Compagnie Financiere Richemont SA (SIX:CFR) saw Q1 sales jump 20% YoY, led by Japan’s strong jewelry demand—Cartier and other brands boosted group revenue—while Cartier’s mix leans on mid‑range high‑volume items, with ultra‑luxury at ~15–25% and limited margin upside.Previous Week Recap…
3i Group plc (LSE:III) received £254m from a €450m dividend tied to portfolio firm Action, which reported H1 sales of €8.35bn, EBITDA €1.11bn and like‑for‑like sales +3.6%, leaving Action with €718m cash after the payout.Previous Week Recap This is an AI-generated summary and may contai…
Saipem S.p.A. (MIL:SPM) won a $260M drillship contract from Eni to start long‑term offshore Côte d’Ivoire work in early 2027 even as the EU opened an in‑depth probe into its proposed $4.86B merger with Subsea7 over subsea competition, decision due Nov. 26.Previous Week Recap This is an…
Allianz SE (XETR:ALV) will buy HSBC Singapore’s life and health arm for S$2.7B, closing H1 2027 with a 15‑year bancassurance deal, S$0.2B upfront, modest solvency impact and under 1% EPS lift — as Günther Thallinger exits Dec 31, 2026, trimming the board to eight.Previous Week Recap Thi…
Associated British Foods (LSE:ABF) is cutting Primark prices up to 29% across hundreds of garments in 19 markets to spur sales ahead of a planned demerger, even as its British Sugar arm will close the Cantley beet factory next February due to low prices, high energy costs and shrinking volumes.Prev…
DSV A/S (OMXCOP:DSV) narrowed 2026 EBIT guidance to DKK 23.5–25.5bn, flags ~DKK 6.5bn of transaction/integration items and geopolitical risks, and despite quarter-on-quarter segment growth and on‑track Schenker synergies, weaker profit, cash‑flow drops and Road issues sent shares down ~14% after Q2…
Anglo American (LSE:AAL) reported flat Q2 copper at 173.2kt with costs trimmed to ~$1.45/lb as higher Los Bronces throughput offset weaker grades at Collahuasi and Quellaveco; iron ore and coal missed estimates while diamonds beat, and the group remains part of a US$53bn merger under Chinese review…
Unilever PLC (LSE:ULVR) agreed to sell its Foods arm to McCormick in a deal valuing the combined firm at over $65B including debt and keeping a NYSE listing while adding the LSE, targeting close by mid-2027; meanwhile Unilever plans price hikes to offset commodity and supply pressures, testing whet…
Eurofins Scientific (EURONEXT:ERF) posted H1 2026 revenue of €3.7bn (organic +2.7%) with €302m net profit and strong FCF, while agreeing to buy Element Materials’ North America Life Sciences unit for $400m to expand lab capacity and add >$150m revenue potential.Previous Week Recap This…
Diageo plc Sponsored ADR (LSE:DGE) is launching a major global overhaul under CEO Dave Lewis — deep cuts across senior, regional and market teams and added board expertise under Chair John Manzoni — while expanding portfolio reach with a national rollout of Bulleit ’87 bourbon-rye.Previous Week Rec…
BT Group (LSE:BT.A) launched an ~85m-share secondary offering to raise about £167m while reporting flat Q1 revenue (£4.3bn) and slightly lower EBITDA, reaffirming guidance and ~£2.0bn cash flow, as fibre adoption accelerates and Ernst & Young is proposed as future auditor.Previous Week Recap…
UniCredit’s growing stake in Commerzbank (XETR:CBK) has prompted higher profit targets and moves toward full consolidation, while Germany urges direct talks to protect SMEs, Frankfurt and staff as the state’s ~12% holding and divided supervisory board shape any EGM or approval path.Previous Week Re…
Novo Nordisk A/S (OMXCOP:NOVO_B) sued Eli Lilly over obesity‑drug ads while repurchasing 24.96M B shares into a 0.9% treasury stake, as Wegovy demand surges with Medicare pilots boosting senior access amid debate over competing GLP‑1 vs Lilly’s multi‑target retatrutide.Previous Week Recap…
Siemens Aktiengesellschaft (XETR:SIE) is expanding its EDA portfolio with the undisclosed acquisition of Defacto Technologies even as Beumer has appealed the EU's handling of Vanderlande’s takeover of Siemens’ airport logistics unit, challenging the Commission’s refusal to review the deal and natio…
Carrefour SA (EURONEXT:CA) posted H1 2026 net sales of €39.4bn (+2%) with recurring operating income €757m and adjusted net income €345m (€0.49/sh), while hotter weather drove a surge in cooling demand—200,000 units sold and 7m ice bags in one week—helping margins and cutting net debt €1.1bn.Previo…
Glencore (LSE:GLEN) faces a July 31 DRC deadline to meet a 2018 rule for 10% local ownership (5% for employees) as the decree awaits minor edits, while the miner plans to withdraw about 30,000 tonnes of LME lead amid record exchange stocks and rising warrant cancellations.Previous Week Recap…
Getlink SE (EURONEXT:GET) reported H1 2026 net profit of €118m (+7%) on €824m revenue (+13%) and Group EBITDA €404m (+12%), lifting FY EBITDA guidance to €835–870m as shares closed at €18.65, while Eiffage and Mundys now hold roughly 29.4% and 25.0% of shares respectively.Previous Week Recap…
BE Semiconductor Industries (EURONEXT:BESI) surged in Q2 with revenue €249.9m (+68.7%), net income €89.0m (+177.3%) and orders €292.9m (+128.8%), 65.7% gross margin and €164.0m net cash, added six hybrid‑bonding customers, and guided Q3 revenue up 10–15%.Previous Week Recap This is an A…
Ipsen SA (EURONEXT:IPN) said its Phase III BOLD trial of odevixibat in biliary atresia missed the primary endpoint for native liver survival, though safety matched approved use and an open‑label extension continues, as the company also corrected July 22 voting‑rights figures for June 30.Previous We…
BNP Paribas S.A. (EURONEXT:BNP) reported strong Q2 2026 results—NBI €14.09B, pre‑tax €6.06B and net income €4.35B, CET1 13.0%—as it plans an Italian retail overhaul toward higher‑value, corporate and private clients while unions call for worker protections; interim dividend €3.23.Previous Week Reca…
