Bloomberg晨间复盘：汇丰业绩不及高预期、诺华上调指引、环球音乐曾洽谈私有化但均为已发酵旧闻

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:HSBC Falls, Novartis Rises, UMG Sound Up
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Speaker 1: Bloomberg Audio Studios. Podcasts.
Speaker 2: Radio. News.
Speaker 1: The Stock Movers Report. Your roundup of companies making moves in the stock market. Harnessing the power of Bloomberg data. Let's have a look at some of the stocks on the move today in Europe. I'm Caroline Hepke with Stephen Carroll. We're joined by Bloomberg reporter Josh Gorn Warner. Josh, good to speak to you.
Speaker 2: Let's start with HSBC, the UK's biggest bank.
Speaker 1: Mixed results.
Speaker 2: And investors don't seem to like it very much.
Speaker 1: Just tell us a bit more about HSBC.
Speaker 2: Yeah, good morning. So, the bank delivered a 32% rise in quarterly profit and a nice $ 1 billion share buyback. But it doesn't seem to be enough to meet quite lofty expectations of investors. They were anticipating even stronger growth and some were even looking for a better outlook to be issued today. The rise in profits was driven by higher interest rates, robust inflows for its wealth division, and also some lower credit losses than expected. But Goldman Sachs said the miss on net interest income suggests the benefit of the improved rate backdrop may be less than previously hoped. And the bank also flagged some pressure on deposits in the U.K. and Hong Kong. And that prompted Jefferies to suggest that its guidance out to 2028 may actually be somewhat ambitious. HSB shares were weak in Hong Kong, currently down about 5.5. The weakness is bleeding through to the European Open. Shares in London are down about 7% at present and at their lowest level since May. Things a bit more positive in terms of investor reception, though, to the numbers out of the Swiss drugmaker Novartis.
Speaker 1: Yes.
Speaker 2: So, Novartis up about 2% this morning after topping expectations and raising its guidance for the rest of the year. Growth from newer medicines is offsetting the hit from generic competition. Novartis now expecting core operating profits to come in flattish or slightly higher this year. It previously forecast a mild decline, so not too much of a blowout guidance raise, but it is reassuring investors. These results come as Novartis is hunting for new medicines as cheaper copies eat into sales of some of its former bestsellers. Vontabel said that the profit beat was surprisingly good considering the amount of generic competition starting to impact several drugs. And, you know, this situation has been under the spotlight. Three recent clinical trial setbacks have been in focus. And that is also raising the stakes for the remaining treatments in the pipeline. So, you know, questions remain on the future. But Novartis is providing some reassurance today. Okay.
Speaker 1: Lastly, Universal Music Group reaction to what may happen next for this business. Yeah.
Speaker 2: So, I mean, outside the world of earnings, we've got the world's largest record company. You know, this is home to acts like Taylor Swift and Kendrick Lamar. It's gaining on reports that it previously discussed going private with a few prominent Wall Street firms. It held preliminary talks with private equity groups, including Apollo, TPG and Blackstone. The conversations did not progress and Universal has not put itself up for sale, according to people familiar with the matter. But still, this news is providing a boost because the share price has sagged and has prompted many at the company and on Wall Street to wonder whether the music giant would be better off as a private firm. The stock is down 27% this year. It's below its IPO price when it went public in 2021. And notably, Universal was already a takeover target earlier this year. One of its shareholders wanted to make an offer and move it to the U.S. in the hope of a higher valuation. But this was rejected despite its biggest investor agreeing that the firm is undervalued. So, one to keep an eye on for sure.
Speaker 1: The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. And for the latest market-moving headlines, listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business app.