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Arkema, Flatexdegiro, Mediobanca

EUROPE RESEARCH ROUNDUP-Arkema, Flatexdegiro, Mediobanca Oct 31 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Arkema, Flatexdegiro and Mediobanca, on Thursday. HIGHLIGHTS * Arkema SA AKE.PA : Berenberg raises to buy from hold * Flatexdegiro AG FTKn.DE : Goldman Sachs raises to buy from neutral * Mediobanca MDBI.MI : Deutsche Bank raises to hold from sell * Orsted ORSTED.CO : Deutsche Bank cuts to hold from buy * Syensqo NV SYENS.
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Clariant, M6, Ucb

EUROPE RESEARCH ROUNDUP-Clariant, M6, Ucb Oct 30 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Clariant, M6, and Ucb, on Wednesday. HIGHLIGHTS * Adidas AG ADSGn.DE : Deutsche Bank raises target price to EUR 275 from EUR 270 * Clariant AG CLN.S : JP Morgan cuts target price to CHF 14 from CHF 15 * M6 MMTP.PA : JP Morgan cuts target price to EUR 13.1 from EUR 13.7 * Nel ASA NEL.OL : Morgan Stanley cuts to underweight from equal wei
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Luxury and miners lift Europe

LIVE MARKETS-Luxury and miners lift Europe 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 LUXURY AND MINERS LIFT EUROPE The STOXX 600 .STOXX is up 0.3%, set to close the week with a modest gain of 0.6%. China-exposed markets segments are doing well, even after data showed China's economy grew at the slowest pace since early 2023 in the third quarter.
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Luxury’s China wobble will accelerate M&A

BREAKINGVIEWS-Luxury’s China wobble will accelerate M&A The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Yawen Chen LONDON, Oct 16 (Reuters Breakingviews) - The luxury sector is headed for a new wave of M&A. On Wednesday, shares in $330 billion giant LVMH LVMH.PA fell 7% after it revealed the bleak state of consumer spending in China.
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European luxury stocks fall as LVMH miss hints to further setbacks

BUZZ-European luxury stocks fall as LVMH miss hints to further setbacks ** Shares in European luxury names fall after heavyweight LVMH LVMH.PA reported weaker than expected Q3 sales ** "LVMH Q3 trading update failed to reassure, suggesting that trends are actually softer than feared," J.P.Morgan says ** JPM points to a "material" slowdown at LVMH's
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LVMH shares slump on weak Q3 sales, hitting luxury sector

LVMH shares slump on weak Q3 sales, hitting luxury sector PARIS, Oct 16 (Reuters) - Shares in LVMH LVMH.PA slumped lower on Wednesday, knocking back the broader luxury goods sector, after the French luxury goods giant reported a 3% fall in third-quarter sales . LVMH shares were down around 7 percent in early session trading. Shares in its French rival Kering PRTP.PA , whose brands include Gucci, and Burberry BRBY.L were also dragged down as LVMH slid on the stock market.
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LVMH shares set to slump on weak Q3 sales

LVMH shares set to slump on weak Q3 sales PARIS, Oct 16 (Reuters) - Shares in LVMH LVMH.PA were set to slump lower on Wednesday, knocking back the broader luxury goods sector, after the French luxury goods giant reported a 3% fall in third-quarter sales . LVMH shares were marked down by 5.1 percent on Tradegate, just before the formal start of stock market trading in Europe.
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Bodycote, Natwest Group, TAG Immobilien

EUROPE RESEARCH ROUNDUP-Bodycote, Natwest Group, TAG Immobilien Oct 15 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Bodycote, Natwest Group and TAG Immobilien, on Tuesday. HIGHLIGHTS * Bodycote Plc BOY.L : RBC raises to outperform from sector perform * Delivery Hero SE DHER.DE : Citigroup cuts to neutral from buy * Natwest Group Plc NWG.L : Jefferies raises to buy from underperform * Paragon Banking PAGPA.L : Jefferies cuts to h
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Luxury stocks down on China's new fiscal measures

BUZZ-Luxury stocks down on China's new fiscal measures ** Shares in European luxury companies slip after China announced more fiscal stimulus, but left out key details on its size ** "The market expected more direct support for consumer spend," Bernstein analyst Luca Solca says ** Kering PRTP.PA falls 3.6%, LVMH LVMH.PA is down 2.9% while Hermes HR
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European shares mostly higher, UK gambling names tumble

LIVE MARKETS-European shares mostly higher, UK gambling names tumble STOXX 600 up 0.2% Aerospace and Defense leads UK gambling names fall Wall St futures steady 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 EUROPEAN SHARES MOSTLY HIGHER, UK GAMBLING NAMES TUMBLE Major European bourses are edging higher on Monday as investors looked ahead to key events this week, including the E
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LVMH investors jittery over anaemic China demand for European designer goods

PREVIEW-LVMH investors jittery over anaemic China demand for European designer goods By Mimosa Spencer PARIS, Oct 14 (Reuters) - Investors in French luxury group LVMH LVMH.PA are eager for signs that China's new fiscal stimulus measures can finally pull wealthy and middle-class Chinese shoppers out of their funk, inspiring them to splash out on $4,300 designer leather handbags ahead of Singles Day , China's largest annual shopping spree.
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Luxury goods unlikely to be next target of China's EU trade retaliation, analysts say

CORRECTED-Luxury goods unlikely to be next target of China's EU trade retaliation, analysts say Corrects analyst estimate of size of China market to 25% of global total from 35% in paragraph 9. By Casey Hall SHANGHAI, Oct 9 (Reuters) - European luxury shares have slid on investor concerns that Hermes handbags and Dior slingbacks may be Beijing's next targets for retaliation, following the EU's decision to slap tariffs on China EVs, but analysts say such a move is unlikely.
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Defensive sectors prop up Europe's STOXX 600 as China jitters persist

Defensive sectors prop up Europe's STOXX 600 as China jitters persist For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window Oct 9 (Reuters) - European stocks eked out gains on Wednesday, aided by defensive sectors, as uncertainty around China's stimulus plans kept the mood subdued ahead of key U.S.
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Pandora raises as limited China exposure supports outperformance

BUZZ-Pandora raises as limited China exposure supports outperformance ** Shares of Danish jewellery maker Pandora PNDORA.CO rise more than 2%, bucking the trend of luxury peers amid broader market selloff ** "Investors are likely turning to Pandora as it has significantly lower sales exposure to China compared to peers," says DNB analyst Jesper Ing
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Miners, luxury sector weigh on Europe's STOXX 600

UPDATE 2-Miners, luxury sector weigh on Europe's STOXX 600 For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. China sparks global risk-off mood Spirits makers hit by anti-dumping measures Vistry plunges as co slashes profit outlook STOXX 600 drops 0.5% Updated at 1552 GMT By Sruthi Shankar, Paolo Laudani and Johann M Cherian Oct 8 (Reuters) - European stocks settled lower on Tuesday, as a lack of fresh details over China's stimulus measure
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China's brandy duties depress shares of makers of spirits, luxury and cars

UPDATE 2-China's brandy duties depress shares of makers of spirits, luxury and cars Recasts with more sectors impacted, updates shares, adds comments on cars sector By Leo Marchandon and Ozan Ergenay Oct 8 (Reuters) - China's provisional anti-dumping duties on brandy imports from the European Union (EU) depressed spirit makers' shares on Tuesday with knock-on effects for luxury and auto brands as concern grew Beijing could extend its trade measures.
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European mining and luxury stocks tumble as global China rally fades

UPDATE 2-European mining and luxury stocks tumble as global China rally fades Adds analyst quote in paragraph 9, updates prices By Alun John and Lucy Raitano LONDON, Oct 8 (Reuters) - European mining stocks and luxury names fell sharply on Tuesday as a stimulus-backed buying frenzy of Chinese-exposed stocks faded outside mainland China , after officials failed to inspire confidence in plans to stimulate the world's No.2. economy.
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European shares at two-week lows on China stimulus disappointment

European shares at two-week lows on China stimulus disappointment For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window Oct 8 (Reuters) - European stocks dropped to two-weeks lows on Tuesday as lack of fresh details over China's stimulus measures sparked a selloff in sectors linked to the world's second-largest economy such as mining and luxury.
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Time to go idiosyncratic on luxury - BofA

LIVE MARKETS-Time to go idiosyncratic on luxury - BofA STOXX 600 down 0.2% Oil stocks rally, Brent up $2 Airlines fall, defence rises Wall Street futures down 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 TIME TO GO IDIOSYNCRATIC ON LUXURY - BofA Luxury names have rallied across the board on hopes for China stimulus, but it's time to start getting more specific, at least accord
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Bureau Veritas, Covestro AG, Redcare Pharmacy NV

EUROPE RESEARCH ROUNDUP-Bureau Veritas, Covestro AG, Redcare Pharmacy NV Oct 2 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Bureau Veritas, Covestro AG and Redcare Pharmacy NV, on Wednesday. HIGHLIGHTS * British Land BLND.L : Deutsche Bank raises to buy from hold * Bureau Veritas BVI.PA : JP Morgan cuts to neutral from overweight * Covestro AG 1COV.DE : Jefferies cuts to hold from buy * Redcare Pharmacy NV RDC.DE : HSBC raises t
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