Monthly Archives: April 2013

LCM Dawn Patrol – 30.04.13 -ABI-, UBS+, DBk Capital Increase, Vivendi,

(sorry no internet access, so parts missing). Bonjour, European shares were set to rise on Tuesday and stay on track for an 11th month of gains, with expectations of a rate cut by the European Central Bank and the continuation of easy U.S. monetary policy boosting sentiment. We’ve reached new highs in Australia and Korea […]

The Dawn Patrol – 29.04.13 – Strategy: MS on earnings, JPM strat update, VOD, Siemens, Schneider…

Bonjour, European stocks are seen mixed on Monday following the previous week’s sharp gains, with Italian stocks set to rally after a coalition government was named over the weekend, putting an end to two months of political impasse. This week’s main events will be the Central banks meetings with the Fed expected to maintain its […]

LCM Dawn Patrol – 26.04.13 – Week End Edition, S&P earnings update, MS on EM, Earnings… Ziggo placing.

Bonjour, Markets should open lower. US markets dropped last night following headlines of the Bundesbank rejecting the OMT (http://on.ft.com/Y12Zbl) but Mr Weidmann’s opposition is a known fact and this shouldn’t have an impact. In Asia, the BoJ made no change to its policy (as expected) and keeps its 2% inflation target (while last night data […]

LCM Dawn Patrol – 25.04.13 – Earnings! GS bull on equities, Verizon on Vodafone, ECB lending survey, Strategists forecasts… More!

Bonjour, European stocks are seen mixed on Thursday, taking a breather following strong gains made in the past two sessions, with investors scanning through corporate results to see the impact of the region’s economic downturn. Today’s topics will be Vodafone as Verizon is moving on (http://reut.rs/13wfkF0), bonds of the periphery following yesterday’s profit taking (http://reut.rs/10Bx31d) […]

LCM Dawn Patrol – 25.04.13 – Apple, lots of earnings.

Bonjour, European stocks are seen opening flat to higher on Wednesday, consolidating the previous session’s gains after continued strong earnings and hopes for further monetary easing buoyed stocks in the United States and Asia overnight. Apple Inc. shares reversed course and fell in after-hours trade Tuesday as the iPhone maker’s lower quarterly margins came into […]

LCM Dawn Patrol – 23.04.13 – Earnings (lots) KPN-, SAND-, SU-, ML=, STM=, TOM=, EO=, SWEDA=, SEB-. MS strategy, Tuesday’s gear.

Bonjour, European stocks are seen flat to slightly higher on Tuesday, halting their two-session recovery rally after data showed growth in China’s big factory sector dipped. Today is an important day with key data as we get the Eurozone flash PMIs (EZ PMI Composite expected at 47). We also get some earnings from ARM, Sandvik […]

LCM Dawn Patrol – 22.04.13 – The JPM view, JPM on French banks, Hermes numbers, more…

Bonjour, European shares were expected to rise for a second straight session on Monday, mirroring gains on Wall Street and in Asia, with recent encouraging results from some major firms raising optimism for the earnings season. Today, as the Italian political pressure eases, we can focus again on what really matters (i.e. earnings). This is […]