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LIVE MARKETS-On our radar: vegan sausage rolls and luxury stocks

Published 11/11/2019, 06:57 pm
Updated 11/11/2019, 07:00 pm
© Reuters.  LIVE MARKETS-On our radar: vegan sausage rolls and luxury stocks
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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

ON OUR RADAR: VEGAN SAUSAGE ROLLS AND LUXURY STOCKS (0757 GMT)

European markets are expected to open in the red. The HK chaos which has hit Chinese markets and Asia more broadly is doing little for sentiment here, particularly in the absence of fresh news on the trade war front.

In any event, European luxury stocks, which are always very sensitive to HK news, would be expected to have a tough start.

Spain's IBEX .IBEX isn't expected to shine as the general election proved inconclusive amid a surge for the far-right.

All eyes will be on the UK GDP after Moody's cutting its outlook last Friday.

It's not all grim in Britain however with Greggs GRG.L and its now (in)famous vegan sausage roll, upgrading its outlook and showing that the UK high street isn't going down without a fight.

It's an otherwise slow Q3 day and so not much action is coming on the front of corporate earnings. A few publications could however catch the eye of investors such as German software group Teamviewer TMV.DE which announced core profits up 95% in its first results since its IPO.

French insurer AXA AXAF.PA said it expected to book net proceeds of $3.1 billion from the sale of a 29% stake in AXA Equitable Holdings as it exits its U.S. life insurance business.

More M&A with Aspen Pharmacare Holdings selling its Japanese operations to Novartis NOVN.S ' Sandoz in a 400 million euros deal. German payment group Wirecard WDIG.DE also announced a strategic partnership with Here Moblity.

Another possible mover is embattled Swiss steelmaker Schmolz & Bickenbach STLN.S which will ask shareholders for permission to raise up to $616.16 million in new capital.

Also to note a report in Sueddeutsche Zeitung saying Daimler DAIGn.DE will cut 1,100 managing positions worldwide.

(Julien Ponthus)

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GRIM MOOD IN EUROPE AFTER HONG KONG CHAOS HITS ASIA (0639 GMT)

European bourses are expected to open in negative territory this morning after unrest in Hong Kong triggered a sell-off in Chinese bourses and hit Asian markets bourses.

There isn't much visibility on the trade war from and it's likely investors would want to get a fresh update on U.S./China negotiations before taking strong directional bets.

In Europe the UK will be under the spotlight as a big batch of indicators, including GDP, is about to be published in the wake of Moody's cutting its outlook for British debt on Friday.

Spain's Sunday election seems to have been quite inconclusive so no reason really for the IBEx to shine, particularly with far-right Vox party more than doubling its number of MPs.

The Q3 earnings season isn't over but it's a slow day, more action to come for Europe Inc later this week.

Financial spreadbetters expect London's FTSE to open 3 points lower, Frankfurt's DAX to lose 15 points and Paris' CAC to shed 8 points.

(Julien Ponthus)

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