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Mar 14, 2018

Morning Euro Markets Bulletin

 
ADVFN  Morning Euro Markets Bulletin
Daily world financial news Wednesday, 14 March 2018 11:33:46
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London open: Stocks in the black as Prudential rallies
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London stocks edged higher in early trade on Wednesday, recovering from losses in the previous session when investors were lumped with Trump's sacking of US Secretary of State Rex Tillerson and Philip Hammond's spring statement, with a strong performance from Prudential lending a hand.

At 0830 GMT, the FTSE 100 was up 0.2% to 7,149.86, while the pound was flat against the euro at 1.1270 and down 0.1% versus the dollar at 1.3949. Stocks ended lower on Tuesday after Trump sacked Tillerson, a move that came just days after Gary Cohn’s departure, sparking concerns that the President has lost two key figures when it comes to economic and foreign policy.

Spreadex analyst Connor Campbell said: "The UK blew its load on Tuesday economic calendar-wise, leaving the rest of the week looking rather sparse and the FTSE potentially at the mercy of whatever sentiment drifts over from the US."

US retail sales and the producer price index will be in focus at 1230 GMT.

In corporate news, life insurer Prudential was the standout gainer as it announced plans to split off its UK and Europe business and posted a rise in annual profit driven by surging sales at its Asian business.

Funeral and funeral-related services provider Dignity surged following its full-year numbers, as Panmure Gordon said it there could be "substantial" consensus upgrades on the horizon.

Campbell said: "While its 16% surge still leaves the stock a whole £10 per share below where it was before January’s 50% plunge, the sharp shift higher suggests investors are willing to take a punt on the troubled funeral services firm.

"The main catalyst for this growth wasn’t its annual pre-tax profit or revenue numbers – the former was flat, while the latter rose 3% - but the news that Dignity had hired LEK Consulting to develop a plan for the business focused on ‘the relationship between price, service and volume’; a lower cost, ‘more streamlined network operating model’; and efficiency."

Polymetal International edged up after agreeing to sell its 50% stake in the Dolinnoye gold property in Kazakhstan to local miner Altynalmas.

Infrastructure group Balfour Beatty was on the front foot after reporting a big rise in annual profit while Hikma Pharmaceuticals trotted higher after its full-year adjusted operating profit and earnings beat expectations.

Anglo AmericanAntofagasta and BHP Billiton were all boosted by upgrades at Goldman Sachs, while Inmarsat was lifted by an upgrade to 'hold' at Societe Generale.

On the downside, Morrisons slipped even as it announced a special dividend on top of the supermarket group's annual payout after another year of sales and profits growth.

InterContinental Hotels nudged down after saying it has agreed to buy a majority stake in Regent Hotels and Resorts for $39m in cash, with the right to acquire the remaining 49% interest in a phased manner from 2026.

Specialist landscape products group Marshalls ticked lower even as it posted a jump in full-year profit and revenue and upped its final dividend by 17%, boosted by its recent acquisition of precast concrete manufacturer CPM.



 
 
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Top 10 FTSE 100 Risers

#   Name Change Pct Change Cur Price
1 Prudential (LSE:PRU) +5.15% +94.00 1,919.50
2 Antofagasta Plc (LSE:ANTO) +2.14% +19.60 934.20
3 Anglo American (LSE:AAL) +2.02% +35.00 1,766.60
4 CRH Plc (LSE:CRH) +1.93% +47.00 2,483.00
5 Glencore (LSE:GLEN) +1.82% +6.85 383.55
6 Babcock International Group (LSE:BAB) +1.42% +9.40 672.40
7 Next Plc (LSE:NXT) +1.35% +65.00 4,869.00
8 BHP Billiton (LSE:BLT) +1.11% +16.00 1,452.60
9 Rio Tinto (LSE:RIO) +1.08% +40.00 3,755.50
10 GKN Plc (LSE:GKN) +1.05% +4.50 434.50

Top 10 FTSE 100 Fallers

#   Name Change Pct Change Cur Price
1 Kingfisher Plc (LSE:KGF) -2.26% -8.00 346.10
2 Standard Chartered (LSE:STAN) -1.88% -14.60 762.40
3 Mediclinic International plc (LSE:MDC) -1.48% -9.00 600.20
4 Convatec (LSE:CTEC) -1.09% -2.20 199.80
5 Severn Trent (LSE:SVT) -1.03% -18.50 1,779.00
6 Morrison (LSE:MRW) -0.93% -2.10 224.20
7 Barclays (LSE:BARC) -0.93% -1.95 207.75
8 Fresnillo plc (LSE:FRES) -0.86% -10.50 1,217.00
9 NMC Health (LSE:NMC) -0.83% -28.00 3,338.00
10 Intertek Group (LSE:ITRK) -0.83% -41.00 4,909.00

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Europe open: Stock buffeted by crosswinds from China, US
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Stocks on the Continent are heading higher, with what appears to be strong readings on China's economy helping to offset the drag from Tuesday's profit-taking on Wall Street as traders paused for breath amid news that the US Secretary of State had gotten canned.

Thus, following an initial dip, as of 1030 GMT the benchmark Stoxx 600 was higher by 0.28% or 1.05 points at 376.54, alongside a 0.32% or 38.61 point advance on the Cac-40 to 12,256.63, while Spain's Ibex 35 is nudging up by 0.10% or 9.40 points to 9,701.10.

In parallel, euro/dollar was little changed, drifting lower by 0.13% to 1.2373.

Commenting on the US administration's decision to do without Rex Tillerson's services, Michael Hewson at CMC Markets UK said: "With two high profile departures in a matter of days it could be argued that the Trump administration has lost two of the grown-ups in the room when it comes to economic and foreign policy.

"[...] Only time will tell whether the new appointments are able to regain the confidence of investors, particularly at a time when relations between the US and the EU are under strain over the subject of tariffs."

For his part, Ulrich Leuchtmann at Commerzbank waxed melancholic on what he termed the "chaotic" times of the Ronald Reagan years.

"Am I the last person to remember the chaotic times of the Reagan administration? For example Reagan’s sound check when he announced bombing Russia as a joke? And the dollar? It appreciated and appreciated and appreciated," he told clients.

Helping to offset the hit to sentiment from the latest news out of the States, were Wednesday morning's better-than-expected readings on Chinese industrial production and fixed asset investment.

Particularly notable was the pick-up seen in Chinese industrial activity, with output rising by 7.2% year-on-year over the first two months of 2018 (consensus: 6.2%), according to the National Bureau of Statistics, versus an increase of 6.2% in December.

That led Rohit Arora at UBS to tell clients: "Its fair to be worried about gradually compounding trade frictions, however, the gravity is also hard to defy. That’s our simplistic take from today’s stronger than expected China data, where the Jan-Feb IP positively surprised consensus by the largest margin since Feb-2010."


US close: Wall Street finishes lower after State Dept shake-up

Wall Street finished lower on Tuesday, following an in-line reading on US consumer prices and as traders digest the White House's decision to replace Secretary of State Rex Tillerson with CIA chief Mike Pompeo.

The Dow Jones Industrial Average ended the day down 0.68% at 25,007.03, the S&P 500 was off 0.64% at 2,765.31, and the Nasdaq 100 slid 1.19% to 7,046.51.

America's consumer price index printed at 2.2% year-on-year for February, up from 2.1% in the month before, while core CPI came in at 1.8%, with both readings as expected.

According to economists at Barclays research, who had expected CPI to rise by just 0.1% month-on-month at both the headline and core levels, last month's rise was the result of lingering transitory strength in core goods prices.

"That said, the report suggests a gradual firming in inflation pressures, and we view the report as consistent with our view that the Fed will raise rates in March, and three more times during the rest of the year," said Barclays’ Pooja Sriram in a research note sent to clients.

Earlier on Tuesday, president Donald Trump had unexpectedly ousted Tillerson, with some market commentary pointing out the multiple public scraps he had with the president himself.

Tillerson reportedly had also fallen afoul of lawmakers from both sides of the aisle given his public support for the cuts in the State Department's budget that the White House had pushed for.

In other economic news, the National Federation of Independent Business index of activity and sentiment rose to 107.6 from 106.9, beating expectations for a reading of 107.1.

"The historically high readings indicate that policy changes - lower taxes and fewer regulations - are transformative for small businesses,” said NFIB president and CEO Juanita Duggan.

“After years of standing on the sidelines and not benefiting from the so-called recovery, Main Street is on fire again.”

On the corporate front, Qualcomm slumped 4.95% after President Trump blocked Broadcom's hostile $140bn bid for the chip company on the grounds of national security.

Trump said there was "credible evidence" that the deal "threatens to impair the national security of the US" amid concerns it would have given China the upper hand in mobile communications.

United Continental was in the black by 0.83% after the airline said it was targeting 2018 adjusted earnings per share of between $6.50 and $8.50 versus consensus expectations of $7.46.

Footwear retailer DSW reversed earlier losses, surging 10.71% even after its fourth-quarter revenue missed expectations.


 


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Cryptocurrencies Report
#1 Bitcoin (BTC)
change
-3.01%
mktcap
261.46B
volume
47228.88T
price
8,901.40
#2 Ethereum (ETH)
change
-2.00%
mktcap
110.5B
volume
11263.39T
price
674.95
#3 Ripple (XRP)
change
-1.33%
mktcap
99.59B
volume
2010.5T
price
0.77
#4 Bitcoin Cash / BCC (BCH)
change
-1.46%
mktcap
41.41B
volume
6752.25T
price
1,035.16
#5 Cardano (ADA)
change
-0.79%
mktcap
24.18B
volume
1739.59T
price
0.21

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Wednesday newspaper round-up: Debt, post-Brexit travel, IoD, Ombudsman

MPs have accused the government of a “deeply regrettable” failure to put in place strong guarantees that the UK’s green investment bank will continue to support renewable energy after its privatisation. The public accounts committee said it was unclear whether the bank would continue to support the government’s energy policy or climate change goals, because the bank’s new owner is not legally bound to stick to its green aims. – Guardian

More than 600,000 people in financial difficulties last year sought help from the debt charity StepChange, including disproportionate numbers of single parents and those in rental accommodation. The charity said 619,946 new clients contacted it for debt advice last year – 3.5% more than in 2016, and 22% more than four years earlier. – Guardian

Consumer rights group Which? has warned that the UK’s largest travel companies are failing to properly warn millions of holidaymakers about the risk of post-Brexit flight cancellations. The consumer advocate said it asked tour operators Thomas Cook and Tui, airline Jet2 and online travel websites Expedia and On The Beach what they were doing to inform passengers what might happen to holidays being taken after the March 29 deadline next year for a Brexit deal with the EU. - Telegraph

The Institute of Directors has named easyJet's former finance director Chris Walton as its interim chairman, to replace Lady Barbara Judge who resigned late last week amid allegations of racism and bullying. Mr Walton, who previously served as the industry body's audit chairman and is currently non-executive council member at the group, had been put forward for the role by the IoD board, and was ratified by the council this evening. – Telegraph

Britain’s financial arbiter came under fresh pressure last night as MPs demanded to know how many flawed judgments it has allegedly delivered and lenders called for an inquiry into its work. The Financial Ombudsman Service has been warned that thousands of consumers may want to reopen old cases amid growing concern that complaints were mishandled. – The Times

Intercontinental Hotels Group has teamed up with a property investor to participate in the £1.2 billion auction of the company behind the Principal and De Vere hotel brands. The Holiday Inn and Crowne Plaza operator and its unnamed partner are understood to be among a small number of remaining bidders for the Principal Hotel Company, which is being sold by Starwood Capital Group, the American investment firm, through UBS. – The Times

 

 

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