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Aktier/åbning: Unibrew på himmelflugt i konfliktfokuseret marked

Source RBB StockExchange Friday, 19 Apr, 2024 06:19:07 GMT
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Unibrew tordner i vejret fredag efter en opjustering og en bedre end ventet start på 2024, mens hovedparten af medlemmerne af C25-indekset er i rødt efter en eskalering af konflikten mellem Israel og Iran.

Israel har natten til fredag ifølge flere nyhedskilder angrebet Iran, der ifølge iranske medier dog nedtoner angrebet.

Torsdag var en halvsløj dag for det danske eliteindeks, C25, der måtte af med 0,4 pct., og presset fortsætter fredag morgen med et fald på 0,3 pct. til 1868,93.

UNIBREW OPJUSTERER FORVENTNINGERNE

Royal Unibrew har haft en stærk start på året, som bør give anledning til opjusterede estimater blandt analytikere, og som også lover godt for andre bryggerier som Carlsberg.

Det vurderer finanshuset Citigroup, efter at bryggeriet torsdag aften opjusterede forventningerne og fremrykkede regnskab for første kvartal.

- Aktien ventes at reagere positivt og med positive implikationer for Carlsberg, Heineken, Campari og Britvic, skriver Citi.

Unibrew har hævet forventningerne til driftsindtjeningen, EBIT, i år med 75 mio. kr. til intervallet 1875-2025 mio. kr., mens omsætning, organisk vækst og organisk volumenvækst i første kvartal også er betydeligt over analytikerkonsensus.

Efterfølgende har ABG hævet sin anbefaling for bryggeriaktien til "køb" fra "hold" med et kursmål, der er hævet til 520 kr. fra 485 kr.

Unibrew løftes markant med 10,0 pct. til 484,60 kr., mens Carlsberg stiger 1,0 pct. til 908,20 kr.

Mærsk fortsætter nedturen med et minus på 0,9 pct. til 9294 kr. til trods for positive indikationer fra rederikonkurrenterne i Asien, der lå med solide stigninger efter nattens meldinger om et israelsk angreb på Iran.

Fredag morgen har vanen tro også budt på SCFI-ratemeldingen fra Kina, der i denne uge har vist en stigning på 0,7 pct. til 1769,54 point.

Vestas og Ørsted kan kigge mod USA, hvor Siemens Energy og en række andre selskaber kan se frem til at få del af amerikanske skatterabatter på 2 mia. dollar.

Det skriver Bloomberg News på baggrund af unavngivne kilder.

Det er en længere liste af selskaber inden for vedvarende energi, der fredag vil blive annonceret i det amerikanske energiministerium. Skatterabatterne gives som en del af Joe Biden-regeringens store Inflation Reduction Act.

Vestas åbner med et fald på 1,1 pct. til 174,80 kr., og Ørsted taber 0,9 pct. til 386 kr. efter torsdagens optur på 3,6 pct.

ISS-investorerne kan fredag rette opmærksomheden mod Frankrig, hvor blandt andet højere priser står bag en oppræcisering af prognosen for servicekoncernen Sodexo.

ISS taber 0,6 pct. til 125,20 kr.

GN får forud for regnskabet 2. maj sat kursmålet op til 280 kr. fra 260 kr. af Danske Bank, der gentager sin købsanbefaling.

GN-aktien genvinder 1,6 pct. til 168,60 kr. efter torsdagens nedtur på 1,7 pct.

Blandt sidepapirerne falder Alm. Brand 0,41 kr. eller 3,3 pct. til 11,85 kr. efter fragået udbytte på 0,55 kr. per aktie.


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