US Market ended mix with with Dow & S&P down as Nasdaq & Russell slightly higher, Banks were underpressure on Forex Fine developments, Fossil & Macy's pushed the retail sector higher after better numbers...volume were in line with average with 700mil shares...VIX @ 13,02 +0,77%...US After Hours FUEL +16.1%, CYBR +14.4%, PLKI +2.6%, TWTR +1.5% (Raise Margins) XONE -8.5%, JCPcabinet has now been forced to deny early elections rumors twice in the scope of the past week. Separately, BOJ's Amamiya said the central bank's easing is an open-ended policy position targeting 2% inflation, and that the central bank is not concerned with the risk of hyper-inflation....As widely expected, BOK left rates on hold at 2.00% in a unanimous decision. Policy statement was largely neutral, noting exports continue favorable trend, economy would improve gradually, and negative output gap would narrow. Echoing some of the Korean govt officials, BOK acknowledged external threat of a weak Japanese yen potentially hurting domestic exporters, noting it was closely watching major countries' monetary policy along with the risks of the end of US easing and slowdown in the eurozone....Tech Sector pushed China mkt to open much lower (Tencent opened -3% on disaop numbers, rally all day - now +0.5%) ...Nikkei +1.14% Hang Seng +0.48% Shnaghai +0.03%-5.9%, NTAP-3.1%, CSCO -1.4% following earnings/guidance...WLT -3.5% (files $2.5b Mixed Sec. shelf)...Hasbro said to be in talks to buy Dreamworks (DWA US) -NYT (http://nyti.ms/1BdSVRs)...In Japan,
Eur$1.2443 S&P +0.28% EuroStoxx +0.76% FTSE +0.63% DAX +0.83% SMI +0.62%
Macro :
- China’s Zhu Says Divergent Global Monetary Policies Create Risks
- Brent Crude Falls Below $80 for First Time Since Sept. 2010
- China Oct. Industrial Output Rises 7.7%; Est. 8.0%
- Rio Tinto Urges G-20 to Focus on Infrastructure, Corruption
Keep an eye on :
- ABG/P SM : Abengoa 9M Net Income Rises 37% to EU100M
- AB1 GY : Air Berlin 3Q Pretax Earnings EU50.4m vs EU102.2m
- ADEN VX : Adecco Starts New Shr Buyback Program Up to EU250m
- ADP FP : Aeroports de Paris Says Air France Strike Cut EU12m From Sales
- AGN NA : Aegon 3Q Net Income Misses on Charges, Americas Morbidity
- AH NA : Ahold 3Q Underlying Oper. Profit, U.S. ID Sales Beat Ests., CFO Sees Overall Sales Trends U.S. Improving in 4Q
- ALO FP : Alstom May Return EU3.5 Bln to EU4 Bln to Shareholders
- ATC NA : Altice has firepower to bump PT Portugal bid - Merger Market
- AR4 GY : Aurelius 9-Month Ebitda Rises to Record, Raises FY Forecast
- BMPS IM : Monte Paschi 3Q Net Loss EU796.7m; Est. EU461.7m Loss
- BMPS IM : Monte Paschi Received Binding Offers for Consum.It Unit: CFO
- BNP FP : BNP Paribas Fortis to Review Management Bonus Policy: Tijd Link
- CRG IM : Banca Carige may seek merger with BPM following capital increase - Milano Finanza daily edition
- CU FP : Club Med offer period could be prolonged; Fosun expected to improve EUR 22 per share offer - Wansquare
- RF FP : Eurazeo 3Q Revenue Rose 4.3% to EU1.19B
- FGR FP : Eiffage Cuts Rev. Forecast, Expects Slight Decline
- FER SM : Morgan Stanley Selling 3.11% Stake in Ferrovial
- GTO NA : Gemalto Buys Marquis ID Systems; Terms Not Disclosed
- GSZ FP : GDF Suez 9-Month Ebitda EU8.9b vs Est. EU9b; Confirms Targets
- ILD FP : 3Q Rev. E1,06bln vs E1,05bln, 9,58mln sub. at Seot 30 vs 9,10m at june 30
- INGA NA : ING Group: ING to sell 34.5 million shares in Voya Financial ( Reducing stake from 32,5% to 19%)
- SDF GY : K+S 3Q Ebit I Beats Ests.; Raises 2014 Rev., Ebit I Forecasts
- LNZ AV : Lenzing 9M Sales, Profit Fall on Global Fiber-Production Surplus
- MLP GY : MLP 9M Sales Rise 2%; EPS Down 22%; Confirms 2014 Ebit Outlook
- MRK GY : Merck KGaA 3Q Adj. Ebitda Beats; Raises 2014 Sales Forecast
- MRL SM : Merlin Properties 3Q Net EU29M
- MOBB BB : Mobistar Says Telenet Lost Court Bid to Block Cable Regulation
- NUO NA : Nutreco suitors Cargill, Permira hire Credit Suisse and Rabobank - De Financieele Telegraaf
- RWE GY : RWE 9-Month Recurrent Net Income EU763m, Est. EU779m
- SAL IM : Salini Impregilo 9M Rev. EU3.09b Vs EU2.89b Y/Y
- SBMO NA : SBM 9-Month Directional Rev. $2.52b; Stable Vs Yr Earlier
- SRP LN : Carlyle Said Interested in Serco’s Non-Core Businesses: Sky
- SW FP : Sodexo FY Net Beats Ests., Rev. In Line, Div. Beats
- SOLB BB : Solvay Says Brazil Rejects Braskem Buy of Co.’s Indpua Stake
- SOLB BB : Solvay 3Q Adj. Ebitda EU458m vs Est. EU448m as Rev. Beats Ests.
- SONI PL : Sonae Industria 3Q Loss Narrows to EU10m vs EU16m
- SZG GY : Salzgitter Narrows 3Q Net Loss, Cuts 2014 Sales Forecast
- SAZ GY : Stada 9-Mo. Sales In Line; Keeps 2014 Forecast for Slight Growth
- SY1 GY : Symrise 3Q Sales Sales In Line; Confirms 2014, 2020 Targets
- TLX GY : Talanx 3Q Net EU149m vs EU118m, Confirms 2014 Profit Target
- TEF SM : Chedraui to Offer Mobile Services on Telefonica’s Network (Mexico)
- TFI FP : TF1 Is Selling Off Rights to 29 Rugby World Cup Matches: Figaro
- TOD IM : Tod’s 3Q Ebitda Misses Ests., Rev. In Line