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市场新闻

Reuters - 5小时前

Barclays sees decent Q4 with seasonality tailwinds for European miners

BUZZ-Barclays sees decent Q4 with seasonality tailwinds for European miners ** Barclays says European miners could have a decent Q4 with seasonality tailwinds, near-term support for base metals from potential China stimulus and global rate cuts ** Any benefits from Chinese stimulus are likely to be felt in a (modest) acceleration in base metals demand from accelerating the equipment/appliance upgrading program, with steel & iron ore demand largely unchanged, it says ** Global central banks movin
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Reuters - 9小时前

Adidas AG, Covivio SA, L'Oreal

EUROPE RESEARCH ROUNDUP-Adidas AG, Covivio SA, L'Oreal Oct 16 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Adidas AG, Covivio SA and L'Oreal, on Wednesday. HIGHLIGHTS * Adidas AG ADSGn.DE : RBC raises target price to EUR 265 from EUR 260 * Covivio SA CVO.PA : JP Morgan raises to overweight from neutral * L'Oreal OREP.PA : JP Morgan cuts to underweight from neutral * OCI NV OCI.AS : JP Morgan cuts to neutral from overweight * Wizz
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Reuters - 9小时前

Hydro Energi Signs Long-Term Power Purchase Agreement With Skellefteå Kraft

BRIEF-Hydro Energi Signs Long-Term Power Purchase Agreement With Skellefteå Kraft Oct 16 (Reuters) - Norsk Hydro ASA NHY.OL : HYDRO ENERGI AS HAS SIGNED A LONG-TERM POWER PURCHASE AGREEMENT (PPA) WITH SKELLEFTEÅ KRAFT AB FOR THE ACCUMULATED DELIVERY OF 2 TWH TO HYDRO’S NORWEG ..., OCTOBER 16, 2024 AGREEMENT SECURES A TOTAL OF 2 TWH FROM SKELLEF
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Reuters - 6天前

JPM says US election risk not yet reflected in metal prices

BUZZ-JPM says US election risk not yet reflected in metal prices ** J.P.Morgan says that while industrial metal prices have priced in China's monetary policy easing, they do not yet reflect tariff risks if Donald Trump wins the U.S. presidential election ** It points to the previous Trump administration's trade protectionism and the 25% tariffs on U.S.
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Reuters - 1周前

Citi sees operational recovery for European metals & mining in Q3

BUZZ-Citi sees operational recovery for European metals & mining in Q3 ** Citi expects Q3 production results from European metals & mining companies to reflect the start of an operational recovery after a weak first half of the year ** It sees small recovery in iron ore and copper production and flattish coal production, while diamonds and platinum
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Reuters - 1周前

Imperial Brands, Kingfisher, Nestle SA

EUROPE RESEARCH ROUNDUP-Imperial Brands, Kingfisher, Nestle SA Oct 9 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Imperial Brands , Kingfisher and Nestle SA, on Wednesday. HIGHLIGHTS * Aixtron AIXGn.DE : Deutsche Bank cuts to hold from buy * ING INGA.AS : Deutsche Bank cuts to hold from buy * Imperial Brands IMB.L : JP Morgan raises target price to 2,600p from 2,250p * Kingfisher KGF.L : HSBC raises target price to 360p from 305
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Reuters - 1周前

Hydro And Vaan Yachts BV Renew Partnership

BRIEF-Hydro And Vaan Yachts BV Renew Partnership Oct 9 (Reuters) - Norsk Hydro ASA NHY.OL : HYDRO AND DUTCH YACHT BUILDER VAAN YACHTS BV HAVE RENEWED THEIR PARTNERSHIP HYDRO AND VAAN HAVE SIGNED A LETTER OF INTENT TO DEVELOP SHEET MATERIAL FOR VAAN'S PREMIUM CATAMARANS Source text for Eikon: [ID:] Further company coverage: NHY.OL (Gdansk Newsroom)
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Reuters - 1周前

European metal and mining stocks slip on China stimulus disappointment

BUZZ-European metal and mining stocks slip on China stimulus disappointment ** Shares in European metal and mining stocks slide, tracking a fall in base metals prices on China stimulus disappointment ** Erste Group analyst Jakub Szkopek says Tuesday's briefing of China's National Development and Reform Commission stopped short of large stimulus ** "Given much expectations for further stimulus in the lead up to the event, commodities are taking the brunt of the disappointment and will likely rema
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Reuters - 2周前

Norsk Hydro Opens New Extrusion Press, Increases Recycling Capacity In Cressona, Pennsylvania

BRIEF-Norsk Hydro Opens New Extrusion Press, Increases Recycling Capacity In Cressona, Pennsylvania Oct 3 (Reuters) - Norsk Hydro ASA NHY.OL : OPENS NEW EXTRUSION PRESS AND INCREASES RECYCLING CAPACITY IN CRESSONA, PENNSYLVANIA COMBINED INVESTMENT FOR THE TWO PROJECTS IS NOK 1 BILLION Further company coverage: NHY.OL (Gdansk Newsroom)
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Reuters - 3周前

Tanzania opposition asks telecoms firm to respond to data-sharing accusation

UPDATE 1-Tanzania opposition asks telecoms firm to respond to data-sharing accusation Lissu plans to sue Tigo and Tanzanian government Millicom disciplined individuals involved in data sharing President Hassan pledged to lift restrictions on critics Adds quotes from opposition leader Lissu, paragraphs 4 and 5 NAIROBI, Sept 25 (Reuters) - Tanzania's main opposition party has called for telecoms firm Tigo to respond to a former employee's accusation that the company helped the government track the
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Reuters - 3周前

Tanzania opposition asks telecoms firm to respond to data-sharing accusation

Tanzania opposition asks telecoms firm to respond to data-sharing accusation NAIROBI, Sept 25 (Reuters) - Tanzania's main opposition party has called for telecoms firm Tigo to respond to a former employee's accusation that the company helped the government track the location of an opponent who was later targeted in a failed assassination attempt. A former worker at Tigo's parent company, Millicom MICC.F , told a British court this month that Tigo had shared mobile phone data with the government
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Reuters - 3周前

Hydro, Padnos Start Advanced Aluminium Scrap Sorting Operations In U.S.

BRIEF-Hydro, Padnos Start Advanced Aluminium Scrap Sorting Operations In U.S. Sept 25 (Reuters) - Norsk Hydro ASA NHY.OL : HYDRO AND PADNOS START ADVANCED ALUMINIUM SCRAP SORTING OPERATIONS IN U.S. COMMERCIAL OPERATIONS OF HYDRO’S ADVANCED SCRAP SORTING TECHNOLOGY HAVE STARTED AT PADNOS’S SORTING HUB IN GRANDVILLE, MICHIGAN Further company cove
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Reuters - 3周前

Hydro Investing In Illvatn Pumped Storage Plant In Luster

BRIEF-Hydro Investing In Illvatn Pumped Storage Plant In Luster Sept 25 (Reuters) - Norsk Hydro ASA NHY.OL : HYDRO INVESTING IN ILLVATN PUMPED STORAGE PLANT IN LUSTER TOTAL INVESTMENT FOR PROJECT IS ESTIMATED AT APPROXIMATELY NOK 1.2 BILLION PLANNED POWER PLANT WILL GENERATE 84 GWH OF RENEWABLE POWER ANNUALLY, PRIMARILY USED FOR INDUSTRIAL PRODUCTI
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Reuters - 3周前

European metal and mining groups jump as China unveils stimulus

BUZZ-European metal and mining groups jump as China unveils stimulus ** Shares in European metal and mining groups rise after China's central bank announced monetary stimulus and market support measures to spur slowing economic growth ** The pan-European basic resources index .SXPP is up 4.3% to its highest since early August ** Anglo American AAL.
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Reuters - 3周前

Hydro, Mercedes-Benz Launch Partnership

BRIEF-Hydro, Mercedes-Benz Launch Partnership Sept 24 (Reuters) - Norsk Hydro ASA NHY.OL : HYDRO AND MERCEDES-BENZ LAUNCH PARTNERSHIP TO FOSTER SUSTAINABLE DEVELOPMENT IN THE AMAZON Further company coverage: NHY.OL (Gdansk Newsroom)
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Reuters - 4周前

MS sees seasonal restock to bring metals & mining back into focus

BUZZ-MS sees seasonal restock to bring metals & mining back into focus ** As China's steel demand indicators disappoint, Morgan Stanley says a seasonal restock would bring the metals & mining sector back into focus ** Says, prospects of a meaningful demand inflection in China remain limited in the absence of more decisive stimulus, but sees a modes
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Reuters - 4周前

ASOS, JTC, London Stock Exchange

EUROPE RESEARCH ROUNDUP-ASOS, JTC, London Stock Exchange Sept 19 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including ASOS, JTC and London Stock Exchange, on Thursday. HIGHLIGHTS * ASOS Plc ASOS.L : HSBC cuts to reduce from hold * JTC Plc JTC.L : RBC raises target price to 1,100p from 980p * London Stock Exchange LSEG.L : HSBC raises target price to 10,000p from 9,400p * Nordic Semiconductor ASA NOD.OL : Barclays cuts target price to NOK
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Reuters - 1个月前

Struggling Northvolt stokes fear for Europe's battery future

FOCUS-Struggling Northvolt stokes fear for Europe's battery future Northvolt's troubles trigger doubts about its ability to produce enough batteries for Europe Northvolt to buy cathode active materials from Asian suppliers, source says Delivery issues triggered BMW contract cancellation, sources says Northvolt's struggles raise questions about future gigafactories and joint ventures, industry analysts say By Marie Mannes STOCKHOLM, Sept 13 (Reuters) - Northvolt's shock decision this week to shri
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Reuters - 1个月前

Miners and retailers lift STOXX

LIVE MARKETS-Miners and retailers lift STOXX STOXX 600 up 0.4% UniCredit buys Commerzbank stake Mining stocks bounce Wall St futures edge lower Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com MINING AND RETAIL LIFT STOXX The STOXX 600 .STOXX is adding 0.4%, buoyed my mining .SXPP and retail stocks .SXRP which are both up 1.5%.
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Reuters - 1个月前

Alcon, Rockwool, Zealand Pharma

EUROPE RESEARCH ROUNDUP- Alcon, Rockwool, Zealand Pharma Sept 10 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Alcon, Rockwool and Zealand Pharma, on Tuesday. HIGHLIGHTS * Alcon AG ALCC.S : RBC raises to outperform from sector perform * Maersk MAERSKb.CO : JP Morgan resumes coverage with underweight rating; target DKK 8,575 * Rockwool ROCKB.CO : HSBC raises target price to DKK 3,200 from DKK 3,100 * Wizz Air WIZZ.L : JP Morgan cu
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