US Market Closed Higher for major index but Russell lost 0,9%..BHI +15.2% on Talks of HAL i nterest, stock was higher by 2.8% in after hours after confirmation of preliminary talks...TWC +3.4% on confirmaing that Merger with CMCSA remains on track...WMT +4.72% after numbers...Tech Sector continue to be strong...BBRY +7% after investor Day...Volume were below average @ 690 mil sahres...VIX @ 13.79 +5.91%...SINA -4% After hours on numbers...US After Hours CRRS +29.2%, TUBE +11.6%, JWN +2.5%, YOD -14.5%, YOKU-6.1% following earnings/guidance...Japan in a hold mode waiting for Q3 preliminary GDP to be release on Sunday evening - a disappointing figure should seal the delay, while an upside surprise will support the case for a hike on schedule. Today's Nikkei report indicated Abe is close to make a decision, with primary factors being the GDP report and subsequent meetings with economic advisors . Econ Min Amari also indicating a delay remains possible, warning that economic stimulus steps may be needed if the hike is pushed back. Adviser Honda reiterated his support for a delay, but also warned investors could question govt commitment to lower debt...In China Sina lower, Weibo higher on fared much better on strong sales growth and robust increase in active user metrics. China premier Li remained optimistic of
being able to achieve the 7.5% official target....Nikkei +0.56%...Hang Seng -0.06%...Shanghai -0.73%
Eur$ 1.2439 S&P +0.06% EuroStoxx +0.22% FTSE -0.03% DAX +0.15% SMI +0.12%
Macro :
- China Oct. Auto Sales Rise 6.4% on Year to 1.71m Units
- Noyer Says ECB Could Buy State or Company Debt If Needed: Echos
Keep an eye on :
- ACS SM : ACS 9M Net Rises 0.5% to EU551M From EU548M a Year Earlier
- AIR FP : Airbus 3Q Profit Beats Est; Reiterates Forecast
- AREVA FP : Areva to Supply Fuel Assemblies to Finnish TVO Nuclear Reactors
- AKE FP : Arkema 3Q Ebitda In Line With Ests., Confirms 2014 Outlook
- BALN SW : Baloise 9m Solvency Ratio 338%, Plans to Pay Attractive Dividend
- B5A GY : Bauer 3Q Pretax EU11.4m vs EU9.36m Loss
- BEKB BB : Bekaert 3Q Rev. Beats Ests.; Pirelli Deal Faces Review in Turkey
- EN FP : Bouygues 3Q Sales Beat, Raises 2014 Rev. Target, Bouygues Telecom to Cut Number of Phone Plans, Le Parisien
- BHI US : HAL Interested in Buying BHI
- CGJ CN : Carlisle Goldfields Reviewing Nordgold’s Request on Bid
- CU FP : Club Med Says Global Resorts Buys 1.06 Mln Shares at EU23 Each
- COL SM : Colonial 9M Net EU563M Vs EU369M Loss a Yr Earlier
- DEQ GY : Deutsche Euroshop 9M Cons. Profit EU69.5m vs EU73.2m Y/Y
- DEXB BB : Dexia Has EU7.7b Liquidity Surplus to Confront Debt Redemptions
- DRI GY : Drillisch: 9m Gross Profit Up 20.8% to EU105.3m, Drillisch Sees FY Ebitda at High End of EU82m-EU85m Forecast
- ELIOR FP : Elior Confirms FY Ebitda Margin Guidance, Says Revenue on Target
- FNC IM : Hitachi to Acquire Finmeccanica Rail Units, Nikkei Says
- FCA IM : Fiat’s Alfa Romeo to Invest >EU5b in New Cars: Automobilwoche
- GEO IM : Geox 3Q Ebitda Beats Ests., Confirms 2014 Targets
- GSK LN : Apollo Global Said Bidding for GSK Mature Drugs: Reuters
- JEN BB : Jensen-Group 3Q Rev. Rises 30.7%; Sees FY Profitability Higher
- BAER VX : Julius Baer 10-Month AUM Rises 12% From End 2013
- KIN BB : Kinepolis 3Q Visitors Rise 12.2% to 4.67m; Adj. Ebitda Higher
- MMB FP : Lagardere 3Q Rev. EU1.9 Bln, up 1.4% on Reported Basis
- LEG GY : LEG Immobilien 3Q FFO I EU42.3m vs EU35.1m; Confirms Forecast
- MRW LN : Traded higher on vague bid rumor reported by the Daily Mail this morning
- RWE GY : RWE Weighs Cutting Dividend to 80 Cents/Share: Rheinische Post
- SAP GY : SAP to Pay Oracle $359m to Resolve Downloading Case
- SCYR SM : Sacyr 9M Net Rises 3.1% to EU82.6M From EU80.1M a Year Ago, Sacyr Raises Valuation of Repsol Stake, Expansion Reports
- SFER IM : Ferragamo Rev., Ebitda In Line With Ests.
- SHP LN : AbbVie Even Stronger Now Than When Shire Deal Was Announced: CFO
- SLHN VX : Talanx Selling Entire 1.6m-Shr Stake in Swiss Life, Deutsche Bank is doing the ABB ~ 5,03% of Co @ CHF217/Shr
- SONI PL : Sonae Industria Says Efanor Provides EU77m for Capital Increase
- TIT IM : Oi may consider merger with Tim rather than acquisition
- VOC SM : Vocento 9M Net Loss EU9.1M Vs EU15.3M Loss a Yr Earlier