Bloomberg盘前复盘：欧洲银行因加税预期回落、Nordex与Brunello Cucinelli业绩超预期已大涨，均为盘中已兑现行情

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:LLoyds Falls, Nordex Rises, Brunello Cucinelli Gains
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Speaker 1: Bloomberg Audio Studios. Podcasts. Radio.
Speaker 2: News.
Speaker 1: The Stock Movers Report. Your roundup of companies making moves in the stock market. Harnessing the power of Bloomberg data.
Speaker 2: Let's take a look at some of the stocks on the move today in Europe. I'm Tila Adebayo with Stephen Carroll. And we're joined by Bloomberg reporter Josh Vaughan-Warner in the studio. Josh, let's start with U.K. bank shares. It looks like they're falling. It could be on the prospect of these new bank taxes, which might be in the Chancellor's budget. Tell us a bit more about the moves. Yeah.
Speaker 3: So, you know, markets are eagerly awaiting the UK budget later this month and trying to gauge what sectors might be targeted by Chancellor John Healey. And it appears banks are on the radar. A higher bank surcharge is thought to be one of the major measures that Healey has put forward to the Office for Budget Responsibility as he looks to generate income without violating any of Labour's campaign promises. Now, earlier this week, the Chancellor actually briefly raised hopes that banks may escape his crosshairs when he described them as part of the jewel in Britain's economic crown, although that optimism is fading a bit today. Lloyds, which has also been hit by a downgrade, and NatWest, which are the two most domestically focused banks, are down about 2%, while others with a bit more international diversification are faring a bit better.
Speaker 2: Okay.
Speaker 1: So, that's on the banks in the U.K. Next up, Nordex, though.
Speaker 3: The wind turbine manufacturer results today out and markets are cheering, it appears.
Speaker 1: Yeah.
Speaker 3: The stock is the best performer in the stock 600. Shares up over 14%. It's marking the best day since February. The company, which primarily focuses on making turbines for onshore wind farms, beat even the highest of expectations. Third quarter earnings were about 17% higher than expected. And that's prompted it to raise its margin goal for the year. Plus, free cash flow was about five times higher than expected. So, really, a very strong report all round. Jeffrey said the firm just keeps on giving. It's raising confidence not only for this year, but also for next year. And we're seeing larger peer Vestas also getting a bit of a boost from the news this morning. That stock's up about 3% today.
Speaker 2: And finally, Josh, there's a luxury earnings report that seems to be moving markets this morning to do with the king of cashmere, Brunello Cucinelli. Tell us more.
Speaker 3: Yeah, the Italian fashion house is moving high after beating expectations and raising its growth guidance. Revenue is now expected to rise about 12% this year, up from its previous goal of about 10% to 11%, and that was also previously hiked. Shares rose about 5% in initial trade. They've pulled back a little bit, but still quite strong. The news is being welcomed given how tough the luxury backdrop is at the moment. Earlier this week, we saw LVMH dash hopes of a broader recovery when it reported weak sales in China. Fortunately for Cuccinelli, China was actually a big contributor to its growth this quarter. So, Jefferies saying that it clearly gained shares, gained market share, sorry. And RBC said, you know, growth momentum is towards the top end of the luxury peer group. So, a bit of an outperformer in the space at the moment, it seems.
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.