Stock Movers UBS Jumps, Lufthansa Soars, Card Factory Falls
Dec 12, 2025
Louise Moon, Breaking News Editor at Bloomberg, shares her insights on market movements. She highlights UBS's impressive surge, driven by potential changes to capital demands. Lufthansa also shines, with an upgrade from Kepler Cheuvreux thanks to strong travel trends. Meanwhile, Card Factory faces turmoil as their profit warning leads to a dramatic share drop. Moon's analysis sheds light on these significant market shifts, making for an engaging discussion!
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Potential Rule Change Boosts UBS Shares
- Swiss lawmakers may relax capital rules allowing UBS to use AT1 bonds instead of equity to meet requirements.
- Markets view this as easing regulatory pressure and UBS shares jumped to a 17-year high on the news.
Premium Travel Tailwind Lifts Lufthansa
- An analyst upgrade cited global travel premiumisation as a tailwind for Lufthansa's long‑haul exposure.
- The upgrade pushed shares to levels last seen in early 2024 despite ongoing union and Middle East competition risks.
Hosts Joke About Christmas Cards
- Stephen Carroll and Louise Moon joked about sending Christmas cards as Card Factory warned on sales.
- The hosts used the holiday anecdote to underscore the retailer's reliance on seasonal demand and UK consumer confidence.