Newsquawk Logo

Additional European Equity News - 17th September 2026

This is a standard European equity roundup of the kind that crosses ahead of and during the cash session, bundling single-stock catalysts rather than a unified macro theme, and historically such sheets trade stock by stock rather than as a market-moving block.

Newsquawk StaffPublished On the live feed at — 5 more headlines followed before this page went public
Newsquawk headlinesUTC

Japanese Bankers Association's Kato says rates remain accommodative and expects further rate hikes

Former Iranian National Security Committee chief says China faces serious constraints in mediating between Iran and the US and, if it becomes involved in the crisis, would likely coordinate more closely with the US and Arab countries in the region

Additional European Equity News - 17th September 2026

Ukrainian President Zelensky says the Russians fired on energy in the Sumy and Odessa regions

Apollo (APO) is reportedly raising its SoftBank (9984 JT) loan to USD 9bln for OpenAI bet, Bloomberg reports

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Try the platform free
Free. No signup, no card.

Akzo Nobel (ANZA NA) - UK CMA launches a probe in Akzo's deal with Axalta, considering whether the merger may lessen competition. Decision to be delivered on November 11th. (Gov.uk)

Amundi (AMUN FP) - Co. announces the acquisition of a 9.9% economic stake in ICG, representing a total investment of approximately EUR 620mln. (Amundi)

Bayer (BAYN GY) - Co. announces that the US FDA approved KERENDIA to reduce urinary albumin-to-creatinine ratio, which is expected to reduce the risk of sustained eGFR decline and end-stage kidney disease in adults with CKD associated with type 1 diabetes. (Bayer)

Bilfinger (GBF GY) - Co. cuts its FY26 outlook; now sees revenue EUR 5.3-5.7bln (prev. guided EUR 5.4-5.9bln), EBITA margin 3.2-3.6% (prev. guided 5.8-6.2%). Highlights increasing investment restraint due to the continued conflict in the Middle East. Confirms mid-term targets for 2030. (Bilfinger)

Drax Group (DRX LN) - Trading Update: Expects FY26 Adj. EBITDA at the top end of consensus estimates range. (Drax)

Ferrari (RACE IM) - Co. signs a partnership agreement with Rakuten (4755 JT); effective January 1st, 2027. (Globe Newswire)

Next (NXT LN) - H1 2026 (GBP): Total Revenue 3.45bln (exp. 3.42bln), Pretax Profit 569mln (exp. 562mln). Raises FY26 Pretax Profit guidance to GBP 1.26bln (prev. guided 1.24bln). (Next)

Stora Enso (STERV FH) - Co. appoints current CFO Rosenlew as Deputy CEO, effective immediately. (Stora Enso)

Watches of Switzerland (WOSG LN), Richemont (CFR SW) - Swiss Watch Exports (Aug YY) - 9.1% (prev. 9.6%).

Unite Group (UTG LN) - Reservations Update: 95% of Unite beds reserved for the 2026/27 academic year, expects 0.5-1.0% LFL income growth for 2026/27. Backs FY26 Adj. EPS guidance. (Unite)

Kingfisher (KGF LN) upgraded to Hold from Sell at Deutsche Bank

Moncler (MONC IM) upgraded to Outperform from Market Perform at Societe Generale

Context

The heaviest items by transmission channel are the CMA probe into the Akzo Nobel-Axalta tie-up, where UK merger reviews have a well-established sequence of phase one decision then potential phase two referral, with deal spreads widening on any escalation, and Bilfinger's guidance cut, a mid-cap profit warning where the margin downgrade dwarfs the revenue trim and the stock typically gaps on the EBITA revision alone. Bayer's FDA approval extends an existing label rather than creating a new revenue line, which in comparable label expansions has tended to be a modest positive absorbed quickly. Next's beat-and-raise fits the retailer's long pattern of conservative guidance resets, and the Swiss watch export slowdown is the cleanest read-across, feeding directly into Richemont and the listed luxury peer set that trades off that monthly series. The upgrades are single-house moves and historically reprice only at the margin unless they cluster. Worth observing is whether the Bilfinger warning on Middle East-driven investment restraint is echoed by other industrial services names in coming weeks, which would shift it from idiosyncratic to thematic.

Related headlines

The whole workspace, free to try.

Try it free
Newsquawk Logo

© 2026 Newsquawk. All rights reserved.