This report provides daily equity research updates for various European companies across sectors including basic industries, retail, and financials. Key events include project write-downs at BHP, regulatory approvals for DSM-Firmenich, and potential M&A activity involving Edenred and Intertek.
Key Takeaways
- 1.BHP's Jansen S2 project experienced a 42% capex overrun and a $2.3bn writedown, leading to reduced project returns.
- 2.DSM-Firmenich received US FDA approval for bemotrizinol, providing 18 months of exclusivity in the US.
- 3.Tesco reported solid Q1 results with UK like-for-like sales of +1.8%, reiterating full-year guidance.
Table of Contents
- European Aerospace & Defence
- European Luxury Goods & Specialty Retail
- Basic Industries
- European Metals & Mining
- European Chemicals & Ingredients
- Consumer
- European Food Retail
- Financial Services
- European Diversified Financials
- European Real Estate
- Industrials
- European Business Services
- European Aerospace & Defence
- Internet & Media
- Retail
- European Leisure
- European Luxury Goods & Specialty Retail
- Technology
- European Technology Hardware
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Securities
BHP.AXTSCO.L
Themes
M&A ActivitySupply Chain and Capex Overruns
Regions
EuropeUnited KingdomChina