Overall market situation:
European stock markets are in a bullish mood after the White House boosted sentiment among semiconductor companies. The German DAX is currently gaining 1.1% in the cash market, while the French CAC40 is adding 1.05% and the British FTSE100 is up 0.35%. Investors are focusing on the BoE's interest rate decision today.
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Distribution of today's European stock returns. Source: xStation
The German DE40 is up 0.81% intraday today. The contract is holding above the 50-day EMA (blue line) and is completely erasing the declines that started in late March. From a technical perspective (exponential EMA), the DE40 is resuming its uptrend and is already close to the all-time high zone. Source: xStation
News:
AP Moeller Maersk (MAERSKA.DK) shares gain 0.5% after the Danish shipping company reported slightly better-than-expected results for Q1 fiscal year:
- Revenue $13.32 billion (expected $13.22 billion)
- EBITDA $2.71 billion (expected $2.56 billion)
- Underlying EBITDA for fiscal year to reach $6 billion to $9 billion (expected $6.94 billion)
- Underlying EBIT for fiscal year to reach $0 billion to $3 billion (expected $1.48 billion)
- Global container trade for fiscal year to reach -1% to +4%, previously estimated around +4%
Infineon (IFX.DE) shares gain 3.25% after the IT company reported slightly better-than-expected Q2 2025 earnings and benefits from improved sentiment around Wall Street technology companies before the session:
• Total segment profit: EUR 601 million (expected EUR 578.8 million)
• GIP margin: 9.6% (expected 13%)
• Revenue: EUR 3.59 billion (expected EUR 3.61 billion)
• Q3 revenue outlook: EUR 3.7 billion (expected EUR 3.84 billion)
The increase in revenue in the second quarter confirms the expected economic recovery. Tariff disputes lead to uncertainty in the second half of the fiscal year accompanied by negative currency effects, the company reported.
We can also see growth of over 2% in the shares of Rheinmetall (RHM.DE). The reason for the share price increases in this case are also the results for Q1 2025:
• EPS: EUR 1.92 (expected EUR 1.49)
• Operating margin: 8.7%
• Operating profit: EUR 199 million, +49% y/y
• Sales: EUR 2.31 billion (expected EUR 2.05 billion)
• Sales forecast for the fiscal year: +25% to +30%
• Operating margin forecast for the fiscal year: ~15.5% (expected 15.7%)
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