Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Prologis Pressures SEGRO to Let Shareholders Vote on Takeover Bid
Prologis is escalating its pursuit of UK warehouse REIT SEGRO, urging shareholders to demand formal takeover talks. The US firm argues SEGRO
BofA: Saint-Gobain Breakup Case Strengthens on Nordic Sale, US Peer Rerating
BofA Global Research says Saint-Gobain's breakup valuation is becoming easier to justify, thanks to a planned sale of its Nordic Dahl unit a
BofA Upgrades Aena on Strong Passenger Traffic, Sees Q2 Beat Ahead
BofA Global Research upgraded Aena, the Spanish airport operator, after January-May 2026 traffic rose 3.7% year over year. The bank believes
Deutz Acquires FFG for €1.6 Billion to Expand Into Military Vehicle Market
Deutz is buying FFG, a military-vehicle manufacturer, for €1.6 billion. The deal adds armored vehicles to its portfolio and could make FFG's
JSW Steel Output Rises 3% Despite Major Furnace Shutdown at Vijayanagar
JSW Steel reported a 3% rise in crude steel output for the June quarter, despite a major furnace at its Vijayanagar plant being offline for
Capita Profit Warning: Pension Contract Failures Could Slash Earnings by £40 Million
Capita issued a profit warning after admitting problems on its Civil Service Pension Scheme contract. The UK government has already withheld
Workspace Group Urges Shareholders to Reject Saba's Fast-Sale Plan Ahead of AGM
Workspace Group is asking shareholders to vote down Saba Capital's proposals at its July 23rd AGM. The activist investor wants faster proper
Uniqlo Owner Fast Retailing Lifts Profit Forecast Again as Quarterly Earnings Surge 45.7%
Fast Retailing, owner of Uniqlo, raised its full-year profit forecast again after quarterly operating profit surged 45.7% to 213.79 billion
RBC Sees Galderma's Q2 Growth Slowing but Raises Price Target on Long-Term Hopes
RBC Capital Markets forecasts Galderma's Q2 constant-currency sales growth will slow to 18%, near the low end of its guidance. Despite this,
Jefferies Says AI Will Boost Pro Medicus, But Downgrades to Hold on Valuation
Jefferies believes AI will support Pro Medicus' Visage PACS in capturing more US market share, but the bank downgraded the stock to hold. Th
Predictive Discovery's Kiniero Mine Runs 50% Above Capacity, Cash Surges
Predictive Discovery's Kiniero gold mine in Guinea ran 50% above design capacity in the June quarter, producing 54,252 ounces. Cash and bull
Arbex Aims to Boost Kleenex's Global Market Share to 35% as Standalone Venture
Arbex, the $3.4 billion joint venture behind Kleenex, plans to lift its global tissue market share from about 24-25% to over 35%. The standa