『Prysmian target raised as Stellantis jumps in Milan - Sep 11, 2025』のカバーアート

Prysmian target raised as Stellantis jumps in Milan - Sep 11, 2025

Prysmian target raised as Stellantis jumps in Milan - Sep 11, 2025

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 As of September 11, today’s news sees JP Morgan’s upgrade of Prysmian’s target price and relevant developments in corporate valuations and energy strategies. JP Morgan has raised Prysmian’s target price to 86 euros from 82 euros. Meanwhile, Stellantis shares rise as much as 8.6% in Milan after upbeat comments by Chief Executive Officer Antonio Filosa on dealer inventory levels and the company’s tariff talks with Washington. At a conference organized by Kepler Cheuvreux today, the CEO said the carmaker is in a “very productive exchange of ideas” with US President Donald Trump’s administration over how tariffs will be implemented and how the automaker can respond. In other market news, Iberdrola, Spain's major power utility, has announced a substantial investment in Brazil, increasing its stake in Neoenergia to 84% for 2.2 billion dollars. This acquisition from the Previ pension fund aligns with Iberdrola's strategy to enhance its electricity networks capabilities globally, showcasing a proactive approach to secure steady returns despite its past decision to divest from the Mexican market due to concerns over legal stability. Turning to commodities, copper prices have fluctuated near the crucial 10,000 dollars per metric ton mark, largely influenced by a stronger dollar and ongoing uncertainties related to tariffs and production disruptions. Recently, copper rebounded above this threshold, signaling a responsive market as traders speculate on upcoming changes in U.S. interest rates, which are expected to influence commodities valuations. Analysts have noted that mining disruptions and insufficient capital expenditure on new copper projects are limiting supply, contributing to the price hikes. In the international context, Taiwan has heightened patrols around its undersea cables following increased threats of disruption from China. This move reflects Taiwan's strategic emphasis on safeguarding essential communication infrastructure amid escalating geopolitical tensions. On the data center front, Vantage Data Centers has secured a massive 1.6 billion dollars investment to bolster its operations in the Asia-Pacific region, including a pivotal campus acquisition in Malaysia. This investment underscores the surging demand for digital infrastructure, primarily driven by advancements in artificial intelligence and cloud computing technologies. In other notable developments, Elliott Management has taken a 5% stake in Kansai Electric Power, an operator of nuclear facilities in Japan, pushing the company to enhance investor returns and restructure its asset portfolio. Furthermore, Oracle shares retreated on Thursday after a record AI-driven surge in the previous session that put the company closer to the trillion-dollars mark and co-founder Larry Ellison within striking distance of the world's richest person title. Finally, on the geopolitical front, Peter Mandelson, Britain's urbane ambassador to the US, was sacked by Prime Minister Keir Starmer today after a trove of emails revealed the depth of his ties with the late convicted U.S. sex offender Jeffrey Epstein.
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