Stock Movers Greggs Up, Monte Paschi Slips, Airbus Down
Dec 1, 2025
Chloe Mele, a Bloomberg reporter and analyst, dives into the latest market moves and company challenges. She discusses activist investor pressure on Greggs to implement significant cost cuts to avoid a potential takeover bid. The conversation shifts to Monte Paschi, where a serious investigation into its merger dealings has analysts concerned about share declines. Finally, Mele unpacks Airbus's software glitch affecting thousands of A320 aircraft, detailing how swift fixes are crucial for its reputation amid the largest recall in the company's history.
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Market Pressure Amplifies Operational Strain
- Greggs is London's most shorted stock and is down about 40% this year, amplifying takeover risk.
- Rising raw ingredient prices and minimum wage increases are squeezing its operating model.
Cut Costs Or Risk A Takeover
- Do pursue aggressive cost cuts at Greggs to avoid a takeover threat and margin squeeze.
- Laura Asset Management urges at least £20m of annual savings to counter rising ingredient and wage costs.
Watch Legal Risk Before Trusting The Deal
- Monitor legal and regulatory developments closely before assuming the Mediobanca integration will proceed.
- Expect delays or elevated failure risk as prosecutors probe alleged market manipulation.