Aviva PLC's core insurance and wealth management businesses remain strong, with solid performance in UK and Canadian general insurance and a 49% rise in wealth net inflows. However, intense competition in the pension risk transfer (PRT) market is squeezing margins, causing Aviva's retirement margin to drop from 3.6% to 1.2%. RBC Capital Markets maintains an 'outperform' rating with a 770p price target, suggesting about 24% upside, but warns that PRT competition may worsen before improving, especially after recent industry takeovers. This dynamic impacts Aviva's profitability outlook but also signals potential growth opportunities in wealth management and AI-driven initiatives.
On May 20, 2026, Equinor ASA allocated shares to certain primary insiders and their close associates as part of its employee share savings and long-term incentive programs. The shares were granted at a price of NOK 356.31 each under the long-term inc...
SalMar ASA reported a significant profit improvement in Q1 2026 driven by higher harvest volumes, better fish quality, and lower costs. Operational EBIT for Norway reached NOK 1,536 million with a harvest volume of 56,300 tons, while the group’s tota...
SalMar ASA reported a significant improvement in Q1 2026 results, driven by higher harvest volumes, better fish quality, and lower costs. Operational EBIT for Norway reached NOK 1,536 million with a harvest volume of 56,300 tonnes. The company experi...
BioArctic reported strong Q1 2026 results driven by Leqembi, an Alzheimer's drug co-developed with Eisai. Sales surpassed €500 million in Eisai's fiscal year 2025, triggering a €20 million milestone payment. The FDA granted Priority Review for Leqemb...
Itafos, a phosphate fertilizer producer with a key facility in Idaho, faces margin pressures due to a sharp rise in sulfur costs relative to phosphate. Historically, sulfur-to-phosphate cost ratios were around 30%, but now exceed 130%, limiting the c...
