Euro Stocks Social Media and Updates
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Tuesday recap
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Daily
Every morning
Weekly
Tuesday recap
Plenty to talk about on today's podcast with @MrMBrown including Rolls-Royce, HSBC and Nvidia set to report as February draws to a close https://t.co/gqZEqamM2t
Belgian dentists recently allocating 50% of their pension pot to private credit after volatility has come down a notch. https://t.co/vOglUU153U
Not much News again. All these Takeovers and changes of Listing Venue have really hollowed out the UK market.
#CNA hit by Gas Price but raised Dividend. Positive long-term statements. I hold a tiny amount I inherited and not particularly interested in holding it.
Ireland’s corporation tax receipts have become increasingly concentrated with just three multinational companies accounting for almost half of all of the revenue stream in 2024, watchdog warns https://t.co/of9w2dPPpV via @livfletcher_ https://t.co/iNNIyP8iwQ
US investors are gloomy on France as Macron era approaches its end https://t.co/a4q0NEuH3I via @WHorobin https://t.co/vhSuc9Ovr6
At the current market cap, Topicus is effectively a “2015-vintage” version of Constellation Software $CSU $TOI $TOI.V
Italy’s plan to strip carbon cost from power bills jolts markets https://t.co/RZ9Dw7uUKq via @E_Krukowska @Al_Brambilla https://t.co/aVgbxP1Rxm
Vol Control funds are starting to re-engage. When realized vol cools, vol-control strategies mechanically add equity exposure. Vol ↓ → Positioning ↑ → Fuel for price. Still too early, but if realized volatility continues to cool off, this turns into incremental buy pressure...
UK inflation slowed to its weakest level since March 2025, bolstering the case for an interest rate cut when the Bank of England meets next month https://t.co/yJqzpiJ61p via @irinaanghel12 @PhilAldrick https://t.co/a5Mov7Jkhv
Tariffs caused just a small China trade diversion, ECB study shows https://t.co/2xTwmZXdG6 via @weberalexander https://t.co/NfggkusEyQ
Bank of France Governor Francois Villeroy de Galhau says his successor must be independent and committed to Europe after his early resignation gave President Emmanuel Macron a surprise opportunity to pick the next central bank chief https://t.co/VVGP1D9Dj6 via @WHorobin https://t.co/rmqeTU4qJ7
#CRE results read OK although clearly the environment is tougher. ShareScope showing fwd p/e 10.9 falling to 6.5 and fwd Divvy 6.6% each of next 2 years. Reinsurance is high risk but it's an interesting business. I don't hold.
#KEYS "Marginally ahead of current market expectations". Strong Update. ShareScope has fwd p/e 17.8 falling to 17.6 and fwd Divvy 3.9% each of next 2 years. With the 'beat' it looks good value. I hold #GTLY (which hopefully is also...
#BA. Results read well and market happy with them. SharePad has fwd p/e 27.3 falling to 24.2 and fwd Divvy 1.8% rising to 2%; it's getting quite a high rating but I'm happy to keep as my biggest position, as...
#INPP FY Results Thursday 26th March with an Investor Meet presentation at 4pm that day:
Switzerland is hitting a new all-time high again today as U.S. stocks break down to new 6-month lows relative to European stocks. https://t.co/z6UH4K1Vfo
EU countries’ resistance risks blunting latest Russia sanctions package https://t.co/ck1N8lGobr via @AlbertoNardelli @AfPalasciano @donatopmancini https://t.co/6LWNSkOoNN
#ITRK bought Aerial PV Inspection GmbH which uses Drones to inspect Solar Panels. No financial details given. ShareScope showing fwd p/e 17.7 falling to 16.2 and fwd Divvy 3.6% rising to 4%; classy business and decent yield now. I don't...
#KLSO bought 130,000 shares in #CVSG at 1,387p average. ShareScope has CVSG on fwd p/e 15.7 falling to 14.5 and fwd Divvy 0.7% each of next 2 years. CMA investigation still dragging on. I hold #PETS
Executive Chairman (Investment Manager) at #CORD bought 530,000 shares at 103.12p each. ShareScope showing fwd Dividend Yield 3.9% and chart is in a nice Uptrend. I don't hold.
#DEBS to do a fundraise of around £35m at 20p a share. Reiterates it's previous financial guidance and expects a lot of cost to come out of the business. New focus on Cash Flow.
#SOM releasing FY Results on 10th March with Investor Meet presentation on the 17th March:
#GSK Exdensur (depemokimab) approved in EU for treating "severe asthma with type 2 inflammation and chronic rhinosinusitis with nasal polyps". Follows from the SWIFT and ANCHOR phase III trials.
#CSN buying Scottish Widows Europe SA in Luxembourg for total cash €110m. Adds 46,000 in-force policies and €1.7bn Assets Under Administration. Enables CSN to enter Luxembourg market. ShareScope showing fwd Dividend Yield 7.2% rising to 7.5%; still tasty.
#APN "ahead of updated market consensus expectations". ShareScope showing fwd p/e 22.3 falling to 20.2 but that's before news today and 6% rise and there's Cash to strip out. More to come hopefully. :-)
UK’s Reeves is set to get a boost from falling debt interest https://t.co/iirQy0fcBA via @PhilAldrick https://t.co/R8A0t6Sj29
Sorry, I forgot to add that I purchased more #GRI from the Cash received from #ESP Takeover and general Dividend payments being reinvested.
One of the under-reported stories in DM fiscal discourse is that for all the talk about how treasuries in the UK, US, France etc 'want' lower rates, they also want, and desperately, need high(er) inflation and the nominal tax revenue...
BOUGHT £3000 worth of #GRI Grainger at 192p for my Income Portfolio. Already held some and doubled the position. Play on population growth and lack of house building. ShareScope showing fwd Dividend Yield 4.6% rising to 4.9%.... DYOR
Another light news day. #CREI done a useful acquisition of a Family Office portfolio. Apart from that not much going on (I don't hold CREI).
#BKS Update mixed really. Lots of positive stuff but Cash down and H1 Revenue light. The high p/e it used to sit on is 'normalising'. Lot to like but perhaps it can go lower. I don't hold.
#AIM All Share Doji Candle. Resistance 822, 837. Support 801, 775, 755. RSI 57 near Neutral. 13/21 day EMAs Bullish. Doji on Weekly. Top Bollinger Band 822. Midpoint Line 813. Bottom Band 804.
#FTSE250 needs Breakout 23585. Doji going sideways. Support 22816, 22226. RSI 62 not high. 13/21 day EMAs Bullish. Small Up Candle on Weekly and Sideways. Top Bollinger Band 23547. Midpoint Line 23330. Bottom Band 23118.
#FTSE100 doji Candle near ATH 10536. Support 10232, 10050. RSI 73.5 Overbought. Doji on Weekly. Top Bollinger Band 10480. Midpoint Line 10378. Bottom Band 10278.
#DAX doji Candle and Sideways. Resistance ATH 25508. Support 24272, 23924. On verge MACD Bull Cross. RSI 53 near Neutral. 13/21 day EMAs Bullish. Doji on Weekly and Sideways. Top Bollinger Band 25113. Midpoint Line 24800. Bottom Band 24500.
ECB President Christine Lagarde says creating incentives for investments in Europe is a better approach to prevent capital outflows to other regions than imposing taxes https://t.co/ULSkU54mw5 via @Rauwald @mcnienaber https://t.co/KxLtLZqWrp
The ECB will raise interest rates at least once this year, significantly boosting the euro against the dollar, according to Capital Group, the $3.3 trillion asset manager https://t.co/CFxgbQlz0Q via @Sujata_markets https://t.co/6EBSHD6SYI
BOE on knife edge over interest rates awaits pivotal UK inflation data https://t.co/xROceOBQ9W via @PhilAldrick @CraigStirling https://t.co/H5s8yIIXBQ
ECB revamps euro liquidity offer to boost the common currency’s appeal https://t.co/w17qKKKWLo via @jrandow https://t.co/FlhSjhqFkD
1/5 Reuters: "The EU's trade surplus kept shrinking, data showed on Friday, as tariffs weighed on exports to the U.S. and rising Chinese imports crowded out domestic production, highlighting existential threats to the bloc's economic model." https://t.co/91sJO2nGjP
BOE’s Pill says interest rates are ‘a little too low’ and should be held https://t.co/wMBsLKECUz via @irinaanghel12 https://t.co/axOKBgzYCV
Germany weighs debt brake exemption to boost raw materials fund https://t.co/lsvcwd09Y5 via @mcnienaber @ocrook https://t.co/wmKMMM7Dgu
The Trump administration is working to narrow its broad tariffs on steel and aluminum products that companies find difficult to calculate and the EU wants reined in as part of its pending trade deal with the US https://t.co/638iBN7IU0 via @jendeben...
ECB has yet to see full impact of euro appreciation, Kazaks says https://t.co/qqisWsfsJD via @aaroneglitis @Skolimowski https://t.co/TTDxRGmgMY
Ka-Boom💥💥 Dutch insurer NN group hikes the total 2025 dividend by 13% 🎉 Discl: long $NN.AS ChartPorn
Another great chat with @MrMBrown as we chat about all things markets. Is AI diversification, helping to boost the FTSE100 and Nikkei 225 to ne... https://t.co/kxoCaB6IFb via @GoodMoneyGuide @pepperstone
Makhlouf says next ECB move could be interest-rate cut or hike https://t.co/A8bEIJQ2pB via @livfletcher_ https://t.co/Wq9tyTki8q
