Strong 2026

• ENGIE has raised its 2026 outlook following strong financial results for the first half of the year. • The company reported CapEx of EUR 22.9 billion, driven largely by the EUR 19 billion acquisition of UK Power Networks. • While net debt increased due to the acquisition, the company noted that overall levels remain strong enough to support its ongoing investment plan.

• Eurobank has raised its 2026 outlook following strong financial results reported for the first half of the year. • CFO Harris Kokologiannis detailed a full-year Net Interest Income (NII) guidance of €4.5 billion, comprising €2.7 billion from H1 and an expected €1.8 billion for H2. • The bank is actively expanding its bond position and indicated it may acquire up to an additional €1 billion in bonds during the remainder of the year.

• Nordea reported strong Q2 2026 financial results, with total income exceeding 3 billion. • The bank achieved a 14% year-on-year increase in lending growth, driven by contributions from Denmark, Norway, and Sweden. • Growth was supported by strategic investments in AI adoption, a new supply chain financing solution, and upgrades to the markets platform.

• The FCM M&E 2026 Trends Report indicates that MICE planners continue to prioritize face-to-face meetings despite a heightened focus on risk management and logistics. • Safety and flexibility have become primary drivers in decision-making, with planners implementing stricter oversight of event security and operational agility. • There is a significant shift toward ESG (Environmental, Social, and Governance) goals, with an emphasis on environmentally conscious venues, waste management, and positive community impact.

• AirAsia MOVE reports that short-haul travel within Southeast Asia remains a primary tourism driver, noting that travelers are increasingly booking closer to departure dates and monitoring costs. • The company emphasizes the need for collaboration between the Thai government and private sectors to maintain Thailand's global competitiveness through positive communication and confidence building. • Other regional developments include Vietjet celebrating a 50-million passenger milestone and the launch of Taiwan's "Go Healthy with Taiwan 2026" global campaign.

• IGM Financial reported Q1 2026 results highlighting a strong quarter start with record client assets under management and a significant 20% aggregate growth rate. • Management characterized the quarter as demonstrating resilient operating conditions across the financial services firm's business segments. • Record asset levels suggest robust client confidence and successful capital deployment during a period of economic recovery in Canadian and international markets.

• Over the last 7 days, the US market rose 3.2% and is up 31% over the past year, with earnings forecast to grow 16% annually, spotlighting undiscovered gems based on debt-to-equity, revenue growth, earnings growth, and health ratings. • Top picks include First Bancorp (68.27% debt/equity, 1.25% revenue growth, -3.09% earnings growth, ★★★★★★), Southern Michigan Bancorp (108.80% debt/equity, 7.38% revenue growth, 0.84% earnings growth, ★★★★★★), and Cashmere Valley Bank (31.63% debt/equity, 5.07% revenue growth, 1.43% earnings growth, ★★★★★★). • Other notables are ASA Gold and Precious Metals (12.65% revenue growth, 41.20% earnings growth, ★★★★★★), Anbio Biotechnology (-30.09% revenue growth, -3.45% earnings growth, ★★★★★★), and Affinity Bancshares (41.71% debt/equity, 1.36% revenue growth, -0.22% earnings growth, ★★★★★★).