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Arkema


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Barclays weighs in on potential tariff risk for Europe if Trump wins

BUZZ-Barclays weighs in on potential tariff risk for Europe if Trump wins ** Barclays sees an up to high single-digit percent hit on European earnings if Donald Trump wins the U.S. presidential race and in the event of a full-blown trade war ** "A Trump win may raise concerns of a full-blown trade war," the British bank's strategists say in a note ** While the direct impact to potential U.S.
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Arkema Launches Ninth Capital Increase For EUR 13.5 Mln

BRIEF-Arkema Launches Ninth Capital Increase For EUR 13.5 Mln Sept 12 (Reuters) - Arkema SA AKE.PA : ARKEMA LAUNCHES ITS NINTH CAPITAL INCREASE RESERVED FOR THE GROUP’S CURRENT AND FORMER EMPLOYEES MAXIMUM NOMINAL AMOUNT NOT EXCEEDING EUR 13.5 MILLION, AND WITHIN A TIMEFRAME NOT EXCEEDING 26 MONTHS Source text for Workspace: nBw7DPv5Qa Further co
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Arkema Successfully Launched A €500 Million Bond Issue

BRIEF-Arkema Successfully Launched A €500 Million Bond Issue Sept 5 (Reuters) - Arkema SA AKE.PA : ARKEMA SUCCESSFULLY LAUNCHED A €500 MILLION BOND ISSUE Source text for Workspace: nBw8r2gnpa Further company coverage: AKE.PA (Gdansk Newsroom)
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MS says 2025 turning point for EU chemicals, names Akzo as top pick

BUZZ-MS says 2025 turning point for EU chemicals, names Akzo as top pick ** Current demand growth in European chemicals lacks near term catalysts, but is set to improve from 2025, supported by interest rates' cuts and lower gas prices, says Morgan Stanley ** MS analysts anticipate 2.7% supply growth on average over the next four years (vs 4.6% over
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Air Liquide, Novo Nordisk, Syensqo

EUROPE RESEARCH ROUNDUP- Air Liquide, Novo Nordisk, Syensqo Sept 5 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Air Liquide, Novo Nordisk and Syensqo, on Thursday. HIGHLIGHTS * Air Liquide AIRP.PA : Morgan Stanley cuts to underweight from equal-weight * Lanxess AG LXSG.DE : Morgan Stanley raises to overweight from underweight * Novo Nordisk NOVOb.CO : JP Morgan raises target price to DKK 1050 from DKK 950 * Swiss Life Holding AG
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Ashtead Group, Beazley, Entain

EUROPE RESEARCH ROUNDUP-Ashtead Group, Beazley, Entain Aug 9 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Ashtead Group, Beazley and Entain, on Friday. HIGHLIGHTS * Ashtead Group Plc AHT.L : KeyBanc initiates coverage with sector weight rating * Beazley Plc BEZG.L : Berenberg raises target price to 950p from 880p * Entain Plc ENT.L : Deutsche Bank cuts target price to 958p from 1,089p * Rheinmetall AG RHMG.DE : Morgan Stanley up
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Arkema, Man Group, Shell

EUROPE RESEARCH ROUNDUP- Arkema, Man Group, Shell Aug 2 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Arkema, Man Group and Shell, on Friday. HIGHLIGHTS * Arkema SA AKE.PA : HSBC raises target price to EUR 105 from EUR 103 * Berkeley Group BKGH.L : Jefferies raises target price to 4,936p from 4,834p * Diageo Plc DGE.L : Morgan Stanley cuts target price to 2200p from 2380p * Man Group Plc EMG.L : Peel Hunt cuts to add from buy * Sh
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Danske Bank, Greggs, HSBC

EUROPE RESEARCH ROUNDUP-Danske Bank, Greggs, HSBC Aug 1 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Danske Bank, Greggs, and HSBC, on Thursday. HIGHLIGHTS * Danske Bank DANSKE.CO : HSBC raises target price to DKK 258 from DKK 257 * Greggs GRG.L : Berenberg raises target price to 3600p from 3340p * HSBC HSBA.L : Berenberg raises target price to 870p from 830p * Kardex Holding AG KARN.S : Berenberg raises target price to CHF 260
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Alfa Laval, Ferrari NV, Swedbank

EUROPE RESEARCH ROUNDUP-Alfa Laval, Ferrari NV, Swedbank July 9 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Alfa Laval, Ferrari NV and Swedbank, on Tuesday. HIGHLIGHTS * Alfa Laval ALFA.ST : JP Morgan raises target price to SEK 390 from SEK 385 * Ferrari NV RACE.MI : HSBC raises target price to EUR 385 from EUR 368 * Harworth Group Plc HWG.L : Peel Hunt raises target price to 195p from 165p * Moonpig Group MOONM.L : HSBC raises
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Top of the Street: GSK, Melrose Industries, Arkema, B&M

BUZZ-Top of the Street: GSK, Melrose Industries, Arkema, B&M A round-up of notable broker activity this morning from Europe's top-ranked* analysts: ** Five-star ranked RBC Capital Market's analyst Mark Fielding raises Melrose Industries MRON.L to "outperform" from "sector perform", seeing fundamentals remaining very supportive despite shares underperforming in the past months, and expecting further earnings upgrades ** J.P.Morgan raises Arkema AKE.PA to "neutral" from "underweight", seeing buysi
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Glencore, Rio Tinto, Michelin

EUROPE RESEARCH ROUNDUP-Glencore, Rio Tinto, Michelin July 8 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Glencore, Rio Tinto and Michelin, on Monday. HIGHLIGHTS * Arkema SA AKE.PA : JP Morgan raises to neutral from underweight * Glencore GLEN.L : Jefferies raises target price to 600p from 550p * Michelin MICP.PA : HSBC raises to buy from hold * Pirelli & C SpA PIRC.MI : HSBC raises to buy from hold * Rio Tinto RIO.L : Jefferies
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ASMI, EasyJet, Kooth

EUROPE RESEARCH ROUNDUP-ASMI, EasyJet, Kooth July 3 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including ASMI, EasyJet and Kooth, on Wednesday. HIGHLIGHTS * ASMI ASMI.AS : Jefferies raises target price to EUR 880 from EUR 780 * B.P. Marsh & Partners Plc BPM.L : Jefferies raises target price to 625p from 560p * EasyJet EZJ.L : JP Morgan cuts target price to 640p from 670p * Kooth Plc KOO.L : Berenberg initiates coverage with buy rating;
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GS sees uneven recovery for European chemicals; ups Clariant, cuts Akzo

BUZZ-GS sees uneven recovery for European chemicals; ups Clariant, cuts Akzo ** Goldman Sachs favours consumer ingredient and gasses cos over diversified chemicals and paint makers based on pricing power, as the European chemicals sector faces an uneven recovery ** GS notes Europe's STOXX chemicals sub-index .SX4P is up 13% from its October 2023 tr
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Bechtle AG, Centrica, Clariant AG

EUROPE RESEARCH ROUNDUP-Bechtle AG, Centrica, Clariant AG July 1 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Bechtle AG, Centrica and Clariant AG, on Monday. HIGHLIGHTS * Akzo Nobel NV AKZO.AS : Goldman Sachs cuts to sell from neutral * Bechtle AG BC8G.DE : Exane BNP Paribas cuts to underperform from neutral * Centrica CNA.L : Berenberg raises to buy from hold * Clariant AG CLN.S : Goldman Sachs raises to buy from neutral * Fin
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Syensqo dips to 3-month low on read-across from European peers

BUZZ-Syensqo dips to 3-month low on read-across from European peers ** Shares of Belgian chemicals company Syensqo SYENS.BR fall to the lowest price since March 20 at 83.57 euros ($89.50)on read-across from peers in the Netherlands and France ** "People are making a read-across from Arkema AKE.PA and Akzo Nobel AKZO.AS giving weaker messaging last
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