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UPDATE 2-European shares edge higher as autos lead gains, Turkey-exposed banks fall

Published 22/03/2021, 10:40
© Reuters.
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(For a Reuters live blog on U.S., UK and European stock
markets, click LIVE/ or type LIVE/ in a news window)
* Banks exposed to Turkey slide as lira plunges
* Automakers resume rally, Porsche and Volkswagen lead
* Travel stocks slide on lockdown fears

(Adds comments, updates prices throughout)
By Shreyashi Sanyal
March 22 (Reuters) - European stocks eked out gains by the
closing bell on Monday after automakers resumed their rally,
while banks fell after a slump in Turkey's currency and worries
lingered about more restrictions due to rising coronavirus cases
on the continent.
The pan-European STOXX 600 .STOXX rose 0.2%, reversing
declines from earlier in the session, with automobile stocks
.SXAP rising for a fifth day in the past six sessions.
Porsche PSHG_p.DE jumped 8.9% on contagion from a buying
frenzy that has been lifting Volkswagen VOWG_p.DE shares after
the German car maker unveiled plans to challenge Tesla TSLA.O
in the e-car market. Deutsche Bank raised its target prices on Porsche, which
holds the majority of Volkswagen ordinary shares VOWG.DE ,
following a target rise for VW.
"Volkswagen is doing a good job on cost cuts which, together
with a re-acceleration of the cycle and visibility on electric
vehicles, make current valuations interesting in the medium to
long term," said Michele Pedroni, fund manager at Decalia.
"A possible spin-off, especially of Porsche, could only
generate additional value," he added.
The Turkish lira plunged to a near record low after
President Tayyip Erdogan replaced a hawkish central bank
governor with a critic of high interest rates over the weekend.
Euro zone banks exposed to the country such as Spain's BBVA
BBVA.MC , Italy's UniCredit CRDI.MI , France's BNP Paribas
BNPP.PA and Dutch bank ING INGA.AS fell between 0.8% and 7%.

However, the mood had improved by the end of the day.
"Thankfully the situation is not yet comparable with 2018,
when the European Central Bank even warned about the potential
risk to those banks which had exposure to the country and the
danger that Turkey's woes could lead to ripple effects
throughout the financial system," said Russ Mould, investment
director at AJ Bell.
"Europe's lenders have cut their loan books to Turkey since
2018 and HSBC has even contemplated withdrawing altogether."
European stocks had seen sharp falls on Friday, easing from
a one-year peak as renewed lockdowns in France and concerns over
the pace of vaccination drives hit sentiment, with the European
Union threatening to block exports of COVID-19 vaccines to
Britain. A British minister warned on Monday that Britons should wait
before booking summer holidays abroad, pointing to rising
COVID-19 infection rates in Europe. British Airways-owner IAG ICAG.L , Lufthansa LHAG.DE and
Ryanair Holdings RYA.I and travel company TUI TUIT.L fell
between 2.2% and 4.5%. The wider travel & leisure sector .SXTP fell 0.7%, with
Germany set to extend a lockdown to contain the COVID-19
pandemic into its fifth month.

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