FT : European regulators delay new rules on failed trades

European regulators delay new rules on failed trades
Lobby groups say planned changes will be harmful to stability of bond and exchange traded fund markets

European markets regulators are planning a year’s delay to a new rule imposing penalties on trades that fail to settle on time, after market participants said the coronavirus pandemic had made it impossible to hit next February’s deadline.

Authorities are planning to push back the regime until February 2022, the European Securities and Markets Authority said on Tuesday.

That would mark a second delay for the controversial rules, which lobby groups around Europe have argued will be harmful to the functioning, liquidity and stability of the region’s bond and exchange traded fund markets.

In a letter to Esma, made public on Tuesday, the European Commission noted that “stakeholders” had complained about the tight timeline for implementation, and had argued that the choppy trading of the past few months “would have been significantly worse” if the regime had been in place.

EU watchdogs are taking aim at trades that fail to complete — either because the buyer does not deliver the funds to pay for the deal or because the seller does not supply the securities.

At the moment, failed trades are settled informally between the parties. Under the new rules, trades that fail to settle — usually within a window of two or three days — would face a mandatory “buy-in” to close the deal.

The counterparty, clearing house or central securities depository will be required to buy the asset at the prevailing market price, while the institution responsible for the failure will have to pay an initial penalty, based on the value of the security — as well as any difference between the buy-in price and the original deal.

Investment banks balked at the proposals, saying penalties for failures could push up the cost of trading by billions of euros a year. Big banks each have to deal with about 10,000 failed trades every day in their core European markets, according to Cognizant, a New Jersey-based provider of IT services.

Critics also warned that the new regime would make buying illiquid securities more expensive and more difficult, using the market dislocations of March and April to underline their point.

ICMA, the bond industry trade association, welcomed news of the delay and urged regulators to revise the mandatory buy-in rules as “it is widely recognised that there are a number of design flaws in the . . . framework”.

Regulators had already pushed back an initial launch date of November because users said they needed more time to test new IT systems. The original timeframe also clashed with the implementation of new global standards for software that carries financial messages.

Last month the UK said it would not implement the failed-trade regime once it left the transition period to exit the EU, in one of the first examples of Britain indicating where its financial services laws will diverge from the bloc

FT : Federal Reserve extends emergency lending facilities by 3 months

Federal Reserve extends emergency lending facilities by 3 months
Programmes brought in to shore up financial markets during pandemic will now expire at end of year

The Federal Reserve is extending the emergency lending facilities it set up to shore up financial markets during the pandemic until the end of the year, in the latest sign of its concern that the coronavirus crisis will continue to weigh on the US economy.

The board of the US central bank announced the decision on Tuesday as its monetary policymakers began a two-day meeting. The lending facilities, which were designed to support short-term funding and corporate debt markets and to offer loans to struggling midsized businesses, were due to expire at the end of September.

“The three-month extension will facilitate planning by potential facility participants and provide certainty that the facilities will continue to be available to help the economy recover from the Covid-19 pandemic,” the Fed said.

The facilities had “provided a critical backstop, stabilising and substantially improving market functioning and enhancing the flow of credit to households, businesses, and state and local governments,” it added.

Fed officials had signalled that the lending facilities would be in place as long as they were needed and would not be allowed to lapse prematurely.


The Federal Reserve is extending the emergency lending facilities it set up to shore up financial markets during the pandemic until the end of the year, in the latest sign of its concern that the coronavirus crisis will continue to weigh on the US economy.

The board of the US central bank announced the decision on Tuesday as its monetary policymakers began a two-day meeting. The lending facilities, which were designed to support short-term funding and corporate debt markets and to offer loans to struggling midsized businesses, were due to expire at the end of September.

“The three-month extension will facilitate planning by potential facility participants and provide certainty that the facilities will continue to be available to help the economy recover from the Covid-19 pandemic,” the Fed said.

The facilities had “provided a critical backstop, stabilising and substantially improving market functioning and enhancing the flow of credit to households, businesses, and state and local governments,” it added.

Fed officials had signalled that the lending facilities would be in place as long as they were needed and would not be allowed to lapse prematurely.


The Federal Reserve is extending the emergency lending facilities it set up to shore up financial markets during the pandemic until the end of the year, in the latest sign of its concern that the coronavirus crisis will continue to weigh on the US economy.

The board of the US central bank announced the decision on Tuesday as its monetary policymakers began a two-day meeting. The lending facilities, which were designed to support short-term funding and corporate debt markets and to offer loans to struggling midsized businesses, were due to expire at the end of September.

“The three-month extension will facilitate planning by potential facility participants and provide certainty that the facilities will continue to be available to help the economy recover from the Covid-19 pandemic,” the Fed said.

The facilities had “provided a critical backstop, stabilising and substantially improving market functioning and enhancing the flow of credit to households, businesses, and state and local governments,” it added.

Fed officials had signalled that the lending facilities would be in place as long as they were needed and would not be allowed to lapse prematurely.

Reuters - Thyssenkrupp must quickly present strategy, steel solution -Deka - Reu

Thyssenkrupp must quickly present strategy, steel solution -Deka - Reuters News
28-Jul-2020 16:31:49

Elevator sale expected to close on Friday - sources
Deal will give Thyssenkrupp 17.2 bln euros in proceeds
Group must spell out how money will be spent - Deka
By Christoph Steitz

FRANKFURT, July 28 (Reuters) - Conglomerate Thyssenkrupp TKAG.DE must soon find a solution for its struggling steel unit and say how it will spend the 17.2 billion euros ($20.2 billion) in proceeds from the sale of its elevator division, a top-20 investor said.

"There has to be a solution for steel in the near term. It would be good if there was clarity until the next annual general meeting," said Ingo Speich, head of sustainability and corporate governance at Deka Investment, Thyssenkrupp's 11th-largest shareholder, who has been an outspoken critic of Thyssenkrupp's performance in the past.

Speich's remarks come ahead of the deal's closing, which sources say is expected on Friday.

Thyssenkrupp's next AGM is scheduled for Feb. 5, 2021.

The group has said it might sell, keep or merge its steel division with a peer, with Salzgitter SZGG.DE, Tata Steel TISC.NS, SSAB SSABaST and Baoshan Iron & Steel 600019.SS all considered potential partners, sources have said. (Full Story) (Full Story)

"Completely divesting steel will be difficult," Speich said, adding a joint venture or merger with a peer would be the most likely options.

"Time is against Thyssenkrupp and in favour of its peers," Speich said.

The sale of elevators to a consortium of Advent, Cinven CINV.UL and Germany's RAG foundation will effectively hand Thyssenkrupp a financial lifeline to turn around its other business units, which range from car parts to submarines.

But the group has signalled that most of the proceeds will be used up by cutting down debt, paying off pension liabilities and for offsetting business lost thanks to the coronavirus pandemic, leaving little to fund future projects.

One of the people said that less than 2 billion euros might be available to invest in growth.

Thyssenkrupp's shareholders are not expected to get a share either, Speich said: "The company needs every cent."

Thyssenkrupp declined to comment.

>>> US Gapping down

Gapping down
In reaction to disappointing earnings/guidance
:

  • HOG -4.9%, AUDC -4.6%, NXPI -4.3%, CRSP -4.1%, EDU -4.1%, FFIV -4%, AWI -4%, NOV -3.7%, YNDX -3.6%, JJSF -3.1%, MMM -2.6%, ABG -2.5%, MCD -2.3%, CNC -1.8%, ROK -1.7%, PCH -1.4%, ST -1.4%, ARE -0.9%, QTS -0.6%, SSD -0.6%, WDR -0.6%, CINF -0.5%, MSCI -0.5%

Other news:

  • NMRD -21.7% (announces shelf offering for sale shares of its common stock and warrants)
  • CRMD -13% (stock offering)
  • BTAI -2.4% (commences offering of $200 mln of its common shares; also files mixed securities shelf offering)
  • ING -2.3% (will book goodwill impairment in Q2 of approximately €300 mln)
  • INTC -0.8% (announces organizational changes)

Analyst comments:

  • RDFN -2.6% (downgraded to Negative from Neutral at Susquehanna)
  • TSLA -1.8% (downgraded to Underperform from Mkt Perform at Bernstein)

>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • AMKR +16.6%, OMF +13.9%, MEDP +11.7%, VCRA +11.5%, HSTM +10.4%, FIX +8.2%, CVLT +7.4%, PII +7.2%, TNET +6.8%, AJRD +5.5%, IRDM +4.8%, IBTX +3.6%, IBTX +3.6%, PFE +3.4%, SHW +3.3%, MDC +3.2%, LXFR +2.7%, AGNC +2.7%, GLW +2.4%, OTIS +2.2%, RTX +2.1%, CMI +2.1%, LH +1.8%, MLM +1.8%, SPGI +1.7%, XRX +1.4%, JBT +1.2%, DHI +1.2%, HUN +0.9%, MO +0.8%, CR +0.7%, WAT +0.7%, FBC +0.6%

Other news:

  • SPPI +49.4% (announces "positive" top-line results from ZENITH20 Phase 2 trial)
  • LUMO +18.2% (to sell its Priority Review Voucher to Merck)
  • BSM +12.3% (increases dividend)
  • BLNK +6.1% (announces collaboration with EnerSys (ENS) to develop high-power wireless and enhanced DC fast charging systems)
  • BNTX +4% (BNTX and PFE choose lead mRNA vaccine candidate, starts global Phase 2/3 study)
  • CTSO +3.8% (REFRESH 2-AKI trial receives recommendation for study resumption from Data Monitoring Committee)
  • PFE +3.5% (BNTX and PFE choose lead mRNA vaccine candidate, starts global Phase 2/3 study)
  • CHMA +3.3% (announces data from CHIASMA OPTIMAL Phase 3 trial)
  • ACIU +3.1% (reports new data for its next generation alpha-synuclein positron emission tomography-tracer during an oral presentation at the Alzheimer's Association International Conference)
  • BHC +2.8% (Glenview (Larry Robbins) increases holding and discloses 5.9% active stake)
  • TCRR +2.5% (commences public offering of 6 mln shares)

Analyst comments:

  • SHOP +2.6% (upgraded to Buy from Neutral at Goldman)
  • NET +2.2% (upgraded to Buy from Hold at Jefferies)
  • CVNA +1.2% (initiated with an Overweight at Piper Sandler)
  • SR +1% (upgraded to Overweight from Equal Weight at Wells Fargo)
  • ATHM +0.7% (upgraded to Outperform from Neutral at Credit Suisse)

>>> US Early premarket gappers

Early premarket gappers

  • Gapping up:
    • SPPI +65.1%, LUMO +19.9%, AMKR +17.3%, OMF +15.9%, FIX +15%, BSM +12.3%, MEDP +11.3%, VCRA +10.8%, HSTM +10.4%, PII +9.1%, TNET +6.8%, AJRD +5.5%, TCRR +4.3%, AGNC +4.3%, BNTX +4%, IBTX +3.6%, CHMA +3.3%, PRVL +3.3%, SSD +3.2%, MDC +3.2%, BHC +2.7%, LXFR +2.7%, AWI +2.4%, PFG +2%, PFE +1.9%, SPCE +1.3%, JBT +1.2%, HUN +0.9%, PRLB +0.8%
  • Gapping down:
    • CRMD -19%, NMRD -13.5%, EDU -5.5%, AUDC -5%, NXPI -3.7%, HXL -3.7%, NOV -3.7%, CRSP -3.6%, FFIV -3.3%, JJSF -3.1%, YNDX -2.5%, BTAI -2.4%, ING -2%, PCH -1.4%, ST -1.4%, ARE -0.9%, QTS -0.6%, CINF -0.5%

REuters - Exclusive: China's Ctrip in talks with investors to delist from Nasdaq

Exclusive: China's Ctrip in talks with investors to delist from Nasdaq - sources

HONG KONG (Reuters) - Chinese online travel giant Ctrip is in talks with potential investors about funding its delisting from Nasdaq because of rising U.S.-China tensions and the coronavirus-driven hit to its business, sources told Reuters.

The management of China’s largest online travel firm, with a current market value of $16.5 billion, has reached out to a number of financial and strategic investors including private equity firms and domestic tech companies about joining a take-private deal, said four people with direct knowledge of the matter.

Ctrip’s move comes as U.S.-listed Chinese companies face tightened scrutiny and more strict audit requirements from U.S. regulators, while geopolitical tensions escalate between the world’s two largest economies. Those have prompted a number of Chinese companies to abandon a New York listing and move instead to an exchange closer to home.

Ctrip’s delisting discussions, which have not been reported previously, are at an early stage and are subject to change, cautioned the sources, who spoke on condition of anonymity because the matter is not public.

Ctrip, also known as Trip.com Group Ltd (TCOM.O), declined to comment.

There have been six announced take-privates of U.S.-listed Chinese companies worth $9.1 billion so far this year, showed Refinitiv data. The average premiums paid by buyers, however, almost halved to 22% from 42% last year.

Just on Monday, China’s Sogou Inc (SOGO.N) said shareholder Tencent Holdings (0700.HK) made a preliminary offer to buy the rest of the web search firm it did not already control, in a deal that valued the company at about $3.5 billion.

Deals being discussed include a delisting of search engine giant Baidu Inc (BIDU.O), Reuters reported in May.

Both Ctrip and Baidu have held preliminary talks with Hong Kong Exchanges and Clearing (0388.HK) about a possible secondary listing, Reuters reported in January.

Ctrip later decided to delist as the coronavirus outbreak hit its businesses badly in the first half and has weighed heavily on its valuation, said one of the people.

It reported a 42% year-on-year drop in net revenue in the first quarter of 2020 and a net loss of 5.4 billion yuan ($754 million). The company said it expected net revenue to decrease by about 67% to 77% year-over-year for the second quarter of 2020 due to COVID-19’s continued impact.

Its shares have fallen 17% so far this year while the Nasdaq Golden Dragon China Index .HXC, which tracks Chinese firms listed on the U.S. exchange, has gained 22% over the same period.

Ctrip’s diversified ownership structure, however, would present a challenge to getting shareholders’ backing for the delisting plans. Its biggest shareholder Baidu only held a 11.7% stake, followed by Scottish fund manager Baillie Gifford’s 7.7%, as of the end of last year, according to its 2019 annual report .

Its co-founders James Liang and Fan Min and other executives owned a combined 5.9% stake, showed the report.

Founded in 1999, Ctrip went public on Nasdaq in 2003, as part of an early wave of Chinese tech companies lured by high valuations overseas.

>>> Europe : Brokers Upgrades & Downgrades - 28th of July 2020 - V2(+)

>>> Up
* Baloise Raised to Hold at HSBC; PT 157 Swiss francs
* BT Raised to Equal-Weight at Barclays; PT 130 pence
* Centrica Raised to Buy at Jefferies; PT 60 pence
* Faurecia SE Raised to Buy at MainFirst; PT 44 euros
* Faurecia SE Raised to Buy at SocGen; PT 44 euros (+)
* Finnair Raised to Buy at HSBC; PT 60 euro cents
* Games Workshop PT Raised to 9,500 pence at Peel Hunt (+)
* GEA Group Raised to Hold at M.M. Warburg; PT 30 euros (+)
* IMI Raised to Neutral at Credit Suisse; PT 1,150 pence (+)
* Immobel SA Raised to Buy at KBC Securities; PT 80 euros
* Jungheinrich Raised to Hold at Bankhaus Metzler; PT 26 euros (+)
* Scandic Raised to Hold at Jefferies; PT 32 kronor
* SES-imagotag Raised to Add at Portzamparc (+)

>>> Down
* ABB Cut to Sell at LBBW; PT 19 Swiss francs (+)
* Credito Emiliano Cut to Neutral at Banca Akros (ESN) (+)
* Iberdrola Cut to Neutral at Mediobanca SpA
* Mensch und Maschine Cut to Hold at LBBW; PT 50.25 euros (+)
* Pandora Cut to Hold at SEB Equities; PT 400 kroner
* Renishaw Cut to Equal-Weight at Morgan Stanley; PT 4,500 pence
* Tesla Cut to Underperform at Bernstein; PT $900
* Thales PT Cut to 62 euros from 73 euros at Morgan Stanley (+)

>>> Initiation
* DEFAMA AG Rated New Buy at Bankhaus Metzler; PT 20.50 euros (+)
* Deutsche Telekom Rated New Neutral at CaixaBank BPI
* Esker Rated New Buy at Berenberg; PT 165 euros
* Philips Rated New Buy at SocGen; PT 56 euros
* T-Mobile Rated New Outperform at Exane; PT $130

>>> Call
* Centrica Up to Buy After ‘Transformational’ Unit Sale: Jefferies
* Delivery Hero Continues to See Strong Growth, JPMorgan Says (+)
* LVMH 1H Was a ‘Complex Cocktail’ of Bad and Good News: Jefferies (+)
* Michelin 1H Better Than Expected, Guidance Cautious: Jefferies

>>> Stoxx 600 Pre-Market Indications

  • EasyJet (EJT1 TH) +3.7%
    • Shares fell 8% yesterday
    • Spain Lashes Out at the U.K.’s ‘Unbalanced’ Travel Ban
  • AstraZeneca (ZEG TH) +2.3%
    • AstraZeneca’s Farxiga Met Goals in Chronic Kidney Disease Trial
  • Delivery Hero (DHER TH) +2.2%
    • Delivery Hero Raises Guidance Following Growth During Covid-19
  • Peugeot (PEU TH) +2%
    • Peugeot Maker PSA Sticks to Financial Outlook Despite Virus Drag
  • TUI (TUI1 TH) +1.8%
  • TOTAL SE (TOTB TH) +1.7%
  • Glaxo (GS7 TH) +1.7%
  • HelloFresh (HFG TH) +1.6%
  • Vodafone (VODI TH) +1.4%
  • LVMH (MOH TH) -2.9%
    • LVMH Profit Takes Hit From Store Closures, Travel Restrictions
  • HSBC Holdings (HBC1 TH) -3.1%
    • Squeezed by Superpowers, HSBC Eyes Next Step of Reboot (1)