Multibagg AI (Europe) @MultibaggAIEU

LVMH SEES SALES RECOVERY IN FASHION LVMH RISES 2.4% AFTER GOLDMAN SACHS RAISES PRICE TARGET TO €625, AHEAD OF Q3 SALES. EXPECTS FASHION & LEATHER GOODS DIVISION TO DECLINE 2%, IMPROVED FROM 9% IN Q2. CHINESE CONSUMERS MAY INCREASE SPENDING, SUPPORTING SALES BOOST.

TECHNIP ENERGIES SHIFTS TO NEW OPERATIONAL CENTRE TECHNIP ENERGIES MOVES TO A NEW BASE IN VILLEURBANNE, FOCUSING ON ENERGY & CHEMICAL PROJECTS. THE DIVERSIFICATION FROM OIL TO BIOENGINEERING UNDERLINES A COMMITMENT TO SUSTAINABILITY & INNOVATION IN ENERGY PRODUCTION.

TECHNIP ENERGIES DIVIDEND BOOSTS SHARE PRICE TECHNIP ENERGIES (TE.PA) STOCK JUMPED NEARLY 9%, AFTER ANNOUNCING A 49% DIVIDEND INCREASE TO €0.85, REFLECTING STRONG NEAR-TERM PERFORMANCE AND INVESTOR CONFIDENCE IN FUTURE PROSPECTS.

VODAFONE IDEA STOCK DROPS 9% VODAFONE IDEA'S STOCK DROPPED 9% AS DEPARTMENT OF TELECOM REQUESTS EXTENSION UNTIL 6 OCTOBER FOR RESOLUTION PLAN. THIS DELAY SPARKS CONCERNS OVER FINANCIAL STABILITY AND FUTURE OPERATIONS, NEGATIVELY IMPACTING INVESTOR SENTIMENT.

TRUMP ANNOUNCES 100% TARIFF ON INDIAN PHARMA TRUMP'S 100% TARIFF ON INDIAN PHARMACEUTICAL IMPORTS STARTING OCT 2025 RAISES CONCERNS FOR FIRMS LIKE DR. REDDY'S & SUN PHARMA, POTENTIALLY INCREASING COSTS & REDUCING GLOBAL COMPETITIVENESS. INVESTOR SENTIMENT IN INDIAN PHARMA SECTOR…

VOD SHARE PRICE DROPS 9%, HEARING ADJOURNED VODAFONE IDEA'S SHARES PLUNGE 9% FOLLOWING SUPREME COURT'S POSTPONEMENT OF HEARING ON ₹9,450 CRORE AGR DUES. DELAYED CLARITY ON FINANCIAL OBLIGATIONS HINDERS FUNDING, IMPACTING CAPITAL EXPENDITURE PLANS. COMPANY SEEKS RESOLUTION TO…

TRUMP ANNOUNCES 100% TARIFF ON PHARMA IMPORTS US PRESIDENT TRUMP TO IMPOSE A 100% TARIFF ON BRANDED PHARMACEUTICAL DRUGS EFFECTIVE 1 OCTOBER, ALONGSIDE TARIFFS ON KITCHEN CABINETS & BATHROOM PRODUCTS || UNCERTAINTY LOOMS FOR IRELAND'S PHARMACEUTICAL EXPORTS, POTENTIALLY…

BLACKROCK SURPASSES 5% STAKE IN THALES BLACKROCK INCREASES STAKE IN THALES TO 5.04% AS OF 24 SEP 2025, ACQUIRING 10,384,469 SHARES. THIS INCREASE COVERS 3.44% OF VOTING RIGHTS, ATTRIBUTED TO MARKET PURCHASES AND COLLATERAL SHARES.

VOD SHARES DROP 6% ON AGR DELAY VODAFONE IDEA'S SHARES FELL OVER 6% AS SUPREME COURT DELAYED AGR VERDICT UNTIL 06 OCT 2025. THIS RAISES FINANCIAL UNCERTAINTIES, SPARKING SELL-OFFS. GOVT HOLDS 49% STAKE, SEEKS MORE DELIBERATION TIME, ADDING TO CONCERNS.

VODAFONE IDEA SHARE PRICE PLUMMETS 9% VODAFONE IDEA'S SHARE PRICE DROPS 9% AS SUPREME COURT POSTPONES AGR HEARING TO 06 OCT, HEIGHTENING CONCERNS ON FINANCIAL STABILITY AND REGULATORY OBLIGATIONS. INVESTOR CONFIDENCE FACES SIGNIFICANT PRESSURE.

US TARIFFS HIT INDIAN PHARMA EXPORTS US IMPLEMENTS 100% TARIFF ON BRANDED AND PATENTED PHARMACEUTICALS, IMPACTING INDIA'S €10B PHARMA EXPORT SECTOR. SIGNIFICANT IMPLICATIONS FOR TRADE RELATIONS AND ECONOMY IN THE PHARMA INDUSTRY AHEAD.

NEW TARIFFS ON PHARMACEUTICAL IMPORTS PRESIDENT TRUMP ANNOUNCED NEW TARIFFS, 100% DUTY ON BRANDED PHARMACEUTICALS STARTING 1 OCTOBER, EXEMPTIONS FOR US MANUFACTURING. IMPACTS ASIAN STOCKS, RAISES CONCERNS FOR DRUGMAKERS ON COSTS.

TRUMP ANNOUNCES 100% TARIFF ON PHARMA IMPORTS PRESIDENT TRUMP TO IMPOSE A 100% TARIFF ON CERTAIN IMPORTED PHARMACEUTICALS STARTING 01 JAN 2026. THIS STRATEGY AIMS TO FOSTER DOMESTIC INDUSTRIES AND COULD INFLUENCE STOCK PRICES IN THE PHARMACEUTICAL AND HEALTHCARE SECTORS.

TRUMP'S VISA FEES MAY BENEFIT IRELAND NEW H-1B VISA FEES COULD DRIVE TECH TALENT TO IRELAND, STRENGTHENING ITS ROLE IN THE GLOBAL TECH ECOSYSTEM. US STARTUPS MAY STRUGGLE WITH COSTS, WHILE IRELAND COULD ATTRACT INCREASED INVESTMENT AND SKILLED WORKERS.

UBS PREDICTS 36% GAIN FOR SODEXO STOCK UBS ANALYSTS FORECAST A 36% INCREASE FOR SODEXO, DESPITE A WEAK H1 2024/2025. EXPECT MODEST Q4 RECOVERY FROM LOST CONTRACT IMPACT, DRIVEN BY MAJOR NEW CONTRACT ACQUISITION. Q3 ORGANIC REVENUE GROWTH SLIGHTLY BELOW CONSENSUS, BUT OUTLOOK…

VODAFONE IDEA FACES COURT HEARING ON AGR DUES VODAFONE IDEA'S SHARE PRICE DROPS NEARLY 4% AHEAD OF SUPREME COURT HEARING ON ADJUSTED GROSS REVENUE (AGR) DUES, POSTPONED FROM LAST WEEK. THE GOVERNMENT SEEKS A RESOLUTION, ADDING TO STOCK VOLATILITY.

CAPGEMINI ACQUIRES CLOUD4C TO EXPAND CLOUD SERVICES CAPGEMINI ACQUIRES CLOUD4C, ENHANCING ITS HYBRID CLOUD PLATFORM SERVICES. THIS MOVE STRENGTHENS CAPGEMINI'S MARKET POSITION, PROVIDING GROWTH OPPORTUNITIES AND BETTER SERVICE DELIVERY FOR CLIENTS SEEKING CLOUD SOLUTIONS.

AXA BANQUE POSTS €113M NET LOSS FOR 2024 AXA BANQUE RECORDED A NET LOSS OF €113M FOR 2024, UP FROM €71M IN 2023, DRIVEN BY RISING INTEREST RATES. AXA FRANCE INJECTED €100M IN RECAPITALIZATION, AIMS FOR STRATEGIC SHIFT TOWARDS PREMIUM CLIENTELE AND FORESEES RECOVERY IN 2025.

CAPGEMINI TO ACQUIRE CLOUD4C CAPGEMINI SIGNS AGREEMENT TO ACQUIRE CLOUD4C, BOOSTING ITS POSITION IN MANAGED CLOUD SERVICES. DEAL AIMS TO ENHANCE SECTOR-SPECIFIC SOLUTIONS, INCLUDING GENERATIVE AI. REGULATORY APPROVALS PENDING, EXPECTED TO CREATE IMMEDIATE BUSINESS OPPORTUNITIES.

AIR FRANCE-KLM H1 2025 EARNINGS REVIEW AIR FRANCE-KLM POSTS MIXED H1 2025 RESULTS, REVEALING UNDERVALUATION WITH LOWER P/E AND EV/EBITDA RATIOS COMPARED TO PEERS || REVENUE GROWTH REMAINS LACKLUSTER, RAISING CAUTION FOR INVESTORS WHO MIGHT SEE A VALUE TRAP.