『Prysmian soars as peace pressures defense shares - Dec 16, 2025』のカバーアート

Prysmian soars as peace pressures defense shares - Dec 16, 2025

Prysmian soars as peace pressures defense shares - Dec 16, 2025

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 As of December 16, today’s news highlights contrasting moves in European equities, with analyst upgrades supporting Prysmian while defense stocks come under pressure amid geopolitical developments. UBS has reaffirmed its Buy rating on Prysmian and raised its target price to 105 euros. The bank emphasized Prysmian's strong anticipated growth in EBIT until 2027-28 within the electrification sector and pointed out opportunities arising from a robust order book, strong demand in the United States, and exposure to structural trends such as electric grids and data centers. Meanwhile, Fincantieri shares dropped as much as 9.9% in Milan trading, with other European defense stocks declining as well, after the U.S. offered Ukraine a security guarantee that could help bring the continent closer to peace. The Italian company also released its updated 2026–30 target: 2028 revenues at about 11 billion euros, Ebitda in the same period at about 930 million euros. In market developments, NKT announced the completion of an investment for a new test hall and capacity expansion at its site for cable accessories in Sweden. In the broader energy scenario, the European Commission is set to make concessions regarding its planned ban on new combustion-engine vehicles from 2035. Intense pressure from key automotive nations such as Germany and Italy has led to proposals allowing the continued sale of certain non-electric vehicles, marking a shift that reflects the challenges facing the electric vehicle (EV) transition. The change acknowledges industry concerns over competitiveness compared to EV powerhouses like Tesla and manufacturers from China. Corporate movements in the oil and gas sector also captured attention, particularly as Shell's chief of mergers, Greg Gut, left the company following the blocking of a proposed acquisition of BP. This development underscores the complexities within the industry as major players reassess their strategies. Meanwhile, in Italy, the offshore wind energy initiative is facing delays due to bureaucratic hurdles, raising concerns over the country's climate objectives and impacting investor sentiment. As the transition toward electric vehicles unfolds, companies like Ford are facing substantial challenges, recently announcing a writedown related to its electric vehicle programs as it shifts focus amid market pressures. This highlights a growing theme of uncertainty across the sector as key players navigate the path forward. Globally, ongoing tensions and diplomatic efforts are significant. An International Claims Commission has been established to address damages from the ongoing war in Ukraine, reflecting Europe's commitment to ensuring accountability for Russian actions.
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