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市场新闻

Top of the Street: UK real estate, European utilities, Covestro, SEB

BUZZ-Top of the Street: UK real estate, European utilities, Covestro, SEB A round-up of notable broker activity this morning from Europe's top-ranked* analysts: ** Deutsche Bank raises three UK real estate companies to "buy" from "hold" citing cautious optimism as Britain moves into a rate cutting cycle ** It upgrades LondonMetric Property LMPL.L as its "roll up & recycle" model continues to plough on, and ups British Land BLND.L and Landsec LAND.L on improving office and retail fundamentals **
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Utilities: after the "Big Comeback", now what?

LIVE MARKETS-Utilities: after the "Big Comeback", now what? STOXX 600 down 0.3% Oil stocks rally, Brent up $2 Airlines fall, defence rises Wall Street futures down 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 UTILITIES: AFTER THE "BIG COMEBACK", NOW WHAT?
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DB resumes coverage of European utilities with neutral sector view

BUZZ-DB resumes coverage of European utilities with neutral sector view ** Deutsche Bank says a recovery in European utility stocks has narrowed their 15% underperformance vs wider market to just 2%, leaving the broker neutral on the sector ** "The rally and modest earnings upgrades means that the sector is again closer to its long-run norm: P/E pa
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National Grid Renewables Signs Power Purchase Agreement With Microsoft

BRIEF-National Grid Renewables Signs Power Purchase Agreement With Microsoft Microsoft Corp MSFT.O : NATIONAL GRID RENEWABLES SIGNS POWER PURCHASE AGREEMENT WITH MICROSOFT NATIONAL GRID RENEWABLES: PORTAGE SOLAR IS ESTIMATED TO BEGIN CONSTRUCTION IN 2025 AND REACH OPERATION IN 2027 Source text for Eikon: ID:nPn1jVH6Pa Further company coverage: MSFT
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Barclays names top picks for European utilities, with focus on US exposure

BUZZ-Barclays names top picks for European utilities, with focus on US exposure ** Barclays remains positive on European utilities .SX6P which have rallied 12% so far in H2 2024, and adjusts its top picks to factor in "underappreciated" U.S. exposure ** It says the market is unjustly ignoring European utilities' large presence in the U.S., where data centres and AI drive sustained power demand growth ** Its top names for U.S.
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National Grid Completion Of Sale Of Final 20% Of National Gas

BRIEF-National Grid PLC - Completion Of Sale Of Final 20% Of National Gas National Grid PLC NG.L : NATIONAL GRID PLC - COMPLETION OF SALE OF FINAL 20% OF NATIONAL GAS Source text for Eikon: ID:nRSZ6965Fa Further company coverage: NG.L
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British stocks end lower as energy shares drag, China stimulus boost fades

UPDATE 1-British stocks end lower as energy shares drag, China stimulus boost fades For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window FTSE 100 down 0.2%, FTSE 250 off 0.1% Mining shares rise as metal prices gain Rightmove slips after rejecting takeover bid Updated at 1550 GMT By Lisa Pauline Mattackal and Shubham Batra Sept 25 (Reuters) - The UK's main stock indexes ended Wednesday on a downbeat note, hurt by energy shares tracking lower o
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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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Deals of the day-Mergers and acquisitions

Deals of the day-Mergers and acquisitions Adds CoreWeave, Barclays, Ares Management, Eni, Bain Capital, U.S. Steel, SoftwareOne; updates Vista Outdoor Sept 13 (Reuters) - The following bids, mergers, acquisitions and disposals were reported by 1939 GMT on Friday: ** Swiss technology firm SoftwareOne Holding SWON.S is exploring a potential merger with smaller Norwegian competitor Crayon Group Holding CRAYN.OL , Bloomberg News reported on Friday, citing people familiar with the matter.
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FTSE 100 gains on precious metals surge; rate cut bets surge

UPDATE 1-FTSE 100 gains on precious metals surge; rate cut bets surge For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window FTSE 100 up 0.4%, FTSE 250 adds 1% Flutter Acquires 56% Stake In NSX Group For $350m UK public's inflation expectations fall to 3-year low Precious metal miners lead weekly gains Updated at 1600 GMT By Khushi Singh and Medha Singh Sept 13 (Reuters) - Precious metal mining stocks lifted London's blue-chip index on Friday a
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Deals of the day-Mergers and acquisitions

Deals of the day-Mergers and acquisitions Adds HSBC, Vista Outdoor; Updates DSV Sept 13 (Reuters) - The following bids, mergers, acquisitions and disposals were reported by 1330 GMT on Friday: ** Vista Outdoor VSTO.N said Czechoslovak Group (CSG) has increased the cash component of its offer to buy the company's arms business, Kinetic Group, by $4 a share and would also purchase 7.5% of its Revelyst unit for $150 million.
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Deals of the day-Mergers and acquisitions

Deals of the day-Mergers and acquisitions Sept 13 (Reuters) - The following bids, mergers, acquisitions and disposals were reported by 0930 GMT on Friday: ** German government officials and UniCredit CRDI.MI bankers have held talks after the Italian lender bought a 9% stake in Commerzbank CBKG.DE , a German government source said. nL8N3KV0L7 ** Chinese group Hainan Mining's 601969.SS Roc Oil unit has made a cash offer to buy Tethys Oil TETY.ST in a deal that values the Swedish company at 1.89 bi
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UK's National Grid to sell electricity system operator in $827 mln deal

UPDATE 1-UK's National Grid to sell electricity system operator in $827 mln deal Adds background and UK government statement from paragraph 2 onwards Sept 13 (Reuters) - Britain's National Grid NG.L said on Friday it had agreed to sell its Electricity System Operator (ESO) to the UK government for 630 million pounds ($827.95 million), including debt.
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UK Stocks-Factors to watch on Sept 13

UPDATE 1-UK Stocks-Factors to watch on Sept 13 Adds new items in bullet 1 -3 Sept 13 (Reuters) - Britain's FTSE 100 .FTSE index is seen opening flat on Friday, with futures FFIc1 largely unchanged. * VODAFONE: Britain's competition regulator said Vodafone's VOD.L $19 billion merger with CK Hutchison's 0001.HK Three UK could lead to higher prices for mobile customers and that it would explore potential solutions to its concerns before making a final decision about the deal in December.
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National Grid to sell electricity system operator in $827 mln deal

National Grid to sell electricity system operator in $827 mln deal Sept 13 (Reuters) - Britain's National Grid NG.L said on Friday that it has agreed to sell its electricity system operator to the UK government for 630 million pounds ($827.95 million) including debt. The London-based company expects to complete the deal with the government on Oct.
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National Grid Agrees To Sell Electricity System Operator In £630 million Deal

BRIEF-National Grid Agrees To Sell Electricity System Operator In £630 million Deal Sept 13 (Reuters) - National Grid PLC NG.L : NATIONAL GRID PLC - SALE OF ELECTRICITY SYSTEM OPERATOR NATIONAL GRID PLC - TO SELL ELECTRICITY SYSTEM OPERATOR FOR £630 MILLION Source text for Eikon: ID:nRSM0295Ea Further company coverage: NG.L
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FTSE 100 hits one-week high as US rate cut expectations boost sentiment

UPDATE 1-FTSE 100 hits one-week high as US rate cut expectations boost sentiment For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window FTSE 100 up 0.6%, FTSE 250 adds 0.8% U.S. producer prices slightly above expectations ECB cuts interest rates as growth dwindles Trainline gains on upbeat annual outlook BofA Global Research upgrades Diageo; shares rise Precious metal miners at highest levels in over a month Updated at 1550 GMT By Khushi Singh
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National Grid Secures 15.3 Mln Stg As Part Of Ofgem Fund

BRIEF-National Grid Secures 15.3 Mln Stg As Part Of Ofgem Fund Sept 11 (Reuters) - National Grid PLC NG.L : SECURES £15.3 MILLION FOR THREE NET ZERO INNOVATION PROJECTS AS PART OF OFGEM FUND PROJECTS INCLUDE DEVELOPING LONG-TERM STRATEGY TO REDUCE DEPENDENCY ON SF6 Source text for Eikon: [ID:] Further company coverage: NG.L
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FTSE 100 ends higher on travel, mining shares

UPDATE 1-FTSE 100 ends higher on travel, mining shares For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window FTSE 100 up 0.4%, FTSE 250 down 0.2% Whitbread led gains on FTSE 100 following rating upgrade CAB Payments gains on partnership with Visa Sterling up almost 4% this year vs dollar Updated at 1540 GMT By Khushi Singh and Ankika Biswas Aug 29 (Reuters) - The UK's main stock index edged higher on Thursday, l ed by gains in the travel and m
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National Grid PLC Files For Debt Shelf Size Not Disclosed - SEC Filing

BRIEF-National Grid PLC Files For Debt Shelf Size Not Disclosed - SEC Filing Aug 28 (Reuters) - National Grid PLC NG.L : NATIONAL GRID PLC FILES FOR DEBT SHELF; SIZE NOT DISCLOSED - SEC FILING Source text for Eikon: [ID:n0001193125-24-208364] Further company coverage: NG.L
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