US Market Closed slightly lower after FOMC meeting that confirmed long timed rumored end of QE, comments were little changed..."considerable time"...USD rallied on that...1,2595...Financials outperformed (+0,2%) helped by spike in short term rates..AAPL OP (+0,7%) also after FB numbers and the stock UP (-6,1%)...materials sector was week (-1,3%)..Crude climbed 1% to $82.18 helping energy to OP (-0,2%)...volume were above average @ 822mil shares...VIX @ 15,15 +5,28%...US after Hours SMSI +15.8%, TTWO +6.4%, DWA +4.8%, V +4.1%, AFOP -17.2%, GLUU -16.8%, WTW -11.8% following earnings/guidance...Brazil central bank surprised with a 25bp hike of its SELIC rate against unanimous analyst expectations of another hold. The vote was 5-3 in favor of the hike, as board members noted "intensification of increases in relative prices with the balance of inflation risks becoming less favorable since last meeting."...BRazil -2,45%...China Premier Li called for a boost in private consumption, the opening of financial services, and support of green industries. Separately, Moody's research noted that property sector sales are improving in Q4...Japan PM Abe was reported to have submitted an order for the cabinet to draft an extra budget for November. Separate press report speculated Tokyo may cut effective corporate tax rate by 2-3% for FY15, implying the recent improvement in retail and output data may have shifted the bias in favor of another sales tax increase...Yahoo Japan (4689 JP) -6,1% on H1 Numbers...Samsung +4,51% on worst numbers...Mitsubishi Motors 7211.JP -5.3% (H1 results, cuts FY14/15 Rev guidance)...Nikkei +0,73%...Hang Seng -0,37%...Shanghai +0,19%...
Eur$ 1,2598 S&P+0.09% EuroStoxx+0.26% FTSE +0.09% Dax +0.39% SMI +0.36%
Keep an eye on :
- ABE SM : Abertis to List Telecommunications Towers Unit: Confidencial
- AC FP : Accor Buys Wipolo, Starts Digital Hospitality Plan
- ALU FP : Alcatel 3Q Sales Miss Amid N.America Slowdown; Margins Beat
- ASC LN : Stock jumped 5,4% yest on Stake building (5,1%) from Tybourne Capital, a HK HF that has a 190mil stake in AMZN, cited as apotential suitor for ASC
- AZN LN : Sanofi Said to Have Contacted AstraZeneca’s Soriot for CEO Job
- BAYN GY : Bayer 3Q Ebitda Ex-Items EU2.01b, Est EU1.95b; Raises 2014 Goals
- BESI NA : BE Semiconductor 3Q Net Rises Y/y, Falls Q/q
- BVI FP : Bureau Veritas 3Q Rev. EU1.065b vs Est. EU1.04b
- CLN VX : Clariant 3Q Ebitda Ex-Items CHF211m vs Estimate CHF209.9m
- CRBN NA : Corbion to Distribute EU100m to Shareholders in 2015; Raise Div.
- DRN GY : DAB Bank 3Q Net Income EU4.3m vs EU2.9m, Confirms FY Targets
- ANN GY : Deutsche Annington 9M FFO1 Rises 26%; Plans Dividend Increase
- DSM NA : Evonik Said Exploring DSM Acquisition Amid Chemical Deals Hunt
- EBRO SM : Ebro Foods chairman says it is targeting Africa and Middle East for acquisitions - Expansion
- EDF FP : EDF Electricity Prices to Rise 2.5% in France on Nov.1: Echos
- ENI IM : Eni 3Q Adj. Net EU1.17b vs Est. EU896.4m; Production 1.58mboe/d, Reports significant oil discovery offshore Congo
- EBS AV : Erste Group 9m Net Loss EU1.484b Vs Net Income EU430.6m Y/Y
- EVK GY : Evonik 3Q Adj. Ebitda Beats Estimates, Confirms 2014 Forecast
- GEBN VX : Geberit Sees FY Sales Growth at Upper End of 4%-6% Target Range
- ING IM : Ingenico 3Q Sales Beat; Targets Excluding GlobalCollect Raised
- JAZ SM : Jazztel 3Q Net EU17.6M; Est. EU22.3M
- JMT PL : Jeronimo Martins 3Q Net EU92m vs Est. EU109.6m
- LHA GY : Lufthansa Lowers 2015 Outlook; Says Strike Cost EU170m
- LIN GY : Linde Cuts 2014, Mid-Term Growth Targets, 3Q Operating Profit In Line With Estimates
- LUX IM : Luxottica Says 2015 Orders ‘Up Double Digits’
- TL5 SM : Mediaset Espana 9M Net EU25.2M; Est. EU27.2M
- MERL LN : CVC, Blackstone Selling 75m Shrs of Merlin Entertainments
- NEM GY : Nemetschek 3Q Net Rises 25%, Sales Up 12%; Confirms Outlook
- NOVOB DC : Novo Nordisk 3Q Net Profit In Line; Lifts FY DKK Profit Outlook
- NXI FP : Nexity 9-Mo. Rev. EU1.72b vs EU1.89b Y/y
- ORK NO : Orkla Q3 Pretax Profit Was NK871m vs NK879m Est.
- QIA GY : Qiagen 3Q Adj. EPS In-Line with Est.
- RAND NA : Randstad 3Q Revenue Meets Est.; France, Germany Markets Slowing
- RLIA SM : Realia attracts interest of Juan Abello's Torreal - Expansion
- RNO FP : Renault 3Q Rev. Beats Ests.; 2014 Forecast Reiterated
- SAN FP : Sanofi Said to Have Contacted AstraZeneca’s Soriot for CEO Job
- SCH NO : Schibsted 3Q Sales Matches Est.; Print Ads Mkt Still Declining
- SEV FP : Suez Env Confirms 2014 Targets at Nine-Month Ebitda Rises 4.7%, 9-Month Waste Handling Volume Rises 1%: CFO
- SIE GY : Siemens Said to Pick Hearing-Aid Unit Buyer Next Week: WSJ
- SIK VX : Sika 9-Mo. Net CHF308.6m Vs CHF253.8m
- RIA FP : Steria Scraps 2014 Margin Outlook, Sees Loss; 3Q Sales Rise 7.3%
- TEC FP : Technip 3Q Net EU132m vs Est. EU153.6m; Backlog EU19.3b
- TFI FP : TF1 3Q Rev. EU437m vs Est. 447m
- TIT IM : Telecom Italia Completes Sale of 17% Sofora Stake to Fintech
- TLW LN : Tullow rumored to be a target of Take over, no more details
- WCH GY : Wacker Chemie 3Q Rev EU1.23b, Est. EU1.25b; Specifies 2014 Goals
- WDI GY : Wirecard expected to make further buys; has EUR 300m war chest
- YPSN SW : Ypsomed Raises Outlook as 1h Net Almost Doubles to Chf9.1m