Acerinox SA (BME:ACX) projects 2026 EBITDA of €540M, CEO Miguel Ferrandis told analysts, while noting quarterly profits were hit by higher energy and transport costs from the Middle East conflict—costs largely passed to customers—while U.S. mills led core earnings.Previous Week Recap Th…
Repsol SA (BME:REP) beat Q2 expectations with strong adjusted net profit and record refining margins, stayed on track for full‑year upstream guidance, and confirmed a shareholder return policy that includes a potential third buyback in October tied to cash flow and macro visibility.Previous Week Re…
MITIE Group PLC (LSE:MTO) agreed to a ~£3.1bn takeover by OCS valuing shares up to 221.6p (a ~45–47% premium) after Q1 revenue rose 10% and shares jumped ~39%; the deal, needing shareholder, regulatory and court approvals, pauses a £100m buyback amid activist holding by Schroders.Previous Week Reca…
GSK (LSE:GSK) won FDA approval for Jideytro to treat ROS1+ advanced NSCLC after prior ROS1 inhibitors, citing strong ARROS‑1 responses including brain mets and resistance mutations, even as mixed late‑stage cough data halted camlipixant trials and the company readies Q2 results.Previous Week Recap…
Buyout firm CD&R studied a stock-based merger of Morrisons with J Sainsbury (LSE:SBRY), noting Morrisons' high leverage and potential need for fresh equity but eased UK antitrust risks and combined share still below Tesco, as Sainsbury reported 2.8% sales growth driven by grocery volumes.Previous W…
Alstom SA (EURONEXT:ALO) reported Q1 sales of €4.73B (+4.9% y/y) with Rolling Stock and Services driving growth, while orders fell 37% leaving a 0.5x book-to-bill and a €102.8B backlog; the company reaffirmed FY26/27 targets and signed an MoU with Graphene Manufacturing Group to test graphene HVAC…
Nestlé (SIX:NESN) reported H1 net profit CHF3.5bn and raised full‑year organic sales guidance despite FX headwinds, while restructuring—selling half of Waters and premium drinks to form Peranel for ~€3.0bn, folding ice cream into Froneri, divesting vitamins and boosting pet‑food capacity—drives the…
HSBC (LSE:HSBA) is reshaping leadership and capital after privatization moves—appointing single cross-bank heads, selling HSBC Life Singapore to Allianz for S$2.7B (boosting CET1 and a ~US$1.8B pre-tax gain), expecting large India inflows, while the board meets 4 Aug to weigh a second interim divid…
Airbus (EURONEXT:AIR) pushed production and profit targets while unveiling a €5bn buyback, securing big orders—from SMBC’s 100 A320neos to multiple China deals and Riyadh/Flynas follow-ons—and said easing engine supply and steadier aftermarket demand keep 2026–2029 targets on track.Previous Week Re…
Galderma Group AG (SIX:GALD) is accelerating international expansion—advancing Nemluvio filings, rolling out Alastin across JPAC with Taiwan live and Japan, Singapore and South Korea launches planned, while preparing product lifecycles and joining the Swiss Market Index on Sept 21, 2026.Previous We…
Covivio SA (EURONEXT:COV) reported H1 2026 beat with adjusted EPRA recurring earnings up 7.3% to €282.4m, resilient revenue and 95.6% office occupancy while reaffirming ~4% FY EPS growth, issued €500m seven‑year Green Bonds and extended CEO Christophe Kullmann’s term, underscoring stability.Previou…
Tesco PLC (LSE:TSCO) saw 1.7% grocery sales growth for the 12 weeks to July 12 while expanding rapid delivery—Uber Eats in August and Deliveroo this summer—building on Whoosh’s 51% sales rise and 1.5m customers, even as unionised staff rejected a 4% pay offer, posing labor risks.Previous Week Recap…
Temenos AG (SIX:TEMN) posted ARR of $881M (+11% CC) and Q2 non‑IFRS EBIT +4% CC with FCF up 14%, while product and subscription/SaaS revenue dipped; several large new‑customer and delayed SaaS deals slipped into Q3 but were largely signed in early Q3.Previous Week Recap This is an AI-ge…
Eni S.p.A. (MIL:ENI) is accelerating growth across gas, drilling and retail — joining a $6.2B Umm Shaif gas-cap FID to add ~600 MMscfd by 2030, awarding Saipem a $260M drillship contract for Côte d’Ivoire from 2027, and agreeing to buy ~320 European fuel stations pending approval.Previous Week Reca…
TGS ASA (OSL:TGS) expects about $550M in multi‑client investment for 2026 and H2 costs pointing to a ~$950M annual run‑rate as streamer utilization hits 94% (highest since Q3 2013) with ~2 OBN crews; the firm also declared a Q3 dividend of USD 0.155/share payable 13 Aug 2026.Previous Week Recap…
Thule Group AB (OMXSTO:THULE) delivered Q2 organic sales up ~2.5% with improved margins, SEK 4.98 adjusted EPS and stronger cash flow, driven by Europe despite softer North America, completed the Curli AG acquisition and plans Q3 price increases to offset higher raw material costs.Previous Week Rec…
Rio Tinto plc Sponsored ADR (LSE:RIO) heads into Wednesday’s earnings with markets wary after weakness in Australian tech and resources, even as the miner streamlines operations by exiting its aluminum MMC unit and striking a commercial transfer deal with Canada’s Cymat Technologies.Previous Week R…
Roche (SIX:RO) is pressing ahead with a late-year U.S. launch of oral breast‑cancer candidate giredestrant and an EU filing within a year while Q2 sales beat estimates led by Perjeta, Xolair and Actemra amid biosimilar threats, and it deepened oncology bets via a Nurix BTK degrader pact.Previous We…
Moncler SpA (MIL:MONC) posted H1 2026 revenue of €1,289.9m, up 5% with solid EBIT and net margins, driven by very strong April–May sales; June softened as reduced Asian tourism cut foot traffic while customers shifted toward a “buy now, wear now” buying pattern.Previous Week Recap This…
Deutsche Boerse AG (XETR:DB1) keeps its 2026 target of ~€5.7bn net revenue (ex-treasury), lifts expected treasury result to >€0.7bn and forecasts ~€3.1bn EBITDA (ex-treasury), after reporting Q2 net profit of €569M, up 12% YoY helped by higher interest rates.Previous Week Recap This is…
