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As European markets rise and inflation slows, investors are turning to dividend stocks for stable income. Teleperformance SE, a digital business services company with a market cap of €5.54 billion, offers a 4.5% dividend yield, reflecting strong fundamentals and a commitment to shareholder value. The company has consistently increased dividends over the past decade, supported by sustainable payout ratios.
Barclays has downgraded Norwegian Air Shuttle to "equal weight" from "overweight" due to rising costs, despite the airline's better-than-expected Q1 results being attributed to one-time items. The broker warns that inflation will hinder mid-term profitability, even as demand remains healthy and strategic advantages persist. Seven analysts continue to rate the stock as "strong buy" or "buy."
UBS analysts have identified the Japanese yen (JPY) as the best value currency, with a fair value estimate adjusted to 125, while the Canadian dollar (CAD) is considered overvalued at 1.52 against the USD. The Australian dollar (AUD) is viewed as undervalued, and the Norwegian krone (NOK) is more undervalued than previously assessed, though full convergence to fair value remains challenging.
Deutsche Bank has lowered its price target for Nordic Semiconductor to NOK 105 from NOK 115 while maintaining a Hold rating. In Q1 2025, Nordic reported revenue of $155 million, more than double year-over-year, with a gross margin of approximately 50% and a net cash flow of $20 million. The company is experiencing strong design activity with its new nRF54 series and expanding its long-range business with the nRF9151 launch.
Vodafone Idea shares are in focus as Goldman Sachs acquired a 0.55% stake through a bulk deal, purchasing shares worth Rs 457.96 crore at Rs 7.65 each. This transaction follows Nokia Solutions and Networks India selling a 0.95% stake, raising Rs 785.67 crore. The government's recent conversion of Rs 36,950 crore in spectrum dues into equity has increased its stake in Vodafone Idea to nearly 49%, providing significant financial relief to the telecom operator.
Analysts have updated their recommendations and price targets for several companies, reflecting varied market sentiments. Notable changes include Bakkafrost upgraded to Buy by DNB Markets, while Eni was downgraded to neutral by Redburn Atlantic. Other adjustments include price target reductions for TotalEnergies, UBS Group, and Bolloré, alongside upgrades for Inditex and Mowi.
Norges Bank has decided to keep the policy rate unchanged, signaling slower and smaller interest rate cuts until the end of 2027 due to higher-than-expected inflation. The bank is cautious about lowering rates prematurely, as inflation pressures remain significant. Analysts predict that the krone will remain stable in the coming months, with potential rate cuts not expected until at least June, pending further inflation data and economic developments.
UBS has set a cautious EUR/USD target of 1.07 for Q2, anticipating a pullback. While the Swedish krona (SEK) faces near-term vulnerabilities, increased defense spending by the Swedish government is expected to support its medium-term strength, limiting potential rallies against the euro.
UBS has set a EUR/USD target of 1.07 for Q2, anticipating a deeper decline in the pair. While the Swedish krona (SEK) faces short-term vulnerabilities, increased defense spending by the Swedish government is expected to bolster its medium-term prospects, limiting potential gains for the euro against the SEK.
UBS has reaffirmed its Buy recommendation for Norsk Hydro, maintaining a target price of NOK 90, indicating a potential upside of 37%. The company's upstream results for Q1 2025 appear strong, with limited exposure to falling aluminum prices, although downstream and recycling sectors remain weak. Analysts noted that the recent CMD for 2024 offered mixed conclusions but provided encouraging insights on capital allocation and minority dividends.
Norwegian Krone
Currency
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
European Dividend Stocks to Watch Amid Market Recovery and Inflation Easing
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