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GLOBAL MARKETS-Stocks fall after Apple warns on coronavirus impact

Published 18/02/2020, 03:40
© Reuters.  GLOBAL MARKETS-Stocks fall after Apple warns on coronavirus impact
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* Apple says will not meet revenue target for Jan-March

* S&P500 futures down 0.3%, mainland China shares lose 0.2%

* Australian dollar falls; gold, U.S. bonds gain

* Asian stock markets: https://tmsnrt.rs/2zpUAr4

By Hideyuki Sano

TOKYO, Feb 18 (Reuters) - Asian shares fell and Wall Street

retreated from record highs on Tuesday after Apple Inc AAPL.O

said it will not meet its revenue guidance for the March quarter

as the coronavirus outbreak slowed production and weakened

demand in China.

The warning from the most valuable company in the United

States sobered investor optimism that economic stimulus by

Beijing and other countries would protect the global economy

from the effects of the epidemic.

S&P500 e-mini futures ESc1 dipped as much as 0.3% in Asian

trade.

MSCI's broadest index of Asia-Pacific shares outside Japan

.MIAPJ0000PUS fell 0.65% while Tokyo's Nikkei .N225 slid

1.0%. Shanghai shares .SSEC dipped 0.2%, having gained in nine

of the past 10 sessions largely on hopes for policy support by

Beijing.

China's central bank cut the interest rate on its

medium-term lending on Monday, which is expected to pave the way

for a reduction in the benchmark loan prime rate on Thursday.

But sentiment was shaken when Apple told investors its

manufacturing facilities in China have begun to re-open but are

ramping up more slowly than expected, reinforcing signs of a

broader hit to businesses from the epidemic. "Apple is saying its recovery could be delayed, which could

mean the impact of the virus may go beyond the current quarter,"

said Norihiro Fujito, chief investment strategist at Mitsubishi

UFJ Morgan Stanley Securities.

"If Apple shares were traded cheaply, that might not matter

much. But when they are trading at a record high, investors will

be surely tempted to sell."

Asian tech shares were also hit. Samsung Electronics

005930.KS dropped 2.1%, Taiwan Semiconductor Manufacturing Co

(TSMC) 2330.TW lost 1.7% and Sony 7267.T shed 2.6%.

In China, the number of new Covid-19 cases fell to 1,886 on

Monday from 2,048 the day before. The World Health Organization

cautioned on Monday, however, that "every scenario is still on

the table" in terms of the epidemic's evolution.

As China's authorities try to prevent the spread of the

disease, the economy is paying a heavy price. Some cities

remained in lockdown, streets are deserted, and travel bans and

quarantine orders are in place around the country, preventing

migrant workers from getting back to their jobs.

Many factories have yet to re-open, disrupting supply chains

in China and beyond, as highlighted by Apple.

"Lifting travel restrictions is taking longer than expected.

Initially we thought lockdowns would end in February and factory

output would normalise in March. But that is looking

increasingly difficult," said Ei Kaku, currency strategist at

Nomura Securities.

Nomura downgraded its China first-quarter economic growth

forecast to 3%, half the pace of the fourth quarter, from its

previous forecast of 3.8%, and added there was a risk it could

be even weaker.

Also hurting market sentiment was news that the Trump

administration is considering changing U.S. regulations to allow

it to block shipments of chips to Huawei Technologies HWT.UL

from companies such as Taiwan's TSMC 2330.TW , the world's

largest contract chipmaker. Bonds were in demand, with the 10-year U.S. Treasuries yield

falling 1.0 basis point to 1.578% US10YT=RR after a U.S.

market holiday on Monday.

Safe-haven gold XAU= also rose 0.18% to $1,584.80 per

ounce.

In the currency market, the yen ticked up 0.1% to 109.75 yen

per dollar JPY= while the risk-sensitive Australian dollar

lost 0.4% to $0.6707 AUD=D4 . The yuan was steadier for now,

trading at 6.9866 yuan per dollar CNY=CFXS .

The euro, grappling with worries about sluggish growth in

the euro zone, edged down 0.1% to $1.0836 EUR= , near its

33-month low of $1.0817 touched on Monday.

Oil prices also dipped.

West Texas Intermediate (WTI) crude CLc1 rose as high as

$52.41 per barrel, before giving up gains to be $51.96 per

barrel, down slightly on the day.

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