** EUROPEAN WRAP **

January 31st, 2006
** EUROPEAN MARKETS **
S&P future 0,02%; Bund future -0,01%; Crude future 68,38; €/$ 1,2098; Gold 569

** IN PLAY TODAY **

- Noteworthy earnings reports today: Arm Holdings, Ciba Specialty Chemicals, Abn Amro, UPM-Kymmene, Jyske Bank, Elan Corporation & Ericsson.

- Morgan Stanley (Teun Draaisma & Ben Funnell) cut its recommendation yesterday on European stocks from ‘overweight’ to ‘neutral’ as ”People are way too bullish” according to the strategists.

- Abn Amro said Q4 profit was EUR 1296m ahead of the consensus number of EUR
908m but including one-off items of EUR 201m. Private equity & wholesale performing better than expected.

- Ericsson reported a jump in Q4 net profit of 52% to SEK 8.5bn, better than the SEK 7.1bn consensus. Sales rose 16% to SEK 45.7bn (43.9bn expected). Margins were however light and guidance remains pretty vague (moderate growth in 2006).

- Carrefour said it bought four Spanish hypermarkets and two gas stations from
Spanish supermarket operator Caprabo SA for undisclosed terms.

- Gazprom said nine-month profit climbed 66 percent from a year
earlier to 232.1 billion rubles ($8.2 billion), benefiting from
an increase in gas prices.

One Response to “** EUROPEAN WRAP **”

  1. Jeffrey Jackson Says:

    Google is the best search engine

Leave a Reply

Close
E-mail It