Stock Movers Novo Nordisk Rises, Centrica Gains, Inditex Up
Sep 17, 2025
The podcast dives into exciting stock movements, starting with Novo Nordisk, which received a buy upgrade, becoming the top pick in the obesity sector. Centrica also gets a boost with an overweight rating, indicating strong potential from upcoming projects. Meanwhile, Inditex stands out as UBS raises its rating to buy, thanks to a strong start to the autumn-winter fashion season. These strategic upgrades suggest promising growth trajectories for these companies in a competitive market.
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Novo Nordisk Now Favored Over Lilly
- Berenberg upgraded Novo Nordisk to buy and now prefers it over Eli Lilly in the obesity sector.
- Approvals and an upcoming oral Wegovy launch give Novo fresh competitive advantages versus Lilly's pill.
Approvals And Oral Launch Drive Upside
- Recent clinical approvals and the planned oral Wegovy launch are key catalysts for Novo Nordisk.
- Those developments help offset competition from Eli Lilly's obesity pill and reassure investors.
Centrica Seen As Undervalued With Deal Upside
- Morgan Stanley upgraded Centrica to overweight and named it a top UK utility pick.
- The bank sees undervalued existing business plus upside from Sizewell C and the Grain LNG terminal deals.