Certificati di investimento - Capitolo 10

E fa meno 5


BUZZ-Vodafone shares fall after German service revenue misses estimates
Oggi 09:59 - RSF
** Shares of Vodafone down 5.77% at 107.8 p, among top losers on London's FTSE 100
** Co also reports 0.5% decline in Q3 organic service revenue in the UK
** VOD expects to deliver upper end of FY26 financial guidance
** In 2025, stock co's rose 44.77%
 
E fa meno 5


BUZZ-Vodafone shares fall after German service revenue misses estimates
Oggi 09:59 - RSF
** Shares of Vodafone down 5.77% at 107.8 p, among top losers on London's FTSE 100
** Co also reports 0.5% decline in Q3 organic service revenue in the UK
** VOD expects to deliver upper end of FY26 financial guidance
** In 2025, stock co's rose 44.77%

Anche il Ftsino sembra in formissima...
 
E fa meno 8


CORRECTED-BUZZ-German defence stocks slip after U.S.-Iran talks plan, Rheinmetall's pre-close call comments
Oggi 10:43 - RSF
(In 3rd bullet and headline, specifies outlook comments come from a pre-close analyst and investor call; in 4th bullet corrects source to Berenberg) ** Shares in German defence companies fall; a local trader points to reassuring geopolitical signals as the U.S. and Iran agreed to hold talks in Oman on Friday ** Renk and Hensoldt slip around 1.3-2.8% while Rheinmetall drops close to 6%
** Analysts point to a pre-close call Rheinmetall held with analysts, during which it gave what they see as weak preliminary forecasts for 2026
** Berenberg says Rheinmetall sees FY 2026 revenues of around 13.6 billion euros ($16.05 billion) due to lower-than-expected growth in all defence divisions
** The number is below an LSEG consensus of 2026 sales at 15.7 billion euros
** "The weak FY26 guidance is a surprise and little explanation was offered for this on the call", Berenberg says
** JPMorgan expects Rheinmetall's growth ramp-up to be more challenging than previously thought
 
Meno 6

Mo mi sono stancato però

BUZZ-Vestas shares slip on Q4 miss, lower-than-expected buyback
Oggi 09:21 - RSF
** Shares in Vestas fall 2.7% after the Danish wind turbine maker posted Q4 operating profit miss
** Vestas reports Q4 operating profit before special items at EUR 580 million ($684.17 million), below the EUR 597 million consensus
** J.P. Morgan notes that revenues are 4% below its own consensus, weighed down by Power Solutions Onshore and Services
** JPM also flags lower-than-expected EUR 150 mln buyback
 
E fa meno 8


CORRECTED-BUZZ-German defence stocks slip after U.S.-Iran talks plan, Rheinmetall's pre-close call comments
Oggi 10:43 - RSF
(In 3rd bullet and headline, specifies outlook comments come from a pre-close analyst and investor call; in 4th bullet corrects source to Berenberg) ** Shares in German defence companies fall; a local trader points to reassuring geopolitical signals as the U.S. and Iran agreed to hold talks in Oman on Friday ** Renk and Hensoldt slip around 1.3-2.8% while Rheinmetall drops close to 6%
** Analysts point to a pre-close call Rheinmetall held with analysts, during which it gave what they see as weak preliminary forecasts for 2026
** Berenberg says Rheinmetall sees FY 2026 revenues of around 13.6 billion euros ($16.05 billion) due to lower-than-expected growth in all defence divisions
** The number is below an LSEG consensus of 2026 sales at 15.7 billion euros
** "The weak FY26 guidance is a surprise and little explanation was offered for this on the call", Berenberg says
** JPMorgan expects Rheinmetall's growth ramp-up to be more challenging than previously thought

Ma questi come fanno ad avere una guidance debole? Li stanno sommergendo di soldi (pubblici)...
 
WE ARE SEEING MORE CLIENTS WANTING TO DIVERSIFY AWAY FROM THE US," SAID VINCENT MORTIER, CHIEF INVESTMENT OFFICER AT AMUNDI SA, WHICH IS EUROPE’S LARGEST ASSET MANAGER WITH €2.3 TRILLION ($2.7 TRILLION) IN ASSETS UNDER MANAGEMENT. ...
 
 

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