 2.03 billion euros ($2.21 billion), compared with EUR3.48 billion for the same period last year.

Revenue fell to EUR19.16 billion from EUR19.42 billion, with declines in its digital industries and mobility divisions offsetting a rise in smart infrastructure.

Analysts had expected Siemens to report net profit of EUR1.67 billion on revenue of EUR19.28 billion, according to consensus estimates compiled by the company.

Deutsche Telekom backed its full-year guidance after delivering higher revenue in first quarter, boosted by strong growth in its core markets.

The German telecommunications said Thursday that adjusted earnings before interest, taxes, depreciation and amortization after leases–a closely watched profitability metric–for the first three months rose to 10.47 billion euros ($11.40 billion) from EUR9.96 billion for the same period a year earlier. This beat a compiled analysts’ forecast of EUR10.25 billion taken from the company’s website.

Net profit declined to EUR1.98 billion from EUR15.36 billion, reflecting the sale of the majority stake in GD Towers in the prior year, and ahead of expectations of EUR1.78 billion based on two analysts’ estimates.

Group revenue rose 1.6% on organic basis to EUR27.94 billion from EUR27.84 billion, below analysts’ expectations of EUR27.99 billion.

Within this, Germany service revenue increased 2.6% to EUR6.3 billion, driven by MagentaTV continued momentum. U.S. service revenue rose 3.6%, boosted by customer growth. Europe service revenue grew 5.7%, helping profit grow at a record level.

Deutsche Telekom maintained its full-year guidance and still expects adjusted Ebitdaal of around EUR42.9 billion. It still expects free cash flow of EUR18.9 billion and adjusted earnings per share of more than EUR1.75.

Ακολουθήστε το στο Google News και μάθετε πρώτοι όλες τις ειδήσεις
Δείτε όλες τις τελευταίες Ειδήσεις από την Ελλάδα και τον Κόσμο, στο