Αρνητικά πρόσημα επικράτησαν σήμερα στα περισσότερα ευρωπαϊκά χρηματιστήρια, με τις μετοχές του κλάδου της αυτοκινητοβιομηχανίας να πραγματοποιούν τα μεγαλύτερα κέρδη και αυτές των οικιακών αγαθών τις μεγαλύτερες απώλειες.
Διστακτικοί εμφανίστηκαν οι επενδυτές για ακόμη μία συνεδρίαση στα ευρωπαϊκά χρηματιστήρια, εν αναμονή της αυριανής ανακοίνωσης του δείκτη προσωπικών καταναλωτικών δαπανών στις ΗΠΑ, στον οποίο η Fed δίνει μεγάλη βαρύτητα για την πορεία του πληθωρισμού.
Οι ετήσιες απώλειες της Aston Martin μειώθηκαν περισσότερο από το μισό το 2023, όντας μικρότερες από τις προσδοκίες της αγοράς, αφού οι τιμές πώλησης έφτασαν σε επίπεδα ρεκόρ καθώς η βρετανική αυτοκινητοβιομηχανία πολυτελείας παρέδωσε τα μοντέλα Valkyrie και άλλα αυτοκίνητα ειδικής έκδοσης.
Οι μετοχές της εισηγμένης στο Λονδίνο εταιρείας άνοιξαν υψηλότερα την Τετάρτη, αλλά αντέστρεψαν τα κέρδη για να υποχωρήσουν περίπου 2,8% στις 0913 GMT, καθώς οι επενδυτές ανησυχούν για τις ταμειακές ροές και τους όγκους της αυτοκινητοβιομηχανίας. (περισσότερα εδώ)
Στα κυριότερα μακροοικονομικά νέα:
Η ιταλική κυβέρνηση προέβη στην έκδοση ομολόγου πενταετούς διάρκειας με κουπόνι 3,41% έναντι 3,14% της αντίστοιχης προηγούμενης έκδοσης, καθώς και στην έκδοση ομολόγου δεκαετούς διάρκειας με κουπόνι 3,91% έναντι 3,69% της αντίστοιχης προηγούμενης έκδοσης.
Ο δείκτης Stoxx 600 έκλεισε στις 494,58 μονάδες με πτώση 0,35%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 17.601,22 μονάδες με άνοδο 0,25%, πραγματοποιώντας ενδοσυνεδριακά ιστορικό ρεκόρ στις 17.605,61 μονάδες, με το σήμα να διατηρείται σε strong buy, και με την στήριξη να βρίσκεται στις 17.049 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.624,98 μονάδες με πτώση 0,76%, με το σήμα να μετατρέπεται από strong buy σε neutral, και με την αντίσταση να βρίσκεται στις 7.733 μονάδες και την στήριξη στις 7.508 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.954,39 μονάδες με οριακά κέρδη 0,08%, με το σήμα να παραμένει σε strong buy, και με την στήριξη να βρίσκεται στις 7.685 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
EssilorLuxottica: In a research note, RBC analyst Piral Dadhania has maintained his recommendation on the stock with a Neutral rating. The target price has been revised upwards and is now set at EUR 195, compared with EUR 170 previously.
Lanxess: In his latest research note, analyst Chetan Udeshi confirms his recommendation. The broker JP Morgan is keeping its Neutral rating. The target price remains set at EUR 26.
Hellofresh: The analyst from Bernstein, William Woods, maintains his advice to sell. The target price continues to be set at EUR 11.
Munich Re: In a research note published by Will Hardcastle, UBS advises its customers to buy the stock. The target price has been revised upwards and is now set at EUR 480, compared with EUR 440 previously.
PUMA: In a research note, Barclays analyst Wendy Liu has maintained his recommendation on the stock with a Neutral rating. The target price is unchanged at EUR 42.
PUMA: In a research note, JP Morgan analyst Olivia Townsend has maintained his recommendation on the stock with a Neutral rating. The target price continues to be set at EUR 50.
Mercedes-Benz: Jefferies’s analyst Philippe Houchois upgrades his rating from Neutral to Buy. The target price is increased from EUR 75 to EUR 100.
Εταιρικά νέα
EDP Renovaveis reported lower earnings and revenue for last year as it grappled with a lower average selling price for electricity than in 2022.
The Portuguese renewable-energy company on Wednesday posted a recurring net profit of 513 million euros ($556.4 million) for 2023, down 24% on year.
Recurring earnings before interest, taxes, depreciation and amortization–a closely watched metric by analysts and investors—fell 14% to EUR1.85 billion. The group said the average selling price was EUR61 per megawatt hour, down 6% from the high levels of 2022 following Russia’s invasion of Ukraine.
EDP Renovaveis plans to continue with the scrip dividend program introduced last year, with a proposal subject to shareholders’ approval on April 4. If approved, the program should be implemented in the second quarter. Annual revenue slipped 6% to EUR2.24 billion. The company’s gross investments decreased 7% to EUR4.77 billion. Net debt climbed to EUR5.81 billion last year from EUR4.94 billion in 2022.
Taylor Wimpey said pretax profit fell as revenue decreased due to a fall in completions, and that its operating profit margin in the first half will reflect the slightly lower pricing in its order book.
The London-listed housebuilder said its operating profit margin will also be hit by cost inflation and investments to drive operational efficiencies. Pretax profit in 2023 was 473.8 million pounds ($601 million) compared with GBP827.9 million the year before and a company-compiled consensus of GBP467 million. Revenue fell to GBP3.51 billion from GBP4.42 billion but beat company-compiled revenue consensus of GBP3.49 billion. Group completions–excluding joint ventures–fell 22% to 10,766. Total U.K. average selling prices rose 3.5% to GBP324,000 due to a greater proportion of affordable housing and a small increase in the U.K. average selling price on affordable housing to GBP168,000 from GBP166,000 the year prior.
The company’s order book excluding joint ventures as at Feb. 25 was GBP1.95 billion, down from GBP2.15 billion at the same time a year prior.
The board declared a final dividend of 4.79 pence a share, bringing the total for the year to 9.58 pence a share, up from 9.40 pence a year prior.
Just Eat Takeaway.com reported a narrowed net loss for last year despite booking a large impairment in its accounts.
The Amsterdam-based food-delivery group said Wednesday that its net loss for the year ended Dec. 31 was 1.85 billion euros ($2.01 billion) compared with a loss of EUR5.67 billion a year earlier. It booked an impairment charge of EUR1.54 billion mainly related to goodwill and other intangible assets from past equity funded acquisitions, and amortization of consumer lists, technology platforms and development costs.
Adjusted earnings before interest, taxes, depreciation and amortization–a company preferred metric that strips out exceptional and other one-off items–was EUR324 million compared with EUR19 million and guidance of EUR320 million given in January. For the year ahead, the company expects an adjusted Ebitda of EUR450 million and for constant currency gross transaction value growth, excluding North America, in the range of 2% to 6%. GTV in 2023 fell 4% to EUR26.4 million, of which EUR10.0 million was generated in North America..
Revenue in 2023 fell to EUR5.17 billion from EUR5.56 billion and compared with a FactSet consensus of EUR5.22 billion. Within this, revenue in North America–which generated around 41% of group revenue–fell 13% to EUR2.14 billion, while in U.K. and Ireland it rose 1% to EUR1.31 billion and was up 10% at EUR1.28 billion in Northern Europe. “Overall, the business is in a strong position to capture further improvement to our topline performance, adjusted Ebitda and free cash flow in 2024,” Chief Executive Jitse Groen said.
Worldline reported a loss for 2023 after its core merchant-services business booked an impairment of 1.15 billion euros ($1.25 billion) as inflation and high interest rates deterred many consumers from spending on nonessential items.
The French fintech company on Wednesday posted a EUR817 million net loss for last year compared with profit of EUR211 million for 2022. Adjusted earnings before interest, taxes, depreciation, and amortization–Worldline’s preferred measure of profitability–was almost flat at EUR1.11 billion. “Worldline’s second half was materially impacted by a gradual overall macroeconomic and consumption slowdown in our core geographies, as well as by the impact of the termination of some of our online merchants, based on tighter regulatory framework,” said Chief Executive Gilles Grapinet.
Annual revenue increased 6% organically to EUR4.61 billion. In the fourth quarter, revenue grew 1.3% to EUR1.19 billion. This year, Worldline is forecasting organic revenue growth of at least 3%, and adjusted Ebitda of at least EUR1.17 billion.

