Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Berenberg lifts Ageas target after €1.1bn Malaysia stake sale
Berenberg raised its Ageas price target after the Belgian insurer agreed to sell its 30.95% stake in Malaysia's Maybank Ageas for €1.1 billi
Berenberg upgrades BE Semiconductor after 37% slide, sees new entry point
Berenberg upgraded BE Semiconductor to Buy after the stock fell 37% since June 22, keeping a 240-euro price target. The bank sees a better e
Palantir and On Semi Surge on AI Forecasts, Lifting Nasdaq Futures
Palantir jumped 17% and On Semiconductor gained 7.5% after strong forecasts, lifting Nasdaq futures. Investors are watching whether heavy AI
India's LIC slides as government launches discounted stake sale
India's biggest insurer, LIC, dropped after the government said it will sell up to 6.5% of the company at a discount. The sale could boost p
Toyota raises profit forecast and buyback, but shares slip on weak quarter
Toyota raised its full-year profit forecast and announced a 1 trillion yen buyback, but shares slipped 2.3% after quarterly profit fell shor
BBVA buyback, Acciona stake sale, ACS reports keep Spanish stocks busy
BBVA completed another share buyback tranche, Morgan Stanley is selling a 3% Acciona stake, and reports flagged ACS hospital contracts and a
Alibaba's new AI model challenges US giants; AstraZeneca-Bristol Myers merger talks reported
Alibaba's new AI model could intensify competition for US tech giants, and AstraZeneca and Bristol Myers Squibb are reportedly exploring a m
Transurban's NSW Toll Deal Seen as Net Neutral by Jefferies
Jefferies analysts view Transurban's toll reform agreement with NSW as a wash for shareholders. The state will keep existing concessions and
India launches another LIC stake sale to lift public float
India's government has kicked off another stake sale in Life Insurance Corp., offering 2.5% of shares now and keeping the option to sell up
Qantas sells Jetstar Japan stake for ¥8.2 billion as airline rebrands
Qantas is exiting Jetstar Japan, selling its 33.32% stake for ¥8.2 billion. The budget carrier will drop the Jetstar name and push deeper in
Theon's planned deals could double its defense market to €8 billion
Theon posted strong quarterly results, with revenue up 35% and operating margins at 26%. Now, planned acquisitions could expand its reach be
Indra's order book doubles, signaling years of defense work ahead
Indra Sistemas' half-year results showed a standout number: a €20.5 billion order book, double last year's and nearly triple expected revenu