Ipsen SA (EURONEXT:IPN) is expanding its oncology and rare-disease pipeline with buys of Kartos (navtemadlin) and Memo Therapeutics (potravitug) totaling up to ≈€2.6bn in milestones, while managing share buybacks and an arbitration with Galderma amid investor concerns over rising deal costs in Chin…
Sanofi (EURONEXT:SAN) reported Phase 3 Baby-COMET success for Nexviazyme in infantile-onset Pompe—meeting primary and secondary endpoints, well tolerated with no serious treatment-related AEs—and said a U.S. label filing is expected in H2 2026 while Q2 results arrive July 30, 2026.Previous Week Rec…
SPIE SA (EURONEXT:SPIE) won a major Polish grid contract to lead construction of the first section of the 400 kV Choczewo–Gdańsk Błonia–Grudziądz Węgrowo line (starts H2 2026, completes 2029) and is partnering with Firstcolo to build the 16 MW FRA7 data centre in Rosbach, Germany, due in phased del…
Prysmian S.p.A. (MIL:PRY) is shifting its cable mix to about 40% aluminium and 60% copper, driving material demand as grid resilience and data‑center projects expand, and is set to add the Cook Strait HVDC Link upgrade to its order backlog after Transpower’s Notice to Proceed.Previous Week Recap…
Renault SA (EURONEXT:RNO) reported H1 revenue €28.9B and adjusted EBIT €1.32B (4.6% margin), affirmed FY targets above consensus, and saw cost benefits from the Horse Powertrain JV as shares trade at €25.89; it remains Nissan’s top shareholder and a central alliance partner despite recent tensions…
Castellum AB (OMXSTO:CAST) agreed to sell two Stockholm offices—36,100 sqm with 89.7% occupancy and SEK 237m in annual rent—for SEK 5.0bn, a deal due to close 1 Sept 2026 pending approval, as the company prepares to report H1 2026 results on 15 July with a CEO/CFO presentation.Previous Week Recap…
J Sainsbury plc (LSE:SBRY) held 2026/27 targets — operating profit £975m–£1,075m and >£500m retail free cash flow — while Q1 like‑for‑like sales ex‑fuel rose 2.1%, management notes ongoing input cost pressure as UK grocery inflation ticks to 3.0%, and RBC stays upbeat.Previous Week Recap…
Deutsche Bank (XETR:DBK) has resumed a compliant share buyback as profits climb and management emphasizes shareholder returns, while striking a 28‑month labor deal raising pay and agreeing to sell its India retail/private unit to Kotak for about $30M, a CET1‑accretive move.Previous Week Recap…
Nestlé (SIX:NESN) is rebuilding after an infant formula recall by engaging healthcare pros to regain market share while prioritizing affordability and volume, cutting artificial colors by 2026, exploring matcha coffee innovations and using AI-driven efficiency after recent job reductions.Previous W…
Norsk Hydro (OSL:NHY) will revive the Slovalco aluminium smelter with Slovakia and the state utility, restarting 75,000 t/y from Q4 2026 backed by a 10‑year power deal, €100M capex and EU ETS aid, while rising HVAC tubing sales position Hydro to gain share as aluminium displaces copper.Previous Wee…
Soitec SA (EURONEXT:SOI) surged after announcing a tie-up with China’s ZenSemi to supply 300mm Power‑SOI for BCD‑on‑SOI—ZenSemi claims first‑silicon validation with ~30% die‑size reduction—while the company also disclosed its share count and voting‑rights calculation method.Previous Week Recap…
Plus500 Ltd. (LSE:PLUS) expanded its US offering on June 29, 2026 by adding CFTC-regulated Kalshi sports-event contracts for NFL, NBA and MLB to Plus500 Futures, while appointing UAE banking veteran Muhammad Alamer as brand ambassador to lead commodities and macro-focused trader education.Previous…
Schneider Electric SE (EURONEXT:SU) reported flat Q1 revenue of $1.40B, slightly below estimates but beating on EPS and adjusted operating income, lifting shares about 17% to near $36.41. The company also struck a partnership with Southern California Edison to deploy SF6-free grid equipment from 20…
Legal & General Group Plc (LSE:LGEN) launched multiple cash tender offers on 30 June 2026 for several note series with a £500m aggregate cap and allocation discretion, while its SAYE shares were admitted to trading on the LSE Main Market under existing block admissions and FCA rules.Previous Week R…
TotalEnergies SE (EURONEXT:TTE) is juggling shareholder returns and operational moves—UBS expects a €1.5bn quarterly buyback as shares nudged €66.02—while pursuing subsea FSO work, expanding Cyprus gas ties, canceling two Djeno crude offers and facing NGO and Nigerian scrutiny over a SPDC stake sal…
ICG plc (LSE:ICG) repurchased 272,588 shares on 22–23 June to hold in treasury and later cancel them to allow issuing non‑voting shares to Amundi, and its ordinary shares were admitted to trading on a UK Regulated Market effective 1 July 2026 under FCA Prospectus Rules.Previous Week Recap…
Babcock International (LSE:BAB) plunged after the UK MoD axed the Type 83 destroyer in favor of six smaller Common Combat Vessels, sending the stock down about 26% YTD; the company also announced Harry Holt will replace David Lockwood as CEO on July 31, 2026 amid the turbulence.Previous Week Recap…
UBS kept a neutral stance on Kering (EURONEXT:KER), saying the luxury group must demonstrate cost cuts and a clearer Gucci recovery ahead of 2Q results even as shares rose about 2.6% to €252.10; Rothschild has taken over Kering’s Euronext liquidity contract with no change to terms or resources.Prev…
Mycronic AB (OMXSTO:MYCR) secured a USD 5–7M SLX laser mask writer order from an Asian customer for Q3 2026 delivery, underscoring the product’s energy-efficient performance, as the company prepares for a Capital Markets Day on Aug 31 and its Q2 report on July 14.Previous Week Recap Thi…
Johnson Matthey Plc (LSE:JMAT) won Chinese approval to sell its Catalyst Technologies product, clearing the way for the £1.8bn sale to Honeywell and unlocking ~£1.6bn net proceeds—about £1.4bn earmarked for shareholder returns—sending shares up ~4.4% to 2,003.55p.Previous Week Recap Thi…
