Additional European Equity News
ASML (ASML NA) - CEO says over the last three months they have found a lot of clarity on the AI front In the short term there is "huge demand" for essentially all of the products they offer. A lot of evidence pointing to sustainability in the short term (referencing the next few years). Surprised by the magnitude of AI, the sector is very large. 2026 will be another year of growth. Re. the buyback: being consistent; if value is created, want to return to shareholders. US is going up in terms of overall market share for fabs. (Bloomberg interview)
Ashtead (AHT LN) - Ashtead said Sunbelt Rentals filed a Form 10 with the SEC on 27 January, a step toward its planned US primary listing, with the registration expected to become effective on 26 February ahead of a UK court-approved restructuring. (Ashtead)
British Land (BLND LN) - Co. proposes deal for Life Science REIT PLC; GBP 0.14 in cash and 0.07 new British Land shares. (British Land)
Fresnillo (FRES LN) - Q4 Production: CEO notes of a solid operational performance, with gold production exceeding the upper end of our full-year guidance range and silver production delivered in line with guidance. Silver: Quarterly attributable silver production decreased 8.0% vs. 4Q24. Quarterly attributable silver production of 12.2 moz, increased 5.9% vs. 3Q25 mainly due to the higher ore grades at Fresnillo, Saucito and San Julián Veins. Gold: Quarterly attributable gold production of 135.3 koz, decreased 10.6% vs. 3Q25. Guidance 2026: Attributable silver production 42-46.5moz (prev. guided 45-51moz). Attributable gold production 500-550koz (prev. guided 515-565koz). (Fresnillo)
KPN (KPN NA) - Unveils a EUR 250mln share buyback. (KPN)
Nordnet (SAVE SS) - Q4 (SEK): Revenue 1.4bln (prev. 1.37bln), Operating profit 961mln (prev. 842mln), EPS 3.05 (prev. 2.56). (Nordnet)
Pets at Home (PETS LN) - Q3 Trading Update (GBP): Revenue 472mln, +0.8% Y/Y. (Pets at Home)
Boliden (BOL SS) downgraded to Hold from Buy by Kepler Cheuvreux
BBVA (BBVA SM) downgraded to Sector Perform from Outperform at RBC
Koninklijke Philips (PHIA NA) initiated with Accumulate at KBC
Neste (NESTE FH) downgraded to Neutral from Buy by UBS
Societe Generale (GLE FP) downgraded to Market Perform from Outperform at Keefe Bruyette
28 Jan 2026 - 07:15- MetalsEU Research- Source: Newsquawk
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