Stock Movers Ryanair Soars, Stellantis Falls, Convivio Up
Jul 21, 2025
Ryanair's net income has more than doubled, thanks to soaring travel demand, resulting in a significant stock jump. Meanwhile, Stellantis faces challenges with a €2.3 billion net loss, heavily impacted by restructuring costs and falling car shipments. In contrast, Covivio sees a 3.5% rise in shares after boosting its earnings outlook, hinting at positive trends in the real estate market. The podcast contrasts the airline's robust recovery and the struggles in the auto industry with rising optimism in real estate.
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Ryanair's Strong Recovery and Strategy
- Ryanair's net income more than doubled due to strong air travel demand and easing Boeing delays.
- The budget airline expects strong summer demand and is shielded from tariff costs, which Boeing will bear.
Stellantis Faces Major Losses
- Stellantis reported a €2.3 billion net loss due to restructuring, declining sales, and US tariffs impact.
- North American shipments fell sharply, but issues seem more company-specific than sector-wide.
Covivio's Positive Outlook
- Covivio raised its earnings outlook thanks to strong growth in German residential and hotel sectors.
- German residential market drives portfolio value gains amid rising rents and supply shortages.