Tops
Chinese companies listed on Wall Street: many companies based in China but listed in the United States continued their good momentum after the recovery measures announced by Beijing last week. We can notably cite Bilibili +20,29 % PDD Holdings +13,95 %, JD.com +17,72 % et Futu Holdings 55590548 +49,37 %
DSV +7,85 % : the Danish giant raised $5.5 billion for the acquisition of Schenker, the logistics division of Deutsche Bahn. This transaction is valued at 14 billion euros. Additionally, the company increased its profit forecast for the year.
FlatexDEGIRO AG +8,09 % : the German online broker announced 29,400 new customers in September, bringing its total to 2.96 million. At the same time, the company initiated a share buyback program for an amount of 50 million euros, which represents approximately 3.5% of its market capitalization.
Defense / Oil : In the wake of an escalation of tensions between Iran and Israel, marked by the launch of missiles by Tehran, defense stocks and oil companies have regained investor interest. Among the oil companies, we can cite Exxon Mobil +7,78 %Chevron +3,61 %TotalEnergies +5,92 %Shell +6,33 %ConocoPhillips +9,38 %, BP PLC +7,39 % or the little Esso +17,29 %. Among the defense players, Rheinmetall +7,82 %Lockheed Martin +3,91 % or Leonardo +3,04 %.
Bristol-Myers Squibb Company +5,99 % : the laboratory received approval from the FDA for the treatment called Opdivo intended to treat a certain form of lung cancer.
Stora Enso Oyj +4,9 % : the Finnish biomaterials and packaging specialist has announced the sale of 12% of its 1.4 million hectares of forestry assets in Sweden. The objective is to reduce the debt which soared last year following poor results.
Aperam SA +3,83 % : the steel group wanted to reassure its investors at the start of the week with an optimistic activity point. In the third quarter, results should be “slightly higher” than those of the second quarter. The group explains that weak seasonality was more than offset by improved reconditioning of its hot rolling mill in Brazil and stable raw material prices.
Flops
Stellantis -16,7 % / Aston Martin -31,16 % : car manufacturers suffered the wrath of investors after lowering their annual targets at the start of the week. Carlos Tavares’ group, owner of 14 brands, is losing market share in Europe and North America. For Aston Martin, China is the problem. Demand there is low.
Humana -24,89 % : The health insurance company revealed in a regulatory filing that the number of members enrolled for 2025 in Medicare Advantage plans and rated four stars or higher fell to 25% (or 1.6 million) from 94% the last year. In the process, several brokers expressed their fears about the impact that this announcement could have on 2026 revenues and bonus payments.
Carbios -20,71 % : the company which is developing an enzyme-based solution to infinitely recycle plastic increased its losses in the first half. Also, available cash flow has decreased.
Nike -8,04 % : change of CEO, postponement of a day dedicated to investors and lowering of annual objectives following mixed results. The sports equipment manufacturer is losing market share and faces the rise of other brands such as On and Hoka, owned by Deckers.
The French Games -10,16 % / Air France-KLM -11,76 % : a priori, nothing binds the airline and the gambling operator. But mid-week, we learned that the government was considering taxing the sectors of these two companies. As for the FDJ, the increase in social security contributions could bring in €500 million per year to finance social security. The measure should also impact the Partouche Group casinos. For Air France-KLM, Bercy plans to collect an additional €1 billion in 2025 by increasing the so-called solidarity tax on plane tickets. Aéroports de Paris also suffered because travelers could be tempted to take a long-haul flight elsewhere than in France.
Related News :