Additional European Equity News

Applied Materials (AMAT) - Applied Materials said the US BIS Affiliates Rule will cut Q4 revenue by about USD 110mln and reduce FY26 revenue by about USD 600mln, according to a filing. The rule expands export restrictions on certain products and services to China-based customers, further limiting shipments without a license. (Newswires) 

Bakkafrost (BAKKA NO) - Q3 harvest in Faroe Islands at 25.4k/tgw, preliminary Scotland farming at 5.3k/tgw. (Bakkafrost)  

Bayer (BAYN GY) - Xarelto ruling exposes limits of Patents tied to drug trials. (Newswires)  

Groep Brussel Lambert (GBL BB) - Co. confirms exclusive talks with Malakoff Humanis to sell stakes in Sienna Investment Managers. (GBL) 

JD Wetherspoon (JDW LN) - FY (GBP): Adj. Pretax Profit 81.4mln (exp. 77.5mln), sales 2.13bln (exp. 2.12bln), anticipates a reasonable outcome for the FY. (JD Wetherspoon)

Kering (KER FP) PT raised to EUR 260 (prev. EUR 195) at Jefferies    

Saint Gobain (SGO FP) - Co. signs agreement for the sale of retail network in Brazil Tumelero. (Newswires)  

Thyssenkrupp (TKA GY) - Advent and Cinven enlist advisors for IPO of Co.’s former unit. (Newswires)

Volvo (VOLVB SS) /Daimler Truck (DTG GY) - North American Class 8 truck orders fell to 32% Y/Y in September. (Newswires)      

Smith & Nephew (SN/ LN) - Outlook to Positive at Moody’s.