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Speaker 1: Bloomberg Audio Studios, Podcasts, radio News.

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Speaker 2: The Stock Movers Report, your roundup of companies making moves

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

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Speaker 3: Let's look at some of the stocks on the move

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Speaker 3: today here in Europe. I'm Caroline Hepgar with Charles Caple,

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Speaker 3: and we're joined by Bloomberg reporter Chloe A.

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Speaker 1: Lay.

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Speaker 3: Good morning, Chloe, good morning. Let's start by thinking about

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Speaker 3: defense stocks. Ryan Mattau, how is it being affected by

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Speaker 3: the ongoing conflict in the Middle East and what might

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Speaker 3: happen in Europe.

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Speaker 1: Yeah, well, we have those defense names that have been

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Speaker 1: really on a positive trajectory throughout the week. Really so

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Speaker 1: we've seen Ryan Mattaw but also hensold Rank, all of

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Speaker 1: those names are really moving high end. This is a

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Speaker 1: continuation of that happening today because of course, more geopolitical tensions,

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Speaker 1: more conflicts, that's always kind of good news for those

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Speaker 1: defense companies. It means more military spending, or at least

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Speaker 1: the expectation of more military spending, and that then translates

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Speaker 1: into more orders, higher earnings. And so today we are

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Speaker 1: very much seeing that again with those names in the

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Speaker 1: green as well. And you know, the war is showing

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Speaker 1: no signs of letting up. We've got a Trumpers saying

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Speaker 1: that he wanted to clean out Around's leadership structure. He

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Speaker 1: had names in mind for a takeover. We've now got

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Speaker 1: a dozen countries are being embroiled in the conflict. So

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Speaker 1: until we've got more clarity on how this what ends

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Speaker 1: and when it ends, we're likely to see those defense

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Speaker 1: companies extend those gains further.

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Speaker 3: And now turning to lift Thansa, in what has been

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Speaker 3: a difficult time for airlines, talk us through their situation.

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Speaker 2: Yeah, it's very.

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Speaker 1: Interesting firm of Tansa, because you know the context of

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Speaker 1: the last few days have been really tough on airline

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Speaker 1: share prices and we've seen them really struggle because of

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Speaker 1: flight cancelations and then also the expectation of higher fuel prices.

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Speaker 1: But then today Liftansa came out with earnings and it

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Speaker 1: said that it expects profit in twenty twenty six to

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Speaker 1: be significantly above twenty twenty five, and then in terms

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Speaker 1: of its positioning with with the Middle East situation instead

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Speaker 1: of causes uncertainty that that is going to be a challenge,

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Speaker 1: But it also spoke about it as an opportunity. You know,

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Speaker 1: it was considering adding flights on routes to Asia and

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Speaker 1: Africa because of growing demand for long haul routes. So

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Speaker 1: this points to the conflict potentially being an opportunity for

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Speaker 1: airlines that are not based in the Middle East because

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Speaker 1: they can expand their capacity to connect Asia, Africa, Europe

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Speaker 1: without going through those Middle Eastern hubs. And so we

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Speaker 1: saw Luftanza shares moving higher but then also driving up

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Speaker 1: IAG and Ryanair this morning, so injecting a little bit

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Speaker 1: of optimism in that airline industry.

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Speaker 3: And then away from the fallout from the Middle East,

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Speaker 3: there is one company that has moved very significantly to

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Speaker 3: the downside. That is Zealand Farmer. What's the issue there.

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Speaker 1: Yeah, major major drop because of an experimental obesity drug

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Speaker 1: that it develops with Rush, which has really disappointed failed

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Speaker 1: to impress investors. So the shot help patient lose as

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Speaker 1: much as ten point seven but then that doesn't clear

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Speaker 1: the bar of thirteen to fifteen that was set by

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Speaker 1: some analyst, and now that really puts into question those

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Speaker 1: two companies' ability to make an entrance into that really

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Speaker 1: competitive obest market, which is of course dominated by Elay

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Speaker 1: Lilly and over Nordisk. But you know, this is really

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Speaker 1: a bit of a setback. The drug was really the

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Speaker 1: centerpiece of a big five billion dollar partnership between those

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Speaker 1: two companies. Not everything is over and everything is lost.

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Speaker 1: The side effects were pretty mild, and then the product

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Speaker 1: could be potentially positioned as a weight loss maintenance rather

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Speaker 1: than an initial weight loss. But in any case, the

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Speaker 1: sales expectations are definitely lower, and so that is really

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Speaker 1: dragging down those shares.

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Speaker 2: This morning the Stock Movers Report from Bloomberg Radio. Check

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Speaker 2: back with us throughout the day for the latest roundup

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Speaker 2: of companies making news on Wall Street and for the

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Speaker 2: latest market moving headlines. Listen to Bloomberg Radio Live, catch

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