La Bourse de Paris plombée par le luxe (-0,50%) malgré des indicateurs rassurants

La Bourse de Paris a reculé de 0,50% jeudi, plombée par le secteur du luxe alors que le reste des marchés s’est montré un temps satisfait par les derniers chiffres sur l’évolution des prix aux Etats-Unis. 
 
L’indice phare CAC 40 a cédé 36,05 points à 7.201,14 points. Il avait terminé en hausse de 0,75% mercredi.
 
La cote parisienne est restée dans le rouge tout au long de la séance, contrairement à ses homologues européennes et américaines qui ont évolué dans le positif en milieu de journée.
 
Selon Frédéric Rollin, conseiller d’investissement pour Pictet AM, le repli des valeurs du secteur du luxe est en lien avec la forte baisse du dollar ces derniers jours, « ce qui pénalise les grand exportateurs, comme les entreprises telles que L’Oréal ou LVMH », des poids lourds de l’indice parisien.
 
Le dollar a en effet perdu plus de 1,40% de sa valeur face à l’euro en cinq jours.
Cette tendance sectorielle explique que « le CAC 40 se soit comporté un peu différemment » des autres places boursières européennes ce jeudi, complète l’analyste.
 
« Mis à part cela, les indices ont été stables ou dans le positif » une bonne partie de la journée, rassurés par des « chiffres d’inflation qui ont cessé de surprendre à la hausse », comment M. Rollin.
 
Aux États-Unis, les prix à la consommation ont, conformément aux attentes, grimpé de 7% sur l’année 2021, enregistrant leur plus forte hausse depuis juin 1982. 
 
Mais sur le seul mois de décembre, l’inflation a ralenti par rapport à novembre, à 0,5% contre 0,8% notamment car l’augmentation des prix de l’énergie a ralenti pour la première fois depuis avril.
 
Par ailleurs, jeudi, les prix de gros en décembre sont ressortis en-dessous des anticipations des analystes: +0,2% par rapport à novembre, contre +0,4% attendu, en net ralentissement.
Sur l’ensemble de l’année 2021 cependant, les prix de gros ont bondi de 9,7%, du jamais-vu depuis que ces données ont commencé à être compilées en 2010.
 
Face à ces records de hausse de prix, la Réserve fédérale américaine (Fed) a déjà prévenu que le retrait de ses mesures exceptionnelles de soutien à l’économie se ferait plus rapidement que prévu.
 
Le luxe souffre
 
Aux trois dernières places du CAC 40 figuraient les fleurons du luxe français, Kering (-3,61% à 685,90 euros), Hermès (-3,17% à 1.329 euros) et L’Oréal (-2,81% à 388,80 euros). Peu après arrivait LVMH qui a cédé 2,64% à 690 euros…
 
Renault vise 100% de ventes électriques
 
La marque Renault vise non plus 90% mais 100% de ventes électriques en Europe en 2030, a annoncé le directeur général du groupe Renault, Luca de Meo, jeudi, lors d’une conférence de presse. L’action a terminé en haut du CAC 40 avec une hausse de 4,58% à 33,89 euros.
 
Sopra Steria confirme ses objectifs 
 
L’action a grimpé de 5,67% à 163,90 euros, après que le groupe a confirmé prévoir de « largement atteindre » ses objectifs de performance en 2021.
 

leral

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