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UBS
46 posts
Magnum Ice Cream (NYSE: MICC) jumps 10.9% on Blackstone and CD&R takeover talk just five months after the Unilever spinoff
Magnum spun out of Unilever at 7.8 billion euros. Froneri sold at 15 billion. Blackstone and CD&R are watching. The summer ice cream season decides the bid.
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.
RELX (LSE: REL) gains 1.2% as relief bounce builds after AI-driven 12.7% ten-day slide
Anthropic's legal AI tool wiped 15% off RELX in a day. Six months later, the question is whether the market has overpriced the disruption or underpriced it.
BP (LSE: BP.) climbs 1.4% as Uzbekistan upstream entry and analyst upgrades override the ex-dividend mechanical drag
Iran war doubled BP's profit. Castrol is sold. Uzbekistan is in. Citi says $15bn of disposals are coming. Meg O'Neill's reset may finally have a plan.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Lloyds (LSE: LLOY) drops 3.6% on FTSE 100’s heaviest volume as gilt yields and politics hit UK banks
Lloyds was the heaviest-traded stock on the FTSE 100 today with no company news. Gilt yields at 30-year highs and a Starmer crisis did the work instead.
Fluence Energy stock jumps 32% as hyperscaler deals reset thesis: What FLNC investors need to watch next
Wall Street wrote off Fluence's Q2 revenue miss in minutes. Two hyperscaler supply deals and a $5.6B backlog flipped the thesis on US battery storage overnight.
Westpac shares run 3.1% as HY26 result and dividend chase fuel WBC bid
Westpac just delivered A$3.4bn profit and a 77c franked dividend. Brokers are still split between A$31 and A$40. The market has picked a side.
Codan (ASX: CDA) share price falls 8% on profit-taking after FY26 EBIT upgrade and 30% margin milestone
Codan upgraded FY26 EBIT to A$235m and hit a 30% margin a year early. The stock still trades at 40x forward PE. August earnings tests the premium.
Why Cochlear (ASX: COH) is bouncing despite a 40.5% drop since the April FY26 downgrade
Cochlear bounced 2.31% today, but the stock sits 40% below pre-downgrade levels. The August FY26 result is where management's recovery thesis either holds or breaks.