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StreetAccount Summary - EU Market Recap: FTSE 100 (0.17%) to 8153.69, DAX (0.92%) to 18387.46, CAC40 (1.12%) to 7513.73, STOXX 600 (0.61%) to 512.30

Jul 24 ,2024

  • Synopsis:

    • European equity markets closed broadly lower Wednesday, with particular weakness in the Tech and Luxury sectors on the back of earnings newsflow. Those same dynamics caused the Netherlands AEX (1.3%) and French CAC 40 (1.1%) to be the worst regional performers. Meanwhile, Portugal PSI 20 +0.7% and Belgium BEL 20 +0.7% bucked the negative trend. Gold, Oil higher.

    • On the European macro front, German GfK consumer confidence beat expectations with income expectations at best level since October 2021. The Eurozone flash PMI showed the recovery is losing momentum. The composite PMI hit a five-month low at 50.1 versus prior 50.9 with the economy effectively stalling amid ongoing weakness in manufacturing and a weakening services sector expansion. UK PMI at two-month high amid new business growth at highest level in 15 months. Recall that momentum was dampened somewhat in prior month due to election. Upturn in activity saw firms increase staffing numbers at quickest pace in 13 months. One encouraging development for BoE policy outlook was average prices charged rising at slowest pace in almost three-and-a-half years. Input cost inflation also eased for services sector firms amid softening wages, though increase in hiring could see renewed upward pressure. However, manufacturers faced fastest rise in costs in one-and-a-half years due to higher freight costs amid Middle East tensions

    • Focus on earnings newsflow; luxury bellwether LVMH (MC.FP) saw a small miss on both top-line and earnings amid macroeconomic pressures, geographic distribution, and foreign exchange challenges. Q2 sales fell short in all divisions. In Tech, there was some focus on US tech earnings with TSLA under pressure following bottom line miss. GOOGL was down after Q2 revenue topped forecasts. AI-related demand underpinned Cloud revenue though capex came in a bit higher than expected. In Europe, ASM International (ASM.NA), Temenos (TEMN.SW) fell on back of earnings. BE Semiconductor (BESI.NA) led EU semi names down ahead of its earnings report tomorrow; some concerns Street is too optimistic after peer ASMPT (522.HK) shares fell over (23%) after its Q3 guidance missed expectations. In bank earnings, Deutsche Bank (DBK.GR) missed, while Santander (SAN.SM), BNP Paribas (BNP.FP) and UniCredit (UCG.IM) all beat.

    • In M&A news, Ascential (ASCL.LN) confirmed that it has received a conditional proposal from Informa (INF.LN) regarding a possible 568p/share cash offer; UniCredit (UCG.IM) is set to acquire Vodeno Sp. and Aion Bank SA/NV for ~€370M while Exclusive Networks (EXN.FP) received a €24.25/share binding offer from Clayton Dubilier & Rice, in consortium with Exclusive Networks' majority holder Permira.

    • Another busy session tomorrow for earnings, with AstraZeneca (AZN.LN), Unilever (ULVR.LN), TotalEnergies (TTE.FP), Sanofi (SAN.FP) among the bigger names on the agenda.

  • Digest:

    • Sectors - STOXX Europe 600:

      • Outperformers:

        • Utilities +0.46%, Basic Resources +0.26%, Chemicals +0.22%, Energy+0.20%, Media +0.15%, Health Care (0.03%), Personal Care Drug and Grocery Stores (0.04%), Insurance (0.39%), Telecom (0.42%), Banks (0.49%), Retail (0.52%), Real Estate (0.53%)

      • Underperformers:

        • Technology (2.48%), Consumer Products and Services (2.05%), Construct & Mtls (1.05%), Ind Goods & Svcs (0.93%), Travel & Leisure (0.94%), Autos & Parts (0.89%), Financial Svcs (0.79%)

    • Macro:

      • France

        • Emmanuel Macron to keep French caretaker government until after Olympics - FT

      • Germany

        • Scholz wants to remain Chancellor - for up to nine more years - Handelsblatt

      • UK

        • Labour urged to let Bank of England control UK inflation target - Times

        • Bank of England policymakers split on when to cut rates - Reuters

        • Reeves to 'kitchen sink' bad news to justify tax rises of up to £25bn, says ex-Bank official - Telegraph

        • Cash-only spending in surprise jump as people budget - BBC

        • Treasury orders no new coins to be minted for first time as future of 1p and 2p in doubt - ES

        • Bank of England unveils new stability tool to soothe gilt market ructions - Reuters; Contingent NBFI Repo Facility (CNRF) - Explanatory Note - BoE link

      • EU

        • July PMIs point to a very sluggish eurozone recovery - ING Think

    • Company news:

      • Notable Gainers

        • +29.4% STX.LN (Shield Therapeutics £0.02, +0.01) -- reports Q2, CEO Greg Madison steps down effective immediately

        • +25.8% ASCL.LN (Ascential £5.65, +1.15) -- possible 568p/sh cash offer from Informa (INF.LN); downgraded to hold from buy at Peel Hunt

        • +16.9% ZEG.LN (Zegona Communications £3.06, +0.46) -- joint FibreCo agreement

        • +15.9% LOOMIS.SS (Loomis SEK317.60, +44.00) -- earnings; buyback

        • +14.4% KAMBI.SS (Kambi Group SEK117.00, +14.80) -- reports Q2 EPS €0.16 vs FactSet €0.09 [3 est, €0.02-0.15]

        • +10.4% SGSN.SW (SGS CHF91.12, +8.66) -- reports H1 adjusted EPS CHF1.67 vs consensus CHF1.60

        • +10.1% ONT.LN (Oxford Nanopore Technologies £1.25, +0.12) -- H1 Trading Update: Reaffirms FY24 and medium-term guidance

        • +8.3% NEX.FP (Nexans €115.90, +8.90) -- earnings

        • +8.0% NICL.LN (Nichols £10.85, +0.80) -- earnings

        • +7.7% AM.FP (Dassault Aviation €172.50, +12.50) -- earnings; buyback

        • +7.7% LBG.LN (LBG Media £1.24, +0.09) -- trading update

        • +6.7% AOF.GR (ATOSS Software €128.60, +8.20) -- reports Q2 EPS €0.72 vs year-ago €0.54; raises FY EBIT margin forecast

        • +6.6% BYW6.GR (BayWa €9.83, +0.70) -- Energy Infrastructure Partners in talks to increase stake in BayWa's renewable energy unit to at least 70-80% - Reuters

        • +6.5% AML.LN (Aston Martin Lagonda Global Holdings £1.62, +0.10) -- reports Q2 adj loss before tax (£77.6M) ex-items vs year-ago (£40.5M); reiterates FY24 guidance

        • +5.0% KING.NO (The Kingfish Company NOK7.40, +0.35) -- trading update

        • +4.5% SANOMA.FH (Sanoma €6.64, +0.29) -- reports Q2 Operational EPS €0.17 vs FactSet €0.16 [4 est, €0.14-0.18]

        • +3.9% ACX.SM (Acerinox €9.60, +0.37) -- reports Q2 EPS €0.25 vs FactSet €0.22 [4 est, €0.20-0.23]

        • +3.8% HOC.LN (Hochschild Mining £1.85, +0.07) -- Q2 production update: production 57,815 oz of gold; reiterates FY24 guidance

        • +3.7% INF.LN (Informa £8.57, +0.31) -- reports H1 EPS 23.8p vs FactSet 22.6p [2 est, 22.3-22.9p]

        • +3.6% SAAB.B.SS (Saab SEK251.40, +8.75) -- order

        • +3.3% ERF.FP (Eurofins Scientific €48.14, +1.61) -- reports H1 adj EPS €1.55 vs consensus €2.01; updates on 2024 to 2027 objectives

        • +3.2% AWE.LN (Alphawave IP Group £1.57, +0.05) -- Trading and Business Update: Q2 new bookings $107.4M, +27% y/y

        • +3.0% EZJ.LN (EasyJet £4.52, +0.13) -- earnings

        • +3.0% FAN.LN (Volution Group £5.27, +0.15) -- plc pre-close trading update; expects FY adjusted EPS to be slightly ahead of current market forecasts

        • +3.0% SAN.SM (Banco Santander €4.64, +0.14) -- reports Q2 underlying net income €3.21B vs consensus €3.17B

        • +2.6% DSV.DC (DSV A/S DKK1,234.50, +31.00) -- reports Q2 net income DKK2.79B vs consensus DKK2.76B; updates FY outlook

        • +2.6% SECARE.SS (Swedencare SEK51.75, +1.35) -- acquires Canadian Pet Health company MedVant Inc. for~ SEK 34.8M

        • +2.5% LDA.SM (Linea Directa Aseguradora €1.17, +0.03) -- reports H1 net income €25.4M vs year-ago (€15.1M)

        • +2.5% MARS.LN (Marston's £0.39, +0.01) -- trading update; LFL sales increased by 2.4% in 16-week period to 20-Jul-24; will provide update to existing capital allocation framework at autumn Investor Day

        • +2.5% SW.FP (Sodexo €85.10, +2.05) -- announces sale of Sofinsod subsidiary to Bellon SA for €918M, interim dividend of €6.24 per share

        • +2.4% SOI.FP (SOITEC €123.30, +2.80) -- reports Q1 revenue €121M vs FactSet €117.6M [2 est, €117.2-118M]; reaffirms FY25 outlook

        • +2.0% DWS.GR (DWS Group €32.56, +0.66) -- reports Q2 net income €162M vs consensus €160M; increases FY24 outlook for adj revenues, adj PBT and EPS

        • +2.0% ELI.BB (Elia Group SA/NV €92.90, +1.85) -- reports H1 EPS €2.47 vs FactSet €2.15 [1 est]

        • +1.9% RKT.LN (Reckitt Benckiser £44.00, +0.85) -- Group PLC issues strategy update; will seek to exit its portfolio of brands that are no longer core including Air Wick, Mortein, Calgon and Cillit Bang by the end of FY25

        • +1.9% RKT.LN (Reckitt Benckiser £44.00, +0.85) -- reports H1 adj EPS 161.3p vs consensus 152.8p; adjusts FY24 LFL net revenue growth outlook downard due to tornado in Mount Vernon, Indiana

        • +1.6% OSE.FP (OSE Immunotherapeutics €6.80, +0.10) -- tiral results update

        • +1.6% TLGO.SM (Talgo €4.12, +0.07) -- sends letter to the government supporting Ganz-Mavag's offer and opposing Skoda's - El Confidencial, citing sources

        • +1.5% GFC.FP (Gecina €88.65, +1.30) -- reports H1 recurrent EPS €3.18 vs FactSet €3.06 [2 est, €3.01-3.10]; reaffirms FY guidance

        • +1.5% IBE.SM (Iberdrola €11.86, +0.18) -- reports H1 net income €4.13B vs FactSet €3.33B [2 est, €2.77-3.89B]

        • +1.3% ORA.FP (Orange €10.11, +0.13) -- reports Q2 EBITDAaL €3.11B vs consensus €3.10B; confirm its FY24 financial targets

        • +1.2% FRES.LN (Fresnillo £6.23, +0.07) -- Q2 production: attributable silver production (incl Silverstream) 14.7 moz vs prior 13.5 moz and year-ago 14.9 moz

        • +1.1% GNC.LN (Greencore Group £1.85, +0.02) -- trading statement; reports Q3 revenue £465.2M, +1.4% LFL; upgrades FY adjusted operating profit guidance

        • +1.1% MMB.FP (Lagardere €22.95, +0.25) -- reports H1 adjusted net income attributable €36M vs year-ago €24M

        • +1.0% ATO.FP (ATOS SE €1.04, +0.01) -- market update; CEO steps down

        • +0.9% EXN.FP (Exclusive Networks €23.20, +0.20) -- receives €24.25/share binding offer from Clayton Dubilier & Rice, in consortium with Exclusive Networks' majority holder Permira to acquire majority stake in Exclusive Networks

        • +0.9% EXN.FP (Exclusive Networks €23.20, +0.20) -- reports H1 EBIT €88M, +5% vs year-ago €84M

        • +0.5% ELE.SM (Endesa €18.07, +0.08) -- reports H1 net income attributable €800M unclear if comparable to FactSet €774.8M [5 est, €745-791M]; Well on track to meet FY guidance - slides

        • +0.4% RHM.GR (Rheinmetall €505.80, +2.20) -- reports preliminary Q2 operating income €271M vs FactSet €222.3M [6 est, €171.1-250.9M]; reaffirms FY forecast

        • +0.3% COPN.SW (Cosmo Pharmaceuticals CHF70.20, +0.20) -- reports H1 net income €76.1M vs year-ago €1.5M

        • +0.3% KIND.SS (Kindred Group SEK125.80, +0.40) -- reports Q2 EPS 21.0p vs FactSet 18.0p [1 est]

        • +0.2% UCG.IM (UniCredit €38.57, +0.08) -- reports Q2 net income €2.68B vs consensus €2.34B; raises FY net revenue guidance to above €23B

        • +0.2% UCG.IM (UniCredit €38.57, +0.08) -- to acquire Vodeno Sp. and Aion Bank SA/NV for ~€370M

        • +0.1% NHH.SM (Minor Hotels Europe & Americas €4.15, +0.01) -- reports H1 EBIT €146.9M, +20% vs year-ago €122.5M

      • Notable Decliners

        • -34.7% NXQ.LN (Nexteq £0.81, -0.43) -- trading update; management changes

        • -19.7% STO3.GR (Sto €0.00, -31.60) -- lowers sales and earnings forecast for 2024; company to miss communicated medium-term targets for 2025 and 2027 financial years

        • -16.0% CAU.LN (Centaur Media £0.34, -0.06) -- earnings; chairman steps down

        • -14.5% IVG.IM (Iveco Group €10.19, -1.71) -- reports Q2 EPS €0.63 ex-items vs FactSet €0.45 [5 est, €0.23-0.63]; confirms FY guidance

        • -14.1% LTG.LN (Learning Technologies Group £0.67, -0.11) -- H1 Trading Update: revenue £248M vs FactSet £260.5M [2 est, £257-263.9M]; GP Strategies temporarily suspended from new US classified contracts

        • -13.0% MCAP.SS (MedCap SEK542.00, -79.00) -- agrees to acquire Picomed and Alert-IT for an initial NOK51M in cash

        • -13.0% MCAP.SS (MedCap SEK542.00, -79.00) -- earnings; acquisition

        • -9.4% ASM.NA (ASM International €680.00, -65.40) -- reports Q2 adj operating result €182.3M vs consensus €188M

        • -8.3% DBK.GR (Deutsche Bank €14.63, -1.30) -- reports Q2 EPS (€0.28) vs consensus (€0.14); updates on Global Hausbank strategy

        • -6.6% EKF.LN (EKF Diagnostics Holdings £0.31, -0.02) -- H1 Trading Update: adjusted EBITDA at least +20% y/y vs year-ago £4.4M

        • -6.5% STERV.FH (Stora Enso €12.05, -0.82) -- earnings; appoints CFO

        • -5.6% TEMN.SW (Temenos CHF62.35, -3.60) -- reports Q2 EPS $0.94 vs consensus $0.88; revises FY24 non-IFRS guidance

        • -5.3% SGF.IM (Sogefi €1.98, -0.11) -- earnings; CEO steps down; downgraded to hold from buy at Equita, downgraded to hold from buy at Kepler Cheuvreux

        • -5.1% METSO.FH (Metso Corp. €9.41, -0.50) -- reports Q2 EPS from continuing operations €0.16 vs consensus €0.17

        • -4.7% CDI.FP (Christian Dior €620.50, -30.50) -- earnings

        • -4.7% MC.FP (LVMH Moet Hennessy Louis Vuitton €665.00, -32.20) -- reports H1 net income €7.27B vs FactSet €7.68B [6 est, €7.39-8.36B]; LBBW upgrade

        • -4.5% KER.FP (Kering €305.50, -14.30) -- in sympathy with LVMH (MC.FP)

        • -4.3% NEM.GR (Nemetschek €90.05, -3.90) -- confirms FY organic revenue +10-11% y/y

        • -4.3% NEM.GR (Nemetschek €90.05, -3.90) -- reports Q2 revenue €227.7M vs FactSet €226.7M [9 est, €225-228.9M]

        • -4.1% MMT.FP (M6-Metropole €12.44, -0.52) -- reports Q2 EBITA €62.2M, (18%) vs year-ago €75.5M

        • -4.0% MONC.IM (Moncler €55.92, -2.24) -- in sympathy with LVMH (MC.FP)

        • -3.8% BREE.LN (Breedon Group £3.91, -0.16) -- reports H1 Underlying EBIT £71.6M vs FactSet £71.4M [2 est, £70.8-72M]; expectations for full year unchanged

        • -3.5% KPN.NA (Royal KPN €3.69, -0.13) -- reports Q2 net income €227M vs FactSet €223.0M [2 est, €213.2-232.7M]; On track to reach FY24 outlook

        • -3.5% RROS.SS (Rottneros SEK11.60, -0.42) -- reports Q2 net income SEK22.0M vs FactSet SEK48M [1 est]

        • -3.2% SKF.B.SS (SKF SEK194.70, -6.50) -- CFO steps down; downgraded to sell from hold at Deutsche Bank

        • -3.0% SFER.IM (Salvatore Ferragamo €8.16, -0.24) -- in sympathy with LVMH (MC.FP)

        • -2.9% ANCR.LN (Animalcare Group £2.64, -0.08) -- Trading Update: H1 trading in line with management expectations.

        • -2.9% CMBN.SW (Cembra Money Bank CHF76.90, -2.25) -- reports H1 EPS CHF2.67 vs year-ago CHF2.55

        • -2.7% RHIM.LN (RHI Magnesita £36.15, -1.00) -- reports H1 EPS €2.59 vs FactSet €2.45 [1 est]; on track to achieve FY adjusted EBITA of at least €410M

        • -2.6% PHP.LN (Primary Health Properties £0.93, -0.02) -- reports H1 HEPS 3.4p vs year-ago 3.8p

        • -2.6% SSAB.A.SS (SSAB SEK55.74, -1.48) -- reports Q2 EPS SEK2.43 vs consensus SEK2.43

        • -2.1% RMS.FP (Hermes €2,062.00, -43.00) -- in sympathy with LVMH (MC.FP)

        • -1.9% BC.IM (Brunello Cucinelli €86.00, -1.65) -- in sympathy with LVMH (MC.FP)

        • -1.9% FTK.GR (flatexDEGIRO €13.26, -0.25) -- reports Q2 net income €30.8M vs FactSet €28.9M [3 est, €26.8-30.5M]; Expects FY revenues and net income at the upper end of the guidance corridor

        • -1.9% RCO.FP (Remy Cointreau €70.15, -1.35) -- reports Q1 revenue €217.0M vs consensus €220.4M

        • -1.7% ALO.FP (Alstom €17.97, -0.31) -- reports Q1 revenue €4.39B vs FactSet €4.41B [2 est, €4.38-4.44B]; reaffirms Fiscal year 2024/25 outlook

        • -1.7% CFR.SW (Richemont CHF133.70, -2.35) -- in sympathy with LVMH (MC.FP)

        • -1.7% GRI.LN (Grainger £2.37, -0.04) -- acquires The Astley for £31M

        • -1.6% A3M.SM (ATRESMEDIA €4.54, -0.08) -- reports H1 net income €69.0M vs FactSet €68.1M [2 est, €67.4-68.7M]

        • -1.5% ADP.FP (Aeroport de Paris €119.80, -1.80) -- reports H1 net income attributable €347M vs FactSet €208.7M [3 est, €194-228M]; reaffirms traffic assumptions, forecasts and targets for 2024-25

        • -1.0% FRVIA.FP (Forvia €10.71, -0.11) -- earnings

        • -1.0% HOT.GR (Hochtief €0.00, -1.10) -- reports Q2 operational net income €159M vs FactSet €149.5M [2 est, €132-167M]; reaffirms FY guidance

        • -0.9% BNP.FP (BNP Paribas €63.61, -0.61) -- reports Q2 net income €3.40B vs consensus €2.91B; confirms 2024 trajectory

        • -0.9% BOSN.SW (Bossard Holding CHF219.50, -2.00) -- to acquire Aero Negoce International; terms undisclosed

        • -0.6% EFGN.SW (EFG International CHF13.46, -0.08) -- reports H1 net profit CHF162.8M vs FactSet CHF159.5M [2 est, CHF154-165M]

        • -0.4% AI.FP (Air Liquide €164.40, -0.68) -- completes previously announced divestiture of certain activities in Africa

        • -0.3% ALFA.LN (Alfa Financial Software Holdings £1.81, -0.01) -- issues H1 trading update; H1 revenue in line with last year's level

        • -0.3% EQNR.NO (Equinor NOK288.40, -0.75) -- reports Q2 adjusted net income $2.42B vs consensus $2.00B

        • -0.3% HUMBLE.SS (Humble Group SEK10.00, -0.03) -- reports Q2 EPS SEK0.07 vs FactSet SEK0.15 [3 est, SEK0.08-0.19]

        • -0.2% P911.GR (Porsche €70.36, -0.14) -- reports H1 net income €2.15B vs year-ago €2.76B;

        • -0.2% REP.SM (Repsol €13.19, -0.03) -- reports Q2 adjusted net income €859M vs FactSet €715.1M

        • -0.2% UTG.LN (UNITE Group £9.22, -0.02) -- reports H1 EPS 28.6p ex-items vs year-ago 27.4p; expects FY EPS guidance at upper end of range; announces share placing

    • EU companies reporting tomorrow:

      • Earnings:

        • Austria: VERBUND (VER.AV), Andritz (ANDR.AV), AMAG Austria Metall (AMAG.AV)

        • Benelux: Unibail-Rodamco-Westfield (URW.NA), BE Semiconductor Industries (BESI.NA), Koninklijke BAM Groep (BAMNB.NA), Arcadis (ARCAD.NA), Aalberts (AALB.NA), Flow Traders (FLOW.NA), Vastned Retail (VASTN.NA), UCB (UCB.BB), Financiere de Tubize (TUB.BB)

        • Finland: Neste Corp. (NESTE.FH), Huhtamaki (HUH1V.FH), Vaisala (VAIAS.FH)

        • France: TotalEnergies (TTE.FP), Sanofi (SAN.FP), Renault (RNO.FP), Vivendi (VIV.FP), EssilorLuxottica (EL.FP), STMicroelectronics (STMPA.FP), Hermes International (RMS.FP), VINCI (DG.FP), Dassault Systemes (DSY.FP), Compagnie de Saint-Gobain (SGO.FP), Euronext (ENX.FP), Accor (AC.FP), Getlink (GET.FP), La Francaise des Jeux (FDJ.FP), Neoen (NEOEN.FP), Eurazeo (RF.FP), Gaztransport & Technigaz (GTT.FP), JCDecaux (DEC.FP), Eramet (ERA.FP), Valeo (FR.FP), Air France-KLM (AF.FP), TF1 (TFI.FP), Vicat (VCT.FP), Lectra (LSS.FP), LISI (FII.FP), X-FAB Silicon Foundries (XFAB.FP), Burelle (BUR.FP), Tarkett (TKTT.FP), Nexity (NXI.FP)

        • Germany: Nordex (NDX1.GR), AIXTRON (AIXA.GR), Siltronic (WAF.GR), Befesa (BFSA.GR), Vossloh (VOS.GR), Drägerwerk (DRW8.GR), TAKKT (TTK.GR)

        • Greece: Metlen Energy & Metals (MYTIL.GA)

        • Italy: Enel (ENEL.IM), Stellantis (STLAM.IM), Banca Generali (BGN.IM), Acea (ACE.IM)

        • Norway: Subsea 7 (SUBC.NO)

        • Spain/Portugal: Neinor Homes (HOME.SM), Grupo Catalana Occidente (GCO.SM), Redes Energeticas Nacionais (RENE.PL)

        • Sweden: Medicover (MCOV.B.SS), OX2 (OX2.SS), Paradox Interactive (PDX.SS), Swedencare (SECARE.SS)

        • Switzerland: Nestle (NESN.SW), Roche Holding (ROG.SW), Lonza Group (LONN.SW), Galderma Group (GALD.SW), Julius Baer (BAER.SW), SIG Group (SIGN.SW), Bachem Holding (BANB.SW), Sulzer (SUN.SW), Bucher Industries (BUCN.SW), Valiant Holding (VATN.SW), Autoneum Holding (AUTN.SW), Idorsia Ltd. (IDIA.SW), Leonteq (LEON.SW), Meier Tobler Group (MTG.SW)

        • UK: Lloyds Banking Group (LLOY.LN), AstraZeneca (AZN.LN), Unilever (ULVR.LN), RELX (REL.LN), British American Tobacco (BATS.LN), Anglo American (AAL.LN), Rentokil Initial (RTO.LN), Centrica (CNA.LN), Howden Joinery Group (HWDN.LN), Airtel Africa (AAF.LN), ITV (ITV.LN), IG Group Holdings (IGG.LN), Centamin (CEY.LN), Hammerson (HMSO.LN)

      • Trading Update:

        • France: Alten (ATE.FP), VusionGroup (VU.FP), Orpea (ORP.FP), Assystem (ASY.FP), Guerbet (GBT.FP), Marie Brizard Wine & Spirits (MBWS.FP), AKWEL (AKW.FP), LNA Sante (LNA.FP), Cegedim (CGM.FP), Amplitude Surgical (AMPLI.FP)

        • Italy: TOD'S (TOD.IM)

        • UK: Vodafone Group (VOD.LN), BT Group (BT.A.LN), Britvic (BVIC.LN), CMC Markets (CMCX.LN), CVS Group (CVSG.LN)

  • Data:

    • Economics:

      • UK Jul Flash Manufacturing PMI 51.8 vs consensus 51.1 and prior 50.9

        • Flash Services PMI 52.4 vs consensus 52.5 and prior 52.1

      • Eurozone Jul Flash Manufacturing PMI 45.6 vs consensus 46.0 and prior 45.8

        • Flash Services PMI 51.9 vs consensus 52.9 and prior 52.8

      • Germany

        • Jul Flash Manufacturing PMI 42.6 vs consensus 44.1 and prior 43.5

          • Flash Services PMI 52.0 vs consensus 53.2 and prior 53.1

        • Aug GfK Consumer Confidence (18.4) vs consensus (21.0) and prior revised (21.6) from (21.8)

      • France Jul Flash Manufacturing PMI 44.1 vs consensus 45.8 and prior 45.4

        • Flash Services PMI 50.7 vs consensus 49.7 and prior 49.6

      • Spain Jun PPI (3.5%) y/y vs consensus (4.9%) and prior (4.6%)

      • Finland Jun PPI (0.3%) y/y vs prior (0.4%)x

    • Markets:

      • WTI Crude (Sep 24): +$0.88 or +1.14% to $77.84

      • €-$ +0.0003 or +0.03% to 1.0858

      • £-$ +0.0019 or +0.15% to 1.2925

      • €-£ (0.0008) to 0.8401

      • S&P 500 (1.59%)

      • Performance year-to-date

        • FTSE 100: +5.44%

        • DAX: +9.77%

        • CAC: (0.39%)

        • MIB: +13.51%

        • Stoxx 600: +6.95%

This information and data is provided for general informational purposes only. The Bank of New York Mellon and our information suppliers do not warrant or guarantee the accuracy, timeliness or completeness of this information or data. We provide no advice nor recommendation or endorsement with respect to any company or securities. We do not undertake any obligation to update or amend this information or data. Nothing herein shall be deemed to constitute an offer to sell or a solicitation of an offer to buy securities.
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