Mετά την πτώση των προηγούμενων ημερών – Ο δείκτης Stoxx 600 έκλεισε στις 441,30 μονάδες με άνοδο 0,28%. Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.069,70 μονάδες με απώλειες 0,20%,
Στα κυριότερα μακροοικονομικά νέα:
Στην Γερμανία, το εμπορικό ισοζύγιο για τον μήνα Αύγουστο διαμορφώθηκε στα 16,6 δισ. ευρώ έναντι εκτιμήσεων 15,0 δισ. ευρώ και 17,7 δισ. ευρώ τον προηγούμενο μήνα.
Στην Βρετανία, ο δείκτης PMI κατασκευών για τον μήνα Σεπτέμβριο υποχώρησε στις 45,0 μονάδες έναντι εκτιμήσεων 49,9 μονάδων και 50,8 μονάδων τον προηγούμενο μήνα.
Ο δείκτης Stoxx 600 έκλεισε στις 441,30 μονάδες με άνοδο 0,28%.
Στην Φρανκφούρτη ο δείκτης DAX έκλεισε στις 15.069,70 μονάδες με απώλειες 0,20%, παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 15.238 μονάδες και την στήριξη στις 14.789 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Στο Λονδίνο ο δείκτης FTSE 100 έκλεισε στις 7.451,63 μονάδες με άνοδο 0,53%, παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 7.571 μονάδες και την στήριξη στις 7.334 μονάδες.
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Μεγαλύτερη πτώση
Στο Παρίσι ο δείκτης CAC 40 έκλεισε στις 6.998,25 μονάδες με οριακά κέρδη 0,02%, παραμένοντας με σήμα strong sell, με την αντίσταση να βρίσκεται στις 7.141 μονάδες και την στήριξη στις 6.917 μονάδες.
Μεγαλύτερη άνοδος
Μεγαλύτερη πτώση
Recommendations
SCOUT24: Already positive, the research from Deutsche Bank and its analyst Nizla Naizer still consider the stock as a Buy opportunity. The target price is unchanged at EUR 77.
NOVARTIS: Analyst Laura Sutcliffe from UBS research gives the stock a Neutral rating. The target price is slightly modified from 88.83 to 90.00 CHF.
Alstom: UBS is positive on the stock with a Buy rating. The target price continues to be set at EUR 33.50.
Alstom: In his latest research note, analyst Akash Gupta confirms his positive recommendation. The broker JP Morgan is keeping its Buy rating. The target price remains set at EUR 36.
Chevron: JP Morgan confirms his opinion on the stock and remains Neutral. The target price has been lifted and is now set at USD 183 compared to USD 170 before.
Infineon Technologies: In a research note, JP Morgan analyst Sandeep Deshpande has maintained his recommendation on the stock with a Neutral rating. The target price is still set at EUR 38.50.
Lufthansa: Harry Gowers from JP Morgan retains his positive opinion on the stock with a Buy rating. The target price is decreased from EUR 13.50 to EUR 13.00.
Kering: JP Morgan analyst Chiara Battistini maintains his Neutral opinion on the stock. The target price is reduced from EUR 600 to EUR 575.
Εταιρικά νέα
Thales secured a contract to equip Polish Navy frigates with combat-management systems, sonars, infrared sensors and radars, the latest order to supply equipment for a government fleet. The French aerospace-and-defense company said Thursday that it had signed the contract with Polska Grupa Zbrojeniowa, a holding company of Polish government, though it didn’t disclose financial terms. The first warship is expected to enter service in 2029. Last month, Thales won a contract to provide in-service support for the Canadian Navy’s fleet of warships.
Imperial Brands said it expects to meet its guidance for fiscal 2023 and that it will launch a bigger share buyback in fiscal 2024. The tobacco group–which houses Davidoff, Gauloises and JPS among its brands–said its trading for the year ended Sept. 30 is seen in line with its guidance of low-single-digit growth in tobacco and next-generation products net revenue. It had also guided for group adjusted operating profit growth to accelerate to the lower end of its mid-single-digit range. It said it had seen improved tobacco net revenue growth over the second half of the year on strong pricing, which offset higher volume declines. Next-generation products–which include vape, heated tobacco and oral nicotine–revenue growth also accelerated in the period on strong growth in Europe, it added. The FTSE 100-listed company said it is undertaking a 1.1 billion pounds ($1.33 billion) share buyback for fiscal 2024, which will start on Oct. 6 and end in September 2024 and represents a 10% increase on the previous year’s program. It added that it expects total capital returns in the year to exceed GBP2.4 billion, including dividends and buybacks.
Autoliv said Thursday that 300 employees across China, Japan, Sweden and the U.S. will leave the company as part of its previously announced cost cuts, while it will also close an office in the Netherlands. The Swedish maker of airbags and safety belts said in June that it plans to cut up to 8,000 jobs globally as it accelerates global cost reductions and simplifies its logistics and geographic footprint, including the closure of several sites in Europe. The majority of the employees included in the job cuts outlined on Thursday are expected to leave the company before year-end, and the company said additional non-recurring charges are expected in future quarters as it continues to advance its cost reductions.
Anglo American said rough-diamond sales by its majority-owned De Beers Group fell in the eighth cycle of the year compared with the earlier cycle, after reducing its diamond availability as mid-level industry areas rebalance certain areas of stock accumulation. The FTSE 100 diversified mining company said Thursday that De Beers sold $200 million of diamonds in the eighth sales cycle of the year compared with $370 million in the seventh cycle of 2023, and $508 million in the eighth cycle of 2022. There are 10 sales cycles each year. “De Beers will continue to support its Sightholders to help re-establish equilibrium between wholesale supply and demand by providing full flexibility for rough diamond allocations in Sights nine and 10 of 2023, suspending De Beers Group online rough diamond auctions for the remainder of 2023, and investing an additional $20 million in natural diamond marketing to help drive consumer demand during the holiday season,” De Beers Chief Executive Al Cook said. Anglo American said sales are provisional figures and based on expected sales between Sept. 18 and Oct. 3.
National Grid said performance for the first half has been in line with expectations and that profit will reflect historic periods more than a year ago. The U.K. electricity-transmission network operator on Thursday said underlying earnings per share will be more weighted to the second half. The company said that operating profit for the six months ended Sept. 30 is expected to be more reflective of historic periods than in the same period of fiscal 2023. Regarding the U.K. businesses, contributions to operating profit are expected to be broadly evenly split across the year. As for the U.S. regulated businesses, National Grid expects it to be more heavily weighted toward the second half.
Pandora said Thursday it is scaling up investments to accelerate revenue growth and set new financial targets. The Danish jeweler said the strategy it launched in 2021 is yielding positive results, with investments in the brand, store network, organisation and people all paying off, so it is now initiating the next chapter. “To build the position as a full jewellery brand in the affordable luxury space, Pandora will increase investments in brand desirability and the store network,” it said in a statement released in conjunction with an investor day. “The company is on track to shift to 100% recycled silver and gold by 2025, and is spearheading the use of lab-grown diamonds.” Pandora said it now targets organic growth of 7%-9% from 2023 to 2026, comprising 4%-6% like-for-like growth and network expansion of around 3%. The earnings before interest and tax margin target is 26%-27% by 2026 and revenue is expected to reach between 34 billion and 36 billion Danish kroner ($4.79 billion-$5.07 billion) in 2026. EBIT is expected to reach DKK8.8 billion-DKK9.7 billion by 2026. It expects DKK16 billion-DKK17 billion of free cash flow generation from 2024 to 2026 and aims to return DKK14 billion-DKK17 billion in cash to shareholders during 2024 to 2026.
Scor plans to buy back a 5.01% stake in its own shares from French insurance company Covea for 252 million euros ($264.7 million) and to sell it to BNP Paribas’s insurance business BNP Paribas Cardif. French reinsurer Scor said late Wednesday that its board authorized the acquisition of 9 million of its own shares, exercizing an option contemplated by a 2021 agreement with Covea to settle a dispute that began with a failed hostile takeover attempt of Scor by Covea. Under the settlement, Covea granted Scor a call option on its full stake of 8.8% at a price of EUR28 a share. Scor’s shares closed at EUR28.60 on Wednesday. Scor said it intends to subsequently sell its shares to BNP Paribas Cardif at an undisclosed price. “These transactions aim to normalise Scor’s shareholding,” the company said.

