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 (-3,72 %)
$P911 (-1,25 %)
$SU (+1,27 %)
$JD. (+0,88 %)
JD Sports
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Discussion sur JD.
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4EU
What are you watching this week?
- Monday: $GTLB (+0,44 %) , $OKTA (-0,24 %) .
- Tuesday: $CRWD (+0,2 %) , $FLTR (-5,11 %) , $ONON (+2,15 %) , $TGT (-3,95 %) , $SE-ED .
- Wednesday: $MDB (+0,33 %) , $MRVL (-2,43 %) , $VEEV (-0,84 %) , $ZS (+0,63 %) .
- Thursday: $AVGO (+2,88 %) , $COST (-1,45 %) , $HCP , $HPE (+3,59 %) , $27C , $JD. (+0,88 %)
Analyst updates, 25.11.
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- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (+1,45 %)
- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (+0,16 %)
- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (+1,65 %)
- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (+0,42 %)
- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (+0,1 %)
- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (+3,22 %)
- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (-0,34 %)
- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (+0,13 %)
- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (+2,62 %)
- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (-0,65 %)
- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (+0,72 %)
- 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. (+0,88 %)
- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (-3,79 %)
- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (-0,13 %)
- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (-0,22 %)
- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (-1,19 %)
- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (+0,42 %)
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- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (-0,4 %)
- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (-5,7 %)
- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (+0,43 %)
- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (-0,23 %)
- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (-3,16 %)
- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (+0,77 %)
- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (-2,12 %)
- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (+0,83 %)
Outlook for next week.
Monday
- Mizuho Financial Group ($MFG (-1,16 %) ), XP Inc. ($XP (+1,93 %) ), Sun Life Financial (SLF), Tyson Foods ($TSN (-1,19 %) ) and AECOM ($ACM (+1,72 %) ) present their quarterly reports are presented.
- Publication of the New York Fed Consumer Inflation Expectations (October).
Tuesday
- The Home Depot ($HD (-2,62 %) ), Sumitomo Mitsui Financial Group ($8316 (-0,82 %) ), Mitsubishi Financial Group ($8306 (-0,85 %) ), Nu Holdings ($NU (-0,48 %) ), Sea Limited ($SE (+0,74 %) ) and Tencent Music Entertainment Group ($TME (+0,63 %) ) report their quarterly results.
- Publication of the NFIB Small Business Optimism Index (October) and the Consumer Price Index (CPI) (October).
Wednesday
- Cisco Systems ($CSCO (+1,11 %) ), TJX Companies ($TJX (-2,77 %) ), Palo Alto Networks ($PANW (-0,74 %) ), Target ($TGT (-3,95 %) ), JD.com ($JD. (+0,88 %) ), XPeng ($XPEV (+1,47 %) ), Catalent ($CTLT ) and Tetra Tech ($TTEK (-0,44 %) ) 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 ($WMT (-2,27 %) ), Alibaba Group ($BABA (-0,99 %) ), Applied Materials Inc. ($AMAT (+0,33 %) ), NetEase Inc. ($NTES (+0 %) ), Ross Stores ($ROST (+0,05 %) ), Warner Music Group ($WMG (-0,04 %) ), NICE Ltd. ($NICE ), Bath & Body Works ($BBWI (-0,95 %) ), The Gap Inc. ($GPS (-1,7 %) ), Macy's ($M (-1,38 %) ) and Spire Inc. ($SR (+0 %) ) present their quarterly reports.
- Publication of the Industrial Production (October) and the National Association of Home Builders Housing Market Index (November).
Friday
- BJ's Wholesale Club ($BJ (-1,01 %) ), Atkore Inc. ($ATKR ) and Spectrum Brands Holdings ($SPB (-1,93 %) ) present their quarterly figures.
- Deadline for funding of the US government.
- Publication of the Housing Starts (October).
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