Additional European Equity News
EQT (EQT SS) - Co. acquires 42% shareholding in Kelda Holdings Limited; no terms. (Newswires)
Ferrexpo (FXPO LN) – Co. has restarted one pellet line. (Ferrexpo)
GSK (GSK LN) – GSK and Alfasigma announce agreement on worldwide rights for linerixibat. Under the terms of the agreement, GSK will receive an upfront payment of USD 300mln, plus USD 100mln upon US FDA approval. (GSK)
Henkel (HEN3 GY) – Co. acquires “Not Your Mother’s”, a hair care styling brand; no terms disclosed. (Henkel)
InPost (INPST NA) - Provides update on the public offer for Inpost by the consortium, which consists of FedEx and private equity firms: The Offeror and InPost confirm that they are making good progress on the preparations for the Offer. A request for review and approval of the Offer Memorandum is expected to be filed with the AFM no later than first half of April 2026. In addition, the process to obtain the required regulatory and competition clearances is ongoing. (InPost)
STMicroelectronics (STMPA FP) – Co. enters high-volume production of its industry-leading silicon photonics platform to support AI infrastructure demand. CEO: “We expect the market to grow at a compound annual growth rate (CAGR) of 17% from 2025 through 2030, surpassing $34 billion by the end of the forecast period”. (STMicroelectronics)
Spie (SPIE FP) – Co. launches a EUR 1.2bln share buyback. (Spie)
Morgan Stanley European Equity Strategy - Downgrades: Media & Entertainment to Underweight from Equal Weight, Diversified Financials to Equal Weight from Overweight, Software & Services to Underweight from Overweight. Upgrades: Energy to Overweight from Equal Weight, Telecommunication Services to Overweight from Equal Weight.
BP (BP/ LN) reiterated with Buy at Goldman Sachs
Equinor (EQNR NO) reiterated with Sell at Goldman Sachs
Eni (ENI IM) reiterated with Buy at Goldman Sachs
Orange (ORA FP) downgraded to Hold from Buy at Kepler Cheuvreux
Shell (SHEL LN) reiterated with Buy at Goldman Sachs
TotalEnergies (TTE FP) reiterated with Neutral at Goldman Sachs
09 Mar 2026 - 07:13- EquitiesEU Research- Source: Newsquawk
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