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European Movers: BASF (BAS GY) +2.1%, ASML (ASML NA) +1.1%, Kingfisher (KGF LN) +0.9%, Akzo Nobel (AKZA NA) +0.3%, Bayer (BAYN GY) -1.5%, SAP (SAP GY) -2.4%

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The US is ready to provide real security guarantees if Ukraine withdraws from Donbas, according to Ukrainian press citing sources

EUROPEAN OPEN: LLOY LN & CBG LN may challenge FCA redress scheme; European new-car registrations rise; Private equity names eye CON GY industrial unit; BAS GY upgraded, SAP GY downgraded

European Movers: BASF (BAS GY) +2.1%, ASML (ASML NA) +1.1%, Kingfisher (KGF LN) +0.9%, Akzo Nobel (AKZA NA) +0.3%, Bayer (BAYN GY) -1.5%, SAP (SAP GY) -2.4%

Macquarie forecasts Brent hitting a floor of USD 85-90/bbl if the Iranian tensions decrease; says USD 150/bbl is still an option if the Strait of Hormuz remains shut until April

SMFG (8316 JT) is reportedly working on plans for a potential takeover of Jefferies (JEF), FT writes citing sources

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Akzo Nobel (AKZA NA) downgraded to Hold from Buy at Deutsche Bank

ASML (ASML NA) - SK Hynix (000660 SK) is investing around KRW 11.95trln (c. EUR 6.9bln) over two years through 2027 to acquire additional EUV lithography equipment from ASML, aiming to expand advanced memory production—particularly HBM and next-generation DRAM—amid rising AI-driven demand. (The Chosun Daily) 

BASF (BAS GY) upgraded to Buy from Hold at Deutsche Bank 

Bayer (BAYN GY) - Activist investor Inclusive Capital Partners is seeking to sell about 8.5mln Bayer shares in a placing arranged by  JPMorgan, according to terms seen by Bloomberg. The stake is worth about EUR 327mln, based on Bayerʼs closing price on  Monday. (Bloomberg)

Kingfisher (KGF LN) - FY 2025 (GBP): Revenue 13bln (exp. 12.9bln), Underlying LFL Sales +1.4% Y/Y. Announcing full year dividend  of 12.40p per share. Commencement of new GBP 300m share buyback programme. FY 26/27 guidance: Adjusted PBT of GBP 565-  625mln and free cash flow of 450-510mln. (Kingfisher)  

SAP (SAP GY) downgraded to Neutral from Overweight at JP Morgan

Context

BASF's upgrade to "Buy" from "Hold" suggests increased confidence in its growth prospects, potentially driving its stock higher. In contrast, Bayer's activist investor maneuver implies potential volatility, as the significant share sale could impact market sentiment. Meanwhile, SAP's downgrade reflects a cautious outlook, which may weigh on its stock performance.

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