诺和诺德资本日不及预期股价跌近8%，法兴银行上调盈利目标
Novo Nordisk Slump, SocGen's 'Easy Wins', Berentzen Grupp Deal | Stock Movers
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The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.
《股票异动报告》，为您汇总在股市中采取行动的公司，利用彭博数据的力量。
Now, let's look at some of the stocks on the move today here in Europe. I'm Caroline Hepka with Lizzie Burton, and we're joined by Bloomberg's breaking news editor, Louise Moon. So, let's get into the detail of Nova Nordisk unveiling their future plans. Is it a shot in the arm? They might need it. They've got a lot of competition out there now. Been falling behind Eli Liy despite being the first one um to have a blockbuster medicine within the obesity space.
现在，让我们来看看今天在欧洲市场有所动静的几只股票。我是卡罗琳·赫普卡（Caroline Hepka），与莉齐·伯顿（Lizzie Burton）一起，我们请到了彭博社突发新闻编辑路易丝·穆恩（Louise Moon）。那么，让我们深入探讨诺和诺德（Nova Nordisk）公布其未来计划的细节。这是强心针吗？他们可能需要它。如今他们面临着激烈的竞争。尽管他们是肥胖症领域首个拥有重磅药物的公司，但已落后于礼来（Eli Liy）。
Um and so this capital markets day was all about showing investors how they can um start to compete in that race and and and move ahead. But it's failed to to impress. So they pledged to launch more than five blockbuster drugs. Um and they also pledged to deliver more than 23 billion US dollars in new sales in the coming years. Um and then they've also said that they'll explore takeovers alongside that pipeline of drugs.
嗯，因此这次资本市场日的主要目的是向投资者展示他们如何开始在这场竞争中发力并领先。但它未能给人留下深刻印象。他们承诺将推出五种以上的重磅药物。他们还承诺在未来几年实现超过230亿美元的新增销售额。此外，他们还表示将伴随该药物管线探索收购机会。
Shares fallen um almost 8% after that. As I say, investors are disappointed. They were hoping for more concrete turnaround plans for Novo. Um analysts are saying that it lacked detail on how exactly it's going to boost growth and and deliver on on all those pleasures. Um, as I say, they've already fallen behind Eli Liy. They've also more recently had a series of clinical trial disappointments. Um, and so this wasn't really enough to convince investors going forward.
在此之后，股价下跌了约8%。如我所说，投资者感到失望。他们希望看到诺和诺德更具体的扭亏为盈计划。分析师表示，该计划缺乏关于如何确切提升增长以及兑现所有承诺的细节。如我所说，他们已经落后于礼来。最近，他们还经历了一系列临床试验的失望结果。因此，这不足以说服投资者继续看好。
Um, the CEO saying, you know, we need to work harder and we will. Um, and shares showing that that is very much needed.
首席执行官表示，我们需要更加努力，我们会做到的。股价走势表明这一点非常必要。
Okay. Well, let's turn to a positive story, shall we? We're looking at sockgen shares up 2.9% at 9:56 a.m. Why? So they've lifted profit profitability targets. Um so their return on time by equity. So that's for comparison purposes that's around 11% their target for 2026. They've then said that they're now targeting up to 14% for 2029 and more than 15% for after that. On top of that they've also um pledged more cost cuts.
好的。那么，让我们转向一个积极的故事吧？我们看到索肯（Sockgen）股价在上午9:56上涨2.9%。为什么？因为他们提高了盈利目标。嗯，他们的权益回报率。为了比较目的，目前约为11%，这是他们对2026年的目标。随后他们表示，现在目标是到2029年达到14%，此后超过15%。在此基础上，他们还承诺进一步削减成本。
That's thought to be from more headcount reduction, a decrease in IT spending among other spending as well. They're also aiming to give shareholders at least 21 billion euros for all the years through 2029. And as you say, shares rising on the back of this. It's all the CEO's new strategy, a new phase of his strategy to accelerate growth, maintain costs, um boost investor payouts. He's already been doing a lot of this.
据认为，这源于人员裁减、IT支出减少以及其他支出的削减。他们还旨在通过2029年及以后的年份向股东支付至少210亿欧元。正如你所说，股价因此上涨。这都是首席执行官新战略的一部分，即他战略的新阶段，旨在加速增长、控制成本、提高投资者回报。他已经在这方面做了很多工作。
Um he's shaken out quite a lot of the top management. Um he's ended the policy to work from home. He's already cut a lot of jobs and that's already helped to boost the share price. And this is kind of the next phase coming through lifting those profitability targets and boosting shares in morning trading.
他解雇了相当多的顶层管理人员。他终止了居家办公的政策。他已经裁减了大量岗位，这已经帮助提振了股价。而这正是接下来的阶段：通过提高盈利目标并在早盘交易中推高股价来实现。
Yeah. And then lastly, uh breaking out the um this this Barreny Group um story. Tell us a little bit about this. Is it about Schnaps? I'm sorry. I hesitated and now I'm like is this story about alcohol?
是的。最后，让我们来看看巴雷尼集团（Barreny Group）的故事。请给我们讲讲这个情况。这是关于施纳普斯（Schnaps）的吗？抱歉。我犹豫了一下，现在我在想这个故事是关于酒精饮料的吗？
It is. It is. So it's another alcohol um deal which is quite interesting that there's been a couple recently. So the a US spirits firm called uh Sazzarak plans to buy
是的。确实如此。所以这是另一笔酒精饮料交易，最近有几起这样的案例，挺有意思的。一家名为萨扎拉克（Sazzarak）的美国烈酒公司计划收购
Okay. Now that I've heard of
好的。我现在听说过
Yes. So they're they're planning to buy this German maker of Schnap which obviously um very well known. Uh this is part of Sazzarak's plan to expand into Europe and expand more broadly. They recently bought a UK brand called Alvulka. Um so that's another deal that's been happening in that space recently. Um really boosting this German company's shares. the shares rose 22% giving it a market cap of about 53 million euros.
是的。所以他们计划收购这家德国施纳普斯（Schnap）制造商，它显然非常知名。这是萨扎拉克（Sazzarak）计划向欧洲扩张并更广泛扩展的一部分。他们最近收购了一个名为阿尔武尔卡（Alvulka）的英国品牌。所以这是近期该领域发生的另一笔交易。这极大地提振了这家德国公司的股价，其股价上涨22%，市值约为5300万欧元。
So it's not a huge huge company but it's another interesting deal within that space um and all on the back of this this changing of demand uh within the alcohol industry.
所以它不是一家超级庞大的公司，但这是该领域内另一笔有趣的交易，这一切都源于酒精行业内部需求的变化。
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