ABN Amro、Vestas 大涨,TUI 下跌 | 欧洲股市个股动态
ABN Amro Jumps, Vestas Surges, TUI Falls | Stock Movers
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《股票走势报告》,为您汇总在股市中有所动作的公司,利用彭博数据的力量。
Now let's take a look at some of the stocks on the move today in Europe. I'm Lizzie Bird alongside Steven Carroll and we're joined by Bloomberg reporter Louise Moon. So Louise, I think we'll start in Amsterdam with ABN Amry. What's driving there sh this morning? Second quarter results this morning pretty strong. So profits beat expectations. They raised the outlook for net interest income. That's a key revenue source.
现在让我们来看看今天欧洲一些走势波动的股票。我是Lizzie Bird,旁边是Steven Carroll,我们还邀请到了彭博记者Louise Moon。那么Louise,我想我们从阿姆斯特丹的荷兰国际集团开始。今天早上是什么推动了它们的股价?今早的第二季度业绩相当强劲。利润超出预期。他们上调了净利息收入的展望。这是一个关键的收入来源。
Um and shares gaining up about six or so percent this morning. They have already risen about 35% this year. So adding to gains uh for this year. Essentially the CEO has been prioritizing cost controls. So things like job cuts included in that efficiency. Um so also using AI um and they have and also um acquisitions as well and so this has been benefiting ABM Ambro and these results kind of bolstering that recovery story.
嗯,今早股价上涨了大约6%左右。今年已经上涨了约35%。所以是在今年的涨幅基础上继续增加。基本上,首席执行官一直优先考虑成本控制。所以像裁员这样的措施也包括在效率提升中。嗯,还使用了人工智能,嗯,他们也有收购,嗯,这些一直让荷兰国际集团受益,这些业绩也支撑了复苏的故事。
So investors are welcoming the set of numbers and sending shares higher.
所以投资者对这些数字表示欢迎,并推动股价走高。
Okay. Well speaking of shares moving higher Vestas in Denmark the wind energy uh company up almost 18% this morning.
好的。说到股价上涨,丹麦的风力能源公司维斯塔斯今早上涨了近18%。
Yeah analysts are calling it stellar a stellar set of results. So second quarter results they raised their fullear profit outlook. um they announced a 400 million euro buyback. This is all down to a jump in orders for their wind turbines. So turtle total turbine orders rose 40% um demand growing you know as companies turning uh towards renewable energy. So as I say analysts calling it stellar and they're saying that it proves that the company is out of the woods.
是的,分析师称其为出色的业绩。所以第二季度业绩中,他们上调了全年利润展望。嗯,他们宣布了4亿欧元的回购。这完全是由于风力涡轮机订单的激增。所以涡轮机总订单量增长了40%,嗯,需求在增长,你知道,随着公司转向可再生能源。所以正如我所说,分析师称其为出色,并表示这证明公司已经走出困境。
So Vestus has spent quite a few years post pandemic years really trying to improve their profitability. Um and they have increased prices but that obviously hasn't impacted orders. those orders still climbing. So kept that outlook unchanged and as you say shares higher up um as much as 18% in morning trading and in a similar way to ABM Anro uh adding to gains already. So they're already higher this year uh and last year I think they rose about 77%.
所以维斯塔斯在疫情后的几年里确实花了很多时间努力提高盈利能力。嗯,他们提高了价格,但这显然没有影响订单。那些订单仍在攀升。所以保持了展望不变,正如你所说,股价在早盘交易中上涨了多达18%,并且与荷兰国际集团类似,在已有涨幅基础上继续增加。所以今年已经上涨了,嗯,去年我认为上涨了约77%。
So um a good set of earnings adding to a positive story. Finally let's talk tourism. You've actually seen a drop for TUI the travel group even in summer.
所以,嗯,一份不错的业绩为积极的故事增添了色彩。最后我们来谈谈旅游业。你实际上看到旅游集团途易的股价下跌了,即使是在夏季。
Yeah so really interesting. So, it's a bit of a bit of a slightly mixed picture. So, the unit, well, they had one standout performer, the unit that offers tours and activities did really well. This is part of their third quarter results, but overall, they've been really hit by the Middle East uh the impact from the Middle East war as we've been seeing across travel and across airlines. So, hotel and resorts, that unit profit dropped.
是的,非常有趣。所以,情况有点复杂。那个部门,嗯,他们有一个表现突出的部门,提供旅游和活动的部门表现非常好。这是他们第三季度业绩的一部分,但总体而言,他们确实受到了中东战争的影响,正如我们在旅游业和航空公司中所看到的那样。因此,酒店和度假村部门的利润下降了。
Their cruise unit also got a 20 million euro hit. Um, and their airline in particular also pulled lower. Obviously, we've been seeing headwinds across that since uh the Middle East uh war started. They did reiterate their profit outlook, but they've suspended their revenue guidance and shares falling as much as about 4% on the back of that. So, of course, all those those travel industry, those airline headwinds, softer demand, fuel supplies, um and the like dragging on to it.
他们的邮轮部门也遭受了2000万欧元的损失。嗯,特别是他们的航空公司也拖累了业绩。显然,自中东战争开始以来,我们一直看到这些不利因素。他们确实重申了利润展望,但暂停了收入指引,股价因此下跌了约4%。所以,当然,所有这些旅游行业、航空公司的逆风,需求疲软,燃料供应等问题都在拖累它。
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