Today's Euro Stocks Pulse
ECB Signals June Rate Hike Amid Iran Conflict Risks
ECB Executive Board member Isabel Schnabel said the central bank will likely raise interest rates in June even if the Iran war ends quickly, citing damage to energy markets and credit conditions. Bank of France Governor François Villeroy de Galhau echoed the urgency, pledging the ECB will act to bring inflation back to target. The warning weighed on the Stoxx 600 and French equities.
Euro‑zone Investor Confidence Steadies in May as Germany Lags, Sentix Data Shows
Sentix reported that the euro‑zone investor morale index rose to -16.4 in May from -19.2 in April, beating Reuters' forecast of -21.0. Germany, however, saw its own index slip to -30.9, underscoring persistent weakness in the bloc’s largest economy.
Euro‑zone Services PMI Drops to 47.6 in April, Triggering First Contraction in 12 Months
S&P Global's euro‑zone Services Purchasing Managers' Index fell to 47.6 in April, the lowest level in 62 months and the first sub‑50 reading in almost a year. The decline reflects weakening demand, a slump in new export orders and heightened...
ECB Projects Euro‑Zone Wage Growth at 2.6% in H2 2026, Signaling Faster Pay Rise
The European Central Bank released its latest wage tracker on May 6, 2026, projecting annual euro‑area salary growth of 2.6% in both the third and fourth quarters. The forecast marks a pick‑up from the first half of the year, though...
AB InBev Q1 2026 Revenue Up 5.8% to $15.3B, EPS Jumps 20.8% to $0.97
Anheuser‑Busch InBev reported first‑quarter 2026 revenue of $15.3 bn, a 5.8% increase year‑over‑year, while underlying earnings per share rose 20.8% to $0.97. The results, driven by megabrand strength and premium‑price growth, beat analyst expectations and reinforce the brewer’s bullish outlook for...
Rheinmetall Shares Jump 3.6% to €1,439 ($1,550) on Defense Optimism
Rheinmetall AG’s stock climbed 3.6% to €1,439 ($1,550) after the company reaffirmed its 2026 targets despite a weak first‑quarter earnings release. Analysts say the rally reflects confidence in rising European defense budgets and a pending €12 billion warship rescue plan.
RFX Profit Upgrade Lifts P/E, Cuts Dividend Yield
#RFX upgraded FY profit guidance. ShareScope showing fwd p/e 7.2 RISING to 10.2 and fwd Divvy 6% FALLING to 4.2% BEFORE 9% jump today. Highly dependent on Gold Price. I don't hold.
Europe’s Edge in 2026: Moats, Momentum and Mispricing
DWS and STOXX released a whitepaper titled “Europe’s Edge in 2026” highlighting a structural shift in the European economy after prolonged low growth and tight fiscal policy. The report argues that European companies now enjoy stronger competitive moats, sustained momentum,...
FTSE 100 Live: Stocks to Jump as Trump Ends ‘Project Freedom’; Borrowing Costs Soar
President Donald Trump announced a pause to his "Project Freedom" operation as his administration seeks to finalize a peace deal with Iran, easing geopolitical tensions. In the UK, gilt yields surged to a 28‑year high as investors react to local...
Greek ATHEX Rebounds, Blue‑chip Stocks Lift Index Above 2,200 Points
The Athens Exchange jumped 0.75% on Monday, closing at 2,205.04 points as non‑bank blue‑chip shares recovered. Turnover slipped to €198.8 million (about $217 million), reflecting a quieter session after a long weekend.
Pexip Holding ASA Posts Q1 Profit Surge, Revenue Up 30%
Pexip Holding ASA announced a first‑quarter profit of $13.10 million, more than double the $5.92 million earned a year earlier. Revenue climbed 29.7% to $40.75 million, underscoring robust demand for its collaboration platform across Europe. The results reinforce the broader Nordic tech rally...
Global Equities Climb as Earnings Beat Expectations and Oil Eases Below $100
U.S. and European stock indexes gained on Tuesday after a wave of better‑than‑expected earnings and a modest pullback in oil prices, which stayed just under $100 a barrel. The Dow Jones rose 0.66%, the S&P 500 0.8% and the Nasdaq...
Stock Markets Are Wobbling, but £10bn Cash Bids at Fat Premiums Can Still Happen
The FTSE 100 slipped 1.4% on May 5, yet it remains a few points above its New Year level despite the US‑Israel‑Iran conflict. Swedish private‑equity firm EQT has raised its cash offer for Intertek to £58 per share (about $74), a 54% premium...
Elmos Semiconductor Boosts FY26 Outlook After 41% Q1 Profit Surge
Elmos Semiconductor SE lifted its fiscal‑2026 guidance after reporting a 41.2% jump in Q1 net income to €26.2 million and a 20.2% rise in sales to €152.5 million. The German firm said accelerating demand for automotive semiconductors and a “significant growth opportunity”...
Schaeffler AG Q1 Profit Falls 28% to €60M Amid Revenue Dip
Schaeffler AG announced a 28% drop in first‑quarter profit to €60 million ($65 million), with earnings per share falling to €0.06. Revenue also slipped 2.7% to €5.764 billion ($6.22 billion), underscoring pressure on Europe’s automotive supply chain.
Fresenius Medical Care Q1 Earnings Miss Drives 4% Stock Drop
Fresenius Medical Care AG posted a 22% decline in first‑quarter net income to €118 million, prompting a roughly 4% fall in its share price in German markets and pre‑market NYSE trading. The German dialysis giant kept its fiscal‑2026 outlook unchanged despite...
European Banks Show Mixed Results as HSBC Profits Dip While UniCredit's Rise
European banks posted mixed earnings in Q1 2026. HSBC’s pre‑tax profit slipped 1.1% to $9.38 bn, dragged down by $1.3 bn in credit‑impairment charges linked to the Iran conflict, though its wealth‑management division generated $2.7 bn in fees and attracted $39 bn of new...
Vodafone Buys Remaining 49% For
#VOD paying CK Hutchison £4.3bn to acquire the 49% of VodafoneThree it didn't already own, and to now have 100% ownership. Will increase debt by 0.4 times Net Debt to Adjusted Earnings.
European Stocks Set to Open Lower as Iran War Concerns Grow
European equities are set to open lower on Tuesday as the fallout from the deteriorating U.S.-Iran cease‑fire dominates sentiment. The FTSE is expected to hold flat, while Germany’s DAX and France’s CAC 40 are projected to drop about 0.4% and Italy’s...
Sentix Index Climbs to -16.4 in May, Boosting Eurozone Investor Morale
The Sentix Investor Confidence Index for the euro zone edged up to -16.4 in May from -19.2 in April, marking the first improvement in two months. While the reading remains in negative territory, the rise suggests a slight easing of...
European Stocks Hold Steady as Auto Shares Slip on Looming U.S. Tariffs
European shares barely moved on Monday, with the pan‑European STOXX 600 ending at 611.98 points. The auto sector, however, tumbled as U.S. President Donald Trump signaled a tariff increase to 25% on European cars and trucks, pressuring German manufacturers.
Dollar Gains 0.3% as European Stocks Slip 1.7% After Missile Hit on US Warship
The dollar index climbed 0.3% to 98.542 after Iran's Fars News agency reported two missiles hitting a US warship in the Strait of Hormuz. European equities tumbled, with the pan‑European STOXX 600 down 0.9% and the Euro STOXX 50 sliding...
European Carmakers Slam on the Brakes After Trump Tariff Shock
U.S. President Donald Trump announced a 25% tariff on European‑made cars, sending shares of major automakers sharply lower on Monday. Volkswagen disclosed a €4 billion (≈$4.3 billion) annual hit already materialising, while its Q1 revenue fell 2% and earnings missed forecasts. Porsche,...
US Auto Tariffs Pressure German Car Makers as DAX Edges Up 0.3%
President Donald Trump's announcement to raise U.S. tariffs on European cars and trucks to 25% sent German automotive shares sharply lower. The broader DAX index, however, managed a modest 0.28% rise to 24,360.06 points, reflecting cautious optimism amid geopolitical tension.
Stock Movers: BMW, Nokia, Thyssenkrupp (Podcast)
BMW, Mercedes‑Benz Group AG and Volkswagen all slipped between 1.7% and 2.1% after former President Donald Trump claimed the EU had not fully honored a U.S.‑EU trade pact. Nokia’s shares surged to a 16‑year high, driven by a Jefferies note...
European Shares Steady as Investors Assess Middle East Progress; Automakers Slide
European equities were largely unchanged on Monday, with the Stoxx 600 holding at 611.98 points as investors awaited progress in Middle‑East peace talks. Meanwhile, U.S. President Donald Trump announced a tariff increase on EU‑made cars and trucks to 25%, up from...
Trump Tariffs Threaten German Car Earnings, Double‑digit Drops
Good Morning from Germany, where car stocks are under pressure after Donald Trump vowed to impose a 25% tariff on European autos, escalating the trade dispute. A renewed tariff push would weigh on earnings across the sector. Bernstein expects headwinds...
FTSE 100 Dips 0.1% to 10,363 as Energy Slump and AstraZeneca Setback Weigh
The FTSE 100 closed 0.1% lower at 10,363.93 points, dragged down by weak crude prices that hurt Shell and BP and a 3.1% slide in AstraZeneca after an FDA advisory panel rejected a key breast‑cancer drug. The decline highlights sector‑specific...
Saba Capital Seizes Control of Edinburgh Worldwide Investment Trust After Third Board Bid
Activist hedge fund Saba Capital Management secured control of the Edinburgh Worldwide Investment Trust (LON:EWI) on April 30, winning three board seats after two failed attempts. The victory gives Saba its first UK trust foothold and signals a new wave...
European Stocks Slip 0.8% as Rate‑Sensitive Sectors Lead Sell‑Off
European equity markets opened lower as investors grew wary of sticky inflation, lingering growth concerns and the prospect of prolonged higher rates. The STOXX Europe 600 fell 0.8%, the FTSE 100 slipped 0.5%, and the DAX 40 dropped 0.9%, marking...
EU Fish Stocks Rise Yet Industry Faces Ongoing Strain, Commission Says
The European Commission released a ten‑year review of the Common Fisheries Policy that finds EU fish stocks have improved while the fishing industry remains financially strained. The mixed results signal both environmental progress and continued market challenges for seafood producers...
EU Budget Push Triggers Business Backlash, Threatening Euro Stock Rally
The European Commission unveiled a €410 bn ($442 bn) competitiveness fund as part of its next long‑term budget, prompting business groups to warn of higher costs and push back against the proposal. The clash over “own resources” could lift sovereign bond yields...
Ecovyst to Acquire INEOS' Calabrian Sulfur Business for $190 Million
Ecovyst Inc. announced a $190 million deal to acquire INEOS Enterprises' Calabrian sulfur dioxide and sulfur derivatives business. The acquisition, slated to close by the end of Q2 2026, will add products such as sodium bisulfite and sodium metabisulfite to Ecovyst’s portfolio...
Nebius Group to Acquire Eigen AI for $643 Million, Shares Jump 12%
Nebius Group N.V. announced a $643 million cash‑and‑stock deal to buy AI inference specialist Eigen AI, sending Nebius shares up 11.7% to $154.39. The transaction aims to fuse Eigen’s model‑optimization tech with Nebius’s compute platform, positioning the combined entity at the...
UK Airlines Cite Jet Fuel Shortage, Warn of Summer Flight Cancellations
British airlines and airport operators warned on Wednesday that a tightening jet‑fuel supply could force flight cancellations across Europe this summer. Transavia, Ryanair and Volotea have already cut May‑June services, while the UK relies on imports for 60% of its...
Linde Posts 10% EPS Jump, Raises Dividend as Europe Sales Slump
Linde plc announced first‑quarter earnings per share of $4.33, a 10% increase year‑over‑year, and raised its annual dividend by 7% to $2.20 per share. The German industrial gas leader cited strong pricing, a growing backlog and disciplined capital allocation, while...
US Auto Tariff Spike Threatens €30bn German Loss
US auto tariff shock hits Germany: IfW sees €15bn output hit now, €30bn longer-term as US raises auto tariff to 25%. Risk: export slowdown. Trade: reduce German auto equity exposure. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
UK Mortgage Approvals Jump to 63,531, Defying Forecasts and Boosting Property Stocks
Bank of England data showed UK mortgage approvals rose to 63,531 in March, a four‑month high and well above the 60,000 consensus forecast. The surprise uptick came alongside the fastest growth in consumer credit since early 2024 and a continued...
Shell's 2025 Profit Drops 22% as Oil Price Rout Slashes Earnings
Shell said underlying earnings fell 22% to $18.53 billion for 2025 as Brent crude slid below $60 a barrel. The oil major announced a $3.5 billion share‑buyback and a 4% dividend increase, but its shares slipped more than 2% on the news.
Shield Therapeutics Posts $2.5M EBIT in Q1, CFO Resigns Amid 11% Share Drop
Shield Therapeutics plc posted a $2.5 million EBIT for the first quarter, a swing from a $4.4 million loss a year earlier, thanks to a $7.9 million development milestone from ASK in China and a 54% jump in ACCRUFeR sales. At the same...
Andritz AG Posts Q1 Profit Rise to €91.7M, Boosting Euro Industrial Stocks
Andritz AG announced a first‑quarter profit of €91.7 million, up from €89.1 million a year earlier, and revenue of €1.79 billion, a 1.6% increase. The earnings lift sentiment across the Euro‑listed industrial equipment sector, even as the company trims 50 jobs at its...
NatWest Group Posts £1.5bn Q1 Profit, Boosting FTSE 100 Momentum
NatWest Group Plc posted a first‑quarter profit of £1.507 billion (about $1.9 billion), up from £1.478 billion a year earlier, and revenue rose 0.8% to £4.358 billion. The results helped the FTSE 100 climb 1.6% on the day, even as the bank faced climate‑activist protests...
FTSE 100 Slides 0.6% as UK Banks and Miners Lose Ground Amid Middle East Tensions
The FTSE 100 fell to 10,293.03, down 59.89 points (0.59%), as UK banking and mining shares retreated amid heightened Middle East conflict concerns and a hawkish Federal Reserve tone. The slide underscores growing risk aversion toward financials and commodities in...
MJ Gleeson Warns Building Cost Inflation Prompting ‘High Caution’
MJ Gleeson warned that building‑cost inflation, driven by the Iran‑war‑induced supply‑chain squeeze, is forcing the housebuilder into "higher than usual caution" on land and financing decisions. Despite a modest uptick in net reservation rates to 0.88 from 0.86, the firm’s...
Piraeus Bank Q1 Profit Dips to €281M as Athens Exchange Turnover Hits 2026 Low
Piraeus Bank reported a first‑quarter profit of €281 million ($303 million), a slight decline from a year earlier, as revenue rose modestly. At the same time, the Athens Exchange’s daily turnover dropped to €169.3 million ($183 million), the lowest level recorded in 2026, underscoring...
ArcelorMittal Q1 Profit Falls 28% as Steel Demand Slows, Revenue Rises 4.5%
ArcelorMittal SA posted first‑quarter earnings of $575 million, a 28% decline from $805 million a year earlier, as the global steel market softens. Revenue grew 4.5% to $15.46 billion, reflecting higher pricing but lower volumes. The results underscore mounting pressure on European industrial...
If You’re Not Thames, the Water Looks Lovely for Investors | Nils Pratley
United Utilities (UU) saw its shares surge 11% after issuing roughly $1 billion of new equity, backed by cornerstone investors Future Fund and Atlas. The company lifted its five‑year return on equity target to 10‑11% and is seeking Ofwat approval for...
BNP Paribas Q1 Net Income Jumps 9% to €3.22bn, Boosting French Stock Outlook
BNP Paribas reported first‑quarter net income of €3.22 billion, a 9.0% year‑over‑year increase that topped analyst expectations. The earnings beat came alongside an 8.5% rise in net banking income, though the shares slipped 1.1% on the day of the announcement.
European Shares Brace for ECB and BOE Rate Holds as Oil Spike Fuels Inflation Fears
European equity markets are poised for a cautious open as the European Central Bank and the Bank of England are expected to keep rates unchanged. A sharp rise in oil prices, driven by Middle East tensions, is reigniting inflation worries...
German Q1 GDP Jumps 0.3% YoY, Outpacing Forecasts and Boosting Euro‑Stock Optimism
Germany reported a 0.3% sequential rise in first‑quarter GDP, topping the 0.1% consensus and nudging the Euro‑zone growth outlook higher. The surprise comes amid lingering energy‑price pressures and a slump in consumer sentiment, raising questions about the European Central Bank’s...
MONY Appears Cheap: Lower P/E, Higher Dividend
#MONY Update reads OK and no evidence of AI causing problems. ShareScope has fwd p/e 9.5 falling to 8.9 and fwd Divvy 7.5% rising to 7.7% and Buybacks on top. Could be cheap really. I don't hold.