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Banks boost European stocks, UBS climbs after naming Ermotti CEO

Published 29/03/2023, 08:21
© Reuters. FILE PHOTO: The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, March 28, 2023.    REUTERS/Staff
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By Sruthi Shankar and Bansari Mayur Kamdar

(Reuters) - European shares rose on Wednesday supported by gains in banking stocks, including UBS, which rose after naming a new CEO, while a strong outlook from chipmaker Infineon aided the mood.

The benchmark STOXX 600 index closed 1.3% higher.

UBS Group AG (SIX:UBSG) gained 3.7% after the Swiss bank announced that Sergio Ermotti will return to take the helm to steer the bank's takeover of Credit Suisse (SIX:CSGN).

Credit Suisse climbed 4.0%, while financial services and banking indexes rose between 1.8% and 1.9%.

"I can see why the market has stabilised and it's true that there are some slightly comforting factors," said Vincent Chaigneau, head of research at Generali (BIT:GASI) Investments. "The Fed (bets) have been repriced down quite aggressively in the past few weeks and investor positioning is very defensive."

"But what is going to dominate is cyclical deterioration and aftershocks from the banking stress. It's very likely that we see a credit crunch with bank lending standards tightening much further."

The benchmark STOXX 600 was headed for monthly losses, with banks set for a nearly 15% slump after the collapse of two U.S. mid-sized lenders and the takeover of Credit Suisse fuelled concerns about the health of the banking sector.

Graphic: Whirlwind month for European banks - https://fingfx.thomsonreuters.com/gfx/mkt/zgvobadaqpd/EU%20Banks.PNG

Still, signs of economic resilience and hopes of major central banks nearing the end of their monetary tightening cycle put the STOXX 600 on course for quarterly gains.

German consumer sentiment is set to nudge up in April as energy prices have retreated somewhat from record highs, though a full recovery is not in sight anytime soon, a GfK institute survey showed.

Germany's Infineon gained 6.9% after the chipmaker raised its outlook for both its fiscal second quarter and the whole of 2023.

The wider tech index climbed 2.7%, including STMicroelectronics and AMS, which rose despite a downbeat forecast from U.S. chipmaker Micron Technology (NASDAQ:MU).

© Reuters. FILE PHOTO: The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, March 28, 2023.    REUTERS/Staff

Mercedes-Benz slid 2.1% after news that Kuwait's sovereign wealth fund is planning to reduce its stake in the German luxury carmaker via the sale of 20 million shares.

British fashion retailer Next fell 4.3% on retaining its cautious outlook and saying it still expects higher spending on wages, energy and technology to reduce its profit this year.

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