『Prysmian Daily News Update』のカバーアート

Prysmian Daily News Update

Prysmian Daily News Update

著者： Prysmian S.p.A.
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 “Daily News Update” is Prysmian’s internal audio bulletin, created to share updates on company developments and industry trends. It covers the most relevant news about Prysmian, our sector, and beyond.Prysmian S.p.A. 政治・政府
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  • Prysmian scores third upgrade, EU speeds EV review - Sep 12, 2025

    Prysmian scores third upgrade, EU speeds EV review - Sep 12, 2025
    2025/09/12
    As of September 12, today’s news highlights a fresh round of target price upgrades for Prysmian and the European Commission’s decision to accelerate its review of the 2035 zero-emission target for cars and vans, amid broader economic trends. Prysmian secured a third target price upgrade in as many days, following increases from Bank of America and JP Morgan, with Citi now joining the list. Citi has raised its target price on Prysmian from 79 euros to 91 euros, confirming its “buy” rating. Analysts cited the positive impact of U.S. tariffs. In a related context, UBS strategists have suggested that European stocks, including Prysmian, may offer upside potential as indicators improve. They emphasize a preference for sectors tied to utilities, electrification, and renewables, highlighting Prysmian as a favored stock. Meanwhile, the European Commission will bring forward a review of its 2035 zero CO2 emission target for cars and vans to the end of this year from 2026, in response to automakers' appeals that a total shift to electric vehicles is no longer feasible. The European Union has set a target of 100% reduction of CO2 emissions for new cars and vans by 2035, which has been taken to mean the end of the internal combustion engine for new vehicles. Turning to broader market developments, aluminum producers in the EU are advocating for a 30% export levy on scrap metal to protect domestic markets from increasing foreign competition fueled by U.S. tariffs. This pushes the EU to reconsider its strategy toward raw materials and production costs within its borders. Copper prices have shown resilience, poised to reach a five-month high driven by supply shortages and softening dollar trends. Futures have increased, supported by easing job market data in the U.S. and expectations for future interest rate cuts, which bolster demand for industrial metals. On the regulatory front, the International Energy Agency (IEA) recently issued a report indicating a significant reduction in its 2030 forecast for low-emissions hydrogen production, lowering estimates by nearly a quarter. High-cost challenges and policy uncertainties have prompted many projects to be shelved, highlighting ongoing hurdles in the transition to greener energy sources. In global news, Malaysia, a hotspot for data centres, is reining in the pace of expansion in a move industry insiders and analysts expect will hinder China's efforts to gain access to powerful chips that are crucial to improving its artificial intelligence capabilities. Furthermore, Federal Reserve officials, already expected to cut interest rates next week, may also be closer to settling a months-long debate over the risks of stagflation after recent data showed longstanding weakness in hiring and easing inflation concerns.
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    3 分
  • Prysmian target raised as Stellantis jumps in Milan - Sep 11, 2025

    Prysmian target raised as Stellantis jumps in Milan - Sep 11, 2025
    2025/09/11
    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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    3 分
  • Prysmian soars on BofA upgrade, Orsted in turmoil - Sep 10, 2025

    Prysmian soars on BofA upgrade, Orsted in turmoil - Sep 10, 2025
    2025/09/10
    As of September 10, today’s news features Bank of America’s upgrade of Prysmian’s target price, market dynamics in energy and commodities, and broader geopolitical scenarios. Bank of America has raised Prysmian’s target price from 77 euros to 91 euros, confirming a “buy” rating. Analysts see “significant positive impacts” on the group’s margins from the introduction of U.S. tariffs on aluminum and copper. Meanwhile, Equinor believes in offshore wind farm developer Orsted's core business but is not at a stage where the two will merge their renewables businesses, the Norwegian group's board chair said today. Oil group Equinor holds a 10% stake in Orsted and has said it will take part in the Danish group's emergency rights issue designed to fund U.S. projects thrown into uncertainty by President Donald Trump's opposition to wind farms. In market updates, the ongoing shifts in U.S. energy policy are raising concerns about future decarbonization rates. A report from the Rhodium Group indicates that the rollback of climate regulations and promotion of fossil fuels under Donald Trump's administration could significantly slow the pace of U.S. decarbonization, potentially halving the annual emissions reduction rate over the next 15 years compared to previous estimates. In broader industry news, NKT is bolstering its capabilities with a new facility dedicated to testing high-voltage power cables in Karlskrona, Sweden, enhancing its position in the power cable sector. Furthermore, GEK Terna's strong performance in Greece highlights a significant year-on-year growth of 84% in its first-half adjusted EBITDA, reflecting a boom in construction and concession activities. Meanwhile, copper prices remained stable as market participants await key economic data from China and the U.S. that could influence future pricing. Analysts are focusing on the upcoming loans data from China and U.S. inflation figures, which may affect interest rate expectations. On the global stage, Europe is shifting its clean electricity generation dynamics as wind power is expected to rise as the primary source of renewable energy, following a summer peak in solar generation. This transition is critical given recent underperformance in wind generation due to prolonged calm periods. In geopolitical developments, Poland has taken defensive actions by downing drones in its airspace, marking a significant and unprecedented military engagement in the context of the ongoing Ukraine conflict, drawing NATO's attention and response. Finally, France's new prime minister, Sebastien Lecornu, pledged to find creative ways to work with rivals to pass a debt-slimming budget while also promising new policy directions, after taking office on a day of sprawling anti-government protests.
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    3 分
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