Browsing Tag
Goldman Sachs
162 posts
Should retail investors buy ING Groep (INGA) at €26 ahead of Q2 2026 results?
ING beat Q1 estimates and launched a €1bn buyback. But a €94m Iran war credit overlay is the line analysts are not pricing.
Equinor locks in 5-year German gas supply via Eneco’s LichtBlick as Berlin’s Norwegian dependence deepens
Equinor signs 5-year gas deal with Eneco's LichtBlick, supplying low-emission Norwegian gas to Germany through 2030 as Berlin's NCS dependence deepens. Read more.
Beazley (LSE: BEZ) edges up 0.04% on Friday with Zurich scheme on glide path to court sanction and H2 completion
Beazley shareholders voted 99.9% in favour. Zurich keeps buying at 1,280p. The court hearing is next. The 2.3% arbitrage spread is the last word on this deal.
Shell (LSE: SHEL) gains 0.27% as billion-barrel oil deficit thesis holds firm into AGM next Tuesday
Sawan says the oil deficit is deepening every day. ARC just added 370,000 boe/d. The May 19 AGM is where Shell's capital return discipline meets war-time arithmetic.
Under Armour (NYSE: UAA) sinks 17% as FY27 guide undercuts the turnaround timeline
UAA guided FY27 EPS at $0.10 against consensus of $0.23. The North America turnaround is real but slower than promised. Now Plank has to defend a $6 share price.
Liontown (ASX: LTR) rallies 4.7% as lithium price recovery powers Kathleen Valley thesis
LG Energy Solution exited at the worst possible moment. Lithium prices then ripped 58%. Liontown (ASX: LTR) now has Kathleen Valley margins working.
Anglo American (LSE: AAL) closes 3.9% higher as copper hits record on China acid ban
Iran war disrupted sulphur. China halted acid exports. Chile's copper output is squeezed. Anglo American shareholders are watching the whole chain unfold.
BASF (ETR: BAS) heads into a defining 18 months: Ag Solutions IPO, Verbund China ramp, and a dividend under pressure
BASF is running three transitions at once. Agriculture IPO in 2027, Verbund China just opened, Coatings on the block. Retail investors are paying for all three.
Nscale lines up $790m for Narvik AI campus as Microsoft fills the slot OpenAI walked away from
OpenAI walked away from Stargate Norway. Nscale just raised $790 million anyway, with Microsoft (MSFT) now anchoring the Narvik AI campus.
Lincoln International IPO: Why the $421m listing could test Wall Street’s appetite for boutique advisory firms
Advisory fees are recovering, but IPO investors want durability. Lincoln International’s LCLN listing tests Wall Street’s boutique bank appetite.