Today's Euro Stocks Pulse
ECB signals June rate hike amid Iran war fallout
ECB Executive Board member Isabel Schnabel said the central bank will likely raise interest rates in June even if the Iran conflict ends quickly, citing damage to energy markets and credit conditions. Bank of France Governor François Villeroy de Galhau echoed the urgency, reinforcing the message that the ECB will act to bring inflation back to target. The warning weighed on the Stoxx 600 and French equities.
OHB SE Exceeds Profitability Targets with Record €3.2 Billion Backlog
OHB SE reported FY 2025 results that beat its profitability guidance, with revenue climbing 21% to €1.25 bn (≈ $1.36 bn) and adjusted EBIT rising 17% to €84 m (≈ $92 m). The company’s order backlog reached a record €3.19 bn (≈ $3.48 bn), driven by a €248 m (≈ $270 m) ESA contract for the EPS‑Sterna weather‑satellite constellation and its selection as prime contractor for ESA’s LISA mission. OHB is also pursuing a joint bid with Airbus and Rheinmetall for Germany’s €8‑10 bn (≈ $8.7‑$10.9 bn) SATCOMBw 4 sovereign communications project. Management raised its revenue outlook, targeting over €2.0 bn (≈ $2.18 bn) by 2028.
FTSE100 Shows Long‑Tail Doji Hinting Hammer
Really a Long Tails Doji today on the #FTSE100 but there's a whiff of Hammer to it: https://t.co/liqjf0R22C
Tesla’s February 2026 European Sales Surge Hits 74% in Spain, Lifts EV Outlook
Tesla reported a 55% year‑on‑year sales increase in France and a 73.7% jump in Spain for February 2026, marking the first clear growth in two years. The surge, driven by cheaper models, a refreshed Model Y and generous subsidies, is pressuring...
Deutsche Börse Posts Record Profit as Market Volatility Boosts Trading
Deutsche Börse announced a record profit for the latest fiscal year, crediting heightened market volatility and surging trading volumes. The news lifted the exchange operator’s shares by almost 9% in three weeks, even as the DAX slipped to its lowest...
Italian BTP Yields Spike to 3.96%, Spreads Reach 92 Bps, Pressuring Eurozone Bond Markets
Italian 10‑year government bond yields jumped 18 basis points to 3.96% in a single session, pushing the BTP‑Bund spread to 92 bps. The surge reflects heightened risk aversion driven by Middle‑East geopolitical tension and expectations of tighter ECB policy, reverberating...
European Stocks Slip as DAX Recovers Slightly Amid Middle East Tensions
European equity markets closed lower on Friday, with the Stoxx 600 down 1.7% and Germany's DAX shedding 2.01%. Earlier in the week the DAX rallied from 23,000 to a high of 24,061 points, but the broader sell‑off persisted amid rising...
Insufficient Source Data to Report on Euro Stocks Movement
The requested story about London stocks, Brent oil, and UK gilt yields cannot be produced because none of the provided sources contain the necessary details.
FTSE100 Slides, RSI 37 Signals No Oversold Condition
#FTSE100 took a whack today and 10,000 taken out. However, it's currently around RSI 37 which isn't low or Oversold.
Ubisoft Cuts 105 Jobs at Red Storm, Ends Game Development at Historic Tom Clancy Studio
Ubisoft announced Thursday that it is eliminating 105 positions at its North Carolina studio Red Storm Entertainment and will cease all game development there. The remaining team will focus on Snowdrop engine support and IT services, part of a company‑wide...
Marmite Maker Unilever in Talks to Merge Food Business with US-Based McCormick
Unilever is in advanced talks to combine its food division with US spice maker McCormick in an all‑stock transaction. The food unit, home to brands such as Knorr and Hellmann’s, is estimated to be worth tens of billions of pounds,...
Lag
Have a sense this will be a hawkish presser, on balance ... difficult for Lagarde to push back against market expectations given these new forecasts, unless you take a very asymmetric view on inflation v growth risks, which they may...
IGG Valuation Improves: Lower P/E, Higher Dividend, Buybacks
ShareScope has #IGG on fwd p/e 11.6 falling to 10.5 and fwd Divvy 3.5% rising to 3.6%, BEFORE 5% jump today - BUT remember there are Buybacks on top. With a strong history of growth it seems reasonable value still.
European Equities Climb Second Day as Oil Pressure Eases and Fed Outlook Steadies
Western European indices posted a second consecutive gain on Tuesday, with the Stoxx Europe 600 rising 0.67% to 602.45 points and the German DAX up 0.71%. The rally came as oil‑price pressure eased and the Federal Reserve signalled a steady‑rate...
Duke Announces 0.70p Q4 Dividend, Ex‑Div March 26
#DUKE to pay a Q4 Dividend of 0.70p per Share with ExDiv date 26th March 2026.
EVO Slashes Dividend to Zero, Prompting Portfolio Rethink
Evolution Gaming cuts dividend to 0. Niks, nada. Not a surprise after the annual earnings and their comms. Will need to reconsider what to do with my position 🤔 Discl: I own shares in $EVO
Capital Tankers Corp. Lists on Euronext Growth
Capital Tankers Corp. debuted on Euronext Growth Oslo after a NOK 4.8 billion private placement, the largest western shipping listing in two decades. The company issued 131.05 million shares, with a greenshoe option to raise the total to 135.7 million. At market open the...
Euronext Unveils Blueprint to Boost European Capital Market Infrastructure at 2026 Conference
On March 18, 2026, Euronext presented a comprehensive plan to reinforce European capital markets at its annual conference in Paris, with CEOs and finance ministers—including Nicolai Tangen, Eelco Heinen, Kyriakos Pierrakakis, and Roland Lescure—highlighting the urgency of deeper integration, sovereign‑debt...
U.S. Futures Slip as European Stocks Show Mixed Early Trade
On March 17, 2026, U.S. futures for the S&P 500 and Dow Jones Industrial Average each dropped 0.4% in early trading, while European equities posted a mixed picture: the Stoxx Europe 600 fell 0.1%, the FTSE 100 rose 0.1%, and...
UniCredit’s €35bn Bid Boosts DAX Amid Banking Turmoil
On Monday, March 17, 2024, Italy’s UniCredit launched a €35 billion voluntary public takeover offer for Germany’s Commerzbank, sending Commerzbank shares up nearly 10% and lifting the Frankfurt‑based DAX 0.53% to 23,574 points. The move unfolded amid broader banking‑sector turbulence, rising...
European Stocks Edge Higher as Investors Await ECB and BoE Rate Decisions
On March 17, 2026, investors across the Eurozone lifted equities as the STOXX 600 rose 0.64% to 602.31 points and major indexes in Frankfurt, London, Paris, Madrid and Milan posted gains. The rally came ahead of the European Central Bank’s and...
European Stocks Rally as Oil Tops $100, Energy Leads Gains Across Stoxx, FTSE, DAX
On March 17, 2026, European equity indices – the Stoxx 600, FTSE 100, DAX and CAC 40 – posted gains of 0.6‑0.7% after Brent crude surged past $100 a barrel. Energy shares, led by TotalEnergies and Shell, were the primary...
Wizz Air: We Lower Our Fair Value Estimate 17% as Oil Spike Meets Operational Headwinds
Morningstar cut Wizz Air Holdings' fair‑value estimate by 17% to GBX 1,220, citing a sharp oil price spike and escalating operational headwinds. The airline’s fuel‑hedge coverage falls from 83% in FY2026 to just 55% for FY2027, exposing it to higher jet‑fuel...
LSEG: Undervalued Data Powerhouse Offering 15‑20% Returns
Is the London Stock Exchange Group $LSEG the ultimate "all-weather" compounder hiding in plain sight? With a clear path to 15-20% annualized returns, the shift from a legacy exchange to a data powerhouse is hit with a valuation dislocation. https://www.compoundwithrene.com/p/deep-dive-london-stock-exchange-group
Hammer Pattern Signals FTSE100 Reversal After Seven Days
Starting to look like that Hammer from about 7 days ago has marked the turn on the #FTSE100 https://t.co/kufK73ap8s
European Indices Close Week on a Down Note
European equity markets ended the day in the red, with France's CAC 40 falling 0.91% and Germany's DAX slipping 0.65%. The UK's FTSE 100, Spain's Ibex, and Italy's FTSE MIB also posted modest declines, ranging from 0.31% to 0.47%. Over...
FTSE Small-Cap Faces Bearish Pressure, Testing Support
#FTSEsmallcap small Down Candle. Support 7354, 7155, 7102. RSI 32 low but not Oversold. 13/21 day EMAs Bearish. Down Candle on Weekly. Top Bollinger Band 7918. Midpoint Line 7675. Bottom Band 7432.
10% Brent Rise Lifts SXXP EPS Growth 2%
GS Europe: A 10pp rise in Brent boosts SXXP annual EPS growth by 2pp, but lower growth would be an offset https://t.co/9uumqz15iG
European Stocks Set for Second Weekly Drop as Iran War Weighs
European equities are on track for a second consecutive weekly decline as the conflict in Iran fuels fears of higher inflation and slower growth. The Stoxx Europe 600 slipped 0.8% by 8:09 a.m. London time, with oil trading above $100 a...
2022 Marks Strong Earnings Revisions for STOXX Europe 600
Surprising..2022 was one of the best recent years in terms of upward earnings revisions for the STOXX Europe 600 GS https://t.co/6EHs3OPXa8
DAX Tests Below Weekly Low; EWG Holds Higher Low
Dax test reject below previous weekly low (continuation chart) EWG made a higher low. https://t.co/zWDrLFU0ru
BMW Profits Fall 11.5% to Pandemic-Era Low After Tariffs and China Slump
BMW’s operating profit dropped 11.5% to €10.2 billion in 2025, the lowest level since the Covid pandemic, as US and EU tariffs and a 12% sales slump in China squeezed margins. The automotive EBIT margin fell to 5.3%, well below the...
DAX Slides Into Gap, Bearish Signals Dominate
#DAX doji Candle and dropped back into the Gap from yesterday. Support 23342, 22927. Resistance 24061, 24367. RSI 40 not low. 13/21 day EMAs Bearish. Bottom Bollinger Band 22852. Midpoint Line 24170. Top Band 25470.
NICL Shows Modest Gains but Remains Low‑rated
#NICL decent results. Cash (I think that's Net) £55.7m (up). Interesting Brand Licence with #APN (I hold APN). ShareScope has fwd p/e 13.6 falling to 12.9 and fwd Divvy 3.7% rising to 3.9%; strip out cash it's lowly rated. I...
Persimmon Earnings: Superb Performance but War in the Middle East Clouds Outlook
Persimmon reported 2025 earnings that beat expectations, driven by higher completions and a rise in average selling price. The firm kept its GBX 1,680 fair‑value estimate and reaffirmed 2026 guidance of 12,000‑12,500 completions with a £284,000 average selling price. While results...
Robert Walters Ditches Dividend After Swinging to Loss
Robert Walters reported a 12% revenue decline to £781.1 m for FY 2025 and swung to an operating loss of £14.9 m after a £5.2 m profit the prior year. The firm cut headcount by 15%, incurred £4.4 m in redundancy costs and reduced net...
Rheinmetall Ahead of Earnings: Europe's Rearmament Drives Orders, Stock Still Has Upside
Rheinmetall will release its FY 2025 results on March 11, with analysts expecting a Q4 order surge as German procurement resumes and broader European rearmament picks up. The strongest demand is projected in weapons and ammunition, while electronic solutions should gain from...
VW to Cut 50,000 Jobs by 2030 Amid Trump Tariffs and Falling Chinese Sales
Volkswagen announced a plan to eliminate 50,000 jobs across its German operations by 2030, adding to a prior agreement to cut 35,000 positions through attrition. The move follows a 54% plunge in pre‑tax profit to €8.9 bn, driven largely by U.S....
European Markets Head for Positive Open as Oil Prices Slide
European stock futures surged 1‑2% on Tuesday as oil prices retreated after President Trump suggested possible action to keep the Strait of Hormuz open. Brent crude slipped 6.8% to $92.25 per barrel, easing pressure on energy‑sensitive equities. The rally could...
Wizz Air: Middle East Disruption Triggers EUR 50 Million Earnings Hit
Wizz Air warned that the Middle East conflict will cut its fiscal 2026 net income by roughly EUR 50 million, turning a projected €25 million profit into a €25 million loss. The hit stems from suspended flights to Israel, the UAE and Jordan and...
FTSE's 5‑Wave Decline Signals European Bear Market
Is the European Bear Market officially here? A 5-wave decline on the FTSE is currently underway, which will confirm the major trend reversal: Check the exact chart structure link: https://t.co/4oJ2BVaD7J #FTSE100 #UKStocks #ElliottWave #StockMarket #TechnicalAnalysis $UKX https://t.co/hEs6rEDuGu
Three European Stocks to Buy for Long-Term Growth and Income
The article highlights three European equities—ASML, Roche and Intesa Sanpaolo—as long‑term growth and income opportunities. ASML commands a monopoly in EUV lithography, delivering high margins and a projected 30% dividend yield at entry price. Roche leverages a diversified pharma pipeline...
Where to Invest As Iran War Hits Global Stock Markets
The Iran‑related conflict has nudged global equity markets lower, with Europe’s index down nearly 5 % and the U.S. benchmark off about 1 %. Oil prices surged above $84 a barrel, benefitting energy stocks, while shipping firms posted double‑digit gains despite limited...
Aferian Shares Suspended as Company Prepares for Sale
Aferian has suspended its AIM‑listed shares as it moves toward a pre‑pack administration and the sale of its operating subsidiaries, 24i and Amino, to a single buyer. The transaction, backed by senior lenders, is expected to close within days and...
War in Iran, Healthcare Resurgence & Isa Changes: The Companies and Markets Show
The episode examines the fallout from the US‑Israel strike on Iran, with Mike Ferhey explaining how disruptions to the Strait of Hormuz and attacks on LNG facilities are driving sharp spikes in oil and gas prices, pressuring European energy markets,...
Terminal Values Are Just DCF Shortcuts via Multiples
Terminal values are themselves short-hands for DCFs. This is because a terminal value is essentially a multiple. And a multiple is a short-cut for a DCF. More in the memo below 👇
EU Bond Yields Converge; Ideal Moment for Euro Debt
The yields on bonds of pretty much all EU member states are moving closer to Germany’s. This is the right time for common euro debt, writes @marcusashworth https://t.co/ZN3JVBYKDo via @opinion https://t.co/fSn1i0CbMd
EU Explores Decade-Long Strategies to Lower Energy Costs
EU to consider options to cut energy prices this decade https://t.co/AoLG32CeJ4 via @E_Krukowska @AlbertoNardelli https://t.co/Sm9cjZFedq
Euro‑area Growth Revised Down From Year‑end Estimate
The euro-area economy expanded less than initially reported at the end of last year https://t.co/flsqVlKh6v via @jrandow https://t.co/OCSdYYfIil
HSP Sells Land at Premium, Dividend Rises, Not a Hold
#HSP selling a 2nd tranche of its renewable energy land portfolio for £6.8m, at 6% uplift to independent valuation. ShareScope has fwd p/e 12.4 falling to 12.2 and fwd Divvy 5.1% rising to 5.2%; nice income. I don't hold.
AVON Lands $12.7m Order,
#AVON won a $12.7m order for Filters for a middle east customer. ShareScope showing fwd p/e 20.5 falling to 18.3 and fwd Divvy 1.3% rising to 1.5%; not a crazy rating for a defence stock and seems to be on...