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市场新闻

Bureau Veritas, Covestro AG, Redcare Pharmacy NV

EUROPE RESEARCH ROUNDUP-Bureau Veritas, Covestro AG, Redcare Pharmacy NV Oct 2 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Bureau Veritas, Covestro AG and Redcare Pharmacy NV, on Wednesday. HIGHLIGHTS * British Land BLND.L : Deutsche Bank raises to buy from hold * Bureau Veritas BVI.PA : JP Morgan cuts to neutral from overweight * Covestro AG 1COV.DE : Jefferies cuts to hold from buy * Redcare Pharmacy NV RDC.DE : HSBC raises t
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Europe before the bell: futures steady, M&A on the radar

LIVE MARKETS-Europe before the bell: futures steady, M&A on the radar Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com EUROPE BEFORE THE BELL: FUTURES STEADY, M&A ON THE RADAR European shares look set to steady on Tuesday following a negative finish to the third quarter on Monday, when warnings from Stellantis STLAM.MI , VW VOWG_p.DE and Aston Martin AML.L raised fresh concern ove
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China, South Korea, Taiwan to spend most on chip equipment 2025-2027, industry body says

China, South Korea, Taiwan to spend most on chip equipment 2025-2027, industry body says AMSTERDAM, Sept 26 (Reuters) - Semiconductor manufacturers will spend a record $400 billion on computer chip-making equipment in 2025-2027, global industry association SEMI said in estimates published on Thursday, with China, South Korea and Taiwan leading the way.
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U.S. STOCKS ASML Holding, Meta, Crocs

BUZZ-U.S. STOCKS ON THE MOVE-ASML Holding, Meta, Crocs Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes were set to open higher on Thursday as Micron's upbeat forecast revived the frenzy around artificial intelligence, while investors assessed a labor market report and awaited comments from Federal Reserve Chair Jerome Powell.
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U.S. STOCKS Accenture, Starbucks, Southwest Airlines

BUZZ-U.S. STOCKS ON THE MOVE-Accenture, Starbucks, Southwest Airlines Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 U.S. stock index futures climbed on Thursday after Micron's upbeat forecast revived the euphoria around artificial intelligence on Wall Street, while investors also awaited economic data and remarks from Federal Reserve Chair Jerome Powell.
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European semiconductors gain on Micron's upbeat Q1 forecast

BUZZ-European semiconductors gain on Micron's upbeat Q1 forecast ** European semiconductor cos rise after Micron Technology MU.O forecast higher-than-expected Q1 rev on AI demand ** Micron expects record rev of ~$8.7 bln, plus or minus $200 mln, while analysts had expected $8.28 bln - LSEG ** Micron is one of the only three providers of high-bandwi
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French and Benelux stocks-Factors to watch

French and Benelux stocks-Factors to watch Sept 24 (Reuters) - Below are company-related news and stories from France and Benelux which could have an impact on the region's markets or individual stocks. MIDDLE EAST The escalation between Israel and Lebanon's Hezbollah is almost a full-fledged war, the European Union's foreign policy chief said on Monday.
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On US visit, Dutch politician talks importance of ASML, China trade

On US visit, Dutch politician talks importance of ASML, China trade By Daphne Psaledakis and Toby Sterling WASHINGTON/AMSTERDAM, Sept 23 (Reuters) - On a visit to Washington, the Netherlands' economy minister on Monday underlined the importance of China as a trading partner and repeated that Dutch semiconductor equipment maker ASML ASML.AS must be allowed to "do business as freely as possible." Dirk Beljaarts underlined that his meeting with U.S.
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Morgan Stanley latest to downgrade ASML on China, memory, Intel concerns

Morgan Stanley latest to downgrade ASML on China, memory, Intel concerns AMSTERDAM, Sept 20 (Reuters) - Morgan Stanley on Friday downgraded earnings estimates for computer chip equipment maker ASML ASML.AS , the latest brokerage to do so following weakness in the memory chip market and concerns over demand from Chinese chipmakers and Intel INTC.O .
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ASML supplier NTS Group opens Singapore plant

ASML supplier NTS Group opens Singapore plant AMSTERDAM, Sept 20 (Reuters) - NTS Group, a Dutch-based maker of "mechatronic" equipment used by semiconductor firms including neighbouring giant ASML ASML.AS , on Friday opened a major new assembly and manufacturing plant in Singapore. Mechatronics integrate mechanical, electronics and software systems. NTS is known as a supplier of highly complex systems used in metrology, where top names include Lam Research, Applied Materials AMAT.O , Thermo Fish
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Europe's STOXX 600 falls a day after Fed-fuelled rally

UPDATE 2-Europe's STOXX 600 falls a day after Fed-fuelled rally For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window Mercedes drops after guidance cut ASML slides after MS downgrade STOXX 600 down 1.4% Updated at 1600 GMT By Shubham Batra and Shashwat Chauhan Sept 20 (Reuters) - European shares slipped on Friday after a rally in the previous session spurred by the U.S.
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Burberry, Hermes, Spectris

EUROPE RESEARCH ROUNDUP-Burberry, Hermes, Spectris Sept 20 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Burberry, Hermes and Spectris on Friday. HIGHLIGHTS * ASML Holding NV ASML.AS : Morgan Stanley cuts to equal-weight from overweight * Burberry BRBY.L : Jefferies cuts to underperform from hold * Hermes HRMS.PA : Jefferies cuts target price to EUR 2,200 from EUR 2,470 * Intercontinental Hotels IHG.L : HSBC cuts target price to 7
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Morgan Stanley cuts ASML on slowing demand, China exposure

BUZZ-Morgan Stanley cuts ASML on slowing demand, China exposure ** Morgan Stanley cuts ASML ASML.AS to "equal-weight" as demand for the cycle slows, seeing three key risks for the stock ** For one, memory sales (DRAM) are exposed to a spending slowdown, the broker says, despite persistently strong orders for High Bandwidth Memory (HBM) used in AI training applications ** Secondly, weak orders from struggling Intel INTC.O , particularly from its foundries, may hurt earnings, the broker warns ** T
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ASOS, JTC, London Stock Exchange

EUROPE RESEARCH ROUNDUP-ASOS, JTC, London Stock Exchange Sept 19 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including ASOS, JTC and London Stock Exchange, on Thursday. HIGHLIGHTS * ASOS Plc ASOS.L : HSBC cuts to reduce from hold * JTC Plc JTC.L : RBC raises target price to 1,100p from 980p * London Stock Exchange LSEG.L : HSBC raises target price to 10,000p from 9,400p * Nordic Semiconductor ASA NOD.OL : Barclays cuts target price to NOK
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China chip stocks surge on government equipment list

China chip stocks surge on government equipment list BEIJING, Sept 18 (Reuters) - Shares in several Chinese companies linked to the semiconductor industry surged on Wednesday, driven by investor excitement over a government list that some interpret as signaling progress in China's efforts to develop domestic chipmaking technology. Shanghai Zhangjiang Hi-Tech Park Development 600895.SS and Shanghai Highly Group 600619.SS both hit their daily limit of 10% gains by market close.
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BMW, Kingfisher, Spectris

EUROPE RESEARCH ROUNDUP-BMW, Kingfisher, Spectris Sept 18 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including BMW, Kingfisher and Spectris, on Wednesday. HIGHLIGHTS * BMW BMWG.DE : Citigroup raises to neutral from sell * Entain ENT.L : Berenberg raises target price to 1,030p from 1,020p * Kingfisher KGF.L : Citigroup raises target price to 301p from 292p * Spectris SXS.L : HSBC cuts to hold from buy * Whitbread WTB.L : Goldman Sachs cu
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ASML faces bigger problems than China

BREAKINGVIEWS-ASML faces bigger problems than China The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Karen Kwok LONDON, Sept 16 (Reuters Breakingviews) - Clouds are gathering for ASML ASML.AS , though the nearest ones are not necessarily the most threatening. The fear that the U.S. and Dutch governments may curb exports to China has hurt the shares of the 290 billion euro group, whose lithography machines are used to fashion high-precision microchips.
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'Bear in a China shop': the 3 most exposed sectors - Stifel

LIVE MARKETS-'Bear in a China shop': the 3 most exposed sectors - Stifel STOXX 600 up 1% Traders bet on ECB rate cut Miners, tech lead gainers Wall St futures higher Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com "BEAR IN A CHINA SHOP" - THE 3 MOST EXPOSED SECTORS - STIFEL Tech, auto part makers and luxury are the three most vulnerable sectors to fluctuations in the Chinese econ
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Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Arm Holdings PLC ARM.OQ +9.2% NVIDIA Corp NVDA.OQ +7.3% Super Micro Computer Inc SMCI.OQ +6.8% Broadcom Inc AVGO.OQ +6.2% ASML Holding NV ASML.OQ +5.8% Bottom Performers Percent Change Palo Alto Networks Inc PANW.OQ -2.1% Take-Two Interactive Software Inc TTWO.OQ -1.8% O'Reilly Automotive Inc ORLY.OQ -1.8% IDEXX Laboratories Inc IDXX.OQ -1.7% Old Dominion Freight Line Inc ODFL.OQ
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Europe's STOXX 600 little changed as focus shifts to ECB

UPDATE 2-Europe's STOXX 600 little changed as focus shifts to ECB For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window STOXX 600 ends flat Britain's economy showed no growth on a month-on-month basis U.S. August CPI at 2.5% vs 2.6% YoY Commerzbank surges after Unicredit bought 9% stake Updated at 1600 GMT By Pranav Kashyap and Shubham Batra Sept 11 (Reuters) - European shares ended flat on Wednesday as gains in technology shares were offset b
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