Stock Commentary - Europe - week to Oc 27, 2008

3 November 2008

EUROPEAN: bourses witnessed another week of plunging share prices as the credit crisis extended its reach to sectors beyond finance and banking, with all the exchanges tracked seeing double-digit declines for the reporting period to October 27. With just a few exceptions, drug stocks were not spared from the meltdown, although most of the majors managed to outperform their domestic markets. FRANKFURT saw early gains in Bayer, on persistent speculation of a takeover approach by US drug giant Pfizer, but ended the week down 9.5%, ahead of reporting financial results, which pleased investors (see page 11). Merck KGaA posted strong third-quarter results on the last reporting day, fuelling a price increase but not sufficient to mitigate earlier falls, leaving the stock with a week-on-week decline of 8.5% (page 11). There was a dismal performance from DSM in AMSTERDAM, as the firm cut its full-year operating profit target, citing lower demand due to the global economic slowdown, sending the shares skidding 21.7% to a four-year low.

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