Rosebank Industries' recent share-price fall is likely related to concerns over Electrical Components International's U.S. consumer exposure and higher-for-longer U.S. interest rates, Berenberg analysts write. The London-listed company bought St. Louis, Miss.-based ECI in June 2025 for $1.9 billion under its 'Buy, Improve, Sell' model. The deal was part-funded through an equity issue at 300 pence a share. Shares have fallen over the past couple of months and are now trading around 329 pence compared with highs of 395 pence on April 20. Berenberg has a buy rating on the stock and 450-pence target price. (ian.walker@wsj.com)