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 (-0,07 %)
$P911 (-0,43 %)
$SU (-1,08 %)
$JD. (+0,48 %)
JD Sports
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Discussion sur JD.
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What are you watching this week?
- Monday: $GTLB (+3,77 %) , $OKTA (-3,95 %) .
- Tuesday: $CRWD (-2,82 %) , $FLTR (-4,33 %) , $ONON (-0,32 %) , $TGT (+1,62 %) , $SE-ED .
- Wednesday: $MDB (-1,62 %) , $MRVL (-5,59 %) , $VEEV (-0,37 %) , $ZS (-1,65 %) .
- Thursday: $AVGO (-2,25 %) , $COST (+2,97 %) , $HCP , $HPE (-6,73 %) , $27C , $JD. (+0,48 %)
Analyst updates, 25.11.
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- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (-7,32 %)
- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (+0,4 %)
- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (-5,64 %)
- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (+2,81 %)
- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (-0,94 %)
- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (-2,66 %)
- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (-0,48 %)
- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (+0,63 %)
- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (-1,6 %)
- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (+0,35 %)
- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (-0,39 %)
- 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. (+0,48 %)
- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (-2,35 %)
- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (+1,13 %)
- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (-1,08 %)
- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (-0,3 %)
- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (-0,58 %)
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- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (-0,09 %)
- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (-1,15 %)
- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (-3,48 %)
- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (-0,59 %)
- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (+4,57 %)
- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (-0,86 %)
- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (-0,66 %)
- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (-0,93 %)
Outlook for next week.
Monday
- Mizuho Financial Group ($MFG (-4,21 %) ), XP Inc. ($XP (-2,72 %) ), Sun Life Financial (SLF), Tyson Foods ($TSN (+1,07 %) ) and AECOM ($ACM (-1,88 %) ) present their quarterly reports are presented.
- Publication of the New York Fed Consumer Inflation Expectations (October).
Tuesday
- The Home Depot ($HD (+0,21 %) ), Sumitomo Mitsui Financial Group ($8316 (-3,22 %) ), Mitsubishi Financial Group ($8306 (-2,3 %) ), Nu Holdings ($NU (-3,05 %) ), Sea Limited ($SE (-1,16 %) ) and Tencent Music Entertainment Group ($TME (-0,66 %) ) report their quarterly results.
- Publication of the NFIB Small Business Optimism Index (October) and the Consumer Price Index (CPI) (October).
Wednesday
- Cisco Systems ($CSCO (+0,5 %) ), TJX Companies ($TJX (+1,58 %) ), Palo Alto Networks ($PANW (-4,18 %) ), Target ($TGT (+1,62 %) ), JD.com ($JD. (+0,48 %) ), XPeng ($XPEV (-1,72 %) ), Catalent ($CTLT ) and Tetra Tech ($TTEK (+0,93 %) ) 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 ($WMT (+2,93 %) ), Alibaba Group ($BABA (+0,3 %) ), Applied Materials Inc. ($AMAT (-2,83 %) ), NetEase Inc. ($NTES (+0 %) ), Ross Stores ($ROST (+1,99 %) ), Warner Music Group ($WMG (+0,16 %) ), NICE Ltd. ($NICE ), Bath & Body Works ($BBWI (+4,22 %) ), The Gap Inc. ($GPS (-0,64 %) ), Macy's ($M (-1,38 %) ) and Spire Inc. ($SR (+0,7 %) ) present their quarterly reports.
- Publication of the Industrial Production (October) and the National Association of Home Builders Housing Market Index (November).
Friday
- BJ's Wholesale Club ($BJ (+2,82 %) ), Atkore Inc. ($ATKR (+0,71 %) ) and Spectrum Brands Holdings ($SPB (+1,45 %) ) present their quarterly figures.
- Deadline for funding of the US government.
- Publication of the Housing Starts (October).
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