Equities

GCP Q2 2025 rental growth steady as refinancing costs rise
Real estate investment trust reports stable rental income in first half of 2026, offset by higher debt servicing expenses.

StubHub parent gains as live event demand rises
EBay’s ticket resale unit rallies as investors bet on sustained demand for concerts and sports events.

Definium Therapeutics shares surge 20% after positive Phase 3 results
Biotech firm Definium Therapeutics advances after its experimental treatment meets primary endpoints in late-stage trial, lifting shares sharply.

Hedge funds net buyers of equities for sixth straight week: BofA
Global equity markets saw sustained institutional demand as hedge fund clients extended net purchases for a sixth consecutive week, according to Bank of America data.

FTSE 100 slips ahead of U.S. inflation data; Balfour Beatty hits record
London's benchmark index edges lower as investors await U.S. CPI data. Construction firm Balfour Beatty surges to a new high on strong order intake.

Ocado shares rise after JPMorgan upgrade
Stock gains after analyst upgrades following positive comments at the bank's investor conference.

ACS shares rise after Deutsche Bank upgrade to Buy
Spanish construction giant ACS gains after Deutsche Bank raises rating, citing valuation and operational improvements.

Berenberg initiates coverage of Raspberry Pi, flags margin risks
Analyst cites strong growth potential but warns of margin compression amid rising costs and competitive pressures.

BofA flags risks after Intel’s $20 billion equity offering
Bank of America downgrades Intel to neutral, citing dilution risks from a $20 billion equity raise and weak PC demand.

Clariant shares rise on undisclosed corporate update
Swiss specialty chemicals group gains after a market alert flagged a corporate development, though details remain undisclosed.

ACS shares rise on strong Q2 earnings, outlook
Spanish infrastructure firm ACS reports better-than-expected profit and lifts full-year guidance after strong first-half performance.

Matas Group Q1 2026/27: Revenue rises, margins under pressure
Turkish pharmacy chain posts first-quarter revenue growth but warns of margin compression amid restructuring costs. Shares little changed in early trade.

Grand City Properties affirms 2026 outlook after strong H1
German residential landlord reports first-half profit growth and reaffirms long-term financial targets.

H+H Q2 2026 outlook: Poland offsets UK slowdown
Polish operations drive growth for H+H, while the UK market shows signs of weakening in the second half of 2026.

H+H International posts 6% Q2 2026 revenue growth, Poland drives rebound
Poland’s recovery lifts H+H International to 6% revenue growth in Q2 2026, reversing prior declines as core markets stabilize.

Kamux Q2 2026 revenue rises 6.7% as diesel costs weigh on margins
Finnish auto retailer Kamux reported a 6.7% increase in second-quarter revenue but warned higher diesel prices eroded profit margins. Full-year guidance maintained.

Evoke flags £46m duty headwind despite UK online growth
UK online sales offset a £46 million duty-related drag in Evoke’s first-half 2026 outlook, as the company highlights operational resilience.

Ferronordic sees Q2 2026 profit surge on U.S. infrastructure demand
Swedish machinery maker forecasts strong earnings growth amid increased U.S. construction equipment orders tied to infrastructure spending.

Ferronordic’s Q2 2026 profit swings as US demand surges
Swedish machinery distributor posts unexpected profit rebound in Q2 2026, driven by sharp rise in U.S. orders. Shares rise on outlook.

IES Holdings shares rise on strong quarterly results
The electrical construction firm reported better-than-expected earnings and raised its full-year guidance, lifting shares 5% in premarket trading.

Kepler cuts Merlin Properties target on data center value concerns
Analysts at Kepler downgrade Merlin Properties to hold from buy, citing slower-than-expected returns from data center assets.

Super Micro, H&R Block shares rise on upbeat outlooks
Super Micro Computer rallies on strong guidance while H&R Block surges after raising its full-year forecast. Pre-market gains reflect improving corporate confidence.

IES Holdings (IESC) seen as data center infrastructure play overlooked by Wall Street
IES Holdings' specialized infrastructure services position it as a key supplier to the expanding U.S. data center market, yet analyst coverage remains thin.

Savers Value Village shares fall after weak outlook
Discount retailer Savers Value Village warns of slower sales growth and lower margins, sending shares down sharply in early trading.

