Group 1 - Diageo is currently trading at its lowest levels since early 2012, indicating a potential investment opportunity [1] - The company may recover due to market improvements, accelerated cost savings, and the appointment of a new CEO [1]

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Core Viewpoint - Goldman Sachs Asset Management maintains that the broader artificial intelligence (AI) trade remains structurally sound despite recent market volatility caused by significant stock drops in companies like CoreWeave Inc. [1] Funding Landscape - Sung Cho, co-head of public tech investing, argues that concerns about a debt-fueled bubble are unfounded, as 90% of the sector's infrastructure buildout is funded by robust corporate cash flows rather than risky borrowing [2][3] - The industry requires between $700 billion and $1 trillion for AI infrastructure over the next few years, with only 10% of this funding coming from debt [3] Risk Assessment - The recent decline in shares of CoreWeave and concerns surrounding Oracle Corp. are considered outliers and not indicative of systemic issues, representing only 2-3% of the overall debt funding picture [4] - Specific companies like CoreWeave are facing supply chain issues rather than a lack of demand [5] Shifts in AI Leadership - Investor sentiment has shifted, with Alphabet Inc.'s Gemini now viewed as the leading AI model, contributing to a $1 trillion market cap increase for Google in the last three months [6] Market Performance - CoreWeave's shares have dropped 23.34% over the last five sessions, although they are up 78.21% since their listing earlier this year [7]

Core Insights - The November jobs report presents mixed signals about the U.S. economy, with both positive job growth and a higher unemployment rate [1][2][4] Economic Indicators - The unemployment rate increased, attributed to a growing labor force, while job growth in November exceeded estimates [2][4] - The CME FedWatch tool indicates that the probability of interest rate cuts in January remains at 25.5%, reflecting a slight increase from prior to the jobs report [3] Market Reactions - Major U.S. stock indexes showed mixed performance: S&P 500 and Dow Jones fell by 0.24% and 0.62% respectively, while the Nasdaq Composite gained 0.23%, driven by Tesla's stock reaching an all-time high [4]

Core Viewpoint - Alvotech successfully placed USD 108 million in senior unsecured convertible bonds due 2030, significantly oversubscribed, to fund ongoing R&D investments and support global product launches [2][3][4]. Company Overview - Alvotech is a global biotech company focused on developing and manufacturing biosimilar medicines, with a current pipeline of 30 products under development [2][11]. - The company aims to be a leader in the biosimilar market by providing high-quality, cost-effective products and services [11]. Financial Details - The proceeds from the bond offering will be used to continue investing in R&D, with an expected R&D budget of around USD 250 million in 2026 [2][4]. - The convertible bonds carry a coupon of 6.875%, payable semi-annually, and have a conversion premium set at 25% over USD 4.7379 per share, with an initial conversion price of USD 5.9224 per share [4][5]. Market Position and Strategy - Alvotech is scaling up its production capacity to support four new global product launches through 2026 [2][3]. - The company has formed strategic partnerships to enhance its global reach and leverage local expertise in various markets, including the US, Europe, and Asia [11]. Transaction Timeline - The offering was launched on December 16, 2025, with settlement of the convertible bonds scheduled for December 22, 2025 [6].

Core Viewpoint - Eramet has appointed Laetitia Brun as the new Chief Human Resources Officer, effective February 9, 2026, succeeding Anne-Marie Le Maignan, who is retiring after 22 years with the company [1][6]. Group 1: Leadership Transition - Laetitia Brun brings over 20 years of international HR experience across various industries, including chemicals, metallurgy, infrastructure, and transportation [3][4]. - Anne-Marie Le Maignan joined Eramet in 2003 and held several HR leadership roles, culminating in her position as Group Chief Human Resources Officer in 2020 [2]. Group 2: Laetitia Brun's Background - Brun's most recent role was as Group Chief Human Resources Officer at Seqens, where she was also part of the Executive Committee [4]. - She has held significant HR leadership positions at Rhodia and Solvay, focusing on learning & development, career management, and industrial relations [4][5]. - Brun has experience in leading transformation programs and developing HR strategies in complex, multicultural organizations [5]. Group 3: Company Statements - Paulo Castellari, CEO of Eramet, expressed gratitude to Anne-Marie Le Maignan for her contributions to the company's HR function and talent development [6]. - The company is optimistic about Brun's capabilities in driving transformation and enhancing performance and talent development within the organization [7]. Group 4: Company Overview - Eramet focuses on transforming mineral resources to provide sustainable solutions for industry growth and energy transition challenges [8]. - The company is involved in the recovery and development of essential metals such as manganese, nickel, lithium, and cobalt, contributing to sustainable infrastructure and technology [9].

Core Points - Bavarian Nordic A/S has appointed Ms. Heidi Hunter as the new Vice Chair of the Board of Directors following the appointment of Anne Louise Eberhard as the new Chair [1][3] - Ms. Hunter has over 25 years of experience in the pharmaceutical industry, having held senior leadership roles at various companies including Cardinal Health, UCB, and Boehringer Ingelheim [2][3] - The Board is actively searching for additional candidates with relevant competencies to be nominated for election at the annual general meeting in April 2026 [3] Company Overview - Bavarian Nordic is a global vaccine company focused on improving health and saving lives through innovative vaccines [4] - The company is a preferred supplier of mpox and smallpox vaccines to governments, enhancing public health preparedness, and has a leading portfolio of travel vaccines [4]

Core Points - Inbank has approved its Financial Calendar for the 2026 financial year, detailing key dates for financial disclosures and the Annual General Meeting [1] - The company is a financial technology firm with an EU banking license, facilitating connections among merchants, consumers, and financial institutions through its embedded finance platform [1] - Inbank has established partnerships with over 5,900 merchants and maintains more than 915,000 active contracts, collecting deposits across seven European markets [1] - The company's bonds are listed on the Nasdaq Tallinn Stock Exchange [1] Financial Disclosure Dates - February 26, 2026: Q4 and 2025 Full Year Unaudited Interim Report [1] - March 5, 2026: 2025 Audited Annual Report [1] - March 31, 2026: Annual General Meeting [1] - April 30, 2026: Q1 Interim Report [1] - July 30, 2026: Q2 Interim Report [1] - October 29, 2026: Q3 Interim Report [1]

KØBENHAVN, Danmark, 17. december 2025 – Bavarian Nordic offentliggjorde i dag, at bestyrelsen, efter den nylige udnævnelse af Anne Louise Eberhard som ny formand for bestyrelsen og i overensstemmelse med selskabets vedtægter, har konstitueret sig og udnævnt Heidi Hunter som ny næstformand. Heidi Hunter har været medlem af bestyrelsen siden 2023. Hun har mere end 25 års erfaring i branchen og har arbejdet på tværs af den farmaceutiske værdikæde – fra klinisk og kommerciel udvikling til lancering. Hun har tid ...