US MArket Closed Higher, 6th consecutive day, healthcare sector leaded the move, On the downside, consumer staples (-0.1%) and energy (-0.2%) were the only two sectors ending in the red, Volume were lights @ 665mil sahres...VIX @ 13.19 -0.45%...After Hours on Earnings : GILD +3% AMGN-2.4% CREE-7% T-2% JNPR -1.1% DFS -1.7% ILMN +10.4%...PLUG -9% on 15M shares secondary offer...April flash manufacturing PMI. Despite posting a slight improvement with the first sequential rise in 4 months, PMI was also in contraction for the 4th consecutive month. Moreover, the closely monitored New Exports and Employment subindices were decidedly negative - the former "changed direction" and is now decreasing while the latter is decreasing at a faster rate. HSBC China economist said the govt's new measures announced recently will likely produce limited impact, and more measures may be unveiled in the coming months, State Information Central of China official Zhu noted some Tier-2 and Tier-3 cities will be allowed to ease property sector curbs...Resona(8308) +3.3% on Einhorn position, Shenji Group (300 HK) profit warning -5.2%...China Mobile (941 HK) -2.2%...Nikkei +0.78%...HS -0.83%...Shanghai -0.39%
Eur$ 1.3818 S&P Fut +0.04% European Future Unchanged
Macro
- HSBC China April Flash Manufacturing PMI 48.3, Matching Estimate
Keep an eye on :
- A2A IM : A2A operation to sell 5% stake on market to conclude by end of first half of 2014
- AZN LN : Sanofi and Novartis rumoured to have appointed advisers to consider bid for AstraZeneca - The Independent
- CS FP : Axa Has Cut Eastern Europe Ambitions, CEO Tells Echos
- BIM FP : BioMerieux 1Q Sales Rise 3.3% y/y to EU371m; Maintains Forecast
- O2C GY : C.A.T. Oil 2013 Ebitda, Net Beat Ests.; 2014 Outlook Misses
- CLN VX : Clariant mulls disposing of less profitable units and boost investment in Asia - China Business News
- DSY FP : Dassault Systemes Extends Accelrys Offer For the Fourth Time
- EDF FP : EDF Is Ready to Cut Tariffs for Big Industrial Users: Echos
- ENI IM :MOL about to sign agreement with ENI to acquire Agip petrol stations - Hospodarske Noviny
- ERICS SS : Ericsson 1Q Sales Miss, Gross Margin Beats, Sees Orders Boosting 2H Results as 1Q Sales Miss
- GLJ GY : Grenkeleasing Confirms Forecast for 2014 Net Profit EU52m-EU56m
- KLOV SS : Kloevern 1Q Pretax Profit Misses Est.
- KRA1V FH : Kemira 1Q Net, EPS Beat Ests., Sales Miss; Outlook Is Maintained
- MELE BB : Melexis 1Q Rev. EU75.6m; Raises Full-Year Sales Forecast
- OSR GY : CREE-7% after hours on Earnings
- PHIA NA : Philips to Make `Small' Acquisitions, CEO Tells Boersen-Zeitung
- PUB FP : Publicis-Omnicom Merger Threatened by Tax Issues, Echos Says - Full article sent @ 7:27 Paris time
- REED NA : Reed Elsevier 1Q Growth Similar to 2013; Reaffirms 2014 Outlook
- SAF FP : Safran 1Q Adj Revenue Climbs 3.3% Y/y to EU3.44b on OE, Services
- SAL IM : Salini Impregilo Plans EU200m Capital Increase, MF Reports
- SCVB SS : VW Offer Reaching 90% Acceptance is Not a Given, JPMorgan Says
- SCVB SS : Alecta Rejects Volkswagen's Bid for Scania, Dagens Industri Says
- TKA AV : Telekom Austria supervisory board to vote on shareholder pact today - Wirtschaftsblatt
- TLSN SS : TeliaSonera 1Q Sales Miss, Sees Modest Risk to FY Rev. Outlook
- UNI IM : UnipolSai May Issue EU500m Hybrid Bond to Cut Debt, Sole Says
- VPK NA : Vopak 1Q Ebitda EU180m Versus EU189m, Sees Challenges in EMEA
- ZC FP : Zodiac Aerospace Sees Further Year of Organic Growth in 2013/14