Additional European Equity News

EssilorLuxottica (EL FP) – Co. to acquire Belgian Ophthalmology platform Signifeye to grow its Ophthalmology footprint. Deal is expected to close by Q1’26 (Newswires)

Euronext (ENX FP) / Edenred (EDEN FP) / Eiffage (FGR FP)  -  Eiffage is to join the CAC 40 index, whilst Edenred is set to leave; effective 22 December 2025. (Newswires) 

GSK (GSK LN) – Co. announces positive CHMP opinion on Arexvy for all adults aged 18 and over. (GSK)

Maersk (MAERSKB DC) – Co. appoints Robert Erni as new CFO, with the previous CFO, Patrick Jany, to step down in Q1’26. (Maersk) 

Poste Italiane (PST IM) – Co. increases its stake in Telecom Italia (TIM IM) to 27.32%, buying TIM shares for EUR 187mln. The company is committed to divest ordinary shares held more than the relevant takeover bid threshold to unrelated parties within 12 months. Declares its intention to rely on the exemption from the mandatory tender offer obligation. Acquisition from residual stake held by Vivendi (VIV FP) corresponding to 2.51% of total ordinary shares. (Newswires)

Wendel (MF FP) – Co. to generate more than EUR 7bln cash flow and distribute EUR 1.6bln by 2030. Launch of a share buyback representing 9% of the share capital in 2026. By 2030, more than EUR 2.5bln will be invested in the WIM platform, around EUR 1.7bln in Wendel Principal investments. By 2030, more than EUR 1.6bln to be returned to shareholders, and the remaining balance of over EUR 1.2bln to be allocated to additional shareholders' returns and/or used for new investments. (Newswires)

Accor (AC FP) upgraded to Buy from Hold at Deutsche Bank.

British American Tobacco (BATS LN) initiated with Buy at Kepler Cheuvreux. 

easyJet (EZJ LN) downgraded to Hold from Buy at Kepler Cheuvreux. 

Imperial Brands (IMB LN) initiated with Buy at Kepler Cheuvreux. 

Lufthansa (LHA GY) upgraded to Buy from Hold at Kepler Cheuvreux.

12 Dec 2025 - 07:30- EquitiesEU Research- Source: Newsquawk