Πτώση στα ευρωπαϊκά χρηματιστήρια μετά την απόφαση της ΕΚΤ

χρηματιστήρια

χρηματιστήρια

Αρνητικά πρόσημα επικράτησαν σήμερα στα περισσότερα ευρωπαϊκά χρηματιστήρια, με τις μετοχές του κλάδου κοινής ωφέλειας να πραγματοποιούν τα μεγαλύτερα κέρδη και αυτές του κλάδου των τραπεζών τις μεγαλύτερες απώλειες.

χρηματιστήρια χρηματιστήρια

Παρά τις ήπιες διακυμάνσεις που επικρατούσαν στα ευρωπαϊκά χρηματιστήρια στο πρώτο μισό της συνεδρίασης, η απόφαση της ΕΚΤ να διατηρήσει τα επιτόκια της αμετάβλητα για πέμπτη διαδοχική συνεδρίαση, και ειδικότερα μετά την συνέντευξη της προέδρου κ. Λαγκάρντ όπου ανέφερε «ότι δεν θεωρεί δεδομένη μία μείωση των επιτοκίων τον Ιούνιο», οδήγησε σε αρνητικά πρόσημα αρκετούς ευρωπαϊκούς δείκτες, με τους οικονομολόγους να εκτιμούν ότι τελικά η κεντρική τράπεζα θα προχωρήσει στην πρώτη μείωση επιτοκίων τον προσεχή Ιούνιο.

Η κατακόρυφη πτώση της κατασκευής νέων κατοικιών στη Γερμανία απειλεί να εκτροχιάσει την οικονομική ανάκαμψη της χώρας και να επιδεινώσει τις πολιτικές διαιρέσεις, προειδοποίησαν βιομηχανικές ομάδες, ζητώντας ετήσιες επιδοτήσεις ύψους 23 δισεκατομμυρίων ευρώ (24,70 δισεκατομμυρίων δολαρίων) για την αντιμετώπιση της κρίσης.

Οι επιδοτήσεις θα πρέπει να χρησιμοποιηθούν για την κατασκευή 100.000 κοινωνικών κατοικιών και 60.000 νέων προσιτών κατοικιών, ώστε να είναι σε θέση να φιλοξενήσουν την εισροή εργαζομένων, να αποφύγουν την ώθηση των ανθρώπων στη φτώχεια και να δημιουργήσουν νέες θέσεις εργασίας στον οικονομικά καίριο τομέα, δήλωσαν την Πέμπτη. (περισσότερα εδώ)

Στα κυριότερα μακροοικονομικά νέα:

Η Ευρωπαϊκή Κεντρική Τράπεζα διατήρησε αμετάβλητο το επιτόκιο των πράξεων κύριας αναχρηματοδότησης καθώς και τα επιτόκια της διευκόλυνσης οριακής χρηματοδότησης και της διευκόλυνσης αποδοχής καταθέσεων στο 4,50%, 4,75% και 4,00% αντιστοίχως.

Ο δείκτης Stoxx 600 έκλεισε στις 503,42 μονάδες με πτώση 0,62%.

Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 17,951,95 μονάδες με πτώση 0,80%, με το σήμα να παραμένει σε neutral, και με την στήριξη να βρίσκεται στις 17.935 μονάδες.

χρηματιστήρια

Μεγαλύτερη άνοδος

μετοχές

Μεγαλύτερη πτώση

μετοχές

Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.925,16 μονάδες με πτώση 0,45%, με το σήμα να διατηρείται σε strong buy, και με την αντίσταση να βρίσκεται στις 8.014 μονάδες και την στήριξη στις 7.784 μονάδες.

χρηματιστήρια

Μεγαλύτερη άνοδος

χρηματιστήρια

Μεγαλύτερη πτώση

χρηματιστήρια

Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 8.020,16 μονάδες με πτώση 0,31%, με το σήμα να παραμένει σε sell, και με την στήριξη να βρίσκεται στις 8.013 μονάδες.

χρηματιστήρια

Μεγαλύτερη άνοδος

χρηματιστήρια

Μεγαλύτερη πτώση

χρηματιστήρια

Recommendations

Zalando: UBS analyst Yashraj Rajani maintains his Neutral opinion on the stock. The target price has been lifted and is now set at EUR 25 compared to EUR 23 before.

Henkel: In a research note published by Bruno Monteyne, Bernstein advises its customers to Sell the stock. The target price is still set at EUR 61.

Beiersdorf: In a research note, Bernstein analyst Bruno Monteyne has maintained his recommendation on the stock with a Neutral rating. The target price is still set at EUR 130.

Volkswagen: Tom Narayan from RBC retains his positive opinion on the stock with a Buy rating. The target price remains unchanged at EUR 143.

Pernod Ricard: Jefferies analyst Edward Mundy maintains his Buy rating on the stock. The target price remains unchanged at EUR 190.

Εταιρικά νέα

London’s Heathrow Airport said passenger numbers rose in March, setting a record for the second month in a row.

The U.K.’s largest airport, which is jointly owned by the Qatar Investment Authority, China Investment Corp., Spain’s Ferrovial and other companies, said Thursday that 6.7 million passengers traveled through the airport compared with more than 6.2 million in March 2023. Easter was the airport’s busiest ever, with 936,000 passengers taking advantage of the bank holiday, it said.

Meanwhile, Heathrow said it is already seeing the effects of the U.K. government’s electronic travel authorization program, under which nonresident visitors pay a fee of 10 pounds ($12.54) fee to enter or transit through the country.

The ETA program is placing U.K. airports at a competitive disadvantage against other European hubs, Heathrow said. In the first four months of the program, the airport recorded 19,000 fewer transit passengers traveling from Qatar, the lowest monthly rate for more than 10 years, it said.

Darktrace reported a return to growth for its third quarter boosted by its go-to-market initiatives undertaken early in its financial year and raised its full-year expectations.

The cybersecurity company said Thursday that annualized recurring revenue at March 31 was $731.1 million, representing year-over-year growth of 23.5%

Adjusted earnings before income taxes, depreciation and amortization–one of the company’s preferred metrics– margin for the third quarter is expected to be above its previous guidance of at least 21%. Revenue for the period rose to $176.1 million, reflecting year-over-year growth of 26.5%, the company said. The company said that its customer base grew 12% to 9,402 customers at March 31.

“Our strong margin and cash generation profile enables us to continue making smart investments in our product pipeline and positioning, Go-to-Market effectiveness and business foundations,” Chief Financial Officer Cathy Graham said. Looking ahead, Darktrace increased its expectations for year-over-year revenue growth and adjusted Ebitda margin.

It now expects fiscal 2024 revenue growth of at least 25.5%, 0.5 percentage points above the high end of its previous range of between 23.5% and 25%, reflecting continued strong annualized recurring revenue and a relatively stable exchange rate environment.

ProSiebenSat.1 Media said it started a sale process for its Verivox and Flaconi e-commerce businesses after its largest shareholder, MFE-MediaForEurope, urged it to split into two.

The German media group said it is seeking to reduce costs and cut debt to free up funds to invest in its core entertainment operations and its Joyn streaming platform. The company reiterated its recommendation to shareholders against MFE’s proposal to separate its core entertainment operations from its commerce-and-ventures and dating-and-video segments.

Shareholders are due to vote on MFE’s proposal, as well as other resolutions, at ProSiebenSat.1 annual general meeting scheduled for April 30. “We have improved the profitability of our e-commerce businesses and initiated a sale process with banks for two of our largest assets, Verivox and Flaconi, to maximise value,” ProSiebenSat.1 Media Chief Executive Bert Habets said in a letter to shareholders published Thursday.

Earlier this week, MFE–which holds a 26.58% stake in ProSiebenSat.1–insisted on the merits of a spinoff of ProSiebenSat.1’s noncore businesses and said its proposal seeks to start preparations for such a move, without resulting in an imminent breakup of the company.

Exor’s net asset value grew last year, boosted by its stakes in carmakers Ferrari and Stellantis.

The Dutch investment firm said Thursday that net asset value at the end of the year was 35.51 billion euros ($38.15 billion), up from EUR28.23 billion a year earlier. The company said shares in both Ferrari and Stellantis performed strongly in 2023.

Net profit was EUR4.19 billion compared with EUR4.23 billion due to lower gains from investments in subsidiaries than a year earlier. The company’s board proposed a dividend of EUR0.46 a share, up from EUR0.44 a share the year before.

Exor said it would begin to buy back shares with the EUR250 million remaining from a previously announced buyback. As of Jan. 1, Exor changed its reporting and accounting standards, classifying it as an investment entity.

AstraZeneca is raising its dividend for this year, it said. The Anglo-Swedish pharmaceutical group said Thursday that it is increasing its annualized dividend by 7% to $3.10 a share. “This uplift is in line with our progressive dividend policy, which remains unchanged,” Chair Michel Demare said.

Enel’s renewable business, Enel Green Power, has set aside a fund of 2 million euros ($2.1 million) to assist those affected by the accident at the Bargi hydroelectric power plant, in Italy. The funds will serve to help those affected by the accident and their families to meet near-term and urgent needs, the company said late on Wednesday. It follows an underground explosion on Tuesday afternoon which killed at least three people, and injured several more. “Enel Green Power will continue to be supportive in every way to those injured and the families of the victims,” the company added.

Societe Generale has initially agreed to sell part of its professional equipment financing businesses to Groupe BPCE for 1.1 billion euros ($1.18 billion), it said.

Groupe BPCE will take over most of the equipment financing activities, excluding those in the Czech Republic and Slovakia, which would remain part of Societe Generale, the French lender said.

The perimeter to be divested, operated by Societe Generale Equipment Finance, offers tailor-made financing and leasing solutions for distributors, traders, manufacturers and companies, SocGen said. The outstanding loans of the businesses covered by the agreement amount to almost EUR15 billion at the end of December, or around EUR8 billion in risk-weighted assets, the bank said.

The transaction is expected to be completed in the first quarter of next year and would have an estimated positive effect of around 25 basis points on the group’s common equity Tier 1 ratio, SocGen said. The transaction will be subject to the approval from relevant financial and regulatory authorities, the bank said.

Publicis Groupe said first-quarter revenue continued to grow and beat expectations, helped by new business wins and what it called a clear rebound in the technology sector.

The Paris-based advertising group said Thursday that organic net revenue grew 5.3% in the first three months of the year compared with the same period of 2023. Analysts expected Publicis to report organic net revenue growth of 4.55% for the quarter, according to consensus estimates provided by Visible Alpha.

Publicis’ update kicks off the first-quarter reporting season for the advertising industry. The world’s largest ad group by market capitalization has been growing faster than its peers in recent quarters, a trend analysts attribute to investments in tech and data capabilities that are translating into strong customer retention and momentum in new business.

U.S. rival Omnicom Group is due to give a first-quarter update next week, with Interpublic Group of Cos. and London-based WPP due to report later this month. A slowdown in marketing spending by tech companies led to a divide in the fortunes of ad-agency holding companies toward the end of last year, with those more exposed to the sector taking a hit and other less reliant on it like Publicis feeling little pain.

However, Publicis said it saw a recovery in the tech sector in the first quarter, with growth in the double-digit percentage range. “Publicis had a very strong start to 2024, sustaining growth momentum despite ongoing macroeconomic tensions,” Chairman and Chief Executive Arthur Sadoun said.

Sadoun said the company’s performance was driven by tailwinds from new business wins, growing demand for data-led marketing services boosted by artificial intelligence and a rebound in the tech sector. The owner of agencies such as Saatchi & Saatchi, Leo Burnett and Zenith reiterated its guidance for 2024, with organic net revenue growth expected to range between 4% and 5% and an operating margin of 18%.

For the second quarter, the company expects solid organic growth within the full-year range, it said. Net revenue for the first quarter amounted to 3.23 billion euros ($3.47 billion), up 4.9% on a reported basis, Publicis said.

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