Bloomberg Stock Movers 播客复盘三只欧股盘中异动：ASML Q3 财报大涨、Orsted 遭美司法部重审许可下跌、Galderma 15 亿美元收购 ZO Skin Health 小跌

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:ASML Rises, Orsted Drops, Galderma Slips
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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 now. I'm Tiwa Adebayo alongside Caroline Hebker, and we're joined by Bloomberg's breaking news editor, Louise Moon. Now, Louise, we've got possibly Europe's most AI-adjacent giant, ASML, has earnings out today.
Speaker 1: How is it doing?
Speaker 3: Shares are rising up about 3.5% in morning trading on the back of those. As you say, it was their results, their third quarter results. So, record high gross margin, a higher full-year outlook. Essentially, demand is very strong. So, they're saying that their current supply won't be able to fully meet demand in 2027 and 2028. So, they're looking for ways to produce more chipmaking machines over the next two years. And their new target, they're going to give a new target that is beyond one that they gave relatively recently. So, soaring demand, essentially. Obviously, this comes with the wider backdrop of more recently people have been questioning if the AI boom is sustainable. So, these results potentially showing a bit of a window into chipmakers' plans. ASML have got quite a long lead time. So, it's a lead time of about over a year between order and delivery. So, that demand is really showing what's happening in the AI space and shares rising there, as I say, about almost 4%.
Speaker 4: Yeah. Nice problem to have, isn't it? It's the only company in the world that's making these cutting-edge lithography machines that you need, obviously, to make the semiconductors to deliver the AI. Now, in terms of other stories, Orsted stuck in this ongoing saga with the White House.
Speaker 2: Yes.
Speaker 4: Indeed.
Speaker 3: And the latest being that the Justice Department in the U.S. has asked the federal court to re-evaluate quite a key permit for one of their offshore wind farms.
Speaker 4: That's off Rhode Island.
Speaker 3: It began producing power in March, but now they're wanting it to re-evaluate the permit, make sure it's in compliance with with a federal law. So, essentially, it could be quite a big setback. As you say, it comes after quite a lot of hurdles for Orsted and the sector in the U.S. under the Trump administration. There'd been an agreement in September to reform the U.S. system in terms of approving infrastructure products, and therefore, there was hope of less hurdles. That included some assurances from the Trump administration to stop blocking some wind and solar developments that had permits. But this is the latest potential hurdle. Obviously, it could add regulatory execution risk. An analyst in Barclays saying, you know, it sees the potential for impairment at their third quarter results. So, shares unsurprisingly dropping over about 4% on the back of this.
Speaker 2: Okay, that's the latest from Allstead. But looking to cosmetics now, and the skincare company Galderma looking to grow a new layer of its business.
Speaker 3: Indeed, yeah. They've bought a California-based company called Zoskin Health. That's from Blackstone for about US $ 1. 5 billion. It's an all-cash deal. And essentially, it's Galderma. So, Galderma is based in Switzerland, the dermatology firm. Essentially, it's them pushing into two things. One, medical-grade skincare, which is quite a fast-growing segment. And two, further into the US. So, they're expanding their US skincare portfolio. And the CEO actually said that the US … will at some point soon probably account for the majority of their sales. Shares, however, down about 1.5% in morning trading. Analysts are saying that, yes, it's a good fit. It's attractive. It's a fast-growing segment. But the multiple is fairly high. And that's what's dragging shares slightly lower there.
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.