Stock Movers Babcock Up, Adidas Upgrade, M&G Drops
Sep 3, 2025
Babcock's stock is soaring as the UK moves closer to warship deals with Denmark and Sweden. Adidas gets a much-needed upgrade to buy from hold, signaling a potential comeback after recent struggles. Meanwhile, M&G faces challenging market conditions, with profits falling below expectations. The discussion also covers innovative investment strategies, emphasizing the impact of AI on business, alongside GSK's commitment to enhancing cancer treatments. It's a rollercoaster of market swings and strategic insights!
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Nordic Warship Talks Boost Babcock
- The UK is in advanced talks to build warships for Denmark and Sweden, boosting Babcock's shares.
- The Danish deal may be announced this month while Sweden's talks face competition from a French bidder.
Analysts See Adidas Turning A Corner
- Adidas got an upgrade from Jefferies and a positive catalyst watch from JPMorgan after a brutal de-rating.
- Analysts point to disciplined portfolio management, cost control, and possible currency tailwinds as reasons it's turning a corner.
Adidas Outperforms Puma Amid Diverging Views
- Puma faces downgrade from JPMorgan due to ongoing turnaround and intense competition.
- The diverging analyst views make Adidas's move more company-specific than sector-wide.