DAX:
- Porsche AG (P911 TH) +1.9%
- SAP (SAP TH) +1.7%
- Continental (CON TH) +1.4%
- Hannover Re (HNR1 TH) +1.3%
- Qiagen (QIA TH) +1.2%
- Evotec SE: Evotec and QIAGEN enter software collaboration for enhanced multi-omics data insights
- Commerzbank (CBK TH) -1.3%
- Commerzbank Cut to Neutral at Citi on Cautious Revenue View
MDAX:
- Delivery Hero (DHER TH) +2.8%
- Evotec SE (EVT TH) +1.7%
- Evotec SE: Evotec and QIAGEN enter software collaboration for enhanced multi-omics data insights
- SMA Solar (S92 TH) +1.7%
- RTL (RRTL TH) +1.6%
- Nemetschek (NEM TH) +1.5%
SDAX:
- DWS (DWS TH) +3.3%
- Duerr (DUE TH) +2.3%
- Schott Pharma AG & Co KGaA (1SXP TH) +2.3%
- Thyssenkrupp Nucera AG & Co KGaa (NCH2 TH) +2%
- Metro AG (B4B TH) +1.6%
- W&W (WUW TH) -1.7%
- Borussia Dortmund (BVB TH) -7%
>>> Up
* Acciona Energia Raised to Equal-Weight at Morgan Stanley
* Acciona Energia Raised to Equal-Weight at Morgan Stanley
* Avanza Raised to Equal-Weight at Barclays; PT 260 kronor
* BBVA Raised to Buy at AlphaValue/Baader
* CapMan Raised to Accumulate at Inderes; PT 2.20 euros
* D'Ieteren Raised to Add at AlphaValue/Baader
* Eiffage Raised to Buy at Goldman; PT 132 euros
* Equasens Raised to Buy at Stifel; PT 83 euros
* Ferrari Raised to Reduce at AlphaValue/Baader
* Getlink Raised to Outperform at Oddo BHF
* Great Portland Raised to Buy at Goldman; PT 430 pence
* National Grid Raised to Buy at Citi; PT 985 pence
* Quilter Raised to Overweight at JPMorgan; PT 135 pence
* Ricardo Raised to Buy at Berenberg
>>> Down
* Calliditas Therapeutics Cut to Hold at SEB Equities
>>> Down
* Calliditas Therapeutics Cut to Hold at SEB Equities
* Commerzbank Cut to Neutral at Citi; PT 15.80 euros
* Eiffage Cut to Neutral at Oddo BHF
* HKFoods Oyj Rated New Reduce at Inderes; PT 65 euro cents
* Novartis Rated New Buy at China Merchants; PT 119 Swiss francs
* Novartis Rated New Buy at China Merchants; PT 119 Swiss francs
* Novartis ADRs Rated New Buy at China Merchants; PT $120
>>> Call
* Acciona Energia Raised at Morgan Stanley, Risks Now More Limited
>>> Call
* Acciona Energia Raised at Morgan Stanley, Risks Now More Limited
* National Grid Offers Attractive Set-Up, Raised to Buy at Citi
*Italian Banking Sector May See Further Consolidation, Citi Says
Asian stocks gained the most in a month on Monday, helped by a rally in technology shares and data showing regional manufacturing activity picking up the pace. Equities in Australia, Japan and Hong Kong advanced, pushing the MSCI Asia Pacific Index to its biggest increase since early May. India’s stock futures jumped as exit polls indicated a resounding victory for Prime Minister Narendra Modi’s party. Adding to the impetus on Monday was data showing the outlook for Asia’s manufacturing sector is improving, with Japan’s factory reading rising above 50.0 for the first time in a year in May, and data from Korea and Taiwan showing gains also. But politics may inject volatility, with tensions surrounding the Middle East and the US election simmering. Sentiment has gotten a boost from a weaker dollar in recent weeks, as investors hope the Federal Reserve will finally begin to ease policy. Friday’s reading of core personal consumption expenditures — the Federal Reserve’s preferred measure for inflation — showed the smallest increase this year. Australian bond yields edged lower, while those on 10-year Treasuries were little changed. Oil fluctuated after OPEC+ set out a plan to restore some production as early as October, despite concerns over the demand outlook and robust supply from outside of the group. Meantime, Saudi Aramco’s $12 billion share sale sold out shortly after the deal opened on Sunday, in a boon to the government that’s seeking funds to help pay for a massive economic transformation plan. While it wasn’t immediately clear how much of the demand came from overseas, the order book reflected a mix of local and foreign investors, people familiar with the matter told Bloomberg News. In Mexico, Claudia Sheinbaum is set to become the country’s first female leader in a landslide victory, capitalizing on outgoing President Andres Manuel Lopez Obrador’s popularity while also inheriting rampant criminal violence and a large fiscal deficit left by his government. This week, traders will be closely watching inflation prints across emerging markets including Indonesia, South Korea and Chile, as well as growth data in Australia and Europe. The European Central Bank may open the door to a weaker euro on Thursday as its first interest-rate cut of the cycle. A US jobs report is released on Friday.
Nikkei +1.18% Hang Seng +2.37% CSI -0.14% Shanghai -0.51% Shenzen -0.83%
Eur$ 1.0852 CNH 7.2619 CNY 7.2456 JPY 157.41 GBP 1.2741 CHF 0.9015 RUB 90.3800 TRY 32.2480 WTI$ 76.98 -- Gold 2,322 -0.20% BTC 68,286 +0.15% ETH 3,799 +0.05%
S&P +0.24% Nasdaq +0.28% EuroStoxx +0.98% FTSE +0.79% Dax +0.90% SMI
Macro :
- Hedge Funds Sold China Stocks by Most Since August, Goldman Says
- Macron’s Travails Worsen as S&P Lowers France’s Credit Rating
- Hedge Funds Add Exposure to Cyclicals, Broader AI Trade: Goldman
- Hedge Funds Add Exposure to Cyclicals, Broader AI Trade: Goldman
- Goldman’s Rubner Says Data Show Room for More Stock Gains in ‘24
- Bursts of Free Power Raise Red Flags for Green Tech Investors
- OPEC+ members voluntarily reducing production to extend 1.7 mln bpd cuts to 2025, 2.2 mln bpd cuts until Oct 2024, removing them
Keep an eye on :
Keep an eye on :
- ABBN SW : AI Industrial Robot Demand CAGR of 10% Can Spur ABB, Fanuc Sales
- AIR FP : Jet Supply Chain Headaches May Still Be Here in 2026, IATA Says
- AIR FP : Qatar Airways Closes In on Major Boeing, Airbus Widebody Order
- AKAST NO : Akastor Says HMH Intends to Pursue US Listing
- AMD US : AMD Announces Future AI Chips, Will Speed Rollout of New Models
- ARAMCO AB : Saudi Aramco’s $12 Billion Stock Offer Sells Out in Hours
- ATO FP : Atos Gets Revised Restructuring Proposals From EPEI, Onepoint
- ALK IM : Retex Launches Takeover of Alkemy at €12/Share, Eyes Delisting
- RCUS US : Gilead and Arcus announce Etrumadenant plus Zimberelimab regimen significantly reduced the risk of death in Third-line Metastatic Colorectal Cancer
- AAL LN : Anglo chief admits selling De Beers is biggest challenge
- AAPL US : Apple’s New iPad Pro Closes in on Replacing Laptops: Power On
- AZN LN : IMFINZI (durvalumab) is the first and only immunotherapy to show survival benefit in limited-stage small cell lung cancer in global Phase III trial
- BA US : Boeing Resumes Aircraft Deliveries to China, State Media Reports
- BA US : Boeing’s 2024 Aircraft Delivery, FCF Forecasts Cut by Fitch
- BA US : Boeing Tries Again to Launch Space Taxi With First Human Crew --> Boeing Landmark Crewed Mission Aborted Just Before Liftoff
- BBVA SM : BBVA Should Face Trial in Spying Probe, Spanish Prosecutor Says
- BCG LN : Apax Intends to Sell About 36m Baltic Classifieds Shares: Terms
- BMY US : Bristol’s $250,000 Pill Slows Lung Cancer Growth by Seven Weeks
- BRBY LN : Rod Manley to Leave Burberry as Chief Marketing Officer at Year-end - WWD
- SAM US : Boston Beer Shares Surge on Report Suntory in Talks to Buy (Firday pm)
- SAM US : Suntory Holdings Says It’s Not in Talks to Buy Boston Beer (Sat. am)
- BWE NO :BW Energy Appraisal Confirms Material Hibiscus Reserve Increase
- COPN SW : Cosmo Boosts FY Oper Income Forecast to EU159.4m to EU169.4m
- DIS US : Disney and Comcast Hit Impasse in Final Lap of Hulu Negotiations -- WSJ
- DSV DC : Denmark’s DSV Hires Former Maersk IR Chief Frederiksen
- YACHT IM : OneWater Said to Be in Talks to Buy Rival Boat Dealer MarineMax
- 175 HK : Geely Auto May Vehicle Sales 160,658 Units Vs. 116,000 Y/y
- GILD US : Gilead and Arcus announce Etrumadenant plus Zimberelimab regimen significantly reduced the risk of death in Third-line Metastatic Colorectal Cancer
- GSK LN : GSK, Pfizer Must Face 75,000 Zantac Cases, Delaware Judge Rules
- GVOLT PL : GVK Omega Owns 61% of Greenvolt After Completing Stake Purchases
- IBE SM : IBERDROLA AMONG FINAL BIDDERS FOR UK'S ENWL, EXPANSION REPORTS
- IBS PL : Ibersol 1Q Sales EU98.2M Vs. EU89.6M Y/y
- LI US : Li Auto May Vehicle Deliveries 35,020 Units Vs. 28,277 Y/y
- LHA GY : Handelsblatt: Lufthansa Technik boss: “We want to work on military, weapon-carrying systems”
- MRUS US : Merus Presents Interim Data on MCLA-145 Monotherapy and in Combination with Pembrolizumab at the 2024 ASCO® Annual Meeting
- NANO FP : Nanobiotix Announces New Data Showing Disease Control and Tumor Response in Patients Treated With RT-Activated NBTXR3 Followed
- NTGY SM : *NATURGY TO INVEST €1.34B IN POWER GRIDS THROUGH 2027: CINCO
- NIO US : NIO Inc. May Deliveries 20,544 Vs. 15,620 M/M
- NAS NO : Norwegian, Norwegian Pilot Union Reach Pact to Avoid Strike
- NSKOG NO : Norske Skog Plans to Enter Pulp Market With Output at Saugbrugs
- NVDA US : Nvidia Touts New Products Aimed at Expanding Its AI Dominance
- PARA US : Paramount Global Directors Back Merger With Ellison’s Skydance
- RNO FP : French New Car Sales Decline 2.9% in May, PFA Association Says
- RNO FP : French New Car Sales Decline 2.9% in May, PFA Association Says
- SAN FP : Sanofi Plans to Appeal Delaware Court Decision on Zantac
- SAN FP : Sanofi Adds Goldman, Morgan Stanley to Help on Spinoff: FT
- SONG LN : Blackstone set to sweeten Hipgnosis offer as part of revised bid
- SDRY LN : Sky News: Superdry wins reprieve as M&G drops challenge to rescue plan
- ENR GY : Nigeria’s Geregu, Siemens Energy in Pact to Boost Electricity
- 1966 JP :
- TSLA US : Pivotal Tesla retail investors at risk of missing AGM vote
- V3S GY : Shift4 to Buy All Outstanding Vectron Shares at EU10.50/Share