1 00:00:02,560 --> 00:00:07,400 Speaker 1: Bloomberg Audio Studios, podcasts, radio news. 2 00:00:08,680 --> 00:00:13,080 Speaker 2: The Stock Movers podcast, your roundup of companies making moves 3 00:00:13,119 --> 00:00:17,200 Speaker 2: in the stock market, harnessing the power of Bloomberg Data. 4 00:00:17,600 --> 00:00:19,560 Speaker 1: Let's take a look at some stocks on the move today. 5 00:00:19,600 --> 00:00:22,919 Speaker 1: I'm Nathan Hager, joined by Bloomberg's Kritty Gupta on a 6 00:00:22,960 --> 00:00:27,360 Speaker 1: morning of trade tensions seemingly escalating this morning between the 7 00:00:27,480 --> 00:00:30,200 Speaker 1: US and the European Union. Critty, let's take a look 8 00:00:30,200 --> 00:00:33,600 Speaker 1: at some stocks that could be affected if these tensions continue. 9 00:00:33,640 --> 00:00:36,720 Speaker 3: Good morning, Good morning, Nathan. Well, immediately my mind went 10 00:00:36,760 --> 00:00:38,760 Speaker 3: to of course, so was thirty percent on the EU 11 00:00:38,960 --> 00:00:41,200 Speaker 3: that has been threatened by Donald Trump, but also thirty 12 00:00:41,200 --> 00:00:44,560 Speaker 3: percent on Mexico as well. And this one is close 13 00:00:44,560 --> 00:00:47,680 Speaker 3: to my heart because whenever we see a Mexican tariff headline, 14 00:00:47,680 --> 00:00:50,640 Speaker 3: specifically here in Europe, there's one stock that always moves 15 00:00:50,680 --> 00:00:52,839 Speaker 3: off of it in is Diagio, because they are one 16 00:00:52,920 --> 00:00:55,800 Speaker 3: of the largest sellers of tequila there. I think something 17 00:00:55,920 --> 00:00:59,280 Speaker 3: like ten or eleven percent comes revenue is exposed from 18 00:00:59,280 --> 00:01:02,280 Speaker 3: that Mexico to US or US to Mexico tariff, but 19 00:01:02,320 --> 00:01:05,560 Speaker 3: of course the export's coming from Mexico to the United States. Nevertheless, 20 00:01:06,040 --> 00:01:08,039 Speaker 3: if you are into tequila at seven in the morning 21 00:01:08,080 --> 00:01:10,080 Speaker 3: or any other time, this is the one for you. 22 00:01:10,240 --> 00:01:13,360 Speaker 3: DGE is this ticker for the London listing, which is 23 00:01:13,360 --> 00:01:15,600 Speaker 3: actually higher this morning by seven tenths of one percent. 24 00:01:15,840 --> 00:01:18,839 Speaker 3: But for our American audience, keep your eye on the ADRs. 25 00:01:18,880 --> 00:01:21,840 Speaker 3: It's also listed in the US markets. DEEO is your ticker, 26 00:01:22,120 --> 00:01:24,360 Speaker 3: and those shares are down about four tenths of one percent. 27 00:01:24,400 --> 00:01:26,800 Speaker 3: It's likely to shake out at the open, but this 28 00:01:27,000 --> 00:01:30,440 Speaker 3: kind of arbitrage, basically, this difference between the two listings 29 00:01:30,680 --> 00:01:33,039 Speaker 3: on both sides of the Atlantic is also something you're 30 00:01:33,080 --> 00:01:36,800 Speaker 3: seeing in another big European company that has a lot 31 00:01:36,959 --> 00:01:40,160 Speaker 3: of exposure to the United States, and that is Novo Nordesk. 32 00:01:40,280 --> 00:01:42,640 Speaker 3: So again alongside your tequila if you want some mozempic 33 00:01:42,720 --> 00:01:45,199 Speaker 3: with it as well, this is the stock to keep 34 00:01:45,240 --> 00:01:47,960 Speaker 3: an eye on. Because Novo Nordisk is a Danish company, 35 00:01:48,640 --> 00:01:51,279 Speaker 3: sixty percent of their exports go to the United States. 36 00:01:51,320 --> 00:01:53,520 Speaker 3: Of course, as they kind of capitalize on this weight 37 00:01:53,560 --> 00:01:56,160 Speaker 3: loss theme, those shares are hired by two tenths of 38 00:01:56,160 --> 00:01:58,840 Speaker 3: one percent in the European session, But again if you 39 00:01:58,880 --> 00:02:01,360 Speaker 3: look at those ADRs, that's where you see the pain 40 00:02:01,440 --> 00:02:04,400 Speaker 3: so Envo only down about one tenth of one percent. 41 00:02:04,560 --> 00:02:07,520 Speaker 3: Earlier in the session, it was down far, far more, 42 00:02:07,640 --> 00:02:09,000 Speaker 3: And that's the one you want to keep an eye on. 43 00:02:09,040 --> 00:02:11,000 Speaker 3: So keep an eye on some of these European ADRs 44 00:02:11,240 --> 00:02:14,960 Speaker 3: that have a lot of exposure to America, specifically exposure 45 00:02:15,080 --> 00:02:17,280 Speaker 3: to these tariffs. Another space that we're going to be 46 00:02:17,280 --> 00:02:19,799 Speaker 3: looking at specifically is the auto sector, and that's where 47 00:02:19,800 --> 00:02:21,200 Speaker 3: you got to go to your favorites. You gotta go 48 00:02:21,200 --> 00:02:23,720 Speaker 3: to Ford, you got to go to General Motors, both 49 00:02:23,880 --> 00:02:25,720 Speaker 3: under pressure this morning. A lot of the has to 50 00:02:25,720 --> 00:02:29,040 Speaker 3: come with their supply chains that extend into Mexico. So 51 00:02:29,160 --> 00:02:31,600 Speaker 3: Ford Chairs, which are the ticker, just the letter F 52 00:02:31,960 --> 00:02:33,880 Speaker 3: trading just sh I have twelve dollars a share down 53 00:02:33,880 --> 00:02:37,359 Speaker 3: about three tenths of one percent. General Motors is the other. 54 00:02:37,520 --> 00:02:40,960 Speaker 3: GM is your ticker there down a whopping one point 55 00:02:41,000 --> 00:02:42,959 Speaker 3: seven percent. But I'm not seeing a ton of trades 56 00:02:43,000 --> 00:02:44,519 Speaker 3: in the stock just yet in the pre market, So 57 00:02:44,600 --> 00:02:46,200 Speaker 3: just keep an eye on how this one shakes out 58 00:02:46,520 --> 00:02:48,839 Speaker 3: as we get closer to the opening bells on Wall Street. 59 00:02:48,840 --> 00:02:52,760 Speaker 3: Trading on about fifty two dollars and change this morning. 60 00:02:53,040 --> 00:02:55,120 Speaker 3: A couple of others that you want to definitely keep 61 00:02:55,160 --> 00:02:56,840 Speaker 3: your eye on as we talk about trade, As we 62 00:02:56,880 --> 00:02:59,960 Speaker 3: talk about kind of the chip sector, Synopsis is one 63 00:03:00,080 --> 00:03:02,520 Speaker 3: that's catching a lot of attention. Is your biggest volume 64 00:03:02,520 --> 00:03:06,760 Speaker 3: mover to the upside. SNPs is your ticker. This is 65 00:03:06,800 --> 00:03:08,800 Speaker 3: one that has seen quite a bit of scrutiny when 66 00:03:08,840 --> 00:03:10,800 Speaker 3: it comes to the deal flow with China. It looks 67 00:03:10,800 --> 00:03:14,239 Speaker 3: like China is conditionally approving the Synopsis and ancest deal. 68 00:03:14,280 --> 00:03:16,600 Speaker 3: This is a big deal when it comes to their 69 00:03:17,080 --> 00:03:19,480 Speaker 3: chip supply chain. It was a thirty five billion dollars deal. 70 00:03:19,840 --> 00:03:22,000 Speaker 3: Not everyone thought it would go through, but this is 71 00:03:22,000 --> 00:03:24,920 Speaker 3: perhaps an olive branch in the trade war between the two. 72 00:03:26,360 --> 00:03:30,520 Speaker 2: The Stock Movers podcast from Bloomberg Radio. 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