* EUROPE: European leaders added 200 billion euros ($267 billion) to their crisis-fighting warchest and tightened anti-deficit rules, seeking to lure the European Central Bank into stepping up its rescue operations (BBG).
* HSBC: The U.K. bank said its sovereign debt holdings in Greece, Ireland, Spain, Portugal and Italy fell 21 percent to 11.5 billion euros ($15.3 billion) during the first nine months of this year. (BBG)
* BG: BG will announce the sale of part of its Brazilian oil unit in the coming weeks. Sinopec is cited as the leading candidate. The Brazilian press is quoting an unnamed analyst as estimating that a 49% stake could raise up to $27bn, on the basis of a reserve/resource estimate of 8bn boe. (Reuters)
* BARCLAYS: The British lender’s sovereign debt holdings in Greece, Ireland, Spain, Portugal and Italy fell 35 percent to 11.4 billion pounds ($17.8 billion) on Sept. 30 from 17.4 billion pounds at the end of the last year, according to data compiled by Bloomberg and supplied by the bank. (BBG)
* SUEZ ENVIRONNEMENT: The French water company agreed to sell its Eurawasser unit in Germany to Groupe Remondis for 95 million euros. (BBG)
* OHL: has obtained through its Czech Republic subsidiary the largest contract of its history. It consists in the development of a railroad of 390Km in Rusia for €1,950M. (Invertia)
* BANCO DE SABADELL: Its president has announced that CAM’s quotas do not have economic value. In addition, the president has said that CAM will start generating profits in 2012. (Cinco Días)
* WACKER CHEMIE: The maker of materials used in microchips said it plans to close its semiconductor wafer plant in Hikari, Japan, by the middle of next year and that it will move production from the site to locations in Singapore and the U.S. instead. The closure will cost about 70 million euros, the German company said. (BBG)
* UPGRADES: Sabadell (CS). JDS Uniphase (UBS). Iliad (GS). Thanachart Capital (DB).
* DOWNGRADES: Lottomatica, Opap, Intralot, Paddy Power, William Hill, SeverStal (BofA). Kabel Deutschland (CS). Siemens (JPM). France Telecom, Reliance Industries (Nomura). Getinge (UBS). Nutreco, CRH (GS). Abbott Labs (Barclays).
* CORPORATE DIARY: GDF Suez Investor Day,Associated British Foods AGM, Deutsche Lufthansa AG Traffic Statistics (November), Cofinimmo EGM, Bellway Trading Statement, John Lewis Weekly Sales Data.
* MACRO DIARY: GE – Exports, Imports, Current Account, CPI, Trade Balance (7:00), FR – Industrial Production, Central Government Balance, Manufacturing Production (7:45), UK – PPI, Trade Balance (9:30). Speakers: Bank of Italy representative speaks in parliament on austerity (8:30).