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Netflix rapporterede stærke resultater for fjerde kvartal med stigende indtægter og overskud, drevet af populære serier som “Stranger Things”. Indtægterne nåede 12,05 milliarder dollars, en stigning på næsten 18% fra året før, og nettoindkomsten steg med omkring 29%. Netflix overgik også 325 millioner betalte medlemskaber. I Europa og USA faldt aktierne kraftigt som følge af præsident Trumps tariftrusler og Greenlands-oplevelsen. I Asien observeres ro mens fokus rettes mod Greenlands-situationen og det japanske obligationsmarked. Amerikanske obligationer så et betydeligt fald, med en stigning i afkastet på tiårige obligationer til 4,295%. Økonomiske analyser inkluderer ændringer i kursmål for virksomheder som Belimo og VAT Group.
Fra Swissquote:
Netflix reported strong fourth-quarter results, shortly after sweetening its $72 billion deal for Warner Bros. Discovery’s studios and the HBO Max streaming service. Netflix increased revenue and profit from the prior-year quarter and beat analyst forecasts, with popular series such as the final season of “Stranger Things” boosting viewership. The company attributed its growth to increases in subscribers, prices and advertising revenue. The streamer reported revenue of $12.05 billion, up almost 18% from the same period a year earlier. Net income was $2.42 billion, a roughly 29% rise from the fourth quarter of 2024. It also said it surpassed 325 million paid memberships. In addition to “Stranger Things,” popular shows and movies on Netflix during the quarter included the second season of “Nobody Wants This,” the ninth season of “Selling Sunset” and filmmaker Guillermo del Toro’s “Frankenstein.”
The Swiss market ended on a weak note on Tuesday as escalating geopolitical tensions amid tariff threats by U.S. President Donald Trump rendered the mood bearish across global markets. The benchmark SMI settled with a loss of 107.08 points or 0.81% at 13,169.96 after languishing in negative territory right through the day’s session. The index touched a low of 13,080.02. Logitech International closed down by 4.3%. Schindler Ps, Helvetia Baloise Holdings, Geberit, Amrize, Sika, SGS, UBS Group, Novartis, Holcim and Nestle lost 1 to 1.7%. Zurich Insurance, Richemont, Swiss Life Holding, Julius Baer, Partners Group, Lindt & Spruenglo and Sandoz Group also ended notably lower. Sonova climbed about 2.5%, Alcon gained 2.22% and VAT Group ended with a gain of 2.02%. Straumann Holding edged up marginally.
Europe
European stocks tumbled on Tuesday as U.S. President Donald Trump’s tariff threats and efforts to take control of Greenland raised trade war threats. The United States depoloyed military aircraft to Pituffik Space Base in Greenland, prompting Denmark to rush its Army chief and troops to the Arctic Island in a dramatic escalation of tensions. The pan European Stoxx 600 slipped 0.7%. The U.K.’s FTSE 100 ended down by 0.67%, Germany’s DAX closed 1.03% down, and France’s CAC 40 lost 0.61%. Switzerland’s SMI fell 0.81%. Among other markets in Europe, Belgium, Czech Republic, Finland, Greece, Iceland, Ireland, Portugal, Russia, Spain and Sweden ended with sharp to moderate losses. Netherlands edged down marginally. Denmark, Norway and Turkiye closed higher, while Poland ended flat. In the UK market, Mondi tumbled 4.65%. Beazley closed down by 3.7%, while Pershing Square Holdings, Land Securities Group, Bunzl, St. James’s Place, British American Tobacco, Prudential, Ashtead Group, Imperial Brands and Entain lost 2 to 3%. AstraZeneca drifted down by about 2.7% after the drug maker announced it would delist its American Depositary Shares and debt securities from Nasdaq. Informa climbed more than 4.5%. Haleon and Endeavour Mining moved up 3.27% and 2.73%, respectively. Rentokil Initial, Melrose Industries, Coca-Cola Europacific Partners and Rolls-Royce Holdings also closed notably higher. In the German market, Fresenius fell nearly 5%. Vonovia, Fresenius Medical Care, Bayer, Zalando, Deutsche Telekom, Merck, Henkel, Heidelberg Materials, E.ON, Continental, Allianz, Symrise, Brenntag and RW lost 1 to 3.5%.
United States
After ending last Friday’s choppy trading session modestly lower, stocks showed a more substantial move to the downside during trading on Tuesday. The major averages all moved sharply lower, adding to the losses posted last week. The major averages saw further downside late in the session, closing near their worst levels of the day. The Dow slumped 870.74 points or 1.8 percent to 48,488.59, the Nasdaq plunged 561.07 points or 2.4 percent to 22,954.32 and the S&P 500 tumbled 143.15 points or 2.1 percent to 6,796.86. The sell-off on Wall Street came amid renewed concerns about a trade war between the U.S. and Europe over President Donald Trump’s efforts to take control of Greenland. Trump has threatened to impose new tariffs on several European nations if they oppose his attempt to purchase the Danish territory, which he claims is imperative for national security. In a post on Truth Social, Trump announced plans to impose a 10 percent tariff on imports from Denmark, Norway, Sweden, France, Germany, the U.K., the Netherlands and Finland beginning February 1st. Housing stocks turned in some of the market’s worst performances on the day, dragging the Philadelphia Housing Sector Index down by 2.5 percent. Significant weakness was also visible among airline stocks, with the NYSE Arca Airline Index tumbling by 2.4 percent. Networking, brokerage and retail stocks also saw considerable weakness, while gold stocks moved sharply higher along with the price of the precious metal.
Asia
There is little movement on the Asian stock markets in the middle of the week. Attention is focused primarily on developments in Greenland. US President Donald Trump plans to meet with European politicians at the World Economic Forum in Davos. The market is hoping for an amicable solution. In addition, the focus remains on Japan, where concerns about overly aggressive fiscal measures led to turmoil on the bond market yesterday, with a sharp sell-off of Japanese government bonds. As a result, the yield on ten-year bonds climbed to its highest level in 27 years. However, the country’s finance minister is confident that the situation will not get out of hand.
Bonds
In the U.S. bond market, treasuries extended the steep drop seen during last Friday’s session. As a result, the yield on the benchmark ten-year note, which moves opposite of its price, jumped 6.4 basis points to a five-month closing high of 4.295 percent.
Analysis
UBS lowers Belimo target to CHF 524 (536) – Sell
UBS raises VAT Group target to CHF 560 (430) – Buy
Citi raises Volvo target to SEK 335 (328) – Buy
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