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 (-0,63%)
$P911 (-0,86%)
$SU (+1,4%)
$JD. (+0,26%)
JD Sports
Price
Discussione su JD.
Messaggi
4EU
What are you watching this week?
- Monday: $GTLB (-0,16%) , $OKTA (+3,55%) .
- Tuesday: $CRWD (+4,59%) , $FLTR (-3,64%) , $ONON (-0,71%) , $TGT (-0,63%) , $SE-ED .
- Wednesday: $MDB (+1,36%) , $MRVL (-3,92%) , $VEEV (+0,3%) , $ZS (+4,39%) .
- Thursday: $AVGO (-0,03%) , $COST (-0,08%) , $HCP , $HPE (-6,04%) , $27C , $JD. (+0,26%)
Analyst updates, 25.11.
⬆️⬆️⬆️
- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (-3,53%)
- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (-1,18%)
- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (+0,51%)
- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (+3,75%)
- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (+0,58%)
- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (-0,64%)
- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (+2,38%)
- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (+2,72%)
- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (+2,85%)
- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (+2,41%)
- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (+1,92%)
- 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. (+0,26%)
- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (+1,02%)
- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (-3,23%)
- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (-0,28%)
- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (-0,58%)
- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (+2,44%)
⬇️⬇️⬇️
- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (+0,14%)
- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (-0,73%)
- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (+1,07%)
- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (+2,48%)
- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (-0,48%)
- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (+5,46%)
- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (-1,63%)
- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (-0,15%)
Outlook for next week.
Monday
- Mizuho Financial Group ($MFG (+0%) ), XP Inc. ($XP (-1,1%) ), Sun Life Financial (SLF), Tyson Foods ($TSN (+0,52%) ) and AECOM ($ACM (-1,17%) ) present their quarterly reports are presented.
- Publication of the New York Fed Consumer Inflation Expectations (October).
Tuesday
- The Home Depot ($HD (+0,05%) ), Sumitomo Mitsui Financial Group ($8316 (-0,77%) ), Mitsubishi Financial Group ($8306 (+0,22%) ), Nu Holdings ($NU (-2,14%) ), Sea Limited ($SE (-2,65%) ) and Tencent Music Entertainment Group ($TME (-5,65%) ) report their quarterly results.
- Publication of the NFIB Small Business Optimism Index (October) and the Consumer Price Index (CPI) (October).
Wednesday
- Cisco Systems ($CSCO (-0,08%) ), TJX Companies ($TJX (+0,56%) ), Palo Alto Networks ($PANW (+4,48%) ), Target ($TGT (-0,63%) ), JD.com ($JD. (+0,26%) ), XPeng ($XPEV (-0,87%) ), Catalent ($CTLT ) and Tetra Tech ($TTEK (-0,67%) ) 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 ($WMT (-1,33%) ), Alibaba Group ($BABA (-2,71%) ), Applied Materials Inc. ($AMAT (-0,04%) ), NetEase Inc. ($NTES (-3,39%) ), Ross Stores ($ROST (-0,58%) ), Warner Music Group ($WMG (-0,51%) ), NICE Ltd. ($NICE (+0,01%) ), Bath & Body Works ($BBWI (+0,11%) ), The Gap Inc. ($GPS (-1,36%) ), Macy's ($M (-3,12%) ) 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 (-0,63%) ), Atkore Inc. ($ATKR (-4,74%) ) and Spectrum Brands Holdings ($SPB (+0%) ) present their quarterly figures.
- Deadline for funding of the US government.
- Publication of the Housing Starts (October).
Titoli di tendenza
I migliori creatori della settimana