>>> Up
* 3i PT Raised to 2,431 pence from 2,313 pence at Morgan Stanley
* AB Foods Raised to Outperform at RBC; PT 2,250 pence
* Allegro Raised to Neutral at Oddo BHF; PT 39.30 zloty (+)
* Balder Raised to Buy at Pareto Securities; PT 55 kronor (+)
* Castellum Raised to Overweight at Barclays; PT 110 kronor
* Cerillion Raised to Buy at Finncap; PT 1,400 pence
* Cerillion Raised to Buy at Finncap; PT 1,400 pence
* Morgan Advanced PT Raised to 490 pence at Peel Hunt
* Paradox Interactive Raised to Buy at SEB Equities; PT 290 kronor
* Siemens Energy PT Raised to 35.90 euros at Morgan Stanley
* Toivo Group Raised to Accumulate at Inderes; PT 1.25 euros
* TUI Raised to Equal-Weight at Morgan Stanley; PT 740 pence
* Vesuvius PT Raised to 600 pence from 510 pence at Peel Hunt
>>> Down
>>> Down
* Bpost Cut to Equal-Weight at Barclays; PT 4.55 euros
* Greggs Cut to Hold at Liberum (+)
* Grieg Seafood Cut to Hold at Fearnley; PT 95 kroner
* Kamux Cut to Accumulate at Inderes; PT 6 euros
* Puuilo Cut to Accumulate at Inderes; PT 8 euros
* Puuilo Cut to Accumulate at Inderes; PT 8 euros
* Siemens Healthineers Cut to Hold at HSBC; PT 57 euros
* Talanx Cut to Neutral at Oddo BHF; PT 53 euros
>>> Initiation
>>> Initiation
* Coinbase Rated New Hold at Berenberg; PT $55
* Faurecia Rated New Buy at Goldman; PT 25 euros (+)
* FDM Group Cut to Hold at Numis; PT 700 pence (+)
* IPF Rated New Buy at Panmure Gordon; PT 200 pence
* Loungers Rated New Buy at Shore Capital
* Macfarlane Rated New Buy at Stifel; PT 145 pence (+)
* NoHo Partners Rated New Buy at OP Corporate Bank; PT 10.50 euros
* NoHo Partners Rated New Buy at OP Corporate Bank; PT 10.50 euros
* OBI LN Rated New Corporate at Edison Investment Research
>>> Call
>>> Call
* Bpost Loses Only Positive Rating as Barclays Cites Uncertainty
* Boohoo’s Cash Performance Is Strong, Jefferies Says (+)
* Castellum Upgraded as Barclays Less Negative on Swedish Property (+)
* Centrica Gets Upside Catalyst Watch at Citi, Shares Seen Cheap
* JPMorgan’s Kolanovic Sees Stock Selloff If US Debt Drama Lingers
* RBC Sees Opportunities for Discount Retailers, AB Foods Upgraded
* TUI Raised at MS After Equity Raise, With Concerns Priced In
- Diageo (GUI TH) +1.7%
- TUI (TUI1 TH) +1.2%
- TUI Raised at MS After Equity Raise, With Concerns Priced In
- Equinor (DNQ TH) +0.9%
- Enel (ENL TH) -0.9%
- Danone (BSN TH) -0.9%
- Vodafone (VODI TH) -1%
- *VODAFONE TO REDUCE 11,000 ROLES OVER 3 YEARS IN NEW ACTION PLAN
- Talanx (TLX TH) -1.9%
- Siemens Healthineers (SHL TH) -1.9%
- Siemens Healthineers Cut to Hold at HSBC; PT 57 euros
- KBC (KDB TH) -2%
- KBC 1Q Net Interest Income EU1.32B Vs. EU1.20B Y/y
- Embracer (TH9 TH) -10%
- Embracer Prelim 4Q Adjusted Ebit Misses Estimates
Phone Link for iOS is now available to all Windows 11 users, bringing iMessage and more to PCs
Microsoft announced today that Phone Link for iOS is now available to all Windows 11 customers, allowing iPhone users to make and receive phone calls, send and receive messages via iMessage, access their contacts and see their phone’s notifications directly on their Windows PC. Phone Link previously only worked with Android phones.
The company started rolling out Phone Link for iOS on Windows 11 last month in 39 languages across 85 markets, and noted that it would take a few weeks for it to reach all customers.
Phone Link offers basic support for calls, messages and contacts, but it has some limitations, as it doesn’t support the option to reply to group messages or send images and videos. Microsoft notes that messages are session based and will only come through when your phone is connected to your PC. Notifications are delivered to the PC through Windows notifications, which means users can check, pin and dismiss them from the Windows interface.
To get started with Phone Link, users are guided through a setup process that will pair their iPhone to their PC over Bluetooth. Phone Link for iOS requires an iPhone with iOS 14 or higher, a Windows 11 device, a Bluetooth connection and the latest version of the Phone Link app. Support is not available for iPad (iPadOS) or MacOS at this time.
DAX:
- Siemens Healthineers (SHL TH) -1.5%
- Siemens Healthineers Cut to Hold at HSBC; PT 57 euros
MDAX:
- Talanx (TLX TH) -1.5%
- Talanx Cut to Neutral at Oddo BHF; PT 53 euros
SDAX:
- SFC Energy (F3C TH) +7.1%
- EQS-News: SFC Energy AG achieves record results in first quarter
- Hornbach Holding (HBH TH) -5.2%
- Hornbach Holding Sees 2024 Adjusted Ebit -5% to -15%
Most Asian equities rose before scheduled US debt talks to avert a default and as traders digested the latest data from China. The yuan weakened. An Asia-Pacific equity gauge climbed 0.6% after trimming an advance on weak Chinese economic figures. Mainland China stocks were mixed, with the Shanghai Composite Index flipping to a gain while the CSI 300 Index pared losses. Some investors may have priced in the weakness in China’s April data, following a slew of disappointing indicators. “The impact of today’s data on the market will be limited,” said Wu Xuan, chief market analyst at Tebon Fund Management. Further bullish bets by Michael Burry on e-commerce giants JD.com Inc. and Alibaba Group Holding Ltd. lent support to Chinese equities, with the Nasdaq Golden Dragon China Index rallying over 4% on Monday. Meanwhile, Japan’s Topix index headed for its highest close since 1990 amid robust foreign buying. Solid fundamentals and expectations for structural changes “justify a bullish stance” on Japan’s equities, Goldman Sachs Group Inc. said. South Korean equities also rallied, supported by chip stocks on the potential merger between Kioxia Holdings Corp. and Western Digital Corp. Australian stocks declined. US equity futures remained on the back foot before a meeting between President Joe Biden and House Speaker Kevin McCarthy Tuesday. The US stock market gained Monday amid mixed signals sent by both factions in the debt-ceiling talks. Treasury Secretary Janet Yellen reiterated her department may run out of cash as soon as June 1 unless Congress raises or suspends the federal debt limit. The dollar steadied and Treasuries edged higher, while the Aussie weakened after the China data. Reserve Bank of Australia minutes showed officials weighed the risk of upside surprises to inflation amid a tight labor market in their surprise decision to hike rates this month. In the US, data showed New York manufacturing slid the most since April 2020. This week’s figures will likely underscore more economic weakness, emboldening the Federal Reserve’s dovish voices even though inflation has failed to reassure, according to Anna Wong at Bloomberg Economics. JPMorgan Chase & Co.’s Marko Kolanovic joined a chorus of Wall Street strategists Monday in warning that the US debt-ceiling impasse is yet another headwind threatening the outlook for equity markets. Morgan Stanley’s Mike Wilson delivered a similar warning on the debt-ceiling deadline, noting the bank’s clients said the issue is unlikely to be resolved without some near-term volatility. Elsewhere, oil climbed and gold was little changed. US After Hours NU +6.1% up on earnings; COF +5.6% up after Warren Buffett discloses stake; RUM -3.4% lower on earnings; RH -3.6% slips after Warren Buffett discloses he closed his position.
Nikkei +0.74% Hang Seng +0.12% CSI -0.33% Shanghai -0.34% Shenzen -0.54%
Eur$ 1.0880 CNH 6.9682 CNY 6.9590 JPY 135.98 GBP 1.2526 CHF 0.8950 RUB 79.6929 TRY 19.6753 WTI 71.45 +0.48% Gold 2,016 -0.01% BTC 27,133 -0.81% ETH 1,814 -0.65%
S&P -0.24% Nasdaq -0.13% EuroStoxx -0.07% FTSE -0.10% Dax -0.10% SMI -0.20%
Macro :
- EU to Invalidate 2.5B Carbon Permits in Reserve in January
- EU to Invalidate 2.5B Carbon Permits in Reserve in January
- JPMorgan’s Kolanovic Sees Stock Selloff If US Debt Drama Lingers
- G-7 Working on Deterring China Economic Coercion, US Envoy Says
- Rare Rolex Milgauss Fetches Record $2.5 Million at Auction
Keep an eye on :
Keep an eye on :
- AIR FP : Delta Mulls Large Airbus Wide-Body Order as Long-Haul Rebounds
- AMGN US : FTC Will Sue to Block Amgen’s Deal to Buy Horizon Therapeutics
- AUSS NO : Austevoll Seafood 1Q Ebit Matches Estimates
- BCP PL : BCP 1Q Net Income Beats Estimates
- EN FP : Bouygues 1Q Current Operating Loss EU14M Vs. Loss EU77M Y/y
- AI US : C3.ai: No Issues of Wrongdoing Following Short-Seller Reports
- CNA LN : Centrica Gets Upside Catalyst Watch at Citi, Shares Seen Cheap
- COL SM : Inmobiliaria Colonial 1Q Net Income EU28M Vs. EU28M Y/y
- CTPNV NA : CTP to Invest €600M in Poland, Germany
- DEME BB : DEME Group 1Q Turnover EU672.2M Vs. EU616.7M Y/y
- EDEN FP : Edenred Buys Reward Gateway For £1.15B Ent. Value: M&A Snapshot
- EMBRACB SS : Embracer Signs Lord of the Rings Game Deal with Amazon Games
- FGR FP : Eiffage Secures Contracts Worth €168M in France
- RF FP : Eurazeo SE Assets Under Management EU34.80B
- EVN AV : EVN Proposes Special Dividend Amid Pressure From Activist Petrus
- EVN AV : EVN Proposes Special Dividend Amid Pressure From Activist Petrus
- EXOR IM : Elkann Says ‘Patriot’ Marchionne Saved Italy’s Auto Industry
- GAM SW : Xavier Niel’s NewGAMe, Bruellan Plan to Take GAM Stake Above 10%
- HBH GY : Hornbach Holding Sees 2024 Adjusted Ebit -5% to -15%
- IBE SM : AVANGRID Strengthens Support for Energy Innovation by Extending Collaboration With Yale
- IMB LN : Vodafone Sees 2024 Adj. EBITDA AL About EU13.3B, Est. EU13.69B
- KBC BB : KBC 1Q Net Interest Income EU1.32B Vs. EU1.20B Y/y
- KCR FH : Konecranes Holder Hartwall Capital Offers ~7.9m Shares: Terms, Hartwall Capital Has Sold its Entire 10% Stake in Konecranes
- LBIRD FP : Lumibird to Buy Some Prima Industrie Laser, Semiconductor Units
- MC FP : Rare Rolex Milgauss Fetches Record $2.5 Million at Auction
- MEKKO FH : Marimekko 1Q Adjusted EPS Misses Estimates
- MEKO SS : Meko 1Q Ebit Misses Estimates
- ORRON SS : Orron Energy 1Q Ebitda $4.6M
- SAS SS : Airline SAS Gets US Court Approval to Secure New Equity Capital
- SEBA SS : SEB’s Bond-Trading Chief Sees Robust Year on Macro, Hedging Need
- GLE FP : SocGen Incoming CEO Krupa Shakes Up Investment Bank Top Ranks
- GLE FP : French Tax Agency Seeking €2.5 Billion From Banks for ‘Cum-Cum’
- SOON SW : Sonova FY Sales Misses Estimates
- SOW GY : Software AG Shareholder Harris Criticizes Silver Lake Offer
- STLA IM : LG-Stellantis Plant Hangs in Balance as Canada Politicians Scrap
- TIT IM : Telecom Italia Deleveraging at Risk With CDP Move: React
- TIT IM : Italy State Lender to Drop $21 Billion Telecom Italia Offer
- TIT IM : Macquarie raising hurdles to CDP joining KKR bid for Telecom Italia grid, sources say
- TRN IM : Terna Signs €1.8b ESG-Linked Revolving Credit Facility
- UBSG SW : UBS Poaches Half Dozen Tech Bankers From Barclays
- VOD LN : Vodafone Hires Advisers on Sale of Interest of Things Unit: Sky
- VOD LN : Vodafone Sees 2024 Adj. EBITDA AL About EU13.3B, Est. EU13.69B
- VPK NA : Vopak to Divest Savannah Terminal to BWC Terminals For ~$80M
>>> Up
* 3i PT Raised to 2,431 pence from 2,313 pence at Morgan Stanley
* AB Foods Raised to Outperform at RBC; PT 2,250 pence
* Castellum Raised to Overweight at Barclays; PT 110 kronor
* Cerillion Raised to Buy at Finncap; PT 1,400 pence
* Cerillion Raised to Buy at Finncap; PT 1,400 pence
* Morgan Advanced PT Raised to 490 pence at Peel Hunt
* Paradox Interactive Raised to Buy at SEB Equities; PT 290 kronor
* Siemens Energy PT Raised to 35.90 euros at Morgan Stanley
* Toivo Group Raised to Accumulate at Inderes; PT 1.25 euros
* TUI Raised to Equal-Weight at Morgan Stanley; PT 740 pence
* Vesuvius PT Raised to 600 pence from 510 pence at Peel Hunt
>>> Down
>>> Down
* Bpost Cut to Equal-Weight at Barclays; PT 4.55 euros
* Grieg Seafood Cut to Hold at Fearnley; PT 95 kroner
* Kamux Cut to Accumulate at Inderes; PT 6 euros
* Puuilo Cut to Accumulate at Inderes; PT 8 euros
* Puuilo Cut to Accumulate at Inderes; PT 8 euros
* Siemens Healthineers Cut to Hold at HSBC; PT 57 euros
* Talanx Cut to Neutral at Oddo BHF; PT 53 euros
>>> Initiation
>>> Initiation
* Coinbase Rated New Hold at Berenberg; PT $55
* IPF Rated New Buy at Panmure Gordon; PT 200 pence
* Loungers Rated New Buy at Shore Capital
* NoHo Partners Rated New Buy at OP Corporate Bank; PT 10.50 euros
* NoHo Partners Rated New Buy at OP Corporate Bank; PT 10.50 euros
* OBI LN Rated New Corporate at Edison Investment Research
>>> Call
>>> Call
* Bpost Loses Only Positive Rating as Barclays Cites Uncertainty
* Centrica Gets Upside Catalyst Watch at Citi, Shares Seen Cheap
* JPMorgan’s Kolanovic Sees Stock Selloff If US Debt Drama Lingers
* RBC Sees Opportunities for Discount Retailers, AB Foods Upgraded
* TUI Raised at MS After Equity Raise, With Concerns Priced In