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Friday, December 28, 2007
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Equity News
Dec 27 2007 11:20PM
European stocks eke out gains, led by energy sector

By Anshuman Daga

LONDON, Dec 27 (Reuters) - European equities crawled ahead for the fourth session in a row on Thursday in thin volume as energy shares took pole position on higher oil prices.

BP <BP.L>, Total <TOTF.PA>, Royal Dutch Shell <RDSa.L> and Statoil Hydro <STL.OL> all gained between 0.7 and 2.4 percent as U.S. crude oil futures jumped 1.3 percent to above $97 per barrel, boosted by a bigger-than-expected fall in inventories.

The pan-European FTSEurofirst 300 index <.FTEU3> edged up 0.1 percent to end at 1,509.1 after a two-day Christmas break. Technology and pharmaceuticals figured among the main losers with market indexes closing below the day's highs.

Trading volume was paltry at about 1.3 billion shares compared with average daily volume of about 2.5 billion shares.

The FTSEurofirst index is up 1.8 percent so far this year versus a 16 percent jump last year.

"We are later in the (equity market) cycle after a long period of safe returns," David Kiddie, chief investment officer for equities at ABN AMRO Asset Management said in a note.

The FTSEurofirst index is on track to record its worst yearly performance in 2007 since the bull run began more than four years ago. The index tumbled more than 30 percent in 2002.

DEFENSIVE PLAYS

"So there is a case for investing in larger, well-managed companies, in companies keen on self-improvement, in sectors such as healthcare, pharmaceuticals and consumer staples," said Kiddie. "A conservative, defensive stance is absolutely appropriate," he said.

U.S. equities were lower, hit by weaker-than-expected durable goods data and on news that Pakistani opposition leader Benazir Bhutto was killed in an attack. Major U.S. stock indexes were down betweeen 0.8 and 1.0 percent.

Around European markets, Germany's DAX index <.GDAXI> was up 0.5 percent after markets played catch-up as trading resumed after a three-day Christmas break.

UK's FTSE 100 index <.FTSE> rose 0.3 percent and France's CAC 40 <.FCHI> advanced 0.2 percent.

Among standout losers, French technology consultancy group Capgemini <CAPP.PA> fell 3.2 percent as takeover fizz evaporated after the firm said it had no contact with India's Wipro <WIPR.BO>. CapGemini's shares surged 10.5 percent on Monday on a newspaper report that Wipro could bid for the company.

Miners --the year's best performing sector <.SXPP> in Europe, up 29 percent so far in 2007-- were mixed, with Rio Tinto <RIO.L> flat and BHP Billiton <BLT.L> down 1.1 percent.

On Thursday, Rio hit back at BHP Billiton's <BLT.L> hostile takeover bid , playing up its independent growth prospects amid renewed speculation of a Chinese-backed counter bid.

Gaz de France <GAZ.PA> eased 0.4 percent as the French government said it had allowed the state-controlled company a 4 percent increase in prices from next month compared with a 6.1 percent rise proposed by the company.

(Additional reporting by Blaise Robinson; Editing by David Cowell)

(([email protected]; +44 20 7542 6437; Reuters Messaging: [email protected]))

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