TELECOM ROARING FINAL: IS AT&T COMING?
WEAK STOCK MARKET, BUT FINMECCANICA IS RUNNING
Sitting down for the stock exchanges waiting for the verb of Fed governors. The markets want more precise indications on tapering after the words of Jame Bullatd, who hinted at a cut in interventions at the end of October. Speeches are scheduled for today by Dennis Lockart, Governor of the Atlanta Fed, William Dudley, of the New York Fed and Richard Fisher of San Antonio.
Nor the electoral victory of Angela Merkel nor did the recovery of the Chinese economy produce any positive effects on the lists.
In Piazza Affari, the FtseMib closes down by 0,32% at odds of 17.913.
Negative changes also for Frankfurt -0,47% Paris -0,75% and London -0,59%.
Sui bond markets there is a generalised, but slight, decline in interest rates. The ten-year German Bund trades at a yield of 1,92%, that of BTPs at 4,26% (-2 basis points), the spread is at 234, on the lows of the last month. The Italian Treasury is auctioning €17 billion of government bonds this week.
Il exchange euro Dollar it is 1,348 from 1,352 at the previous close.
Risk of sharp cut in trading earnings impacted financials a Wall Street. The S&P index falls by 0,54%, worse than the Dow Jones -0,4%. The losses of the Nasdaq -0,65% were heavier despite the rise of Apple which gained 4,2% after announcing that in the first three days of marketing it had sold 9 million of the new iPhone 5c and 5s, beating analysts' expectations.
Finmeccanica shines in Piazza Affari +4,2%, the subsidiary Ansaldo Sts also rose +1,2%. Today the national secretaries of Fim Fiom Uilm asked for “the involvement of the active role of the government through the Cassa Depositi e Prestiti, as the leader of the possible industrial acquisitions, as well as Ansaldo Energia also Ansaldo Sts and Ansaldo Breda.
Abrupt acceleration in the afternoon for Telecom Italia +3,42%: according to the rumors, an offer from a large international operator in the sector, perhaps AT&T, is on the way. The management board of Intesa +0,06% was convened for today's late afternoon to analyze the Telecom dossier. The meetings of the large Italian shareholders of Telco pesso Mediobanca took place throughout the day.
Among the other industrialists, positive Fiat +0,24% e Fiat Industrial +1,7%. StM -0,64%.
In positive ground the banks: Unicredit +0,12%, Mediobanca +1,25%.
Monte Paschi +1,64%.
Pop Bank. Milan +0,48%, from today out of the European Stoxx600 index. the CDG of the popular responded with a letter to the findings made by the Bank of Italy after the inspection which ended in recent months with partially unfavorable results. The letter explains that the bank is working to improve its governance and otherwise contains indications of a technical nature.
Banca Ifis +4% to the highest since 2006.
Eni -0,4% which was affected by the detachment of the interim dividend of 0,55 euro per share. Azimut -1,93% entered this morning in the Eurostoxx 600.
Among the mid caps, the performance of Maire Tecnimont +8,3%, with the analysts of Barclays and Banca Akros who increased the rating and the target price of the title.
