>>> Finmeccanica receives offer for Ansaldo Breda from Hitachi

Finmeccanica receives offer for Ansaldo Breda from Hitachi
Story
Finmeccanica informs that yesterday 17 November - on schedule - it received the offer of Hitachi Ltd., one of the two companies selected by the advisors and admitted to the final stage of the process for the acquisition of AnsaldoBreda.

Finmeccanica is now starting the analysis of the offer in order to begin the negotiation process, according to the timing set forth by the Company in the conference call of the 9 month 2014 results.


Source Company Press Release

>>> US Early premarket gappers

Early premarket gappers

Gapping up: MTW +11.1%, SUNE +7.5%, FST +5.6%, TRVN +5.1%, IAG +4.8%, AUY +4.5%, AUY +4.5%, AEM +3.3%, ESI +3.2%, ABX +3%, XLNX +2.5%, NOK +2.5%, GDX +2.5%, SLW +2.4%, GG +2.1%, EGO +2.1%, SDRL +2%, MANU +1.9%, KGC +1.8%, STO +1.8%, TOT +1.7%, PT +1.7%, NVAX +1.4%, RIG +1.4%, RDS.A +1.3%, ALU +1.3%, TERP +1.2%, GFI +1.2%, MT +1.2%

Gapping down: NBS -27.3%, CYTR -11.2%, URBN -6.1%, RMTI -4.5%, PF -4.2%, FOLD -3.1%, A -3%, LQ -2.4%, RCPT -1.4%, HD -1.1%, RIO -1%, VALE -0.9%, JEC -0.5%

>>> Fitch: Japan decision to delay the sales tax will have significant developme

Fitch: Japan decision to delay the sales tax will have significant development for its sovereign rating **Insight: Current Japanese Sovereign Ratings and outlook
- S&P Moody's Fitch 
AA- negative Aa3 Stable A+ Negative

- Last S&P rating change was back on Feb 25th 2011 and outlook last adj on Apr 26th 2011
- Last Moody's rating change was back on Aug 24th 2011 and outlook last adj on Aug 24th 2011
- Last Fitch rating change was back on May 22nd 2012 and outlook last adj on May 22nd 2012

>>> Bouygues +23% since last month lows - Updated Chart

>>> Bouygues +23% since last month lows - Gap almost filled @ 29.25 - testing 200d MA (28.95) - interesting close to monitor today...

Still think there is more to go, we could see a pause around here but continue to be positive on this one...testing

Q1 2015 and more ECB QE news and some more investment in infrastructure in Europe could help the stock, rumors last week that the french gov was working on the media laws in framce could also be a catalyst, new organisations of Bouygues telco and new offers coudl give some momentum to the stock on holidays period...after a tough year for the company in term of strategy we could expect some more strategig decisions in the next coming weeks/months...

(BN) German Investor Confidence Rebounds as Economy Skirts Recession


German Investor Confidence Rebounds as Economy Skirts Recession
2014-11-18 10:00:32.993 GMT


By Alessandro Speciale
Nov. 18 (Bloomberg) -- German investor confidence rose for
the first time in 11 months after Europe’s largest economy
avoided relapsing into a recession.
The ZEW Center for European Economic Research in Mannheim
said its index of investor and analyst expectations, which aims
to predict economic developments six months in advance,
increased to 11.5 in November from minus 3.6 in October.
Economists had forecast a rebound to 0.5, according to the
median of 37 estimates in a Bloomberg News survey.
Germany’s gross domestic product expanded 0.1 percent in
the third quarter, after contracting in the three months through
June, to join a gradual euro-area revival that extended from
France to Greece. The European Central Bank has implemented
unprecedented stimulus measures to bolster the regional recovery
and has pledged more if needed.
“The recent GDP data showed the euro zone continues with a
very slow recovery,” said Alexander Koch, an economist at
Raiffeisen Schweiz in Zurich. “The fundamentals do not argue
for a pick up in the speed of economic activity.”
GDP in the 18-nation euro area increased 0.2 percent in the
third quarter, more than analysts forecast. Greece recorded
quarterly growth of 0.7 percent, while France expanded 0.3
percent.
Germany lagged behind the region as a whole. Third-quarter
growth was driven primarily by private consumption as equipment
investment dropped, construction fell and inventories
contracted. The government cut its growth forecasts last month,
and the Bundesbank said yesterday that the economy will lack
momentum until at least the end of this year.

For Related News and Information:
Draghi Says ECB Measures Could Include Buying Government Bonds
German-French Rebound Helps Euro-Area Keep Expanding: Economy
Frankfurt Open for Yuan Clearing amid Europe Liquidity Gains
Top Economy Stories: TECO <GO>
Sovereign credit ratings: CSDR <GO>
European economic statistics: EUST <GO>

--With assistance from Kristian Siedenburg in Vienna and Stefan
Riecher, Stuart Metzler and Angela Cullen in Frankfurt.

To contact the reporter on this story:
Alessandro Speciale in Frankfurt at +49-69-9204-1201 or
aspeciale@bloomberg.net
To contact the editors responsible for this story:
Fergal O’Brien at +44-20-7330-7152 or
fobrien@bloomberg.net
Paul Gordon, Zoe Schneeweiss

>>> Bouygues +23% since last month lows - Gap almost filled @ 29.25

Still think there is more to go, we could see a pause around here but continue to be positive on this one...

Q1 2015 and more ECB QE news and some more investment in infrastructure in Europe could help the stock, rumors last week that the french gov was working on the media laws in framce could also be a catalyst, new organisations of Bouygues telco and new offers coudl give some momentum to the stock on holidays period...after a tough year for the company in term of strategy we could expect some more strategig decisions in the next coming weeks/months...