Stock Movers Adyen Plunges, Aviva Up ,Thyssenkrupp Slumps
Aug 14, 2025
Adyen's shares dive 19% after a gloomy sales outlook, raising concerns about its future growth. In contrast, Aviva enjoys a 3.7% share boost thanks to healthy net inflows and an increase in assets under management. Meanwhile, Thyssenkrupp faces a 12% drop in its shares after slashing guidance amid disappointing earnings and demand struggles in the automotive sector. The episode dives into how trade policies impact these companies and what it means for investors.
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Tariffs Dent Adyen's Growth
- Adyen warned its prior view of full-year net revenue acceleration is unlikely due to tariff-driven weakness.
- U.S. tariffs and lost tax exemptions hit Asia-Pacific e-commerce clients and dented Adyen's growth.
Asia-Pacific Exposure Matters
- Asian e-commerce clients faced higher costs from U.S. tariffs and loss of small-parcel tax exemptions.
- Those pressures reduced transaction volumes and trimmed Adyen's revenue since Asia-Pacific is ~10% of its net revenue.
Industry-Wide Weakness In Payments
- PayPal reported similar consumer spending softness and client weakness in the region.
- The payment-processing industry broadly faces knock-on effects from tariff uncertainty.