Newsquawk Daily European Equity Opening News - 24th December 2025

ASIA

APAC stocks traded mixed and within narrow ranges following a largely positive lead from Wall Street. APAC lacked conviction amid light newsflow and anaemic volumes as markets wound down ahead of the holidays. ASX 200 edged lower, with weakness in Tech and Healthcare outweighing strength across the mining complex. Nikkei 225 held onto modest gains, oscillating around the 50.5k level despite JPY strength, supported by a calmer domestic bond market. Hang Seng and Shanghai Comp varied, with little in the way of fresh domestic catalysts. Price action broadly reflected the indecisive regional risk tone.

EUROPEAN CLOSES

CLOSES: Euro Stoxx 50 +0.14% at 5,752, Dax 40 +0.22% at 24,337, FTSE 100 +0.24% at 9,889, CAC 40 -0.21% at 8,104, FTSE MIB +0.03% at 44,607, IBEX 35 +0.14% at 17,183, PSI -0.27% at 8,169, SMI +0.68% at 13,254, AEX -0.05% at 942.

SECTORS: Healthcare 1.40%, Utilities 0.76%, Materials 0.62%, Financials 0.36%, Telecoms 0.30%, IT 0.17%, Industrials 0.08%, Energy -0.11%, Consumer Stpl -0.30%, Consumer Disc -0.31%

FTSE 100

BP (BP/ LN) - Co. is reportedly nearing a sale of Castrol lubricants unit stake to Stonepeak at a USD 10bln valuation, according to the WSJ. BP is set to receive around USD 6bln in proceeds from the sale of a 65% stake. (WSJ).

Shell (SHEL LN) - Co.'s manufacturing centre, Corunna, reports potential for increased flaring and noise for the next few hours due to process interruption. (Newswires)

OTHER UK COMPANIES

BROKER MOVES

DAX

OTHER GERMAN COMPANIES

BROKER MOVES

CAC

Sanofi (SAN FP) - Co. announced today that it has entered into an agreement to acquire Dynavax Technologies Corporation (DVAX) for USD 2.2bln, a publicly traded vaccines company with a marketed adult hepatitis B vaccine and differentiated shingles vaccine candidate; transaction expected to complete in Q1'26. In other news, the Co. provided updates on Tolebrutinib regulatory submission in non-relapsing secondary progressive multiple sclerosis. The FDA has issued a complete response letter (CRL) for new drug application of Tolebrutinib. (Sanofi)

OTHER FRENCH COMPANIES

Elis (ELIS FP) - Co. announces reduction in share capital through cancellation of treasury shares. Following this capital reduction, Co. still holds 239.8k treasury shares, representing 0.1% of the share capital. (Newswires)

BROKER MOVES

PAN EUROPE

BROKER MOVES

SMI

OTHER SWISS COMPANIES

BROKER MOVES

SCANDINAVIA

BROKER MOVES

US

CLOSES: SPX +0.46% at 6,910, NDX +0.50% at 25,588, DJI +0.16% at 48, 442, RUT -0.69% at 2,541.

SECTORS: Communication Services +0.99%, Technology +0.95%, Energy +0.64%, Utilities +0.29%, Materials +0.23%, Consumer Discretionary +0.18%, Financials +0.17%, Real Estate -0.01%, Industrials -0.05%, Health -0.19%, Consumer Staples -0.41%.

Amazon (AMZN)/ Oracle (ORCL)/ Tesla (TSLA) - Bolivia’s President Rodrigo Paz announced on Tuesday that several large American technology firms (Amazon, Oracle and Tesla) plan to reveal investment plans in the country soon. (Bloomberg)

Apple (AAPL) - CEO reportedly bought some USD 3mln of Nike (NKE) stock, according to Barrons.

Boeing (BA) - Co. was awarded a USD 2bln contract by the US Air Force, according to the Pentagon.

Lockheed Martin (LMT) - Co. awarded USD 10bln modification to previously awarded US Air Force contract, according to the Pentagon.

Snowflake (SNOW) - Co. is reportedly in talks to purchase Observe for around USD 1bln, according to The Information. (The Information)

24 Dec 2025 - 06:51- EquitiesResearch Sheet- Source: Newsquawk