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Oasis urges Kakaku.com to reject EQT bid, seek higher price
Activist investor Oasis Management calls for Japanese online platform Kakaku.com to reject a 3,570 yen bid from EQT-led consortium, citing Bain Capital’s higher 3,640 yen offer as more realistic.

KME plans Frankfurt IPO for copper-nickel unit Cunova worth up to $1.2 bln
Italian metals group KME has selected Berenberg and UniCredit to lead an IPO for its copper-nickel unit Cunova in Frankfurt, with a potential valuation of €1 billion. Listing could occur in 2026 or 2027.

Geberit lifts H1 sales on volumes, price hikes; shares surge 7%
Swiss sanitary products maker posts 2.8% reported net sales growth in first half, driven by higher volumes and pricing, while maintaining full-year guidance. Shares jump over 7% on strong Q2 beat.

Taiho and Cullinan to present lung cancer drug trial results at 2026 conference
Phase 3 REZILIENT3 trial of Zipalertinib plus chemotherapy met its primary endpoint in EGFR exon 20 insertion mutation-positive NSCLC patients. Results to be showcased at IASLC World Conference.

US stocks mixed pre-market; Moderna surges 100% on cancer therapy data
Moderna jumps 100% in premarket trading after data showed its personalized mRNA cancer vaccine combined with Merck’s Keytruda cut melanoma recurrence. SMI rises 0.36% as Lowe’s cuts guidance, Estee Lauder gains.

RBA signals potential rate hike as inflation risks rise
Reserve Bank of Australia holds rates steady but warns of further tightening if upside inflation risks materialize, citing Middle East tensions and AI-driven demand.

WiseTech Global shares plunge 11.5% after ACCC raid
Logistics software firm faces regulatory scrutiny as Australian watchdog demands documents related to global supply chain services. Shares hit session lows within minutes.

Leroy Seafood lifts wild-catch outlook despite Q2 earnings dip
Norway-based seafood producer raises full-year EBIT guidance for wild-catch segment to NOK 400-450 million on higher volumes and pricing, offsetting a 26% drop in Q2 operational EBIT.

EUR/USD breakout tests dollar’s yield-driven support amid Treasury buybacks
Dollar weakens after U.S. Treasury doubles long-end bond buybacks to $4bn, narrowing yield spreads with Germany. EUR/USD eyes 1.1785 after breaking above 200-day average.

Zaptec posts record Q2 revenue, order intake surges 94%
Norwegian EV charging firm reports 32% revenue growth and a 97% jump in order backlog. Europe’s top AC charging provider expands production as plug-in vehicle sales rise.

Desert Control sees 500% jump in pilot projects, lifts 2026 revenue target
The agritech firm raised its full-year revenue guidance to $2 million, citing a surge in Tier 1 pilots and a $56 million potential pipeline. Stock remains near 52-week lows.

H. Lundbeck posts 16% H1 2026 revenue growth on Vyepti strength
Danish drugmaker’s net profit surged 36% to DKK 2.8 billion as migraine drug Vyepti’s U.S. market share topped 13%. Full-year guidance raised toward upper range.

Kuaishou Q2 profit steady as stock slides 4% on margin pressure
Revenue rose 1.4% year-over-year to 35.5 billion yuan, but gross margin narrowed to 51.6% as costs climbed. Kling AI revenue tripled to over 850 million yuan.

Shanghai cuts mortgage down payment to 15% to revive housing demand
City reduces minimum down payment for second homes and offers subsidies up to 80,000 yuan as authorities roll out fresh measures to stabilize the property market.

Moderna, Merck melanoma vaccine trial succeeds in late-stage study
Interim results show mRNA-based therapy cuts recurrence risk in high-risk patients. Moderna shares jump 60% in premarket trading.

Why the Swiss Franc Is Poised to Re‑Emerge as the Go‑To Funding Currency
After a rare yen intervention, traders are eyeing the franc’s zero‑rate environment as the next cheap carry, a shift that could reshape EUR/CHF and USD/CHF dynamics.

Swiss SMI slips on rising yields; Geberit earnings loom, oil climbs
Swiss benchmark down 0.13% as global bond yields hit multi-decade highs; Geberit to report half-year results. Oil rises on Hormuz Strait risks as tech stocks retreat.

SK Hynix union nears wage deal amid profit-sharing dispute
South Korean chipmaker’s labor union finalizes preliminary terms for a 10-year operating profit distribution agreement, including a 10% cash payout to workers. Approval from union members remains pending.

Value-Investing: So finden Anleger unterbewertete Aktien
Systematische Suche nach günstigen Titeln erfordert fundamentale Analyse und Geduld. Experten raten zu branchenübergreifenden Kennzahlenvergleichen und qualitativen Faktoren.

Swiss franc gains appeal for carry trades after yen intervention
Investors shift focus to the franc as a funding currency for carry trades following rare yen intervention. Swiss franc strengthens against the euro and dollar while rates remain at zero.

Guernsey court places Ceiba Investments into administration management
Royal Court of Guernsey appoints joint administrators after regulator flags undue risk. Company’s shares suspended on London’s Specialist Fund Segment.

Vibra Energia targets mining sector with premium diesel expansion
Brazilian fuel retailer launches Supera Plus diesel for mining operations after trials at Vale’s Salobo and Onça Puma mines showed fuel savings and reduced maintenance costs. Expansion planned into agribusiness, industry and logistics.

KKR takes minority stake in India’s BookMyShow for live entertainment push
Global investment firm acquires undisclosed stake in India’s largest ticketing and live events platform. Deal subject to regulatory approvals.

Bank of America reshuffles Asia Pacific industrials banking leadership
Yuta Komori named chair of Asia Pacific Global Industrials Investment Banking while Meng Gao and Masashi Toda appointed co-heads in a regional restructuring.

