Good morning, everybody. Lets show you what has happened overnight. Lets start with the asian equity session. We have been in and out of positive territory in the asian equity session. Here is the msci asia pacific, vaguely in positive territory. China is still up for the lunar new year. Year. For the lunar new the u. S. Treasury coming forward with those numbers. We hit 2. 26 , which was the highest since 2008. Thosein yields getting to those yields getting to those levels that we have not seen since 2008. It continues to raise questions as to whether International Buyers will continue to be tempted in as rates go higher. How much does what is going on in this market we can that Investment Case for Holding Equities broadly . Big moves in the oil market. We saw the price of oil hitting eight two week high in yesterdays session hit a twoweek high in yesterdays session in new york. Mv with stakesot o in the north sea. Is 267 Million Euros 367 Million Euros. The fema coming through from t
Welcome to the program, this is bloomberg daybreak europe. Lets get straight into the earnings season, a lot of earnings to get through. Deutsches telecom targeting 4 adjusted 2018, with ebitda. Fourthquarter revenue is in line with the estimate of 19. 2 billion. Were getting confirmation of the topline growth story and also new targets. The new target one of the focuses for the market going into these numbers. This is a business that has struggled to do a megadeal over in the United States. Handsanted to get their on the tmobile assets and that did not work out so they are focusing on europe. Will regulators let them meet their expectations in europe . Theyre looking to germany, and poland and the netherlands, hoping for growth there. An update on their debit in expected, that some of the earnings stories were watching out for this morning. Lets get to the risk radar and show you where we then overnight on the asian equities session. Playing catchup for the chinese market, standout pe
Anna welcome to countdown. Ryan we will be talking to the ceo of this swiss drugmaker later in the day. Just missing sales the estimate on sales coming in at just over one billion swiss francs. The expectation from analysts was 1. 3 billion. Anna the swiss drugs giant considering reporting what they call a good Second Quarter. That number is for the Second Quarter and that is actually 12. 69 billion compared to 12. 7 2 billion that was the forecast. A touch shy or broadly in line with analyst estimates. A lot of focus on where this business is going and where theyre going to guide the market. Deutsche bank and ubs thought there could be room for an earnings upgrade. Core ets for the Second Quarter coming in at 1. 37. It this will we will have to wait and see whether we get anything of that ilk coming through. On that core operating income number 3. 5 9 billion in the Second Quarter, just a touch ahead of the estimate of 3. 58 billion. Ryan Deutsche Bank talking about that ahead of this
Anna welcome to countdown. Im anna edwards. Ryan im ryan chilcote. Anna at 6 00 lets have a look at the tech sector. Lets start with apple, because i have a chart here that shows the afterhours move we saw this was even after the Company Reported a record thirdquarter profit number. Revenues were disappointing. Ryan this threatens to remove again that apple saw that huge rally of almost 10 . It could be one of the biggest losses ever. Anna more generally, this was the biggest tech rally since october. Will that change in the session today . We have lots to talk about. Apple was just one of a few tech giants that reported in yesterdays session. That came afterhours. Lets get Caroline Hyde and paul sweeney. Great pleasure to have you. Lets continue the conversation with apple and what it is. Caroline its phenomenal when you put it in perspective we could see 66 billion dollars worth of its market cap erased. In perspective, that is more than bmws entire market cap. It is a record thirdqu
A good monday morning to you. Youre watching countdown. Im anna edwards. Coming to you from london. Were getting numbers from heineken. Manus cranny, good morning. Manus heineken revenue comes in. First half revenue was estimated to be hundred 7 million. Of course think africa, middle east asia. 25 of the revenue comes from lets get you more net numbers. A dividend of . 44. You are seeing a bid on the numbers there. In terms of breaking it down, it is taking a little bit of time to get that you are free geography broken down here. These are solid results. It demonstrates further progress. It is very much ranking on the emerging markets. The pressure for heineken is the price of oil. It is impacting demand levels in nigeria. You also have issues about trying to get control in the emerging markets. 1. 5 billion. Anna we will be speaking later on. What are the challenges you need to be asking . We have gone through some of the headlines. Manus a couple of different things. The value of th