Bloomberg Stock Movers 欧股盘中回顾：Red Cat 以 €39/股现金要约 Steyr、Pets at Home 获上调评级、Barclays 遭英国央行调查

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Steyr Motors Soars, Pets at Home Gains, Barclays Dips
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Speaker 1: Bloomberg Audio Studios. Podcasts. Radio. News. The Stock Movers Report. Your roundup of companies making moves in the stock market. Harnessing the power of Bloomberg data. Stephen, it's me and you, plus Bloomberg's breaking news editor, Louise Moon. Let's take a look at some of the stocks on the move today in Europe. Louise, let's start with Austrian defense firm Stair Motors. Stair Motors.
Speaker 2: So, big news in terms of a potential M & A happening here. So, they've had an offer from Red Cat Holdings, which is a U.S. drone and robot maker, to buy Steyr. So, the offer is for € 39 a share, which is a 29%. cash premium to their previous close. This is expected to close in the second half. Redcat plans to keep Steyr's headquarters, manufacturing, R & D, all in Austria. So, a deal happening there, expected to close in the second half. Shares of Steyr surged the most in six months, so they're up about 22%. And then for Redcat, it's It's a boost of their European defense portfolio. It's kind of the latest example of U.S. defense firms wanting a slice of the defense market in Europe. Obviously, spending here and globally is ramping up. And this deal is an example of that as well.
Speaker 1: Okay. So, that's in the defense space. Let's think a bit more about the retail space, though, and pets at home this morning in the U.K.
Speaker 2: They've had an upgrade from Peel Hunt. So, upgraded to a buy from a hold. So, that means that Pets at Home now has seven buys, two holds and three sells. So, majority there being buys. Pets at Home shares unsurprisingly gaining on the back of that, almost about 6%. So, Peel Hunt is saying that Pets at Home is showing signs that their trading and their execution are improving. Obviously, they absolutely boomed during the pandemic. And since then, things haven't been as bad. in as much of a boom, really. And shares have been a bit weaker. But Peel Hunt's saying that their pricing is now tighter. Their customer service ratings have improved. Their store refits are starting to bear fruit. And their product is closer to where it.
Speaker 1: Needs to be.
Speaker 2: They say that more improvement is needed. But essentially, things are looking a lot better. And also, the market as a whole is showing good growth. So, an upgrade there. And that is boosting their shares.
Speaker 1: And finally, we've got reports UK regulators are looking into Barclays. What do we know?
Speaker 2: Yes, this is a report by the FT saying that the Bank of England is investigating if Barclays traders misrepresented illiquid private credit loans to understate their risks. So, there was a complaint earlier this year to the PRA. That's now being investigated, essentially alleging that Barclays classified total return swaps used to finance private credit loans as trading book positions. So, Barclays gave a comment to the FTE saying that, obviously, they take regulatory obligations seriously, but they're not really commenting at that stage. But that investigation is underway and, unsurprisingly, shares dragging on the back of that, falling as much as about 2.4% this morning.
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.