Σε θετικό έδαφος έκλεισαν τα περισσότερα ευρωπαϊκά χρηματιστήρια, με τις μετοχές του κλάδου εξόρυξης να πραγματοποιούν την μεγαλύτερη άνοδο.
Οι επενδυτές στην Ευρώπη προετοιμάζονται για το Παγκόσμιο Οικονομικό Φόρουμ στο Νταβός της Ελβετίας, αυτή την εβδομάδα. Στην ετήσια εκδήλωση, πολιτικοί και επιχειρηματικοί ηγέτες, μεταξύ άλλων, θα συγκεντρωθούν στο θέρετρο των Άλπεων για ένα ευρύ φάσμα συζητήσεων, από τον τρόπο αύξησης της οικονομικής ανάπτυξης έως τις προκλήσεις που θέτει η τεχνητή νοημοσύνη.
Η ΕΕ πρέπει να καλωσορίσει τα κινεζικά εργοστάσια αυτοκινήτων, λέει ο επικεφαλής της Mercedes
Ευρώπη: Ποιες χώρες μπορούν να απαλλαγούν από τα μετρητά
Η ανοδική δυναμική των ευρωπαϊκών αγορών προκαλεί ισχυρό πονοκέφαλο στους διαχειριστές
Στα κυριότερα μακροοικονομικά νέα:
Στην Γερμανία, ο Δείκτης Τιμών Παραγωγού για τον μήνα Δεκέμβριο υποχώρησε 0,1% έναντι εκτιμήσεων των οικονομολόγων για αύξηση 0,3% και αύξησης 0,5% τον προηγούμενο μήνα.
Ο δείκτης Stoxx 600 έκλεισε στις 524,06 μονάδες με οριακά κέρδη 0,08%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 20.989,50 μονάδες με άνοδο 0,44%, πραγματοποιώντας ενδοσυνεδριακά ιστορικό υψηλό στις 21.055,36 μονάδες, με το σήμα να παραμένει σε strong buy, και με την στήριξη να βρίσκεται στις 20.433 μονάδες και την επόμενη στις 19.854 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 8.520,45 μονάδες με άνοδο 0,18%, πραγματοποιώντας ενδοσυνεδριακά ιστορικό υψηλό στις 8.549,35 μονάδες, με το σήμα να διατηρείται σε strong buy, και με την στήριξη να βρίσκεται στις 8.440 μονάδες και την επόμενη στις 8.367 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 7.733,50 μονάδες με άνοδο 0,31%, με το σήμα να παραμένει σε strong buy, και με την αντίσταση να βρίσκεται στις 7.966 μονάδες και την στήριξη στις 7.705 μονάδες με την επόμενη στις 7.393 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
Veolia: Deutsche Bank announced on Monday that it had lowered its price target for Veolia Environnement from €34 to €32, while renewing its buy recommendation on the stock.
In a study devoted to European utilities, the analyst indicates that it has upgraded its opinion on the sector to ‘positive’, after recommending that investors pause for breath last October following its recovery on the stock market.
From the intermediary’s point of view, European utility stocks are currently trading at an exceptionally attractive discount of around 8%, a level that has only been as low as 6% of the time in the past.
The research firm also believes that the market is overestimating the impact of Trump’s policies on the sector, and their effect on the performance of renewable energy projects in the USA.
Carlsberg: Morgan Stanley resumed coverage of Carlsberg shares on Monday, with an “overweight” recommendation and a target price of DKK 900.
In a research note, the intermediary believes that concerns about the group’s debt levels, the business’s good execution, a possible tightening of alcohol-related regulations and exposure to the Chinese market are all now more than integrated into the share price.
In his view, the acquisition of soda maker Britvic should enable the company to boost earnings per share (EPS) growth by generating synergies and reducing capital intensity through lower capital expenditure.
The analyst also expects growth in the soft drinks market to outpace that of the beer market.
With a PER of 12x for 2025 and 10.5x for 2026, Morgan Stanley believes that Carlsberg shares are currently undervalued, both in absolute and relative terms.
Lanxess: Peter Spengler from DZ Bank retains his positive opinion on the stock with a Buy rating.
Engie: Deutsche Bank announced on Monday that it had lowered its price target for Engie from 17.5 to 17 euros, while renewing its buy recommendation on the stock.
In a study of European energy players, the analyst indicates that it has upgraded its opinion on the sector to ‘positive’, after recommending that investors take a pause last October following its recovery on the stock market.
From the intermediary’s point of view, European energy stocks are currently trading at an exceptionally attractive discount of around 8%, a level that has only been as low as 6% of the time in the past.
The research firm also believes that the market is overestimating the impact of Trump’s policies on the sector, and their effect on the performance of renewable energy projects in the US.
Finally, the research firm says it is seeing signs of tension in the gas market.
Aegon: Bank of America reiterates its ‘buy’ recommendation on Aegon, with its price target raised by 6% to 7.40 euros, in the wake of an upward revision of its earnings, cash and capital expectations for the Dutch insurer.
Ahead of the publication of its results for the final quarter of 2024, scheduled for February 20, the broker says it expects ‘operating capital generation of 310 million euros, with room for an increase in targets and consensus for the coming years’.
More than 35% of market capitalization should be redistributed to shareholders over three years (12.5% this year), with many options to do more”, BofA also points out, for whom such a prospect is “difficult to ignore”.
Εταιρικά νέα
Chevron is interested in energy exploration in Greece, the U.S. oil producer and the country’s energy ministry said on Monday.
Chevron (NYSE:CVX) has submitted a non-binding expression of interest for one open block to Greece’s Hellenic Hydrocarbons and Energy Resources Management Company (HEREMA), the company confirmed.
The government welcomed Chevron’s expression of interest. A decision will be issued this week on the exact area of exploration and an international tender will be launched soon, the ministry said in a statement.
“It is a very important development, part of our national strategy for energy independence and reducing energy costs,” it said.
Chevron operates gas fields in Israel and has interests in Egypt and Cyprus.
“Chevron has a large and important position in the Eastern Mediterranean, a region which is very much a part of our future and a priority for us,” a company spokesperson said.
The area being looked at ranges from southwest of the Peloponnese peninsula to west of the island of Crete, the Greek ministry said.
With the new tender, the research area for exploration will eventually be increased by 25%, or by 11,000 square kilometres (4,250 square miles), government spokesperson Pavlos Marinakis said.
The European Union has sought ways to reduce its reliance on Russian gas following Russia’s invasion of Ukraine. That has increased the need for Greece to tap domestic resources.
Greece, which views gas as a transition fuel as it ramps up its renewable energy capacity, has produced small quantities of oil in the past and has attempted to explore its hydrocarbon potential.
In October, the country said that an ExxonMobil-led consortium would move to the second phase of seismic research for gas exploration in a block off Crete.
In the meantime, some already licensed offshore areas in the Ionian Sea would be released to expand a planned marine park, the ministry said on Monday, adding that an agreement had already been reached with the licensees on the issue.
Greece, which in 2020 signed an agreement on maritime boundaries with Italy, aims to create two marine parks in the Ionian and Aegean seas, for the protection of marine biodiversity, sea mammals and seabirds.
A government official told Reuters that environmental studies on the Ionian marine park – a first step in defining its boundaries – would be ready this month.

