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市场新闻

Top of the Street: UK housebuilders, Aena, CTS Eventim

BUZZ-Top of the Street: UK housebuilders, Aena, CTS Eventim A round-up of notable broker activity this morning from Europe's top-ranked* analysts: ** Stifel says British housing market continues to improve, which should underpin rising house prices, unit completions and margins for the UK housebuilders ** It upgrades Barratt Redrow BTRW.L to "buy" from "hold" after recent underperformance, expecting news around Redrow acquisition to turn positive as the company would beat synergy targets ** The
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Europe's STOXX 600 corporate earnings week ahead

DIARY-Europe's STOXX 600 corporate earnings week ahead Oct 11 (Reuters) - Diary of Europe's STOXX 600 (.STOXX) corporate earnings for the week ahead EUROPE'S STOXX 600 EARNINGS Start Date Start Time(GMT) RIC Company Name Event Name 15-Oct-2024 BMO BWY.L Bellway PLC Full Year 2024 Bellway PLC Earnings Release 15-Oct-2024 05:00 ERICb.ST Telefonaktiebolaget LM Ericsson Q3 2024 Telefonaktiebolaget LM Ericsson Earnings Release 16-Oct-2024 AMC GFCP.PA Gecina SA Q3 2024 Gecina SA Earnings Release 16-Oc
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ArcelorMittal, Barratt Redrow, Croda

EUROPE RESEARCH ROUNDUP-ArcelorMittal, Barratt Redrow, Croda Oct 11 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including ArcelorMittal , Barratt Redrow and Croda on Friday. HIGHLIGHTS * ArcelorMittal SA MT.AS : JP Morgan cuts to neutral from overweight * Barratt Redrow Plc BTRW.L : Citigroup cuts target price to 600p from 615p * Croda CRDA.L : JP Morgan cuts target price to 3875p from 4200p * Jet2 Plc JET2.L : Morgan Stanley raises targe
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Bellway Names Shane Doherty As CFO

BRIEF-Bellway Names Shane Doherty As CFO Oct 11 (Reuters) - Bellway PLC BWY.L : DIRECTORATE CHANGE APPOINTS SHANE DOHERTY AS CFO RETIREMENT OF GROUP FINANCE DIRECTOR AND APPOINTMENT OF CHIEF FINANCIAL OFFICER APPOINTMENT OF SHANE DOHERTY AS CHIEF FINANCIAL OFFICER. KEITH ADEY TO STEP DOWN AS GROUP FINANCE DIRECTOR ON DEC 1, 2024 Source text for Eik
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FTSE 100 slips to one-month low as miners fall after China boost fades

UPDATE 1-FTSE 100 slips to one-month low as miners fall after China boost fades For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window Updated at 1550 GMT Vistry plunges after lowering annual profit forecast Imperial Brands jumps on bumper growth forecast FTSE 100 down 1.4%, FTSE 250 off 1.1% By Shubham Batra Oct 8 (Reuters) - Britain's benchmark FTSE 100 recorded its worst day in two months on Tuesday led by losses in miners after China refrai
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UK homebuilder Vistry plunges after lowering annual profit forecast

BUZZ-UK homebuilder Vistry plunges after lowering annual profit forecast Updates ** Shares of British homebuilder Vistry VTYV.L plunge as much as 36.3% to 811p , top loser on benchmark FTSE 100 .FTSE ** Shares hit lowest level since December 2023 ** C o cuts FY24 profit forecast by 80 mln pounds ($104.6 mln), hurt by higher build costs in one of its divisions ** Now sees adjusted profit before tax for year ending Dec.
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UK homebuilders dragged down by 30% drop in Vistry shares

UK homebuilders dragged down by 30% drop in Vistry shares LONDON, Oct 8 (Reuters) - A basket of UK homebuilder shares .FTNMX402020 fell as much as 7.5% on Tuesday, after Vistry VTYV.L shares shed almost a third of their value following a warning on the firm's 2024 profit . Shares in Vistry, Britain's largest homebuilder by annual output, were last down 29%, weighing on the sector which was on track for its biggest daily fall in two years.
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UK homebuilders rise after BoE's Bailey hints at faster rate cuts

BUZZ-UK homebuilders rise after BoE's Bailey hints at faster rate cuts ** Shares of UK housebuilders .FTNMX402020 rise 1.4%, after Bank of England Governor Andrew Bailey said the central could move more aggressively to cut interest rates if there is further good news on inflation ** Bailey says there was a chance that the BoE could become "a bit mo
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British Business - Sept 9

PRESS DIGEST-British Business - Sept 9 Sept 9 (Reuters) - The following are the top stories on the business pages of British newspapers. Reuters has not verified these stories and does not vouch for their accuracy. The Times - Housebuilder Bellway BWY.L pulled out of its 720 million pound ($945.58 million) takeover of Crest Nicholson over concerns about its smaller rival's ballooning bill to fix dangerous cladding after the Grenfell Tower tragedy.
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UK homebuilder Barratt sees return to profit growth by 2026

UPDATE 2-UK homebuilder Barratt sees return to profit growth by 2026 FY adj PBT 385 mln stg vs market view of 365 mln stg July 1-Aug. 25 reservation rate 0.58 units vs 0.42 year ago Shares in FTSE 100 builder down 2.3% in morning trade Rewrites through, adds CEO comment in paragraphs 1, 2 and 5, sector context in paragraphs 3 and 4, analysts' comment in paragraph 8 By Aby Jose Koilparambil Sept 4 (Reuters) - British homebuilder Barratt BDEV.L posted a smaller-than-expected decline in annual prof
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UK homebuilders Barratt, Vistry set to underline recovery path

PREVIEW-UK homebuilders Barratt, Vistry set to underline recovery path By Aby Jose Koilparambil Sept 3 (Reuters) - Top UK homebuilders Vistry VTYV.L and Barratt BDEV.L will likely strike a cautiously optimistic tone on demand recovery when they report earnings this week as interest rates ease and government policy reforms take shape. The homebuilders are expected to benefit from increased affordability due to declining mortgage rates and volume growth from the new Labour government's push to del
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Bank of Georgia, Tracsis, Victrex

EUROPE RESEARCH ROUNDUP- Bank of Georgia, Tracsis, Victrex Aug 29 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Bank of Georgia, Tracsis and Victrex, on Thursday. HIGHLIGHTS * Bank of Georgia BGEO.L : Peel Hunt raises target price to 6,200p from 6,000p * Close Brothers Group Plc CBRO.L : RBC raises to outperform from sector perform * Rathbones Group RAT.L : RBC raises target price to 1,950p from 1,850p * Tracsis Plc TRCS.L : Bere
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Adyen NV, Beazley, Nel ASA

EUROPE RESEARCH ROUNDUP-Adyen NV, Beazley, Nel ASA Aug 16 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Adyen NV, Beazley and Nel ASA, on Friday. HIGHLIGHTS * Adyen NV ADYEN.AS : TD Cowen raises target price to EUR 1,620 from EUR 1,618 * Beazley BEZG.L : HSBC raises target price to 780p from 665p * Diageo DGE.L : HSBC cuts target price to 3,000p from 3,300p * Nel ASA NEL.OL : Berenberg cuts to hold from buy * ThyssenKrupp Nucera
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Anglo American, Metro Bank, Synthomer

EUROPE RESEARCH ROUNDUP- Anglo American, Metro Bank, Synthomer Aug 15 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Anglo American, Metro Bank and Synthomer, on Thursday. HIGHLIGHTS * Anglo American AAL.L : Bernstein cuts target price to 2,500p from 2,700p * DNB Bank ASA DNB.OL : Citigroup cuts PT to NOK 208 from NOK 220 * Metro Bank MTRO.L : Peel Hunt raises target price to 60p from 30p * Synthomer SYNTS.L : HSBC cuts target pri
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UK homebuilders rise as inflation data boosts rate cut hopes

BUZZ-UK homebuilders rise as inflation data boosts rate cut hopes ** Shares of UK housebuilders .FTNMX402020 rise 1.8% as inflation picks up less than expected, boosting rate cut bets ** British consumer price inflation increased for the first time this year in July but remained smaller than expected due to a slow rise in services prices ** Crest N
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Financial Times - August 14

PRESS DIGEST- Financial Times - August 14 Aug 14 (Reuters) - The following are the top stories in the Financial Times. Reuters has not verified these stories and does not vouch for their accuracy. Headlines - AstraZeneca hits 200 billion STG valuation - Hipgnosis sues Barry Manilow over bonus payments - UK housebuilder Bellway walks away from Crest Nicholson takeover bid - Brussels slaps down Thierry Breton over 'harmful content' letter to Elon Musk Overview - AstraZeneca AZN.L has become the on
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British Business - Aug 14

PRESS DIGEST-British Business - Aug 14 Aug 14 (Reuters) - The following are the top stories on the business pages of British newspapers. Reuters has not verified these stories and does not vouch for their accuracy. The Times - Flutter Entertainment FLTRF.L is set to buy Betnacional, Brazil's biggest gaming operator for about 1 billion pounds ($1.29 billion).
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Deals of the day-Mergers and acquisitions

Deals of the day-Mergers and acquisitions Updates Carlyle and Bellway; Adds eSentire, Blackstone Group, Tilray Brands, Rheinmetall Aug 13 (Reuters) - The following bids, mergers, acquisitions and disposals were reported by 2 100 GMT on Tuesday: * * Rheinmetall RHMG.DE would buy U.S.-based military vehicle parts maker Loc Performance in a $950 million deal, the German defense group said.
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FTSE 100 extends gains to third session, focus turns to CPI

UPDATE 1-FTSE 100 extends gains to third session, focus turns to CPI For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window FTSE 100, FTSE 250 add 0.3% each Insurers, utilities and pharma stocks drive broader gains Crest Nicholson shares dive 20.7% after Bellway scraps plans to takeover Updated at 1606 GMT By Purvi Agarwal and Roshan Abraham Aug 13 (Reuters) - UK stocks ended higher on Tuesday, helped by insurers' shares as investors looked to
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Deals of the day-Mergers and acquisitions

Deals of the day-Mergers and acquisitions Adds: Bellway, Carlyle Group Aug 13 (Reuters) - The following bids, mergers, acquisitions and disposals were reported by 1330 GMT on Tuesday: ** British homebuilder Bellway BWY.L has dropped its 720 million pounds ($921 million) takeover proposal for FTSE midcap peer Crest Nicholson CRST.L , without giving a reason.
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