Αρνητικά πρόσημα επικράτησαν σήμερα στα περισσότερα ευρωπαϊκά χρηματιστήρια, με τους επενδυτές να επηρεάζονται αρνητικά από τα τελευταία στοιχεία για τις θέσεις εργασίας που ανακοινώθηκαν την Παρασκευή στις ΗΠΑ, αλλά και για την κατάσταση της ευρωπαϊκής οικονομίας.
Porsche: Μεγάλη πτώση στις πωλήσεις στην Κίνα το 2024
Τα hedge funds αύξησαν τις θέσεις short
Έρχονται τέσσερις μειώσεις επιτοκίων από την ΕΚΤ
Τι αναμένουν οι μεγάλες τράπεζες για το 2025
Γερμανία: Προβάδισμα με απώλειες για CDU/CSU και μικρή άνοδο για AfD δείχνει νέα δημοσκόπηση
Ο δείκτης Stoxx 600 έκλεισε στις 508,82 μονάδες με πτώση 0,52%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 20.135,25 μονάδες με πτώση 0,43%, με το σήμα να μετατρέπεται από strong buy σε neutral, και με την στήριξη να βρίσκεται στις 19.538 μονάδες και την επόμενη στις 18.951 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 8.223,20 μονάδες με πτώση 0,31%, με το σήμα να μετατρέπεται από strong buy σε neutral, και με την αντίσταση να βρίσκεται στις 8.234 μονάδες και την επόμενη στις 8.367 μονάδες και την στήριξη στις 8.155 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.407,45 μονάδες με πτώση 0,32%, με το σήμα να μετατρέπεται από buy σε neutral, και με την αντίσταση να βρίσκεται στις 7.705 μονάδες και την στήριξη στις 7.393 μονάδες με την επόμενη στις 7.143 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Mercedez-Benz: Barclays analyst Henning Cosman reiterate his Sell rating on the stock. The target price is increased from EUR 48.50 to EUR 50.
Attos: Jefferies confirms his opinion on the stock and remains Neutral. The target price is lowered from EUR 112 to EUR 108.
Siltronic: Jefferies is positive on the stock with a Buy rating. The target price is lowered from EUR 95 to EUR 90.
Stroer: In his latest research note, analyst Marcus Diebel confirms his recommendation. The broker JP Morgan is keeping its Neutral rating. The target price continues to be set at EUR 57.
KION: Akash Gupta from JP Morgan retains his positive opinion on the stock with a Buy rating. The target price is unchanged at EUR 43.
Εταιρικά νέα
Lufthansa expects its planned stake in Italy’s ITA Airways to increase the German flagship carrier’s profits by hundreds of millions of euros in the coming years, Chief Executive Carsten Spohr told the FAZ newspaper in an interview published on Monday.
The German airline is set to acquire 41% of ITA, the successor airline to bankrupt Alitalia, for 325 million euros ($335 million) on Jan. 13, a source familiar with the situation told Reuters last week, bringing to a close years of talks.
“Without the prospect of a contribution to earnings in the three-digit million range, we would not have taken this step,” Spohr said about Lufthansa’s acquisition.
The European Commission approved in November a package of competition remedies securing more routes for the German flag carrier’s peers, paving the way for the deal to go through.
Spohr reiterated that a 100% takeover is the “clear goal” but increasing its stake is not currently planned for 2025.
“It is in our interest to keep the Italian government on board in the coming months,” he said, adding that the companies will need about 18 months to completely integrate their systems.
British drugmaker GSK said on Monday that it would pay up to $1.15 billion to buy Boston-based biopharmaceutical firm IDRx, which is developing a treatment for a rare type of tumour.
IDRx, a privately held biotechnology firm, is developing a therapy for the treatment of gastrointestinal stromal tumours.
The deal, which comprises an upfront payment of $1 billion, will add to GSK’s growing portfolio in gastrointestinal cancers.
The British drugmaker, which has been grappling with a decline in its vaccines businesses, has stepped up its efforts in cancer treatment in recent years.
“This acquisition is consistent with our approach of acquiring assets that address validated targets and where there is clear unmet medical need, despite existing approved products,” GSK’s Chief Commercial Officer, Luke Miels, said in a statement.
German sports car maker Porsche AG reported a 28% tumble in 2024 China sales on Monday, as persistent weakness in the world’s largest car market hit German carmakers.
Porsche, majority-owned by Volkswagen (ETR:VOWG_p), sold 56,887 vehicles in 2024 in China, versus 79,283 in 2023.
The drop weighed on global sales, which were down 3% at 310,718 vehicles compared with 2023. This came despite growth in its other markets, including an 11% rise at home in Germany.
Chinese consumers are increasingly reluctant to spend money on luxury goods on faltering economic growth resulting from a real estate crisis in the country.
“Overall, we have shown ourselves to be extremely robust in a challenging market environment in 2024,” Porsche’s board member Detlev von Platen said in a statement.
Porsche said in October it would pare back its dealership network in China, reflecting persisting weak demand.
Mercedes-Benz (OTC:MBGAF)’s core car sales also fell in 2024, the carmaker said last week, hurt by a 7% drop in China, while China sales for the Volkswagen brand fell 8.3% to 2.2 million vehicles.

