Τα εταιρικά αποτελέσματα ώθησαν υψηλότερα τα ευρωπαϊκά χρηματιστήρια

χρηματιστήρια

χρηματιστήρια

Ανοδικές τάσεις επικράτησαν σήμερα στα περισσότερα ευρωπαϊκά χρηματιστήρια, με τον κλάδο κοινής ωφέλειας να πραγματοποιεί τα μεγαλύτερα κέρδη και αυτόν της υγείας τις μεγαλύτερες απώλειες.

χρηματιστήρια
χρηματιστήρια

Θετικά πρόσημα επικράτησαν σήμερα για τα περισσότερα ευρωπαϊκά χρηματιστήρια, με τους επενδυτές να στρέφουν την προσοχή τους στα εταιρικά νέα, διατηρώντας παράλληλα αυξημένες τις ελπίδες τους για μείωση των επιτοκίων από την Ευρωπαϊκή Κεντρική Τράπεζα τον ερχόμενο Ιούνιο.

Η Ευρωπαϊκή Κεντρική Τράπεζα έχει καταστήσει “κρυστάλλινα σαφές” ότι τα επιτόκια θα μπορούσαν να μειωθούν τον Ιούνιο, αλλά ήταν επίσης σταθερή στο ότι οι αποφάσεις πολιτικής πέραν αυτού παραμένουν στον αέρα, δήλωσε την Πέμπτη ο αντιπρόεδρος της ΕΚΤ Λουίς ντε Γκίντος.

Η ΕΚΤ έθεσε στο τραπέζι μια μείωση των επιτοκίων τον Ιούνιο την περασμένη εβδομάδα και πέρασε την προηγούμενη εβδομάδα ενισχύοντας αυτή την καθοδήγηση, παρά την άνοδο των τιμών του πετρελαίου, το ασθενέστερο ευρώ και τα στοιχήματα ότι η μεγαλύτερη ομόλογός της, η Ομοσπονδιακή Τράπεζα των ΗΠΑ, θα καθυστερήσει τις δικές της μειώσεις επιτοκίων. (περισσότερα εδώ)

Η ισπανική κυβέρνηση προέβη στην έκδοση ομολόγου δεκαετούς διάρκειας με κουπόνι 3,251% από 3,19% της αντίστοιχης προηγούμενης έκδοσης.

Ο δείκτης Stoxx 600 έκλεισε στις 499,98 μονάδες με άνοδο 0,29%.

Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 17.838,85 μονάδες με άνοδο 0,29%, με το σήμα να διατηρείται σε sell, και με την αντίσταση να βρίσκεται στις 17.954 μονάδες και την στήριξη στις 17.425 μονάδες.

χρηματιστήρια

Μεγαλύτερη άνοδος

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Μεγαλύτερη πτώση

μετοχές

Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.877,04 μονάδες με άνοδο 0,37%, με το σήμα να μετατρέπεται από neutral σε sell, και με την αντίσταση να βρίσκεται στις 8.014 μονάδες και την στήριξη στις 7.784 μονάδες.

χρηματιστήρια

Μεγαλύτερη άνοδος

μετοχές

Μεγαλύτερη πτώση

μετοχές

Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 8.025,72 μονάδες με άνοδο 0,55%, με το σήμα να μετατρέπεται από sell σε neutral, και με την αντίσταση να βρίσκεται στις 8.142 μονάδες και την στήριξη στις 7.905 μονάδες.

χρηματιστήρια

Μεγαλύτερη άνοδος

μετοχές

Μεγαλύτερη πτώση

μετοχές

Recommendations

Sartorius: Richard Vosser from JP Morgan retains his positive opinion on the stock with a Buy rating. The target price is still set at EUR 365.

Nordea: In his latest research note, analyst Alexander Demetriou confirms his recommendation. The broker Jefferies is keeping its Neutral rating. The target price is unchanged at EUR 12.20.

Sartorius: Matthew Weston from UBS retains his Neutral opinion on the stock. The target price is still set at EUR 366.

ASML: Berenberg analyst Tammy Qiu maintains his Buy rating on the stock. The target price has been raised from EUR 880 to EUR 1100.

Rio Tinto: UBS confirms his opinion on the stock and remains Neutral. The target price is unchanged and still at GBX 5250.

Εταιρικά νέα

Centamin has reported a fall in first-quarter gold production but backed its full-year guidance. Here is what the U.K. gold miner with projects in Egypt and Ivory Coast had to say:

On gold production, sales:

“Gold production of 104,821 ounces (1Q 2023: 105,875 oz), and gold sales 92,494 oz (107,661 oz) from the Sukari Gold Mine, with 19,241 oz of gold bullion on hand, which was sold at the start of the second quarter.” “The scheduled processing of lower-grade ore from the open pit, alongside the planned underground ventilation upgrades and mill maintenance during 1Q contributed to slightly lower production year-on-year.”

On cash costs:

“Cash costs of $1,088/oz produced, and all-in sustaining costs of $1,519/oz sold, based on 92,494 ounces sold, noting that on an absolute basis AISC was $9 million lower QoQ.”

On guidance:

“With improved ventilation and the processing of lower grade open pit ore substantially completed during 1Q, we expect production rates to now increase for the balance of the year and reaffirm our 2024 production and cost guidance ranges.” “Gold production guidance range of 470,000 to 500,000 oz per annum weighted towards 2H.”” “Cash cost guidance range of $700-850/oz produced; AISC guidance range of $1,200-1,350/oz sold. Guidance reflects a range of diesel prices from 75-90 U.S. cents per liter.”

“Adjusted capex guidance is $215 million, including: $112 million of sustaining capex; $103 million of non-sustaining capex, of which $58 million is allocated to growth projects that are funded from Centamin treasury and cost recovered over three years.” “Adjusted capex excludes $91 million of sustaining deferred stripping reclassified from operating costs as per IFRIC 20.”

On balance sheet:

“Cash and liquid assets of $167 million, as at March 31 and total liquidity of $317 million including the undrawn $150 million sustainability-linked revolving credit facility.”

On safety:

“Group safety record of 12.5 million hours worked without a lost time injury. Regrettably, late in the quarter we recorded our first LTI in twelve months at the Sukari Gold Mine. “The lost time injury frequency rate for the three months to March 31 was 0.32 per one million hours worked. The group’s total recordable injury frequency rate for 1Q was 1.28 per one million hours worked.”

EasyJet said it expects a narrower headline pretax loss in the first half and that demand for summer bookings continued to build.

For the six months ended March 31, easyJet expects to report a headline pretax loss–a key metric that strips out exceptional and other one-off items–between 340 million pounds and 360 million pounds ($423.4 million-$448.3 million). The company reported a pretax loss of GBP415 million in the prior fiscal year period.

First-half revenue is seen at around GBP3.27 billion, while headline costs were expected at around GPB3.62 billion, the company said.

EasyJet added that Easter demand for flights had been particularly strong with peak daily flights broadly in line with summer levels.

The company flew 16.8 million passengers in the second quarter, with a load factor of 87%, down from 15.6 million a year prior. First-half total revenue per seat sold rose to GBP69.87 from GBP66.46 in the year prior, it said.

Investor AB posted a higher total shareholder return for the first quarter as its holdings in listed companies such as Saab generated strong returns while its unlisted investments benefited from expansion, profit growth and positive currency impact.

The company said Thursday that the total shareholder return for the period stood at 15%, compared with 9% in the prior-year’s period.

Investor AB’s net asset value per share rose to 257 Swedish kronor ($23.49) at the end of March from SEK234 at the end of December. On an adjusted basis, NAV per share stood at SEK299, while net profit attributable to shareholders rose to SEK67.03 billion in the first quarter from SEK32.85 billion a year earlier as the value of its investments rose sharply.

Investor AB said the global economy continued to hold up relatively well in the quarter, but the extent and speed of interest rate cuts is widely debated. At the same time, consumers remain under pressure and the complex geopolitical landscape has become even more uncertain given the recent developments in the Middle East.

“In this environment, we continue to focus on capturing growth opportunities, improving efficiency and further strengthening operational resilience in our companies,” departing Chief Executive Johan Forssell said.

Investor AB is the investment vehicle of Sweden’s prominent Wallenberg family.

Foxtons’s first-quarter revenue grew across all its segments on improved market conditions and increased market share growth from its two acquisitions last year.

The British real-estate agent said Thursday that its revenue rose to around 35.7 million pounds ($44.5 million) from GBP32.9 million in the same period last year. The company said its revenue growth was primarily driven by its sales unit, which grew around 17%, after rental prices stabilized.

Rentokil Initial backed its full-year expectations after first-quarter sales increased on stronger prices.

The pest-control, hygiene and workwear services provider said Thursday that it continues to expect 2024 organic revenue growth in North America of between 2% and 4%. Quarterly organic revenue in the region was up 1.5%.

Overall, first-quarter revenue at constant exchange rates came in at 1.29 billion pounds ($1.61 billion) from GBP1.23 billion a year ago, while revenue at actual exchange rates increased to GBP1.27 billion from GBP1.26 billion. The increase was driven by continued pricing momentum, Rentokil said.

The group reported revenue growth across all categories, with pest control up 2.7%, hygiene and wellbeing up 3.8%, and France workwear up 7.7%. “With the key trading period for the business ahead of us, we remain confident in delivering on our guidance,” Chief Executive Andy Ransom said. “As the year proceeds, we look forward to continued progress, driven by our focus on North America growth and the Terminix integration plan, which is in the advanced stages of preparation for the first full branch integrations commencing mid-year,” Ransom added.

Deliveroo reported a higher revenue for the first quarter, boosted by a return to growth in orders, and backed its full-year guidance.

The U.K. food delivery company said Thursday that revenue for the three months to March 31 was 514 million pounds ($640.1 million) compared with GBP512 million for the same period a year earlier. Gross transaction value–which refers to the total amount of transactions it processes on its platform–for the quarter rose to GBP1.83 billion from GBP1.75 billion, representing an increase of 6% on a constant-currency basis, the company said.

The London-listed group processed 73.5 million orders during the period compared with 72.1 million for the same period a year earlier. Its GTV per order rose to GBP24.9, it said.

Deliveroo reiterated the full-year guidance of 5% and 9% GTV growth and adjusted earnings before interest, taxes, depreciation and amortization–a metric that strips out exceptional and other one-off items–to be between GBP110 million and GBP130 million. It also expects positive free cash flow for the year.

EQT reported a rise in assets under management in the first quarter, while the investments by its funds and fund exits were lower than the previous year.

The Swedish private-equity company said Thursday that its fee-generating assets under management rose to 132 billion euros ($140.89 billion) at the end of March from EUR119 billion a year prior. Total assets under management stood at EUR242 billion, up from EUR216 billion, it said. “Fundraisings are generally taking longer in the current fundraising environment, and we expect the fundraising market to meaningfully improve only once realizations pick up materially across private markets,” the group said.

Investments by its funds reached EUR4 billion, compared with EUR5 billion the previous year, the group said. Total gross fund exits in the three month period amounted to EUR1 billion, against EUR2 billion.

“Investment activity continued at a good pace and, with transactions such as the IPO of Galderma, we expect a gradual increase in exit activity,” Chief Executive Christian Sinding said.

Nokia thinks the first quarter marked the low point in mobile networks demand, with activity expected to progressively pick up through the remainder of 2024.

The Finnish telecommunications company’s first-quarter earnings beat expectations, with lower sales of its gear offset by a one-off bump from catch-up payments related to delayed licensing deals with cell phone manufacturers.

Danone backed its guidance for the year after first-quarter like-for-like sales rose ahead of expectations, with volume growth across all regions and categories.

The French food company on Thursday said it expects like-for-like sales growth of between 3% and 5% in 2024, and confirmed that it anticipates a moderate improvement in recurring operating margin.

The company said sales grew 4.1% on a like-for-like basis in the first quarter, with 2.9% growth from pricing and 1.2% from volume. A company-compiled market forecast estimate expected LFL growth of 3.4%, comprised of 2.7% price and 0.8% volume growth.

However, on a reported basis, sales for the quarter fell to 6.79 billion euros ($7.25 billion) compared with EUR6.96 billion in the same period a year ago, but came in ahead of the market estimate of EUR6.695 billion based on 17 analysts’ estimates.

The company said it had a solid start to the year in Europe and North America as pricing normalized, with 2.8% and 2.5% LFL growth, respectively. Danone’s waters and specialized nutrition divisions registered LFL sales increases of 8.1% and 3.8%, respectively, while the essential dairy and plant-based business reported a 3.0% sales increase.

“In what remains a challenging environment, we continued making good progress on our transformation agenda,” Chief Executive Antoine de Saint-Affrique said.

Tele2 reported a lower net profit for the first quarter despite higher revenue driven by sustained growth, and backed its full-year and midterm guidance.

The Sweden-based telecom company said Thursday that net profit was 809 million kronor ($73.9 million) compared with SEK850 million for the same period a year earlier. Consensus was SEK867.7 million based on eight estimates taken from FactSet.

Underlying earnings before interest, taxes, depreciation, amortization and the cost of leased assets, or Ebitdaal–the company’s preferred metric–rose to SEK2.55 billion from SEK2.49 billion. Revenue rose 2% to SEK7.15 billion from SEK7.01 billion, slightly below consensus of SEK7.18 billion based on nine analysts estimates taken from FactSet.

Tele2 backed its full-year targets of 3%-4% organic end-user service revenue growth and 1%-3% organic underlying Ebitdaal growth, with capital expenditure to sales excluding spectrum and leasing assets of 13%-14%.

“Moving into second quarter, we are cautiously optimistic that consumer sentiment in our operations will gradually improve as we see reduced inflation and lower interest rates in our markets. These improvements should be supportive for the economy overall and our business over the next quarters.” Chief Executive Kjell Johnsen said.

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