On this episode of Stock Movers:
- HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders’ profit before taxes respectively, JPMorgan analysts say.
- On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of £39m to £43m adjusted profit before tax due to a “significant slowdown” in demand following the conflict in the Middle East, according to a statement.
- Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as “bullish.” Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.

On this episode of Stock Movers: - HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders&rsquo; profit before taxes respectively, JPMorgan analysts say. - On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of &pound;39m to &pound;43m adjusted profit before tax due to a &ldquo;significant slowdown&rdquo; in demand following the conflict in the Middle East, according to a statement. - Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as &ldquo;bullish.&rdquo; Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.

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Listen for five-minute conversations on today's biggest winners and losers in the stock market.&nbsp;
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

HSBC Down, On The Beach Falls, Leonardo Gains 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8e3af8a5-e4a7-41a0-91e6-b40b0096ce15/transcript