US MArket Closed mix, With Dow & S&P Flat and NAsdaq Russell Down, VIX @ 14,05 +5,56%...Draghi Comments & Some M&A news gave the change to Japanese Q3 GDP...countercyclical sectors displayed strength with consumer staples (+0.6%), health care (+0.5%), and utilities (+1.3%) registering solid gains while the telecom services sector (-0.2%) underperformed...Tyson Foods +5,8% on better numbers...ACT/AGN higher helped the healthcare sector...BHI/HAL helped the energy secyor but it was still one of worst performing sector, Crude slided to $75,61/bbl...US After Hours : CCM +11.0%, A +0.2%, OME -19.9%, URBN -5.1%, AMCN -0.4% following earnings/guidance, BX +6% : to sell Midtown Manhattan tower for $2.25b, XLNX +2.4% on Buyback...Chinese report on mainland property prices put Shanghai under pressure, average prices fell for the 6th consecutive time...Japanese press is confirming the18th month delay of Sales tax hike and dissolve the lower house of Diet, Abe is also widely expected to unveil a new set of fiscal stimulus measures, speculated to amount to as high as ¥3T...Sony (6758 JP) +6.50% on FY17 Targets...Real estates names down in Shanghai (China Vanke -1.5% & Poly Real Estate -3.3%)...Nikkei +2.18% Hang Seng -0.88% Shanghai -0.75%
Eur$ 1.2470 S&P +0.06% EuroStoxx +0.06% FTSE DAX +0.18% SMI +0.09%
Macro :
- China Oct. New Home Prices Fall M/m in 69 Cities; 69 in Sept.
- Qatar, U.K. Govt Said in Talks on U.K. Investment Projects: FT
- EU28 October Car Registrations Rise 6.5% Y/y to 1.073m Units
Keep an eye on :
- AREVA FP: French Govt Said to Name Varin Chair of Areva Later This Yr: FT
- AH NA : Ahold Targets EU2.5b in Online Sales by End 2017, Ahold to Expand Online Services to Midwest and Belgium ’15
- AKZA NA : Akzo to Invest EU100m-EU150m a Year in Efficiency, CFO Tells FD
- BMW GY : Spotify Said to Integrate With BMW Car Platform: TechCrunch
- BNP FP : Galeries Lafayette Contests Cofinoga Sale Price to BNP: Figaro
- DUE GY : Duerr could be a target ...Carlisle (CSL US) could be interested
- EDF FP : EDF Rejects Deal to Buy Quadra Utility in Russia: Vedomosti
- FNC IM : Finmeccanica May Extend Terms to Get Bids for AnsaldoBreda: Sole
- FNC IM : Finmeccanica railway units may attract late intervention from CdP
- GALP PL : Galp Decided Not to Pay Extraodinary Contribution, Jornal Says
- HOLN VX : Holcim Says Cost Program Ahead of Target, to Continue Past 2014
- ITP FP : Interparfums Says 2015 Sales, Operating Margin to Increase
- NUM FP : Numericable SFR Board to Have Mostly Numericable Members: Echos
- PTC PL : PT Portugal bidders Apax, Bain plan IPO if bid wins; could get join forces with local investors
- QPP LN : Quindell Said Set to Announce Chair, FD to Step Down: Sky
- SAN FP : Sanofi Board Said to Meet Tuesday to Discuss Governance: Reuters
- SAND SS : Sandvik to keep Sandvik Materials Technology but disposals and acquisitions remain a part of the cos trategy
- SMDR LN : Cepsa Has No Intention of Making Offer for Salamander
- SIX2 GY : Sixt 3Q Sales Rise 10%, Profit Up 16%; Raises 2014 Outlook
- TCH FP : Technicolor Shareholder Vector Wants New Strategy, Echos Says
- UTDI GY : United Internet 9-Month Sales, Profit Rise; Reiterates Targets
- FR FP : Valeo Windshield Wiper Case Against Trico to Be Investigated
- WDI GY : Wirecard to Acquire Certain Visa Processing Service Assets
- YOOX IM : Yoox CEO Marchetti Increases Stake in Co. to 7.8% From 5.3%
- ZO1 GY : Zooplus to Increase Share Capital by About 10%, Affirms Forecast