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Single names, sectors, valuations and the trades behind the tape, explained in plain language.

Rheinmetall's backlog strong, but 2028 sales gap looms
Stocks

Rheinmetall's backlog strong, but 2028 sales gap looms

Rheinmetall's €80.5bn backlog looks solid for the next two years, but Mwb Research warns that 77% of 2028 consensus sales aren't covered by

Marcus Devlin ·
ASR Nederland eyes Dutch insurance deals as AI costs squeeze rivals
Stocks

ASR Nederland eyes Dutch insurance deals as AI costs squeeze rivals

ASR Nederland is looking to expand in Dutch non-life insurance, with CEO Ingrid de Swart saying higher AI and compliance costs are squeezing

Marcus Devlin ·
Lundin cuts 2026 copper outlook after second storm outage at Caserones
Stocks

Lundin cuts 2026 copper outlook after second storm outage at Caserones

A second winter storm knocked out power at Lundin Mining's Caserones mine in Chile, prompting the company to cut its 2026 copper production

Eleanor Whitfield ·
Belimo's data center cooling opportunity grows more complex
Stocks

Belimo's data center cooling opportunity grows more complex

Belimo reported an 'exceptionally strong' first half, with sales rising to 676.4 million francs. Analysts at Berenberg kept their buy rating

Marcus Devlin ·
Ridgeview to Buy Pinewood Technologies for £545M in Cash Deal
Stocks

Ridgeview to Buy Pinewood Technologies for £545M in Cash Deal

Ridgeview, a San Francisco private equity firm, will buy Pinewood Technologies for £545 million in cash, paying £4.48 per share. The offer i

Eleanor Whitfield ·
Straumann names new CEO as first-half growth stays steady
Stocks

Straumann names new CEO as first-half growth stays steady

Straumann named Christopher Norbye as its next CEO, effective Dec. 1, replacing Guillaume Daniellot. The Swiss dental implant maker reported

Eleanor Whitfield ·
Berenberg: PSP Swiss Property on Track for 2026 Goals
Stocks

Berenberg: PSP Swiss Property on Track for 2026 Goals

Berenberg says PSP Swiss Property's first-half results came in line with expectations, keeping its CHF 168 price target. The bank flags that

Marcus Devlin ·
SK Hynix unveils $29B buyback to reward AI boom investors
Stocks

SK Hynix unveils $29B buyback to reward AI boom investors

SK Hynix will buy back and cancel 40 trillion won ($28.61 billion) of its shares, returning more than half of its 2025-2027 free cash flow.

Marcus Devlin ·
KKR buys 6% stake in BookMyShow as India's live events boom
Stocks

KKR buys 6% stake in BookMyShow as India's live events boom

Private equity firm KKR is buying about a 6% stake in BookMyShow, India's leading ticketing platform, for $40-50 million. The deal implies a

Eleanor Whitfield ·
Lyntris prices IPO at $17.50, raising $297.5M below range
Stocks

Lyntris prices IPO at $17.50, raising $297.5M below range

Lyntris, a battlefield-sensor maker, raised $297.5 million in its NYSE debut, pricing 17 million shares at $17.50—below its $19–22 range. Th

Marcus Devlin ·
Hyundai union strikes over pay as stock drops nearly 5%
Stocks

Hyundai union strikes over pay as stock drops nearly 5%

Hyundai Motor's union is holding four-hour walkouts after wage talks stalled, and the stock fell nearly 5%. The union wants a larger base-pa

Eleanor Whitfield ·
KKR set to buy minority stake in Malaysia's Avisena Healthcare
Stocks

KKR set to buy minority stake in Malaysia's Avisena Healthcare

Private equity giant KKR is the preferred bidder for a 20-25% stake in Malaysian hospital group Avisena Healthcare, a deal that could value

Marcus Devlin ·