Live Markets: What you need to know
23/01/2018 07:52
Jan 23 (Reuters) - Welcome to the home for real time coverage of European equity markets
brought to you by Reuters stocks reporters and anchored today by Julien Ponthus. Reach him on
Messenger to share your thoughts on market moves: julien.ponthus.thomsonreuters.com@reuters.net
WHAT YOU NEED TO KNOW (0749 GMT)
European shares are set for a strong start in the wake of the rally, which took place in
Asia and on Wall Street following the deal to end the U.S. government shutdown.
After yesterday's M&A-fuelled session, there is little corporate news at this stage but
faith in "global synchronised growth" should continue lifting indexes to new highs.
Among possible movers is Sky: Britain's competition regulator said Rupert Murdoch buying all
of Sky was not in the public interest because it would give the media mogul too much influence.
Also EasyJet said recent reductions in capacity by competitors in the industry were
contributing to a positive trading environment, as revenues improved in the first quarter.
Still in the industry, Wizz Air is keen on Alitalia but only for short, medium-haul routes.
Here are a few other interesting headlines:
Netflix crosses $100 bln market capitalization as subscribers surge urn:newsml:reuters.com:*:nL4N1PH5C8
Trump deals blow to solar makers; forcing industry to look elsewhere for growth
urn:newsml:reuters.com:*:nL4N1PI2DF
Sweden's Com Hem Q4 underlying EBITDA just beats forecasts urn:newsml:reuters.com:*:nL8N1PI0XO
SGS expects sales growth in 2018 after FY profit rises urn:newsml:reuters.com:*:nL8N1PI0SF
Niki Lauda to buy airline he founded, say administrators urn:newsml:reuters.com:*:nV9N1JQ01O
Carrefour CEO steps up digital push, inks deal in China urn:newsml:reuters.com:*:nP6N1JD027
Paragon's Q1 lending rises as buy-to-let focus pays off urn:newsml:reuters.com:*:nL3N1PA3MD
(Julien Ponthus)
*****
TRUMP'S SOLAR TARIFFS TO HIT EUROPE TOO (0734 GMT)
U.S. President Donald Trump announced late yesterday tariffs on some imported solar cells,
boosting shares in U.S. solar companies but hitting rivals in Asia, such as Korean solar panel
manufacturers. urn:newsml:reuters.com:*:nL2N1PH1WV urn:newsml:reuters.com:*:nL4N1PI2DF
There could be victims in Europe too, such as Germany's SMA Solar Technology S92G.DE ,
which develops photovoltaic system technology.
"This could bother SMA's already difficult US business furthermore. SMA hosts CMD Friday
maybe giving some insight soon," a Frankfurt-based trader said.
Another trader said also shares in Solarworld SWVKk.F , REC Silicon REC.OL>, Solar A/S
SOLARb.CO , Soitec SOIT.PA and Solar-Fabrik SFXG.F could be under pressure following
Trump's move.
(Danilo Masoni)
*****
FUTURES POINT TO A STRONG START FOR EUROPEAN BOURSES (0706 GMT)
There seems to be little doubt as to whether European shares will follow the rally in Asia
and on Wall Street which followed the deal to end the U.S. government shutdown:
(Julien Ponthus)
*****
AN ECB CHEAT SHEET: FROM "VERY DOVISH" TO "VERY HAWKISH" (0650 GMT)
As Thursday's ECB meeting quickly approaches, ING has drafted a "cheat sheet" to help
investors read through Mario Draghi's carefully scripted language and decide whether his message
is "dovish" or "hawkish".
Here it is:
(Julien Ponthus)
*****
MORNING CALL: EUROPE TO RISE IN THE WAKE OF U.S. SHUTDOWN DEAL RALLY (0618 GMT)
Good morning and welcome to Live Markets. European shares are set to open higher on Tuesday
in the wake of the rally on Wall Street and Asia which followed a deal to end a three-day
government shutdown in the U.S.
Financial spreadbetters expect London's FTSE to open 18 points higher at 7,733.1,
Frankfurt's DAX to open 54 points higher at 13,517 and Paris' CAC to open 17 points higher at
5,558.5.
(Julien Ponthus)
*****
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Nordea http://reut.rs/2DVXkgo
opener futures http://reut.rs/2DXpzvq
opening snapshot http://reut.rs/2DVXFQe
Jan 22 YNAP shares http://reut.rs/2DYyCvV
socgen http://reut.rs/2DV4HER
artus http://reut.rs/2DWBhGs
European airlines' performance http://reut.rs/2DY42mk
half way http://reut.rs/2DZsaF9
UBS http://reut.rs/2DpMDBI
ocado http://reut.rs/2DXeFWk
Orange Deutsche Telekom http://reut.rs/2Drt2kG
JPM Value vs. Growth http://reut.rs/2DYHPEC
Closing Snapshot http://reut.rs/2DYOmPC
ECB Bingo http://reut.rs/2DYe7zr
opener http://reut.rs/2E3NCsF
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(Reporting by Danilo Masoni, Helen Reid, Kit Rees and Julien Ponthus)
((Danilo.Masoni@TR.com; +39-02-66129734; Reuters Messaging:
danilo.masoni.thomsonreuters.com@reuters.net; On Twitter https://twitter.com/damasoni))
Keywords: EUROPE STOCKS/