European Movers: Alstom (ALO FP) +2.3%, Holcim (HOLN SW) +2.0%, Unite (UTG LN) +1.9%, STMicroelectronics (STMPA FP) +1.8%, ASML (ASML NA) +0.6%, Sodexo (SW FP) -17.1%

The European movers reflect significant stock performance driven by recent ratings changes and earnings reports.

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[ANALYSIS] Iranian War Day 42: US-Iran talks look fragile amid Israel's Lebanon operation

EUROPEAN OPEN: BARC LN sounds out investors on Shutterfly debt refinance; SW FP cuts FY outlook; HOLN SW upgraded at GS; VOW3 GY to end Tennessee ID.4 production in April; GLEN LN raises Commonwealth LNG offtake to 3mln tons annually; US CPI data ahead

European Movers: Alstom (ALO FP) +2.3%, Holcim (HOLN SW) +2.0%, Unite (UTG LN) +1.9%, STMicroelectronics (STMPA FP) +1.8%, ASML (ASML NA) +0.6%, Sodexo (SW FP) -17.1%

Porsche (P911 GY) Q1 deliveries 61k, (-15% Y/Y); -21% in China, -11% in North America

Turkish Industrial Production MoM (Feb) M/M 2.6% (Prev. -2.8%)

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Alstom (ALO FP) upgraded to Hold from Reduce at Kepler Cheuvreux

Chip names - TSMC (2330 TT) reported YTD Sales TWD 1.13tln (exp. TWD 1.12tln, prev. TWD 0.839tln Y/Y). (TSMC)

Holcim (HOLN SW) upgraded to Buy from Neutral at Goldman Sachs

Sodexo (SW FP) - H1 (EUR): Net income 188mln (prev. 434mln Y/Y), Operating profit 312mln (prev. 580mln Y/Y), Revenue 12bln (prev. 12.5bln Y/Y), cuts fiscal 2026 organic revenue growth forecast to between 0.5-1% (prev. guided 1.5-2.5%) and guides underlying operating profit margin between 3.2-3.4% (prev. guided "slightly lower than fiscal 2025"). (Sodexo)

Unite Group (UTG LN) - Trading Update: Reaffirms 2026/27 outlook, sees occupancy and rental growth at lower end of 93-96% and 2-3% ranges. On track to deliver guidance for GBP 300-400mln of asset disposals in 2026. (Unite) 

Context

Alstom and Holcim saw upgrades from Kepler Cheuvreux and Goldman Sachs respectively, highlighting a positive outlook amid improving sentiment, particularly for infrastructure and construction sectors. In contrast, Sodexo's sharp decline underscores concerns over its disappointing earnings and lowered growth forecasts, indicating potential vulnerability in the services sector, which could affect investor sentiment broadly.

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