Vestas 飙升、爱马仕下跌、Kingspan 上涨 | 个股异动
Vestas Surges, Hermes Drops, Kingspan Jumps | Stock Movers
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《股票异动报告》，为您汇总利用彭博数据在股市中有所动作的公司。
Let's take a look at some of the stocks on the move today in Europe. I'm Tim Adabio alongside Steven Carroll. And we're joined by Bloomberg's breaking news editor, Louise Moon. Louise, let's start in Denmark. We're seeing wind turbine maker Vestas uh surging today. What's driving that?
让我们看看今天欧洲一些异动的股票。我是蒂姆·阿达比奥，旁边是史蒂文·卡罗尔。我们还请到了彭博突发新闻编辑路易丝·穆恩。路易丝，我们先从丹麦开始。我们看到风力涡轮机制造商维斯塔斯今天大涨。是什么推动了这一涨势？
So, they've had their second quarter results and quite a host of positive news. So, they raised their fullear profit outlook. They issued a new 400 million euro buyback. Um and this is all down to a jump in their orders for their wind turbines. So, total orders for those rose 40%. They're saying, you know, on the back of uh demand growing as countries are turning more towards renewable energy. Um and an analysts are calling this outstanding, stellar, and proves that the company is out of the woods.
是的，他们公布了第二季度业绩，并带来了一系列利好消息。他们上调了全年利润预期，并宣布了一项新的4亿欧元回购计划。这一切都归功于其风力涡轮机订单的激增。总订单量增长了40%。他们表示，这得益于各国越来越转向可再生能源，需求不断增长。分析师称这一业绩“出色”、“亮眼”，证明该公司已走出困境。
So Vestas has spent quite a few years since the pandemic trying to improve their profitability. Um and part of that has been increasing their prices, but that hasn't seem to deter orders. Orders um as I say, still climbing. So they've kept the outlook unchanged. Shares up as much as 19% this morning. It's the most in four years. Um and that's after gains that we've been seeing um already uh last year and this year. So a strong set of second quarter results from Vestas.
自疫情以来，维斯塔斯花了好几年时间努力提高盈利能力。其中一部分是提高价格，但这似乎并未抑制订单。订单量，如我所说，仍在攀升。因此他们维持了业绩展望不变。今早股价一度上涨19%，创四年最大涨幅。这是在去年和今年已经有所上涨的基础上实现的。所以维斯塔斯第二季度业绩表现强劲。
Okay. So that's in Denmark turning going to France next and a drop for Hermes shares. What's going on?
好的。这是丹麦的情况。接下来我们看法国，爱马仕股价下跌。发生了什么？
Yeah, so there's been a note from Deutschbank lowering their price target for Hermes and also for LVMH. So that's pulling down both of their shares but also kind of luxury uh stocks across the board dipping. So we've got Hermes down about 2%, LVMH similar, slightly less uh Carring about 3%, Burberry also lower as well. So Deutsch Bank are saying that and and as I say specifically for this note it's focusing on MS and LVMH but saying that improvements in the second quarter were limited.
是的，德意志银行发布了一份报告，下调了爱马仕和路威酩轩的目标价。这拖累了这两家公司的股价，同时也导致整个奢侈品板块普遍下跌。爱马仕下跌约2%，路威酩轩类似，略少一些，开云集团下跌约3%，巴宝莉也走低。德意志银行表示，正如我所说，这份报告特别关注爱马仕和路威酩轩，但指出第二季度的改善有限。
Um so this is after their uh earnings and they see a lack of catalyst for the existing headwinds to go away. So obviously the sector has been grappling with a lot of challenges ongoing challenges. Uh demand in China is changing that's partly on spending partly on competition local competition. There's been a drag of growth from the impact from the Middle East. and generally weaker spending uh from consumers um given cost of living concerns.
这是在它们公布财报之后，他们认为现有不利因素缺乏消除的催化剂。显然，该行业一直在应对许多持续性的挑战。中国的需求正在变化，部分原因是消费支出，部分原因是本土竞争。中东局势的影响拖累了增长，而且由于生活成本担忧，消费者支出普遍疲软。
So that note from Deutschbank um lowering that price target is is what's pulling luxury stocks uh lower across the board in Europe.
因此，德意志银行下调目标价的消息正在拖累欧洲奢侈品股全面下跌。
Okay. Well to finish we're taking a look at Irish building materials company Kingspan. They're seeing a share rise. Tell us more about that.
好的。最后我们来看爱尔兰建材公司 Kingspan。他们的股价正在上涨。请告诉我们更多相关信息。
Yes. Uh as much as 8% the highest since 2022, early 2022. So quite a big rise for them um in their share price this morning. News came late last night. There there's a deal. Uh so they have bought a company called BMC Manufacturing Group. So also an Irish company that's for an initial consideration of €850 million plus potentially some more um of up to about 50 million e depending on if they hit profitability targets.
是的。涨幅高达8%，是自2022年初以来的最高水平。所以今早他们的股价涨幅相当大。消息是昨晚深夜传来的。有一项交易。他们收购了一家名为 BMC Manufacturing Group 的公司。这也是一家爱尔兰公司，初始对价为8.5亿欧元，如果达到盈利目标，可能还会增加最多约5000万欧元。
So analysts are essentially saying this is highly complimentary. So Kingspan has one of its key units is for data centers. So building out data centers and this company that they've bought strengthens that position that that position in data center infrastructure. So expanding their presence in that space. Um as I say it's already been driving momentum for Kingspan. Um and analysts are saying that the narrative of adding this company to their portfolio is important to the investment case.
分析师基本上认为这具有高度互补性。Kingspan 的关键业务之一是为数据中心提供服务。因此，建设数据中心，而他们收购的这家公司加强了他们在数据中心基础设施方面的地位。从而扩大了他们在该领域的业务。正如我所说，这已经为 Kingspan 带来了上涨动力。分析师表示，将这家公司纳入其投资组合的故事对其投资案例很重要。
So um boosting their shares on that.
因此，这推动了他们的股价上涨。
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