Europe - Stocks (General News)

[behappyalways]

The 11 GRANOLAS stocks power Europe to record highs, drawing Magnificent Seven comparisons
https://www.cnbc.com/2024/02/26/granola ... isons.html

[behappyalways]

"Much Milder Than Feared": Philips Shares Soar 43% After US Sleep Apnea Settlement
https://www.zerohedge.com/markets/much- ... settlement

[behappyalways]

It sounds like the earnings season in Europe is showing positive trends, particularly in the banking, pharmaceutical, and energy sectors.
https://twitter.com/AyeshaTariq/status/ ... 8754353417


The most valuable companies in major EU economies
https://twitter.com/Mayhem4Markets/stat ... 6036762900

[behappyalways]

Everyone talking about Mag 7 meanwhile boring old Europe just hit an all time high
https://twitter.com/zerohedge/status/17 ... 3870375164

[winston]

<Research>Citi Downgrades European Equities to Neutral, Upgrades US Equities to Overweight

In a recent report, Citi Research downgraded European equities to Neutral, as the potential election of a far-right government in France, will bring risks to the European market.

The broker meanwhile upgraded US equities to Overweight, citing its bullishness on growth-oriented US equities.

According to Citi, there are three main factors behind the downgrade for European equities, including increased political risk, investors reducing their positions in the region, and European stocks being concentrated in a small number of large companies.

However, the broker noted that although there are some negative factors for European stocks in the short term, the European economy is in the early stage of recovery and the fundamentals are turning a corner, so it is still positive on European stocks for the medium term.

Citi also commented that the US stock market has stronger growth and risk resilience than the European stock market, and the potential strength of USD may support US stocks to outperform European stocks.

Political instability in Europe may cause US investors to be reluctant to shift their capital to European stocks for the time being.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

European stocks all time high, European EPS estimates at 2 year lows
https://x.com/zerohedge/status/1846592714940313966

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This is what happens when your budget deficit isn't 6% of your GDP: 47% of European companies reported results below expectations while only 27% delivered beats
https://x.com/zerohedge/status/1848695794016174171

[behappyalways]

Campari Shares Crash With Cash-Strapped Consumers Denting Profit
https://www.zerohedge.com/markets/campa ... ing-profit

[behappyalways]

European equities are underperforming their US counterparts by the most in 48 years!
https://x.com/Mayhem4Markets/status/1863221525777666233


Amazing. US stocks are trading at a 75-year high in relative terms vs European equities
https://x.com/Mayhem4Markets/status/1863223215163658552

[behappyalways]

"Denmark stock market -20% since Sept 24 driven by Novo Nordisk -40%... NVO was 60% of stock market; best reminder of concentration risk" - BofA's Hartnett
https://x.com/zerohedge/status/1878079632647368866