- Siemens Energy (ENR TH) +2.1%
- Siemens Energy Raised to Outperform at Grupo Santander
- Rheinmetall (RHM TH) +1.8%
- TUI (TUI1 TH) +1.6%
- Novo (NOV TH) +1.4%
- Novo Holdings Plans to Invest Up to $7b Annually by 2030: FT
- Rolls-Royce (RRU TH) +1.2%
- OMV (OMV TH) +1.2%
- NKT (NKT TH) +1.1%
- Delivery Hero (DHER TH) +1.1%
- Lanxess (LXS TH) -1%
- TeamViewer SE (TMV TH) -1.2%
- Atlas Copco (ACO4 TH) -1.2%
- TAG Immobilien (TEG TH) -1.2%
- Encavis (ECV TH) -1.3%
- BCP (BCPN TH) -6.2%
DAX:
- Rheinmetall (RHM TH) +1.8%
- Siemens Energy (ENR TH) +1.7%
- Siemens Energy Raised to Outperform at Grupo Santander
- Bayer (BAYN TH) +0.7%
- Merck KGaA (MRK TH) -0.7%
MDAX:
- Hensoldt (HAG TH) +3.4%
- Evotec SE (EVT TH) +1.3%
- Wacker Chemie (WCH TH) +1.1%
- Hugo Boss (BOSS TH) +1%
- Puma (PUM TH) +1%
- Lanxess (LXS TH) -1%
- TeamViewer SE (TMV TH) -1.2%
- TAG Immobilien (TEG TH) -1.2%
- Encavis (ECV TH) -1.3%
SDAX:
- Borussia Dortmund (BVB TH) +1.7%
- Hamborner REIT (HABA TH) +1.6%
- Thyssenkrupp Nucera AG & Co KGaa (NCH2 TH) +1.4%
- AUTO1 (AG1 TH) +1.3%
- SGL (SGL TH) +1.3%
- Energiekontor (EKT TH) -1.5%
- Ionos (IOS TH) -1.9%
European equity futures edged higher following Friday’s gains in US shares amid optimism over eventual Federal Reserve interest-rate cuts. Trading in Asia was muted with a swath of markets shut for Lunar New Year. Contracts for the Euro Stoxx 50 show the benchmark is poised to extend its advance after finishing Friday with a third weekly gain. The S&P 500 closed above 5,000 last week for the first time amid a renewed rally in big tech companies. Equities in Australia, New Zealand, India and the Philippines drifted lower amid a lack of leads in the region. Asian markets shut Monday include Japan, China, Hong Kong, Singapore, Taiwan, South Korea, Malaysia and Vietnam. US futures were little changed with investors preparing for US inflation numbers due Tuesday that will help identify the path forward for the Fed. Australian and New Zealand bonds fell, roughly mirroring declines in Treasuries on Friday that added two basis points to the 10-year yield. Trading of cash Treasuries is closed in Asia due to the holiday in Japan. The yen held near a two-month low reached on Friday following comments from central bankers that the Bank of Japan will take its time raising rates. Japan’s currency has weakened against all its Group-of-10 peers this year. Bitcoin was little changed after earlier edging up toward $49,000 — a level last seen in mid-January when a number of US spot exchange-traded funds began trading. The annual US inflation rate is forecast to have dropped to 2.9% in January from 3.4% the prior month, according to consensus estimates of economists surveyed by Bloomberg. That would be the first reading below 3% since March 2021. The S&P 500 rose 0.6% on Friday to set a fresh record, while the Nasdaq 100 jumped 1%. The gains were helped by technology stocks and positive fourth-quarter earnings. Four in five of the companies that have reported their results so far have exceeded expectations, brightening the outlook for corporate profits. The advance for US stocks came even as traders pushed back expectations for Fed policy easing after relatively hawkish commentary from central bankers and economic data showing no immediate need to trim interest rates. Swaps market pricing shows investors anticipate the chance of a Fed cut in March at 15%, down from 65% a month ago. Traders now foresee four 25-basis-point rate cuts in 2024, down from seven forecast at the end of last year. In commodities, oil prices fell for the first time in six days after Iran’s foreign minister said the war in Gaza may be nearer to a “diplomatic solution.” In Asia, data set for release Monday include inflation and industrial output reports for India.
Nikkei Closed Hang Seng Closed CSI Closed Shanghai Closed Shenzen Closed
Eur$ 1.0792 CNH 7.2235 CNY 7.1936 JPY 149.22 GBP 1.2629 CHF 0.8746 RUB 91.15 TRY 30.7001 WTI$ 76.58 -0.34% Gold 2,024 BTC 48,100 -0.08% ETH 2,495 -0.38%
S&P -0.04% Nasdaq -0.08% EuroStoxx +0.29% FTSE +0.21% Dax +0.25% SMI +0.28%
Macro :
- US Says Trump’s Russia Threat Remarks to NATO Allies ‘Appalling’
- Germany’s Days as an Industrial Superpower Are Coming to an End
- Hydrogen production and demand to grow in 2024, but only slowly
Keep an eye on :
Keep an eye on :
- ACAST SS : Acast 4Q Net Sales SEK494.2M Vs. SEK454.3M Y/y
- ALTICE Portugal : Saudi Telecom, Iliad, Warburg Advance in Altice Portugal Bidding
- AMZN US : Amazon’s Bezos Sells At Least $2.04 Billion of Shares
- AMZN US : Amazon’s Bezos Sells At Least $2.04 Billion of Shares
- ASML NA : ASML Shows Off $380 Million, 165-Ton Machine Behind AI Shift
- BA US : FAA Adopts New Airworthiness Directive for Some Boeing Planes
- BLV FP : Denis Ladegaillerie, TCV, EQT Offer to Buy Believe at €15/Share
- BLV FP : *TCV Consortium Bid Values Believe at Around EUR1.52 Bln
- BMW GY : BMW, Audi, Mercedes Face 2024 Earnings Risk on Rising Discounts
- BP/ LN : BP to book $700mn windfall due to pension tax changes - FT
- Cobham : Final sell-offs loom for UK defence giant Cobham
- DKNG US : Barstool Signs Multi-Year Sports Betting Deal With DraftKings
- ENEL IM : ANEEL imposes fine of R$ 165 million on Enel for blackout in SP
- GALP PL : Galp Energia: Results presentation - 4Q - 2023
- GMI SW : Groupe Minoteries to Build Flour Mill in Switzerland
- OR FP : L’Oréal Wins Miu Miu Beauty License
- MBG GY : BMW, Audi, Mercedes Face 2024 Earnings Risk on Rising Discounts
- META US : SEC Fines 16 Firms in Latest WhatsApp Probe Penalties
- MDRN US : Metagenomi Closes 31% Below IPO Price in First Trading Day
- MDRN US : Moderna Shares Fall After RSV Vaccine Shows Waning Efficacy
- NDX1 GY : Nordex Prelim FY Ebitda Margin Misses Estimates
- NOVOB DC : Novo Holdings Plans to Invest Up to $7b Annually by 2030: FT
- P911 GY : Porsche Seen Favoring Battery Plant Site in North America: FAZ
- RATOB SS ; Ratos 4Q Ebitda Beats Estimates
- SAB SM : Sabadell Chair Signals Interest in Unicaja Tie-Up: Confidencial
- SAP GY : SAP Splits With Chairman Nominee Ahead of Plattner Retirement
- SRS IM : Moratti Family to Sell Approx. 35% of Saras to Vitol
- SRS IM : Italy’s Moratti Sells Controlling Stake in Saras to Vitol
- SMS LN : Buyout barons KKR set to win battle for British Gas smart meter installer {NSN S8PFEAY2NTOG <GO>}
- SWON SW : SoftwareOne Plans to Hold EGM in Response to Shareholder Request
- 6758 JP : SONY MUSIC ACQUIRES STAKE IN MICHAEL JACKSON CATALOG: VARIETY
- TLGO SM : Ganz-MaVag Europe Zrt. Confirms Talks on Possible Bid for Talgo
- TLGO SM : Spain Securities Regulator Lifts Trading Suspension on Talgo
- TRN IM : Italy’s Terna Said to Mull Bid for €1.5 Billion of Power Assets
- TSLA US : Tesla Cuts Prices of Model Y RWD and Long Range AWD: Website
- TSLA US : Musk Must Testify in SEC Twitter Probe, Court Rules
- TTE FP : Total boss warns governments risk mis-selling energy transition
- UMG NA : Super Bowl Advertisers Squeak Under the Wire of Universal Music's TikTok Blackout -- WSJ
- UNI SM : Sabadell Chair Signals Interest in Unicaja Tie-Up: Confidencial
- VOW GY : Mexico Audi Plant Workers Vote to Reject Pay Proposal: Universal
>>> Up
* Adyen Raised to Reduce at AlphaValue/Baader
* Adyen Raised to Reduce at AlphaValue/Baader
* Cass Information Raised to Overweight at Piper Sandler; PT $51
* Finnair Raised to Accumulate at Inderes; PT 5 euro cents
* Kemira Raised to Accumulate at Inderes; PT 19 euros
* Lloyds Raised to Market Perform at KBW; PT 50 pence
* Nexans PT Raised to 108 euros from 98 euros at Berenberg
* Proximar Seafood Raised to Buy at Pareto Securities; PT 4 kroner
* Rockwool Raised to Buy at HSBC; PT 2,600 kroner
* Standard Chartered Raised to Market Perform at KBW; PT 790 pence
* Sweco Raised to Hold at ABG; PT 110 kronor
* Teva ADRs Raised to Overweight at Piper Sandler; PT $19
* Yara Raised to Buy at Nordea; PT 400 kroner
>>> Down
>>> Down
* Aker BP Cut to Hold at Berenberg; PT 270 kroner
* BP Cut to Reduce at AlphaValue/Baader
* Endomines Finland Cut to Sell at Inderes; PT 5.20 euros
* Hoegh Autoliners Cut to Neutral at Clarksons; PT 125 kroner
* Hoegh Autoliners Cut to Neutral at Clarksons; PT 125 kroner
* HSBC Cut to Underperform at KBW; PT 700 pence
* Kongsberg Cut to Neutral at SpareBank; PT 630 kroner
* NatWest Cut to Underperform at KBW; PT 230 pence
* Orsted Cut to Neutral at Redburn; PT 400 kroner
* Revenio Cut to Hold at Nordea
>>> Initiation
* Deliveroo Rated New Buy at Deutsche Bank; PT 180 pence
>>> Initiation
* Deliveroo Rated New Buy at Deutsche Bank; PT 180 pence
* Palmer Square Capital BDC Rated New Overweight at JPMorgan
* Pluxee France Rated New Overweight at JPMorgan; PT 33.50 euros
>>> Call
>>> Call
* Aker BP Downgraded to Hold at Berenberg as Outlook Weakens
* EU Tech Stocks' 2024 EPS Dragged by Lower Capex, High Inventory
* Hershey Gets Only Sell as Morgan Stanley Sees Risks to Outlook
* Morgan Stanley’s Wilson Says Operational Efficiency Is in Focus
* Sweco Raised to Hold at ABG, Results Not as Bad as They Looked
* Sweco Raised to Hold at ABG, Results Not as Bad as They Looked
Gaussin : vers une cession des parts dans GAMA
Gaussin annonce avoir reçu une promesse unilatérale de la part de Macnica pour lui racheter l'ensemble de ses titres et créances dans leur co-entreprise GAMA, dédiée à la mobilité autonome et zéro émission pour le transport de personnes et de marchandises.
Cette transaction serait effective fin avril/début mai 2024, sous réserve de la finalisation des démarches organisationnelles et opérationnelles par les deux entreprises, et de sa validation par l'ensemble des autorités et instances compétentes.
Ce projet de cession s'inscrit directement dans le recentrage stratégique de Gaussin autour de ses activités les plus rentables. Il permettra également au groupe de renforcer ses flux de trésorerie tout en maîtrisant sa base de coûts opérationnels et frais de R&D.
*BELIEVE: TCV, EQT, DENIS LADEGAILLERIE MADE OFFER FOR BELIEVE