WS #6619
No material new developments in the last 30 minutes. The dominant narrative remains the de-escalation of the Strait of Hormuz crisis, with no new counter-signals or sector-specific updates. The previous synthesis accurately captures the current state.
Key developments
- Novo Nordisk Q1 adjusted EBIT beats by 14%, Wegovy pill sales beat, guidance raised
- Saudi Arabia cuts oil prices for June, signaling weak demand
- Strategy (MSTR) mulls selling Bitcoin for dividends, breaking 'never sell' stance
- BMW Q1 revenue miss but EBIT beat, maintains outlook amid tariff volatility
- Philips Q1 EPS beat, order intake up 6%, reiterates 2026 outlook
- Lufthansa faces €1.7B extra fuel costs, but Q1 EBIT improves
- Sampo Q1 underwriting result beats, raises outlook, launches EUR 350M buyback
- Japan sends combat troops to Philippines for first time since WWII