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Oct 30, 2018

Morning Euro Markets Bulletin

 
ADVFN  Morning Euro Markets Bulletin
Daily world financial news Tuesday, 30 October 2018 10:23:19
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London open: Stocks edge up as BP's thrid quarter impresses
FTSE 100
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Euronext
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Dax perf
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London stocks edged up in early trade on Tuesday, with sentiment underpinned by a strong set of earnings from BP.

At 0830 BST, the FTSE 100 was up 0.2% to 7,038.58, while the pound was down 0.2% against the dollar and the euro at 1.2771 and 1.1232, respectively.

Trade relations between the US and China were back in focus again after US President Trump said he expects a "great deal" with China, but threatened more tariffs - on another $257bn worth of goods - if a deal isn't agreed.

In UK corporate news, Ocado was the standout gainer as it said it expects to receive orders for the first three online delivery warehouses from US grocery giant Kroger before the end of the year after the pair signed a formal services and operational agreement.

BP rallied as the oil giant enjoyed its best quarterly result in more than five years as profits gushed much higher than expected in the third quarter thanks to strong oil prices.

Richard Hunter, head of markets at Interactive Investor, said: "BP has set the bar high for the oil majors in general, delivering a blockbuster set of earnings which have comfortably outpaced expectations.

"These numbers reflect a business which is back on its game and the initial share price reaction is understandably positive. This adds to some strength over the last year, during which time the shares have risen 7.5%, as compared to a 6% decline in the wider FTSE 100."

WH Smith racked up strong gains after announcing the acquisition of US airport retailer InMotion for £155m. The deal is expected to double WH Smith's international travel business and should add to earnings per share in the first year after completion.

AstraZeneca rose as it agreed to sell certain rights to two drugs for $815m, while Polymetal nudged up after agreeing to sell its Kapan mine in Armenia to Chaarat Gold Holdings for £$55m.

Online trading platform IG Group was in the green as it appointed former Verifone executive June Felix as its new chief executive officer with immediate effect.

On the downside, Reckitt Benckiser was the worst performer on the FTSE 100 after the consumer goods giant posted a 2% rise in third-quarter like-for-like sales, missing consensus expectations for a 4% increase as its European Infant Formula and Child Nutrition plant was hit by a temporary manufacturing disruption.

In broker note action, Electrocomponents was lifted to 'neutral' at Credit Suisse, while Travis Perkins was raised to 'equalweight' by Barclays.

Antofagasta was lifted to 'neutral' from 'sell' by UBS, while Drax was hit by a downgrade to 'hold' from 'buy' at Jefferies.


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Market Status
 
 
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Top 10 FTSE 100 Risers

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# NameChange PctChangeCur Price
1British Petroleum+4.17%+22.30557.50
2Antofagasta Plc+1.72%+13.00769.40
3Sage Group+1.36%+7.20535.20
4Marks & Spencer+1.25%+3.70298.90
5Glencore+1.17%+3.60311.80
6BHP Billiton+1.11%+17.001,548.60
7Rentokil Initial+1.09%+3.30305.30
8National Grid+1.09%+9.20853.10
9Royal Dutch Shell B+0.99%+24.502,494.00
10Persimmon+0.99%+22.002,248.00

Top 10 FTSE 100 Fallers

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# NameChange PctChangeCur Price
1Reckitt Benckiser-4.84%-320.006,291.00
2Smurfit Kappa Group-3.28%-84.002,474.00
3Standard Chartered-1.79%-9.60526.60
4Paddy Power Betfair-1.79%-120.006,590.00
5International Consolidated Airlines Group -1.79%-10.60583.00
6Mediclinic International plc-1.65%-5.90352.10
7Randgold Resources-1.62%-102.006,198.00
8Barclays-1.51%-2.62170.38
9Johnson Matthey-1.35%-39.002,859.00
10TUI AG-1.32%-17.001,273.50

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US close: Stocks head south as Trump reveals more taxes on Chinese imports

US stocks closed lower on Monday, with the Dow Jones reversing its 352-point gain from earlier in the session gain as losses seen last week seemed to be far from over.

At the close, the Dow Jones Industrial Average was 0.99% lower at 24,442.92, while the S&P 500 was down 0.66% at 2,641.25 and the Nasdaq was 1.63% softer at 7,050.29.

The Dow's turnaround was its biggest since February and left it just short of correction territory for the second time in 2018.

Losses picked up after it was revealed that Donald Trump was preparing to impose tariffs on all Chinese imports.

Oanda analyst Craig Erlam said: "I'm still far from confident that we're through the other side of this particular storm and the coming week could be just as turbulent as the ones that preceded it, but a positive start will come as a relief to investors."

"With a week to go until the midterms, more than a quarter of S&P 500 companies reporting and a number of notable data points to come - including the jobs report on Friday and inflation, income and spending today - I don't see this week lacking more volatility."

On the corporate front, shares in software company Red Hat closed 45.41% higher after it agreed to be bought by IBM for $34bn, or $190 per share in cash. Shares in IBM, however, were down 4.13%.

RBC Capital Markets said: "Certainly this is a transformative deal, being the largest in software history, a top ten technology transaction of all time, and a significant boost to IBM's hybrid-cloud business.

"The significant 63% control premium and healthy 9.1x CY/19E and 7.7x CY/20E EV/S multiples indicate to us that Red Hat likely did not need to sell but the offer was very strong. This, along with the approval of the deal by both boards, also likely reduces the chance that another bidder emerges."

Elsewhere, Boeing closed 6.59% lower after one if its 737 aircraft was involved in a fatal crash in Indonesia, marking their worst daily performance since February 2016.

Northrop Grumman shares lost 5.02% after the company announced a $1bn accelerated stock repurchase agreement with Goldman Sachs.

Blue Apron picked up 11.40% throughout the day as the company's meal kits became available on Walmart's Jet.com.

On the macro calendar, the pace of consumer spending in the States picked-up a bit last month, despite the hit to incomes from Hurricane Florence, but price pressures were slightly more intense than anticipated too.

According to the Department of Commerce, personal incomes and spending in the US advanced at a monthly clip of 0.2% and 0.4% in September, respectively.

Economists had forecast gains of 0.4% for both.

However, the August rise in personal incomes was revised up by one-tenth of a percentage point from 0.3% to 0.4%, while the rate of spending for both July and August were revised higher, by one and two-tenths of a percentage point, respectively, to reveal increases of 0.5% for both months.

Elsewhere, Texas factory activity continued to expand in October although at a slower pace than the previous month, according to the monthly Texas Manufacturing Outlook Survey conducted by the Federal Reserve Bank of Dallas.

The production index, a key measure of state manufacturing conditions, fell to 17.6 from 23.3 in September.

Other indexes of manufacturing activity were mixed. The new orders index rose to 18.9 in October from 14.7 while the growth rate of orders index slipped to 11.0 from 11.5, a six-month low. The capacity utilization index dropped to 15.4 from 21.6, while the shipments index fell to 16.6 from 20.8.


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Tuesday newspaper round-up: Budget, Trump, Afren, Restaurant Group

Philip Hammond will allow the government’s spending deficit to rise next year as he seeks to pay for the first round of extra NHS spending and a series of measures that will “bring an end to the era of austerity”. The chancellor sanctioned a rise from 1.2% to 1.4% in the annual deficit between this year and 2019/20 as he sought to honour promises made by the prime minister to boost spending on health, local authority housing and a freeze on fuel duty. - Guardian

Donald Trump is to deploy more than 5,200 troops to the border with Mexicoin what a rights organisation described as an abuse of the military to “further his anti-immigrant agenda of fear and division”. The announcement, just days before the midterm elections, came as Mexico also cracked down on migrants attempting to cross its own porous southern border. - Guardian

The world’s biggest businesses pumped an extra £3.5bn into research and development in the UK this year, as global spending growth hit a decade-high. Pharmaceuticals giants GSK and Astrazeneca were the biggest investors, with R&D spending of £6bn and £5.4bn, according to the report from PwC, followed by Fiat Chrysler’s £3.9bn and Rolls-Royce’s £1.1bn. - Telegraph

They called themselves the 'A-Team', but instead of breaking out of a maximum-security prison the oil barons who ran Afren have been handed lengthy prison sentences. Former chief executive Osman Shahenshah and chief operating officer Shahid Ullah, who ran the oil and gas giant until shortly before its collapse in 2015, will be jailed for a maximum of six and five years respectively. The total combined sentences amounted to 30 years, but will be served concurrently. - Telegraph

The company behind the Frankie & Benny’s and Chiquito restaurant brands is in advanced talks over an audacious £600 million swoop on the Wagamama chain. The Times has learnt that The Restaurant Group is the preferred bidder after a sale process launched in June by Goldman Sachs on behalf of Duke Street and Hutton Collins, the Asian noodle bar chain’s private equity backers. - The Times

Competition authorities are considering an investigation into the monopoly that the owner of British Airways has engineered on the route between Dublin and London City airport. Aer Lingus, BA’s sister carrier in the International Airlines Group stable, took over the operation of Cityjet services to Dublin on Sunday, running services on the route in its own colours. - The Times


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