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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.

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Speaker 2: Stock Movers podcast, your roundup of companies making moves in

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Speaker 2: the stock market, harnessing the power of Bloomberg Data.

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Speaker 1: Let's check in on some of the individual stocks on

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Speaker 1: the move today and bring in Bloomberg's equities reported Joe Easton,

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Speaker 1: who's standing by and joh I'm going to start with

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Speaker 1: the drinks maker, Remy Quantro, and it seems things are

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Speaker 1: going from bad to worse for this business.

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Speaker 3: Yes, so Remy out today with a statement that's saying

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Speaker 3: that they are pulling their guidance for the medium terms.

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Speaker 3: So the company is saying due to a lack of

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Speaker 3: macroeconomic visibility, the geopolitical uncertainties around tariffs, and an absence

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Speaker 3: of a volume recovery in the US, they can no

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Speaker 3: longer continue their guidance to actually pulling that down. But

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Speaker 3: the thing with this stock is it is already down

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Speaker 3: around forty five percent over the past year, given it

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Speaker 3: was already on the downturn when the post pandemic decline

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Speaker 3: in volumes really took speed, so there's basically too much

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Speaker 3: inventory in the US. Then, of course the tariff fishes

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Speaker 3: really hit drinks, so this is kind of priced in,

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Speaker 3: and actually the stock is gaining around zero point four

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Speaker 3: percent to day, so it's kind of a case of

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Speaker 3: it's already been so bad, the market's kind of price in.

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Speaker 3: This is the company behind their namesake brands Remy and

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Speaker 3: also Quantro.

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Speaker 4: Which is the orange flavor drink.

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Speaker 3: They also do the Botanist gin which I wasn't aware of,

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Speaker 3: but that is quite popular colors.

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Speaker 4: And see that postumes. It's one of those postumes that competes. Yeah.

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Speaker 3: I had to put my date of birth into the

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Speaker 3: website in order to check those brands. So that's always

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Speaker 3: a little bit depressing. Yeah, just like when you can

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Speaker 3: see them in My age is like two thousand and

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Speaker 3: seven and you do.

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Speaker 5: One of my very first jobs was selling alcohol. Was

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Speaker 5: doing tours of interesting not quite a vineyard, but of

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Speaker 5: kind of the place where they make spirits.

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Speaker 4: Yeah, like the whole cell Yeah, yeah, amazing, Okay, first job.

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Speaker 5: One of my first jobs anyway, Understanding how much tax

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Speaker 5: takes out of your pay was my main lesson from

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Speaker 5: that first job. Let's think about air Bus could be

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Speaker 5: taking off thanks to a perspective.

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Speaker 4: Deal air Bus.

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Speaker 3: Yes, in the ascendency, So Airbus we're up to ero

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Speaker 3: point nine percent actually rising more now actually, so we're

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Speaker 3: up almost almost four percent now on airbus ships. So

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Speaker 3: the Bloomberg Transport team has a big story out this

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Speaker 3: is on China. Basically a lot ordering a lot of planes.

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Speaker 3: That's my hot take on this. So it could be

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Speaker 3: up to five hundred aircraft. Probably it's going to be

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Speaker 3: more in line with around three hundred planes. There's still

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Speaker 3: a lot potentially narrowbody and wide body jets as well,

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Speaker 3: so narrowbody being the short wide body long haul. So

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Speaker 3: this is an absolutely massive deal if it does come through.

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Speaker 3: So say at the moment it is only an exclusive

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Speaker 3: report from our transport team, but a big exclusive for them,

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Speaker 3: So hats off to them that is moving the stock

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Speaker 3: up rup around four percent of the stock. We always

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Speaker 3: kind of look at it against the old rival Boeing.

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Speaker 3: Air of US has been the out former over the

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Speaker 3: past couple of years, and this story today kind of

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Speaker 3: helping to feed into that.

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Speaker 1: So China hasn't ordered a Boeing since I think twenty seventy.

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Speaker 4: Well, okay, so this is to do with the political definitely.

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Speaker 5: That.

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Speaker 1: Trade tension is definitely part of that. Yeah, a key

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Speaker 1: market in terms of growth for airlines of course. Joe Easton,

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Speaker 1: thank you very much, and deeed for some of the

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Speaker 1: stocks on the move for us today.

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Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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Speaker 2: making news on Wall Street and for the latest market

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