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市场新闻

BMW, Kingfisher, Spectris

EUROPE RESEARCH ROUNDUP-BMW, Kingfisher, Spectris Sept 18 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including BMW, Kingfisher and Spectris, on Wednesday. HIGHLIGHTS * BMW BMWG.DE : Citigroup raises to neutral from sell * Entain ENT.L : Berenberg raises target price to 1,030p from 1,020p * Kingfisher KGF.L : Citigroup raises target price to 301p from 292p * Spectris SXS.L : HSBC cuts to hold from buy * Whitbread WTB.L : Goldman Sachs cu
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Legal & General sells UK housebuilder CALA Group in $1.8 bln deal

UPDATE 2-Legal & General sells UK housebuilder CALA Group in $1.8 bln deal Updates after call with L&G CEO, adds shares and analyst comments By Sinead Cruise LONDON, Sept 18 (Reuters) - Legal & General LGEN.L has sold its UK housebuilder CALA Group in a deal worth 1.35 billion pounds ($1.78 billion) to an acquisition vehicle led by U.S. private assets firm Sixth Street Partners, as the latter steps up its European investment drive.
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UK CMA Reviewing Barratt/Redrow Deal Competition Concerns Proposal

BRIEF-UK CMA Reviewing Barratt/Redrow Deal Competition Concerns Proposal Sept 12 (Reuters) - CMA: COMPETITION AND MKTS - MERGER UPDATE: BARRATT / REDROW UK'S CMA SAYS NOW CONSULTING PUBLICLY ON WHETHER PROPOSAL IS SUFFICIENT TO ADDRESS COMPETITION CONCERNS ON BARRATT/ REDROW DEAL UK'S CMA SAYS DEADLINE FOR RESPONSES IS 26 SEPTEMBER 2024 IN BARRATT/
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British Business - Sept 10

PRESS DIGEST-British Business - Sept 10 Sept 10 (Reuters) - The following are the top stories on the business pages of British newspapers. Reuters has not verified these stories and does not vouch for their accuracy. The Times - Engineers at BP BP.L will be expected to make faster decisions using AI-generated advice about oil and gas exploration after the energy company struck a deal with Palantir Technologies PLTR.N .
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UK's Barratt creates JV with Homes England, Lloyds to develop large sites

UPDATE 1-UK's Barratt creates JV with Homes England, Lloyds to develop large sites Updates with sector context Sept 9 (Reuters) - British homebuilder Barratt BDEV.L said on Monday it has entered into a joint venture with Lloyds Banking Group LLOY.L and government body Homes England to focus on developing large sites. WHY IT'S IMPORTANT The interest rate cut last month, the first in the UK in more than four years, was seen as a near-term boost for the housing sector, where affordability concerns
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Barratt Enters JV With Homes England And Lloyds Banking

BRIEF-Barratt Enters JV With Homes England And Lloyds Banking Sept 9 (Reuters) - Barratt Developments P L C BDEV.L : BARRATT DEVELOPMENTS - LAUNCH OF MADE PARTNERSHIP BARRATT DEVELOPMENTS P L C - ENTERS JOINT VENTURE WITH HOMES ENGLAND AND LLOYDS BANKING BARRATT DEVELOPMENTS P L C - MADE PARTNERSHIP TO DEVELOP LARGE SITES FOR NEW HOMES BARRATT DEVE
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UK homebuilder Barratt creates JV with Homes England, Lloyds

UK homebuilder Barratt creates JV with Homes England, Lloyds Sept 9 (Reuters) - British homebuilder Barratt BDEV.L said on Monday it has entered into a joint venture with Homes England and Lloyds Banking Group LLOY.L to create MADE Partnership to focus on the development of large sites. Reporting by Aby Jose Koilparambil in Bengaluru
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Antofagasta, Colonial, and Hill & Smith

EUROPE RESEARCH ROUNDUP-Antofagasta, Colonial, and Hill & Smith Sept 6 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Antofagasta, Colonial and Hill & Smith, on Friday. HIGHLIGHTS * Antofagasta ANTO.L : Barclays cuts target price to 1,600p from 1,660p * Colonial COL.MC : Jefferies raises to buy from hold * Hill & Smith HILS.L : Berenberg raises target price to 2,500p from 2,350p * Melrose Industries MRON.L : Morgan Stanley initiat
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FTSE 100 dips on declines in personal goods and homebuilders

UPDATE 1-FTSE 100 dips on declines in personal goods and homebuilders For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window FTSE 100 down 0.4%, FTSE 250 flat UK services activity at four-month high in August Barratt sees return to profit growth by 2026 Personal goods index slips to lowest levels in over 14 years Updated at 1540 GMT By Khushi Singh Sept 4 (Reuters) - Britain 's main stock index e nded lowe r on Wednesday , l ed by a drop in per
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UK Stocks-Factors to watch on Sept 4

UPDATE 1-UK Stocks-Factors to watch on Sept 4 Updates futures, adds news items in bullet 1- 4 Sept 4 (Reuters) - Britain's FTSE 100 .FTSE index is seen opening lower on Wednesday, with futures FFIc1 down 0 .85%. * B ARRAT: British housebuilder Barratt BDEV.L posted a better-than-expected annual profit on Wednesday, and said housing demand continues to be sensitive to mortgage affordability.
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UK homebuilder Barratt sees return to profit growth by 2026

UPDATE 2-UK homebuilder Barratt sees return to profit growth by 2026 FY adj PBT 385 mln stg vs market view of 365 mln stg July 1-Aug. 25 reservation rate 0.58 units vs 0.42 year ago Shares in FTSE 100 builder down 2.3% in morning trade Rewrites through, adds CEO comment in paragraphs 1, 2 and 5, sector context in paragraphs 3 and 4, analysts' comment in paragraph 8 By Aby Jose Koilparambil Sept 4 (Reuters) - British homebuilder Barratt BDEV.L posted a smaller-than-expected decline in annual prof
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Barratt Enters Fy25 With Solid Forward Sales Position

BRIEF-Barratt Enters Fy25 With Solid Forward Sales Position Sept 4 (Reuters) - Barratt Developments P L C BDEV.L : BARRATT DEVELOPMENTS - ANNUAL RESULTS FOR THE YEAR ENDED 30 JUNE 2024 BARRATT: ENTERED FY25 WITH A SOLID FORWARD SALES POSITION AND AS AT 25 AUGUST 2024 WE WERE 42% BARRATT: HOUSING MARKET REMAINS SUBDUED DUE TO AFFORDABILITY CONSTRAIN
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UK homebuilder Barratt's annual profit slumps 56%

UK homebuilder Barratt's annual profit slumps 56% Sept 4 (Reuters) - British housebuilder Barratt BDEV.L said housing demand continues to be sensitive to mortgage affordability after it posted a 56% slump in its annual profit on Wednesday, as high interest rates and sticky inflation dampened buyers' sentiment. The FTSE 100-listed company said its adjusted pre-tax profit came in at 385 million pounds ($504.7 million) for the year ended June 30, compared with LSEG average analysts' estimate of 365
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UK homebuilders Barratt, Vistry set to underline recovery path

PREVIEW-UK homebuilders Barratt, Vistry set to underline recovery path By Aby Jose Koilparambil Sept 3 (Reuters) - Top UK homebuilders Vistry VTYV.L and Barratt BDEV.L will likely strike a cautiously optimistic tone on demand recovery when they report earnings this week as interest rates ease and government policy reforms take shape. The homebuilders are expected to benefit from increased affordability due to declining mortgage rates and volume growth from the new Labour government's push to del
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Top of the Street: BMW, Volkswagen, OMV, IMCD, Barratt, Novartis

BUZZ-Top of the Street: BMW, Volkswagen, OMV, IMCD, Barratt, Novartis A round-up of notable broker activity this morning from Europe's top-ranked* analysts: ** Exane BNP Paribas cuts BMW BMWG.DE to "neutral" from "outperform" and raises Volkswagen VOWG_p.DE to "outperform" from "neutral" citing the need for strong product flow and cost action as the automotive industry faces a new deflationary era, with premium mix peaking and growth increasingly reliant on emerging markets ** UBS raises Austria
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Draegerwerk, Hikma, Novartis

EUROPE RESEARCH ROUNDUP-Draegerwerk, Hikma, Novartis Sept 3 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Draegerwerk, Hikma and Novartis, on Tuesday. HIGHLIGHTS * Draegerwerk DRWG.DE : Jefferies raises to hold from underperform * Hikma HIK.L : Berenberg raises to buy from hold * Munters Group AB MTRS.ST : Jefferies raises to buy from hold * Novartis AG NOVN.S : Jefferies cuts to hold from buy * Swedencare AB (Publ) SECARE.ST : J
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Carnival, Kingfisher, Unite Group

EUROPE RESEARCH ROUNDUP-Carnival, Kingfisher, Unite Group Sept 2 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Carnival, Kingfisher and Unite Group on Monday. HIGHLIGHTS * Believe SA BLV.PA : Citigroup resumes coverage with neutral rating; PT EUR 15 * Carnival CCL.L : HSBC raises target price to 960p from 895p * Derwent London DLN.L : Morgan Stanley raises target price to 3000p from 2750p * Kingfisher Plc KGF.L : Barclays cuts to
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Europe's STOXX 600 corporate earnings week ahead

DIARY-Europe's STOXX 600 corporate earnings week ahead Aug 30 (Reuters) - Diary of Europe's STOXX 600 (.STOXX) corporate earnings for the week ahead EUROPE'S STOXX 600 EARNINGS Start Date Start Time (GMT) RIC Company Name Event Name 02-Sep-2024 09:00 BAYGn.DE Bayer AG Bayer AG Investor Webinar to Discuss Results from FINEARTS-HFP 02-Sep-2024 09:00 PZU.WA Powszechny Zaklad Ubezpieczen SA Half Year 2024 Powszechny Zaklad Ubezpieczen SA Investor Chat (Polish) 03-Sep-2024 NTS BKWB.S BKW AG Half Year
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UK’s housing mess requires costly fix

BREAKINGVIEWS-UK’s housing mess requires costly fix The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Yawen Chen LONDON, Aug 29 (Reuters Breakingviews) - Fixing the UK’s housing mess will require some government firepower. Prime Minister Keir Starmer has pledged to boost the supply of cheap homes and shake up planning laws.
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Accelleron, BHP, Kingfisher

EUROPE RESEARCH ROUNDUP-Accelleron, BHP, Kingfisher Aug 28 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Accelleron, BHP and Kingfisher, on Wednesday. HIGHLIGHTS * Accelleron ACLN.S : Deutsche Bank raises target price to CHF 42 from CHF 34 * BHP Group BHPB.L : JP Morgan cuts target price to 2,580p from 2,650p * Kingfisher KGF.L : Citigroup cuts to neutral from buy * Vonovia SE VNAn.DE : Citigroup raises target price to EUR 52.80 f
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