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>> The Stock Movers Report, your roundup of

companies making moves in the stock

market, harnessing the power of

Bloomberg data.

>> Let's have a look at these stocks on the

move today here in Europe. I'm Caroline

Hka with Steven Carroll and we're joined

by Bloomberg reporter Louise Moon.

Louise, should we start with Aramco and

the latest moves given what's happening

in the Middle East?

>> Yeah, exactly. So, there's been um well,

energy um as a whole is or has been and

is today, you know, the key focus.

There's been a step up in efforts to

kind of calm the energy markets after of

course a a hugely volatile few days. So,

the IEA, the International Energy Agency

is uh there's a report that it's

proposing to release the largest ever

emergency reserves. So it would exceed,

you know, the amount they released after

Russia invaded Ukraine, for example, and

they're expected to decide on that

today. That plus, you know, comments by

Trump earlier this week suggesting that

the US might be close to achieving their

military goals is kind of easing this

this surge in energy prices that we have

been seeing. So it's a bit of a mixed

bag today. Aramco, as you mentioned, is

higher. Shell very slightly higher. BP

very slightly in the red. Var energy and

also in Oslo also slightly in the red.

So there's a lot of mixed messages, a

lot of uncertainty still. Um, and those

kind of major energy stocks almost

wavering as as they await that. But

ultimately there's there seems to be at

the moment a lot more calm after a few

days of hugely volatile and major moves

in those stocks.

>> Okay, so that's the position with energy

stocks. Another sector though that has

been very much affected by the Iran war

has been airlines. What's the latest

this morning?

>> Indeed. Yes. obviously as you say

exposed uh you know fuel costs going up

jets displaced they're flying different

routes to uh and longer routes using

more fuel so shares uh have been hugely

hit today again also a slightly mixed

bag there's that uncertainty that I

mentioned so you look at Ryer slightly

into the green whiz slightly lower um I

a seeing losses a bit more contained

today um there's been kind of uh

separate news from them that they're

adding flights to Asia and Africa.

There's obviously more longhaul demand

as people want alternatives um to to

Middle East carriers. So, I are putting

on more flights from London to Singapore

and Bangkok. So, they're using that

aircraft that they're not needing at the

moment in the Gulf region. Lufanza is

also doing the same. So, from Germany to

Singapore and other locations. Um and

one of there was a good quote from an

aviation analyst saying that this is

understandable um you know using of of

their resources. So that's kind of

containing some of those losses stay and

and as I say it's also part of that that

wider story of of a bit of a wait and

see. So a slight mixed bag for for

airlines.

>> Okay. And what about defense companies

in particular Ryan Mattal the latest

there?

>> Yeah Ryan Mattel falling as much as uh

5.5% today. So um kind of an individual

story there in a sense that uh this is

after their 2026 sales outlook fell

short of estimates. They're predicting

sales as high as 15.5 billion euros.

That is gains of 45% on the year before,

but it's still short of of expectations.

So, it it just shows how high the bar is

for investors at the moment for defense

contractors, but also particularly Ry

Metal. Obviously, it's been a huge

beneficiary of um this uptick in defense

spending that we've been seeing since

the Ukraine war in 2022. Ry Metal in

particular their shares have gained

nearly 1,800%

since then. Um so analysts are saying

that you know it's disappointing

results. It's disappointing guidance

especially as consensus had already

dropped a bit in recent weeks and that

that narrative has really changed. So

investors are really now focused on

Ryal's execution and their ability to

convert these orders into sales. Um and

then they had a they had a slight bit of

commentary um on the Iran war. They're

saying that they see themselves as well

positioned to replenish the US's stock

piles for Iran. Um, and that some of

their air defense systems are already in

use in the region. But all of that,

despite that, you know, uptick in in

sales that fell short of estimates and

and shares are dragging on that this

morning.

>> The stock movers report from Bloomberg

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