Europe - Stocks (General News)

[behappyalways]

Are European Assets Reflective Of Financial Conditions?
https://www.zerohedge.com/markets/are-e ... conditions

[behappyalways]

Divergence between DAX and German PMI

https://twitter.com/zerohedge/status/16 ... 6345754628

[behappyalways]

Shaky Earnings Outlook Can't Stop Rally For Now
https://www.zerohedge.com/markets/shaky ... -rally-now

[behappyalways]

Inflation has been a driver of sales growth European equities. With inflation declining, we're seeing revenues get pulled down as well.
https://twitter.com/AyeshaTariq/status/ ... 9764360480


Earnings decline for STOXX Europe 600 is -16% for the quarter!
https://twitter.com/AyeshaTariq/status/ ... 1252188365

[behappyalways]

Europe's HY Debt Maturity Wall

2025-2026 will be tough years, even if we see some rate cuts by then.
https://twitter.com/AyeshaTariq/status/ ... 1473153065

[behappyalways]

Yup. European markets have quite a high correlation with China.

If I remember correctly, about 20% of their revenues come from China.
https://twitter.com/AyeshaTariq/status/ ... 0240876791

[behappyalways]

Eroding Europe Profit Forecasts Are Risk For Stocks
https://www.zerohedge.com/markets/erodi ... isk-stocks

[winston]

Change in European blue-chip stocks index

Though the Euro Stoxx 50 is about 15% short of its peak, ASML and SAP’s ascent is the latest sign of how the index, once dominated by oil majors and banks, has radically changed.

The nadir for the index came in March 2009. Since then, more than half of its 156% gains can be attributed to just five names: ASML, LVMH SE, SAP, Siemens AG and TotalEnergies SE. Just ASML and LVMH alone have generated nearly 27% of the benchmark’s return.

The Euro Stoxx 50 is still relatively cheap, with its forward price-to-earnings ratio nearly 13 times – 35% discount to the S&P 500 Index.

Source: Bloomberg

https://www.thestar.com.my/business/bus ... ocks-index

[behappyalways]

"European version of Evergrande" explodes!
Signa has a potential debt of US$30 billion and 120 banks are affected...
The boss was once the richest man in Austria and is now being dragged down by inflation and interest rates.

"歐洲版恒大"爆雷!Signa潛在負債300億美元受害銀行120家...老闆曾是奧地利首富 今被通膨升息拖垮｜非凡財經新聞｜20240131

https://m.youtube.com/watch?v=FYK80-zQnyM

[behappyalways]

Did you know that there's another group of stocks that has kept pace with the Mag 7?

The largest companies in Europe have staged a rather impressive rally over the last three years as well!
https://twitter.com/Mayhem4Markets/stat ... 8376717325