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UPDATE 2-Earnings, euro fall propel European shares higher

Published 2018/04/26, 18:21
UPDATE 2-Earnings, euro fall propel European shares higher
GS
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SHEL
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LHAG
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DBKGn
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TTEF
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NESTE
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SAF
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BESI
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DNB
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STOXX
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STOXXE
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SX7P
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LIGHT
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* STOXX 600 ends 0.9 pct higher

* Euro falls after ECB keeps rates on hold

* Earnings boost Neste, DNB

* Deutsche Bank shares choppy after results, IB cuts (Recasts, adds detail and quote, updates prices at close)

By Helen Reid and Kit Rees

LONDON, April 26 (Reuters) - Encouraging results and a fall in the euro boosted European stock markets on Thursday, while earnings disappointments weighed on some stocks including Germany's Lufthansa and Kion.

The STOXX 600 .STOXX ended the session 0.9 percent higher as the euro fell to a session low after the European Central Bank (ECB) kept policy unchanged at its latest meeting. into account the recent deceleration in growth, still low core inflation, substantial labour market slack in key economies, and the threat of U.S. protectionism, I believe the ECB made the right call," said Ronald Temple, co-head of multi asset investing at Lazard Asset Management.

The boost from the currency and upbeat earnings eclipsed worries over rising bond yields that jolted risky assets earlier in the week.

As investors sifted through the heaviest week of earnings season, JP Morgan equity strategist Mislav Matejka said: "Based on the results so far, the earnings delivery looks encouraging in the U.S., while the numbers in Europe and Japan are somewhat softer, but still positive."

Bank earnings were a key focus.

Deutsche Bank DBKGn.DE shares had a choppy session and ended 2 percent lower after the lender said it would scale back its bond and equities trading in a significant overhaul of its investment bank, after reporting a 79 percent drop in net profit in the first quarter. strategy potentially resolves the capitalisation concerns of the bank, but profitability remains an issue," KBW analysts said in a note.

Deutsche Bank shares are down nearly 25 percent year-to-date, the worst-performing of the European banks sector .SX7P .

Meanwhile Norway's largest bank, DNB DNB.OL , jumped 6.7 percent after profit beat expectations as a pick-up in activity in the oil sector wiped the bank clean of loan losses. notable gainers, Finnish oil refining firm Neste NESTE.HE topped the STOXX, soaring nearly 17 percent after reporting first-quarter sales that comfortably topped analysts' estimates. were strong overall, with French engine maker Safran SAF.PA rising after results, but Lufthansa LHAG.DE falling 5.5 percent.

The German airline's revenue growth disappointed due to expansion of its Eurowings budget carrier. are watching the European earnings season keenly for any signs of strain from slowing economic growth after recent business activity and consumer confidence measures faltered.

Analysts have downgraded their expectations for euro zone earnings. The euro zone STOXX .STOXXE saw the biggest downward revisions to earnings estimates since July 2016 this week.

Oil majors moved in opposite directions after results.

France's Total TOTF.PA rose 1.5 percent after it reported that record production had lifted profits, while Royal Dutch Shell RDSa.L declined 1 percent despite reporting a 42 percent rise in first-quarter profit.

"First-quarter free cash-flow generation was at $4.4 billion, below our estimates on weaker than expected operating cash flow," wrote Goldman Sachs (NYSE:GS) analysts on Shell.

There were also some big disappointments.

Shares in Philips Lighting LIGHT.AS , the world's largest lighting maker, fell 13.3 percent after the firm reported lower than expected first-quarter earnings due to falling sales and margins. Semiconductor Industries BESI.AS sank nearly 17 percent to the bottom of the STOXX 600 after its results. Semiconductors across Europe have been under pressure recently as sentiment on the tech sector turns more pessimistic. Euro zone earnings revisions April 26

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