Stock Movers Rheinmetall Rises, Orsted Gains, HelloFresh Drops
Dec 9, 2025
In this engaging discussion, Louise Moon, a Bloomberg reporter specializing in European markets, dives into Germany's historic €52 billion military contracts, propelling defense stocks like Rheinmetall. She also highlights a significant court ruling that boosts Orsted's shares in the renewable sector, rebounding after prior setbacks. Additionally, the conversation touches on the challenges HelloFresh faces, with a downgrade from Morgan Stanley amid fierce competition in the US meal delivery market. It's a whirlwind of insights on market dynamics!
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Massive German Defence Procurement Boost
- Germany will approve 29 military procurement contracts worth a record €52 billion next week, driving European defence stocks higher.
- Louise Moon says this surge builds on post-Ukraine invasion spending and aims to make Germany's army the strongest conventional force in Europe.
Court Ruling Reopens U.S. Wind Projects
- A US federal judge ruled President Trump's executive order banning new wind projects illegal, which lifted renewable energy stocks like Orsted.
- Louise Moon notes the decision could unfreeze dozens of projects and benefit European offshore wind developers.
Watch Analyst Calls As Immediate Catalysts
- Monitor analyst downgrades as catalysts for sharp stock moves; HelloFresh fell after Morgan Stanley cut it to underweight.
- Louise Moon advises noting that Morgan Stanley sees intensifying US competition and potential 4Q deterioration, implying higher investment needs next year.