European Movers: Telefonica (TEF SM) +5.2%, ASML (ASML NA) +1%, National Grid (NG/ LN) +1.3%, Burberry (BRBY LN) -4.5%

The earnings reports from Telefonica, ASML, National Grid, and Burberry illustrate mixed results across sectors, with Telefonica and National Grid showing stable performances amidst affirmations of guidance and growth outlooks.

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Burberry (BRBY LN) CEO says they have not seen the impact of the war in Iran beyond the region; Middle East itself is about 2% of our sales

EUROPEAN OPEN: US reportedly approves some NVDA H200 chip sales for China; Sky advances talks for GBP 1.6bln ITV LN unit; TEF SM sales misses, affirms guidance; XPEV explores European factory with VOW3 GY; BRBY LN comps beat as turnaround gains traction

European Movers: Telefonica (TEF SM) +5.2%, ASML (ASML NA) +1%, National Grid (NG/ LN) +1.3%, Burberry (BRBY LN) -4.5%

UKMTO reports an incident 38 nautical miles northeast of Fujairah, UAE; vessel has been taken by unauthorised personnel whilst at anchor and now bound for Iranian territorial waters

Spanish Core Inflation Rate YoY Final (Apr) Y/Y 2.8% vs. Exp. 2.8% (Prev. 2.9%)

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Burberry (BRBY LN) - Q4 2026 (GBP): Revenue 2.42bln (prev. 2.46bln Y/Y), Adj. Op. Profit 160mln (prev. 26mln Y/Y). Retail comp sales +5% (exp. +4.6%). (Burberry)

National Grid (NG/ LN) - FY 2025/26 (GBP): Group Underlying Profit 5.68bln (prev. 5.22bln Y/Y), Underlying EPS 0.78 (prev. 0.73 Y/Y), Capital Investment 11.6bln (prev. 9.8bln). CEO: "We have delivered strong financial performance...setting the foundation to deliver compound annual growth rates across our five-year financial framework of around 10% asset growth and 8-10% underlying EPS growth." (National Grid)

Telefonica (TEF SM) - Q1 2026 (EUR): Revenue 8.13bln (exp. 8.14bln), Adj. EBITDA 2.84bln (prev. 2.80bln Y/Y), Operating Income 1.12bln (prev. 1.12bln Y/Y), affirms FY26 guidance and confirms EUR 0.15 dividend/shr in cash. Revenue grew 0.8% Y/Y, driven by the +1.1% Y/Y increase in service revenue, partially offsetting the -2.4% decrease in handset sales. (Telefonica)

ASML (ASML NA) / Chip - Companies react to reports that US approved around 10 Chinese firms to buy NVIDIA (NVDA) H200 chips. 

Context

Burberry's decline signals potential headwinds in the luxury segment, while ASML's reaction to U.S. approvals for NVIDIA chip sales could signal broader implications for the semiconductor market. Overall, market sentiment may reflect concerns over Burberry's results, contrasting with the positive guidance from Telefonica and National Grid.

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