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…
Alstom SA (EURONEXT:ALO) secured roughly €800m in locomotive contracts across Africa, the Middle East and Central Asia while breaking ground on a Matosinhos train plant to build CP’s 153 trains—adding ~300 jobs, a 2028 factory launch and first train due in 2029, tying orders to ramped production.Pr…
Analysts lifted adidas (XETR:ADS) 2026 EBIT and EPS forecasts—2026 EBIT to €2.55B (EPS €9.80) and 2027 EBIT to €3.01B (EPS €12.20)—as the company confirmed repurchasing 138,712 shares in the second tranche of its buyback, signaling confidence in near‑term earnings and capital returns.Previous Week…
Marks and Spencer Group plc (LSE:MKS) will admit 20.8M new ordinary shares on July 2, 2026 to satisfy staff awards, while the retailer continues investing—about 4% of sales over two years—in UK store refurbishments to upgrade its portfolio.Previous Week Recap This is an AI-generated sum…
Vallourec SA (EURONEXT:VK) secured a major offshore Angola contract to supply 26,000+ tonnes of insulated seamless carbon steel pipes for Greater PAJ with deliveries July–Dec 2027, while the company also completed a share buyback June 22–26 under the May 21 program.Previous Week Recap T…
British American Tobacco (LSE:BATS) unveiled its Fit2Win overhaul—cutting about 9,000 global roles (mainly ex‑UK), outsourcing ~3,500 and aiming for £500m–£600m annual savings by 2027–28—while announcing an Aug. 14, 2026 dividend (record July 10) that moved London shares slightly lower.Previous Wee…
Bayerische Motoren Werke AG (XETR:BMW) bolstered shareholder value with €1.375B buybacks and employee transfers while expanding U.S. manufacturing—launching revamped X5 and electric iX5 at Spartanburg after a $1.7B investment—aiming to speed operations, cut costs and strengthen regional resilience…
Bayer AG (XETR:BAYN) has created Ruveon LLC to centralize U.S. glyphosate operations under new leadership while simultaneously reviewing strategic options after missing a Medicaid MFN pilot deadline; the moves sparked up to a 7.1% jump in shares and an analyst upgrade.Previous Week Recap…
NatWest Group (LSE:NWG) completed its Evelyn Partners buyout on June 30, 2026, creating a combined business with about £127bn AUMA and £188bn client assets/liabilities, targeting ~£100m annual cost synergies while trimming CET1 by ~130bps; guidance due July 31 and Erminia Johannson joins the board…
Huhtamaki Oyj (OMXHEX:HUH1V) reshuffled its leadership, naming Ralf K. Wunderlich CEO and Chair while revamping its global executive team with new presidents across Foodservice, North America, Flexible and Fiber Packaging and a new CFO, and hiring packaging veteran Thomas Morin.Previous Week Recap…
Citigroup trimmed its price target on Drax Group (LSE:DRX) slightly to 814p while maintaining a Neutral rating, as the company also issued 339,328 ordinary shares to employee plan participants in June, with the new stock trading on the London Stock Exchange.Previous Week Recap This is a…
Continental AG (XETR:CON) approved selling its ContiTech unit to Lone Star, a deal due to close by end-2026 pending approvals, with proceeds earmarked to cut debt and boost shareholder payouts; concurrently the company will build its first wind farm, starting construction in 2026 with a mid-double…
Banco BPM (MIL:BAMI) announced a strategic tie-up as Crédít Agricole bought a stake calling it a long‑term partnership, while the bank raised €500M via a green Tier‑2 bond (4.13% coupon, maturing Jan 2033) — a move that supports capital needs even as the stake trims Crédit Agricole’s CET1 by ~35bp…
Danske Bank A/S (OMXCOP:DANSKE) resumed buybacks in week 26 under its Feb 5, 2026 DKK4.5bn/45m share program while also arranging a repayment schedule with Magle Chemoswed for a SEK32.5m facility split across Aug and Oct 2026 at STIBOR90+1.75%.Previous Week Recap This is an AI-generated…
EssilorLuxottica (EURONEXT:EL) carried out shareholder‑approved share buybacks June 24–25, 2026 with repurchase amounts rounded to four decimals, even as Rocco Basilico floated selling Delfin stakes except its EL holding, leaving Delfin’s cross‑holding ties to EL unclear.Previous Week Recap…
