European equity markets rallied today, with the Stoxx Europe 600 closing up +0.9%, marking its first weekly gain in three weeks. The move was underpinned by a broad-based rotation into cyclicals, led by autos (+1.8%) and industrials, as optimism around EU-China trade cooperation and geopolitical de-escalation supported risk-on sentiment. German large caps like Porsche (+7.6%), BMW (+5.3%), and Schneider Electric (+6.5%) saw strong inflows, while UK names such as JD Sports (+7.6%) benefitted from peer-driven momentum. The euro’s relative softness added a FX tailwind, while expectations of policy stability in the eurozone kept bond yields in check. Strong breadth and volume indicate institutional participation in the rally. $BMW (-2,64 %)
$P911 (-1,71 %)
$SU (-2,76 %)
$JD. (-0,9 %)
JD Sports
Price
Debate sobre JD.
Puestos
4EU
What are you watching this week?
- Monday: $GTLB (-5,9 %) , $OKTA (-5,44 %) .
- Tuesday: $CRWD (-4,63 %) , $FLTR (-2,57 %) , $ONON (-3,87 %) , $TGT (-4,66 %) , $SE-ED .
- Wednesday: $MDB (-5,84 %) , $MRVL (-5,93 %) , $VEEV (-4,98 %) , $ZS (-2,54 %) .
- Thursday: $AVGO (-7,17 %) , $COST (-2,05 %) , $HCP , $HPE (-7,48 %) , $27C , $JD. (-0,9 %)


Analyst updates, 25.11.
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- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (-9,88 %)
- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (+0,17 %)
- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (-3,54 %)
- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (-2,26 %)
- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (+0,55 %)
- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (-0,84 %)
- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (+0,52 %)
- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (+1,58 %)
- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (+0,95 %)
- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (+0,3 %)
- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (+0,68 %)
- STIFEL raises the price target for NOVARTIS from CHF 106 to CHF 109. Hold. $NUVN
- DEUTSCHE BANK RESEARCH upgrades JD SPORTS FASHION from Sell to Hold. $JD. (-0,9 %)
- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (-2,08 %)
- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (-1,12 %)
- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (-2,45 %)
- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (-2,88 %)
- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (-2,02 %)
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- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (-6 %)
- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (-2,35 %)
- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (-0,23 %)
- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (-0,82 %)
- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (-2,51 %)
- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (-3,34 %)
- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (+0 %)
- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (-0,57 %)
Outlook for next week.
Monday
- Mizuho Financial Group ($MFG (-5,32 %) ), XP Inc. ($XP (-3,27 %) ), Sun Life Financial (SLF), Tyson Foods ($TSN (+0,38 %) ) and AECOM ($ACM (-2,64 %) ) present their quarterly reports are presented.
- Publication of the New York Fed Consumer Inflation Expectations (October).
Tuesday
- The Home Depot ($HD (-1,47 %) ), Sumitomo Mitsui Financial Group ($8316 (-4,23 %) ), Mitsubishi Financial Group ($8306 (-6,78 %) ), Nu Holdings ($NU (-3,45 %) ), Sea Limited ($SE (-4,15 %) ) and Tencent Music Entertainment Group ($TME (-4,68 %) ) report their quarterly results.
- Publication of the NFIB Small Business Optimism Index (October) and the Consumer Price Index (CPI) (October).
Wednesday
- Cisco Systems ($CSCO (-3,83 %) ), TJX Companies ($TJX (+0,41 %) ), Palo Alto Networks ($PANW (-4,92 %) ), Target ($TGT (-4,66 %) ), JD.com ($JD. (-0,9 %) ), XPeng ($XPEV (-7,58 %) ), Catalent ($CTLT ) and Tetra Tech ($TTEK (-1,35 %) ) present their quarterly figures.
- Publication of the Producer Price Index
(PPI) (October), the New York Fed Empire State Manufacturing Index (November), the Business Inventories (September) and the Retail Sales (October).
Thursday
- Walmart ($WMT (-0,92 %) ), Alibaba Group ($BABA (-8,67 %) ), Applied Materials Inc. ($AMAT (-6,65 %) ), NetEase Inc. ($NTES (-3,43 %) ), Ross Stores ($ROST (-3,91 %) ), Warner Music Group ($WMG (-0,54 %) ), NICE Ltd. ($NICE (+0 %) ), Bath & Body Works ($BBWI (-4,02 %) ), The Gap Inc. ($GPS (-4,41 %) ), Macy's ($M (-5,29 %) ) and Spire Inc. ($SR (-1,74 %) ) present their quarterly reports.
- Publication of the Industrial Production (October) and the National Association of Home Builders Housing Market Index (November).
Friday
- BJ's Wholesale Club ($BJ (+0,65 %) ), Atkore Inc. ($ATKR (-3,3 %) ) and Spectrum Brands Holdings ($SPB (-2,7 %) ) present their quarterly figures.
- Deadline for funding of the US government.
- Publication of the Housing Starts (October).

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