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.
Which European Stocks Pay Dividends in March 2026?
Morningstar’s March 2026 European dividend screen identifies nine large‑cap companies slated to distribute cash to shareholders. Novo Nordisk tops the list with the highest yield, while DSV posts the lowest payout ratio, prioritizing debt repayment. Only one of the nine stocks carries a 4‑star Morningstar rating, indicating potential undervaluation. Analysts highlight that oil majors BP and Shell rely on variable payout models tied to commodity prices, and other firms maintain payout ratios around 50‑60 %.
GHH Shows Debt Reduction, Attractive Valuation Ahead
#GHH interesting Update with signs of improvement. Net Debt down a little to £28m. ShareScope has fwd p/e 16.9 falling to 14.2 and fwd Divvy 1.8% each of next 2 years, BEFORE 5% jump today. Worth considering. I don't hold.
BBOX Offers 5% Yield, Growth Drivers, No Hold
#BBOX decent statement. Not much Discount to NAV but ShareScope showing fwd Dividend Yield 4.7% rising to 5%; several growth drivers so definitely interesting. I don't hold.
Tariffs Fail to Knock Markets and Meta Strikes $60bn AI Chip Deal with AMD
The episode examines the fallout from recent US tariff moves, noting that despite uncertainty and mixed corporate news—such as Aston Martin’s job cuts—the FTSE 100 remains near record highs. It highlights the AI arms race, focusing on AMD’s $60 billion chip...
RAT Beats Expectations; Dividend up, Buyback Announced
#RAT results and forward statements read well. ShareScope has fwd p/e 13.6 falling to 11.8 and fwd Divvy 4.5% rising to 4.9% BEFORE 5% jump today. Nice Dividend and starting an additional Buyback. I don't hold.
Eurozone Inflation Dovish, yet France‑Spain Surprises Challenge Doves
EZ inflation still looks dovish to us for February, but upside surprises in France and Spain this morning doing doves no favours; the "in a good place" mantra to stay. Let's see what Germany's state CPIs throw at us in...
Ocado Earnings: Near-Term Guidance Is Modest, Technology Changes Underway; Lowering Valuation
Ocado Group reported a 12% year‑over‑year revenue increase for 2025, with technology revenue up 13% and logistics revenue up 12%, while adjusted EBITDA margin rose to 25% from 16%. The stock fell about 6% after the release, as analysts flagged...
CEO Exit Undermines Confidence in Trainline’s Long‑Term Vision
Trainline's CEO is jumping ship. Here's a snippet from what I wrote in my $TRN deep dive conclusion: "If Trainline were a founder-led business today, with a CEO who still owned a truly material personal stake and followed a long-term blueprint with...
Munich Re Posts 12% Drop in Fourth-Quarter Profit as Weak Dollar Weighs
Munich Re reported a 12% decline in fourth‑quarter net profit, posting €945 million versus €1.068 billion a year earlier, missing analyst expectations of €1.030 billion. The drop was primarily driven by adverse currency effects from a weaker U.S. dollar. Despite the quarterly dip,...
SOCAR Gets EU Green Light for Major Italian Petrol Bid
The European Commission has approved Azerbaijan’s state oil company SOCAR to acquire 99.82% of Italy’s Italiana Petroli, including its two refineries and a network of roughly 4,500 fuel stations. The deal adds about 10 million tonnes per year of crude‑processing capacity to...
Indra Shows Capital Surge in Small EU Defence Sector
Indra Sistemas still one of the better examples of a lot capital flowing into a relatively small market-cap sized EU defence theme
WIL Shows Decent Fundamentals but Weak Chart, Not a Hold
#WIL results read OK. Has debt now and acquisitions weakened margins. ShareScope has fwd p/e 11.1 falling to 9.3 and fwd Divvy 4.4% rising to 4.6%; attractive numbers. Chart weak and AI possible threat. I don't hold.
Munich Re’s Net Result Exceeds Target in 2025 at over €6.1bn
Munich Re posted a €6.121 billion net result for 2025, surpassing its €6.0 billion target and marking the fifth consecutive year of outperformance. The reinsurance arm contributed €5.204 billion, buoyed by strong property‑and‑casualty and life‑and‑health segments, while group insurance revenue held steady at...
TATE's Weak Performance Calls for Patience Despite Yield Rise
I keep looking at #TATE as something for my Income Portfolio but unfortunately it seems to have got itself in a bit of a rut of weak performance. ShareScope showing fwd Dividend Yield 5.1% rising to 5.2%; patience needed then.
MTEC Shows Cash Boost, Falling P/E, Worth Watching
#MTEC "ahead of recently upgraded expectations". Net Cash £11.9m (up). ShareScope has fwd p/e 17.4 falling to 13.7 but no Dividend. Mkt Cap £55m ish so quite small. Worth a look. I don't hold.
Better Collective Posts Record EBITDA Amid Revenue Headwinds
Better Collective reported Q4 2025 revenue of €94.3 million, a 2% YoY decline but flat in constant currencies, while achieving a record quarterly EBITDA before special items of €37 million (39% margin), beating consensus. Full‑year revenue fell 9% to €337 million and EBITDA...
Bailey Pushes New FSB Initiative for Cross‑border Payments
Bailey makes new FSB bid to kickstart cross-border payments work https://t.co/iC7ZiAlciT via @LauraNoonanX @Alemrome https://t.co/sSnw6BJ8QB
UK Wants to Ban Firms From Insuring Russian Oil
The United Kingdom announced it will back a full ban on maritime services – including insurance and shipping – for Russian crude and refined oil, moving beyond the existing $44.10‑per‑barrel price‑cap rule. Trade Minister Chris Bryant said the UK will...
5 European Oil Stocks To Buy As Iran Risk Premium Boosts Oil Prices
Geopolitical tensions between the United States and Iran have added a sizable risk premium to oil, pushing Brent into the low‑70s and sparking forecasts of $100 per barrel if conflict escalates. The surge has lifted the STOXX Europe 600 Oil...
DAX Holds Near ATH, Bullish EMAs Signal Potential Rise
#DAX small Up Candle and Sideways. Resistance ATH 25508. Support 24793, 24266. RSI 56 bit off Neutral. 13/21 day EMAs Bullish. Top Bollinger Band 25345. Midpoint Line 25030. Bottom Band 24721.
British Charm Offensive on 'Made in Europe' Under Way as London Seeks Closer EU Ties
British Business and Trade Secretary Peter Kyle is leading a diplomatic push to embed the United Kingdom in the EU’s new “Made in Europe” procurement framework. The effort follows a stalled attempt to join the €150 billion Security Action for Europe...
Renewable Energy Company EDPR's 2025 Recurring Profit Jumps 50% on US Growth
EDP Renovaveis reported a 50% jump in recurring net profit for 2025, reaching €330 million, driven by rapid U.S. capacity expansion. EBITDA rose 17% to €1.95 billion, with a target of €2.1 billion for 2026. The company added 2 GW of new capacity, over...
International ETFs Hit June 2023 Highs
International vs US stocks... fresh highs back to June 2023 on $VEU vs $SPY @stockcharts https://t.co/aAmaYUIj34
Ahead of Earnings, Is London Stock Exchange Group a Buy, Sell or Hold?
London Stock Exchange Group (LSEG) will publish its Q4 2025 earnings on February 26, with analysts zeroing in on annual subscription‑value growth, 2026 guidance, and the impact of Elliott Investment’s stake. Morningstar’s fair‑value model places the stock at GBX 11,200, assuming a 5%...
Vin Murria Vehicle Appears Cheap After Cash Strip
#ADVT "ahead of market consensus". 80% Recurring. £96m Cash. ShareScope has fwd p/e 14.7 falling to 14.2 but no Dividend, BEFORE 6% rise today. Strip out cash looks cheap. This is the Vin Murria vehicle. I don't hold.
TRCS Appears Cheap After US Win, Cash Boost
#TRCS "in line with expectations". New contract win in US. Net Cash £25.8m (up). ShareScope showing fwd p/e 11.5 falling to 10.6 and fwd Divvy 0.8% rising to 0.9% BEFORE 10% jump today. Strip out cash, could be cheap. I...
Iberdrola Profits Increase on Network Growth
Iberdrola posted a 12% rise in reported net profit to €6.3 bn for 2025, driven by stronger regulated returns in its UK and US electricity networks. Adjusted EBITDA grew 3% to €15.68 bn, with the Networks business up 21% and the regulated...
MEGP Jumps 7% on Auditor Delay, Buyback Plan
#MEGP hit 7% after Auditors delay to Accounts. Notably reiterates Guidance and announces a Share Buyback for after the results. Possibly a coin-flip but might work out very nicely. I don't hold.
Lagarde Likely to Exit Early, Knot Poised as Successor
Christine Lagarde is expected to leave the ECB before her term ends, paving the way for Klaas Knot to succeed her as president, according to a Bloomberg survey of economists https://t.co/rjUbI1zZMG via @jrandow https://t.co/aOgFWMclPG
Anglo American Earnings: Improved Copper and Iron Ore Results Offset by Its Other Businesses
Anglo American posted a 6% year‑over‑year rise in adjusted EBITDA to $6.9 billion, driven by higher copper and iron‑ore prices, while losses in its other divisions slashed net profit after tax 70% to $610 million. The company kept its final dividend at...
UK Energy Bills Near Two-Year Low Despite Green Costs
UK energy bills hit almost 2-year low amid green cost shakeup https://t.co/1c5Ujc3rWO via @EamonFarhat https://t.co/i1fmG0aib3
EU Anticipates US Softening of Metals Tariffs Soon
EU sees the US easing impact of metals tariffs in the coming weeks https://t.co/qG2gkI6D64 via @AlbertoNardelli @europressos https://t.co/QmBgb5eFOv
STOXX-Linked ETPs Help Lift Leverage Shares Product Trading 53% in 2025
Leverage Shares saw its leveraged ETP trading volume surge 53% in 2025, driven largely by STOXX‑linked products. The 3x Tesla ETP topped the year’s volume and remained the most traded leveraged ETP on the London Stock Exchange for a third...
UTG Dividend Yield Slips to 7.6% After Sharp Drop
After the big drop today, ShareScope now showing fwd Dividend Yield 7.7% FALLING to 7.6% for #UTG
Norway Central Bank Likely Pushes Rate Cut to Q3
Norway central bank seen delaying the next rate cut to the 3rd quarter https://t.co/DQxoj354TR via @ottummelas https://t.co/jKYdw66YUF
Societe Generale: Capital Decrease and Report on Share Buy-Back
Societe Generale announced a €1 billion capital decrease on 23 February 2026 by cancelling 15,170,791 treasury shares. The move reduces the bank’s share capital to €939.65 million, representing 751.7 million ordinary shares. In parallel, the bank reported that 34.3% of its €1.462 billion 2025‑2026 share‑buy‑back programme...
TPX Raises Guidance, Still Cheap Yet Unheld
#TPX raised Guidance and says has momentum. ShareScope showing fwd p/e 9.3 falling to 7.9; could be cheap still. I don't hold.
BTG Meets Expectations, Dividend up, but I Stay Out
#BTG (used to be #BEG ) "in line with expectations". "Challenging" backdrop helping them. ShareScope has fwd p/e 10.8 falling to 10.2 with fwd Divvy 3.8% rising to 4%; lot to like. I don't hold.
Transaction in Own Shares
Shell plc announced on 23 February 2026 that it repurchased 1,028,319 of its own shares for cancellation, executing trades on six European venues. The GBP‑denominated purchases (LSE, Chi‑X, BATS) were made at volume‑weighted average prices around £29.54 per share, while...
European Auto Sales Dip, EV Demand Softens Decline
European auto sales fall even as EV demand cushions the drop https://t.co/MRYjYElcs2 via @MonicaRaymunt https://t.co/fVEMCkDkcZ
FTSE250 Near Top Bollinger, Bullish EMAs Hold
#FTSE250 small Down Candle and Sideways. RSI 67.5 high but not Overbought. 13/21 day EMAs Bullish. Top Bollinger Band 23772. Midpoint Line 23510. Bottom Band 23246.
Stock Market Week 08/26: RENIXX Stable Above 1,200 Points - Year-to-Date Gain Climbs to 10.2% - Solaredge: Higher Revenue, Reduced...
The RENIXX renewable‑energy index stayed above the 1,200‑point psychological level last week, posting a 10.2% gain year‑to‑date. Weekly leaders were solar‑focused firms such as First Solar (+10.1%) and Solaredge (+7.2%), while Meridian Energy and others fell. Solaredge reported a 71%...
DAX Holds Near Resistance, Bullish EMAs Signal Potential Upside
#DAX small Down Candle and Sideways. RSI 55.5 bit off Neutral. 13/21 day EMAs Bullish. Top Bollinger Band 25304. Midpoint Line 25000. Bottom Band 24688.
Stocks Dip After Hot Week, Entering Consolidation
Stocks taking a hit today but things got very hot last week, so some Consolidation needed to calm things down a bit.
MONY Shows Strong Returns Amid AI Uncertainty
#MONY results look solid but obviously the Hefalump in the Room is treats from AI. ShareScope showing fwd p/e 8.6 falling to 8.1 and fwd Divvy 8.6% rising to 8.9% and remember there are Buybacks as well. Low rating but...
KLSO Boosts WRKS Stake, Calls It Deeply Undervalued
#KLSO increased stake in #WRKS - says very undervalued and mentions an EV/EBITDA multiple of 1.65x. I hold neither.
Rolls‑Royce Pushes UK for £3bn Engine Subsidy
Rolls-Royce urges UK government to commit to subsidies for £3bn engine project via @FT https://t.co/LKMrDQaW6X
AIM Index Near Resistance,
#AIM All Share Doji Candle. Resistance 822, 837. Support 796, 775. RSI 60 not high. 13/21 day EMAs Bullish but Lines converging. Doji on Weekly. Top Bollinger Band 818. Midpoint Line 812. Bottom Band 807.
Lagarde Warns US Tariffs Could Destabilize EU Balance
Lagarde says US tariff moves risk upsetting equilibrium with the EU https://t.co/ode7ZBLduy via @weberalexander https://t.co/HemjTQHk5r
FTSE100 Overbought at Historic RSI Levels, Sideways Trend
#FTSE100 doji Candle and Sideways. Resistance ATH 10746. Support 10253, 10050, 9819. RSI 82 crazy Overbought. Up Candle on Weekly. Weekly RSI 77 extremely Overbought; in last 40 years, the highest is RSI 80.