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UPDATE 2-Tech, trade fears weighed on European shares

Published 04/04/2018, 02:23 am
© Reuters.  UPDATE 2-Tech, trade fears weighed on European shares
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* STOXX 600 down 0.5 pct

* Tech sector retreats

* Chipmakers STMicro, Infineon, ams hit

* Sodexo drops on downgrade

* Mediaset jumps after Sky deal (Adds closing prices)

By Helen Reid

LONDON, April 3 (Reuters) - European stocks retreated on Tuesday as investors began the second quarter in a fragile mood amid international trade tensions and mounting pressure on big technology companies.

The pan-European STOXX 600 .STOXX ended the day down 0.5 percent after falling more than 1 percent earlier in the session. The index was supported in afternoon trading by a slight rebound on Wall Street.

Germany's DAX .GDAXI was a clear underperformer, losing about 0.8 percent while industrials, financials and healthcare stocks weighed on European indexes.

The tech sector .SX8P dropped 0.8 percent, after an overnight report that Apple (NASDAQ:AAPL) plans to replace Intel (NASDAQ:INTC) chips in Macs with its own. index has fallen about 7.5 percent in the past three weeks as anxiety grew over big tech companies with the focus on Facebook's use of data, and regulation of Amazon (NASDAQ:AMZN).

Reports of Apple increasingly going down the "insourcing" route have dented shares in Apple suppliers around the world, most notably Europe's Dialog Semiconductor DLGS.DE , down 3.5 percent.

STMicro STM.MI shed 2.9 percent, while ams declined 2.3 percent and Infineon IFXGn.DE fell 2.1 percent.

Risk appetite was poor across the board, as European investors followed U.S. and Asian investors to the exit after China retaliated against U.S. tariffs.

"We believe that risk-reward for stocks has not turned medium-term negative, and would be adding at these levels," wrote JP Morgan strategists in a note.

Equities have again entered "oversold" territory, they said, adding, however, that headwinds for technology stocks were increasing.

Outside the tech sector, food services group Sodexo EXHO.PA 4.5 percent after Goldman Sachs (NYSE:GS) cut the stock to "neutral". Sodexo had already suffered a 15.7 percent decline after warning on profit in the previous session. now see the pick-up of competitive pressures is unlikely to go away in the short term, while company profit continues to suffer from intensifying labour inflation in the region," GS analysts wrote.

Air France AIRF.PA shares fell 4.4 percent. The carrier's unions called a strike for wage increases amid a wider labour stoppage across France paralysing rail services. news also continued to move the European market.

Eurofins Scientific EUFI.PA shares fell 2.1 percent, the worst performers on the STOXX, after the firm acquired Lab Frontier in South Korea. largest private broadcaster Mediaset MS.MI rose 6.4 percent, after signing a content-sharing deal with Sky's SKYB.L Italian unit and paving the way for a broader alliance. analysts called the deal a "win-win".

"This agreement should be a TV advertising revenue booster as it creates larger audiences," they wrote.

Berenberg upgraded Mediaset to a "buy", saying the deal marked a "step change in profitability".

Also in Italy, Fiat Chrysler Automobiles FCHA.MI jumped 7.3 percent after reporting strong U.S. sales. Tech still leading European sectors

https://reut.rs/2GONkt9

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