ADVFN III Morning Euro Markets Bulletin     Daily world
financial news Supplied
by advfn.com <http://www.advfn.com/p.php?pid=clicktrack&par=MTY3Mjg=>
  *Tuesday 27 Jul 2010 11:02:12*

   ------------------------------
  London Markets Report :

*Banks buoy Footsie*


   - techMARK 1,670.97 +0.26%
   - FTSE 100 5,384.74 +0.63%
   - FTSE 250 10,189.23 +0.50%

Banks are helping to keep Footsie in the blue after their Swiss peer UBS
beat earnings estimates.

*Lloyds*, *Royal Bank of Scotland* and *Barclays* are the top risers in the
FTSE 100. Net profit at UBS in the second quarter came to 2bn Swiss francs
from a loss of 1.4bn francs last time. That was well above expectations for
a 1.26bn francs profit.

The oil giant *BP* confirmed Tony Hayward is to step down as chief executive
of the group on 1 October to be succeeded by fellow executive director Bob
Dudley.

The group also unveiled a $32.2bn charge for the Gulf of Mexico oil spill,
including the $20bn it has already committed to putting in escrow. As a
result the company reported a headline loss of $17bn for the second quarter,
the largest ever by a UK company.

Shares in ARM are slightly lower, even after revenues and profits continued
soaring at the chip-designer in the second quarter as it continued to see
strong demand for its technology from makers of mobile ‘phones and other
must-have gadgets. It posted a pre-tax profit of £43.5m in the three months
to June 30, up from £16.3m over the same period the previous year.

Diversified mining group *Xstrata* saw a small decline in copper production
in the first half of 2010 but ferrochrome output rebounded strongly. The
group, which is a major producer of seven major commodities (copper, coking
coal, thermal coal, ferrochrome, nickel, vanadium and zinc) updated the
market on first half production levels on Tuesday morning.

Also in mining, higher production and a rising gold price sent half-year net
income at *African Barrick Gold* up by 217% to $99m, but the shares are
slightly lower. Revenue rose by 64% to $424m up 64% as production rose by
23% to 356,208 ounces and realised gold prices jumped by 28% to $1,155 per
ounce.

Updates in the FTSE 250 have been mostly well received though.

Strong numbers from *Croda* have sparked a positive reaction in the
speciality chemicals supplier’s share price. Record results at its two main
divisions helped double half year pre-tax profit, with strong trading
trickling into the first weeks of the second half. Pre-tax profit surged to
£96.2m in the six months to 30 June 2010 from £46.3m the year before. Sales
on continuing operations rose 27.6% to £516.1m.

Software group Misys is wanted after saying it has reduced the number of
shares it will sell in the proposed disposal of its healthcare division
Allscripts.

The size of the planned placing will be reduced from 36m shares to 25m
shares as Misys’ board believes the current share price of Allscripts
under-values the business. The proceeds of the sale are still expected to be
approximately $1bn, which will be returned to shareholders.

Engineer Tomkins' board has backed the 325p per share cash offer from Onex
and Canada Pension Plan Investment Board, prompting gains in the company’s
share price. The offer values Tomkins' existing issued and to be issued
share capital at approximately £2.89bn. The independent directors intend
unanimously to recommend to Tomkins shareholders to vote in favour of the
offer.

The top riser in the FTSE 250 is Connaught, which rallies partially after
sliding yesterday as it warned of more woe following the emergency Budget,
which will hurt the company severely.

Shares in PZ Cussons fall back after results. The international consumer
products group saw profitable growth last year in all three of its operating
regions.

Car parts and bicycles retailer *Halfords* drove through a 9.6% rise in
group revenue from 3 April to 26 July, helped by its acquisition of
Nationwide Autocentres in February, but it issued a cautionary stance on the
economic environment.

E-learning specialist *Promethean World’s* first half revenues are up 35%
with strong sales of both systems and handsets. Fantasy war games group
Games Workshop saw sluggish sales in the year to May 30, but managed to lift
profits as it cut back on costs.
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  ------------------------------
  UK Event Calendar for today

*INTERIMS *
Amino Technologies, ARM Holdings, BG Group, BP, Croda International, Norsk
Hydro, Pace, Provident Financial

*INTERNATIONAL ECONOMIC ANNOUNCEMENTS *
Richmond Fed Manufacturing Index (US) (15.00)
ABC Consumer Confidence (US) (22:00)
Consumer Confidence (US) (15:00)
GFK Consumer Confidence (GER) (07:00)
M3 Money Supply (EU) (09:00)
Total Jobseekers (FRA) (17:00)

*Q2 *
ARM Holdings, BG Group, BP, Norsk Hydro

*GMS *
BlackRock Greater Europe Inv Trust, RCG Holdings

*FINALS *
DQ Entertainment, Games Workshop Group, Misys, PZ Cussons

*IMSS *
Daily Mail and General Trust, Halfords Group

*EGMS *
HaiKe Chemical Group, KazakhGold Group Ltd. GDR (Reg S)

*AGMS *
Aberdeen All Asia Inv Trust, Accsys Technologies, Argo Real Estate
Opportunities Fund Ltd., Ashok Leyland Ltd. GDR (Reg S), CareCapital,
Downing Planned Exit VCT 2, Downing Planned Exit VCT 3, Downing Protected
VCT VI, Downing Protected VCT VII, HaiKe Chemical Group, Halfords Group, IS
Pharma, JPMorgan Fleming Japanese Smaller Companies Inv Trust, Media Square,
Metro Baltic Horizons, Ottoman Fund Ltd. (The), Persian Gold,
Tongaat-Hulett, TR Property Inv Trust, TR Property Inv Trust Sigma Shares,
Vodafone Group, Workspace Group

*TRADING ANNOUNCEMENTS *
Promethean World, Workspace Group

*UK ECONOMIC ANNOUNCEMENTS *
CBI Distributive Trends Surveys (11:00)

*FINAL DIVIDEND PAYMENT DATE *
IBIS Media VCT, Ventus 1 VCT
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  ------------------------------
  European Market Reports

Banking shares are leading the rise in early dealings Tuesday morning after
a number of positive earnings reports.

Investors also focus on *BP*. The oil giant confirmed Tony Hayward is to
step down as chief executive of the group on 1 October to be succeeded by
fellow executive director Bob Dudley.

The group also unveiled a $32.2bn charge for the Gulf of Mexico oil spill,
including the $20bn it has already committed to putting in escrow. As a
result the company reported a headline loss of $17bn for the second quarter,
the largest ever by a UK company.

Across the markets, the *Dax *in Frankfurt has gained 22 points to 6,216,
with the Cac in Paris up 37 points to 3,673. The Swiss market has added 64
points to 6,264.

*UBS* has rallied after the Swiss bank swung to a second-quarter net profit
of 2bn Swiss francs from a loss of 1.4bn francs last time. That was well
above expectations for a 1.26bn francs profit.

*Deutsche Bank* advanced after Germany’s biggest lender reported a rise in
second quarter net profit of €1.2bn up from €1.1bn a year ago. However,
revenues fell to €7.2bn from €7.9bn previously.

“In a quarter which was characterised by increased investor uncertainty and
higher market volatility, Deutsche Bank’s investment banking business
followed the industry-wide trend of weaker profitability,” said chief
executive Josef Ackermann.

Elsewhere in the sector, *Credit Agricole*, *Societe Generale* and *BNP
Paribas* are also in demand.

*CAC 40 - Risers*
Credit Agricole (ACA) € 10.49 +8.74%
Societe Generale (GLE) € 42.69 +6.75%
Dexia (DEXB) € 3.84 +6.38%
BNP Paribas (BNP) € 53.82 +5.53%
AXA (CS) € 13.80 +3.37%
Alcatel-Lucent (ALU) € 2.17 +1.54%
Bouygues (EN) € 33.12 +1.21%
Peugeot (UG) € 24.88 +1.14%
Lagardere SCA (MMB) € 28.44 +0.96%
Veolia Environnement (VIE) € 20.25 +0.82%

*CAC 40 - Fallers*
Danone (BN) € 45.01 -2.82%
Accor (AC) € 25.44 -1.30%
EADS (EAD) € 17.73 -1.25%
L'Oreal (OR) € 82.71 -0.87%
Pernod Ricard (RI) € 62.43 -0.59%
Vallourec (VK) € 79.89 -0.58%
LVMH (MC) € 94.51 -0.55%
Schneider Electric (SU) € 89.79 -0.51%
Total (FP) € 38.25 -0.13%
Alstom (ALO) € 38.63 -0.13%
  ------------------------------
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  ------------------------------
  US Markets Report

Wall Street closed higher after better than expected home sales data and
strong corporate figures.

Across the markets, the Dow added 100 points to 10,525, with the Nasdaq up
26 points to 2,296. The S&P 500 is up 12 points to 1,115.

US new home sales rose faster than expected in June. Analysts expected a
sales increase of 310,000 last month but the outcome was 330,000. This may
signal that the worst is over in the housing market.

*FedEx* also gave the market a boost as it raised its first quarter and full
year profit forecast, citing better than expected growth in FedEx Express
and Ground volumes. The group expects earnings to be in the range of $1.05
to $1.25 per diluted share for the first quarter ending 31 August, up 81% to
116% from $0.58 per diluted share a year ago. The company’s previous
guidance for the quarter was $0.85 to $1.05 per diluted share.

For the full year, FedEx expects now anticipates earnings per diluted share
of $4.60 to $5.20, up from $4.40 to $5.00, which reflects the current market
outlook for fuel prices and a continued moderate recovery in the global
economy.

“Our revenue and earnings growth are exceeding original expectations,
primarily due to better-than-expected growth in FedEx Express and FedEx
Ground volumes,” said Alan B. Graf Jr, executive vice president and chief
financial officer.

*Genzyme* is up on rumours that UK drug firm GlaxoSmithKline may be
interested in buying its US rival. Sanofi-Aventis has also shown interest in
Genzyme. *Biogen*and *Celgene* rose in sympathy.

*BP*’s US shares claimed after the oil firm confirmed it will hold a board
meeting today to decide the fate of chief executive Tony Hayward, but said
no final decision has been made. BP said its board will decide this evening
on his future and also on the size of any provisions for the Gulf of Mexico
disaster. Second quarter figures will be released tomorrow.

*Boeing*, *DuPont*, *Exxon Mobil*, *Chevron* and *Merck* are among the Dow
components reporting this week.

*S&P 500 - Risers*
Biogen Idec Inc. (BIIB) $57.89 +8.27%
Genzyme Corp. (GENZ) $67.38 +7.77%
Office Depot Inc. (ODP) $4.73 +7.74%
Sprint Nxtel Corp. (S) $5.05 +7.68%

*S&P 500 - Fallers*
DeVry Inc. (DV) $55.49 -6.41%
FMC Technologies Inc. (FTI) $61.82 -3.01%
CF Industries Holdings Inc. (CF) $77.90 -2.78%
Apollo Group Inc. (APOL) $48.32 -1.93%

*Dow Jones I.A - Risers*
Pfizer Inc. (PFE) $15.03 +3.09%
Bank of America Corp. (BAC) $14.13 +2.84%
General Electric Co. (GE) $16.14 +2.74%
Home Depot Inc. (HD) $28.99 +2.62%

*Dow Jones I.A - Fallers*
Wal-Mart Stores Inc. (WMT) $51.13 -1.05%
Intel Corp. (INTC) $21.67 -0.09%
International Business Machines Corp. (IBM) $128.33 -0.04%
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  Press round-up: BP, Equitable Life, UKFI

*Tony Hayward* is to be offered a non-executive role on the board of BP’s
highly profitable Russian joint venture as part of an exit package that
includes early entitlement to a £600,000-a-year pension.

A meeting of the oil giant’s board broke up last night after discussions
about the future of the company, as the group prepared to approve the
appointment of Robert Dudley to replace Mr Hayward as chief executive.
Hayward, 53, who is expected to qualify for payments from his £10.8M pension
pot when he leaves in November, will also be offered a lucrative role at
TNK-BP, Russia’s third-biggest oil producer, the Times reports.

*BP's billionaire* partners in Russia indicated they are willing to back
their old adversary Bob Dudley as its new chief executive, as the oil
giant's board met on Monday night to finalise a radical shake-up. The
endorsement will be a boost to BP, as it attempts to draw a line under
itsGulf of Mexico oil spill by on Tuesday announcing the departure of chief
executive Tony Hayward and revealing hefty impairment charges of up to $25bn
(£16bn), the Telegraph reports.

The Parliamentary Ombudsman weighed into the row about compensation for
victims of the *Equitable Life* scandal yesterday, saying she could not
support the findings of a Government-backed inquiry published last week. Ann
Abraham said that proposals in Sir John Chadwick's report, to which the
Government has lent its support, "seem to me to be an unsafe and unsound
basis on which to proceed", the Independent reports.

The National Audit Office has called for a project-by-project review of
future*Private Finance Initiative* contracts amid concerns about a rise in
bank lending rates. An NAO report said that higher rates charged by private
sector lenders meant that the PFI was less likely to represent value for
money in future. Deals entered into during the credit crunch locked in an
extra £500m to £1bn of financing costs because of higher bank charges, the
NAO report found, the Times reports.

*Europe's stress tests* for banks have greatly reduced pressure on Spanish
lenders but have so far done little to ease broader strains in the interbank
credit markets. Three-month Euribor rates have crept up to a one-year high
of 0.889pc. The "Libor-OIS spread", watched as a key gauge of stress in the
system, also nudged up to 26 basis points, the Telegraph reports.

The directors of the agency set up to manage the Government's stakes
in*Britain's
part-nationalised banks* have agreed to take a 5% pay cut as public-sector
spending is slashed. Sir David Cooksey, the chairman of UK Financial
Investments (UKFI), said it was focusing hard on cutting its costs, which
would be "substantially below" the targets in its business plan, the
Independent reports.

*EU regulators* have begun two investigations into IBM, the world's largest
computer services firm, following accusations the American company has been
abusing its dominant position in the market for mainframe computers. The
European market for mainframe computers and softwarewas worth €3bn (£2.5bn)
last year, the Guardian reports.
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