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…
Nokia Oyj (OMXHEX:NOKIA) posted stronger Q2 sales and profits, raised FY profit guidance and landed €2.8B of AI & cloud orders, but warns supply and chip constraints will delay AI deliveries to 2027–28 even as it boosts in‑house semiconductor capacity and shifts units amid restructuring.Previous We…
Var Energi ASA (OSL:VAR) will buy BlueNord for about NOK 12.8bn in cash plus 248.4m shares, adding ~45,000 boe/d and ~195m boe reserves with $250–300m synergies, while reaffirming unchanged 2026 guidance for production, costs and development capex.Previous Week Recap This is an AI-gener…
Randstad NV (EURONEXT:RAND) jumped about 12–14%, its biggest one-day rise since 2008, after quarterly revenue topped estimates on rebounding demand—with Germany, Iberia and North America driving growth—while group margin roughly met forecasts and guidance signals a slight near-term margin dip.Previ…
Equinor ASA (OSL:EQNR) delivered strong Q2 results with higher revenue, operating and net income, production near 2.2M boe/d and robust cash flow, while boosting oil & gas investment, optimizing gas sales, maintaining 2026 guidance and doubling an expanded share buyback program.Previous Week Recap…
VAT Group AG (SIX:VACN) holds 2026 guidance for higher orders, sales, EBITDA and FCF after H1 sales of CHF 512M and plans a >CHF450M quarterly run-rate, while aiming Q3 sales of CHF 355–385M and adding 700+ FTEs — it will buy Japan’s Atonarp for ~CHF110M, funded by a bilateral loan, with both firms…
Novartis (SIX:NOVN) beat Q2 EPS but saw sales and net income pressure from a 50% Entresto decline as U.S. generics arrive; the CEO reiterated guidance while the company pours >$15B into acquisitions and ~$23B into manufacturing, eyeing H2 trial readouts and global launches.Previous Week Recap…
Shell Plc Sponsored ADR (LSE:SHEL) faces a tense week as Kazakh authorities froze NCOC assets in a ~$5B dispute while arbitration looms, even as Pernis refinery units restart, Gulf output risks from Tropical Storm Bertha threaten its exposure, and Egypt negotiates 15–18 monthly LNG cargoes for 3–5…
Deutsche Bank Aktiengesellschaft (XETR:DBK) updated performance shows RoTE rising to 12.7% with €8.7bn revenue and €1.8tn AUM, while the bank repurchased 27.9m shares across European venues and faced searches linked to the 'Riesling' probe into Postbank deals, not as main target.Previous Week Recap…
Banco Santander S.A. (BME:SAN) reported strong H1 2026 results—underlying profit €7.3bn (+15%), parent profit €8.97bn (+31%), Q2 underlying €3.77bn, NII €11.69bn and CET1 14.0%—as analysts mostly buy, price target €13.28, and Getnet rolls out WeChat Pay in Spain.Previous Week Recap This…
Indra Sistemas, S.A. Class A (BME:IDR) reported H1 strength as defence sales rose to €973M and net profit edged up to €219M, while free cash flow surged to €1.49B; order intake jumped 58% and backlog doubled to €20.53B, underpinning its reiterated €7B+ 2026 revenue target.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…
JPMorgan raised its target for Marks & Spencer (LSE:MKS) to 450p and kept an Overweight rating, forecasting a c.400bp online margin boost from the Lichfield DC and lifting FY29 pre‑tax profit ~6%, as shares rose after M&S posted its fastest grocery sales growth since 2023.Previous Week Recap…
