MATERIAL EVENT TRACKER
Capital & Financing: Recent Company Events and Source Evidence
Monitor capital & financing across companies using primary filings and management commentary rather than headline-only summaries.
Foreign research
Not for redistribution without written consent of Morgan Stanley M Idea August 21, 2026 02:14 AM GMT Equatorial Energia | Latin America Morgan Stanley C.T.V.M. S.A.+ Fernando P Amaral Equity Analyst Investor Day Takeaways: A Multi-Utility Platform Trading at …
Management Outlook: Overseas Guided Up; China Trimmed2026-08-21 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 21, 2026 01:56 AM GMT J&T Global Express Ltd | Asia Pacific Morgan Stanley Asia Limited+ Qianlei Fan, CFA Equity Analyst Management Outlook: Overseas Guided Up; China Trimmed …
US Industrials: 30 exhibits on the state of cooling and electrical equip. procurement in North American Data Centers: U.S. Multi Industry & Electrical Equipment2026-08-20 · Bernstein20 August 2026 U.S. Multi Industry & Electrical Equipment US Industrials: 30 exhibits on the state of cooling and electrical equip. procurement in North American Data Centers Varun Govindaraj Chad Dillard Alasdair Leslie Sunaina Ocalan .+1 917 344 8503 …
AI Debt Financing Tracker: The Summer Spreads Turned Wider2026-08-20 · Morgan Stanley1H26 Post-Results HK NDR – Key Takeaways2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:51 PM GMT Chuangxin Industries Holdings Ltd. | Asia Pacific Morgan Stanley Asia Limited+ Hannah Yang, CFA Equity Analyst 1H26 Post-Results HK NDR – Key Takeaways …
KGHM Polska Miedz SA (KGH.WA) 2Q26 Results Management Meeting Highlights2026-08-20 · CitiFlash | 20 Aug 2026 08:40:03 ET │ 10 pages KGHM Polska Miedz SA (KGH.WA) 2Q26 Results Management Meeting Highlights CITI'S TAKE Below please find the key issues that were raised during KGHM’s 2Q26 results conference. …
First Take: Weak Trading Update; Miss & Lower2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 06:57 AM GMT Morgan Stanley & Co. International plc+ JD Sports | Europe Grace Smalley, CFA Equity Analyst First Take: Weak Trading Update; Miss & Lower Cedric Norest …
2Q26 Operating Profit in line, net debt higher; Forest earnings outlook in focus2026-08-20 · Morgan StanleyFlynas Company SJSC: Off the 2Q26 Call2026-08-05 · Morgan StanleyM Update August 5, 2026 02:32 PM GMT Flynas Company SJSC | Europe Morgan Stanley & Co. International plc+ Ricardo Rezende, CFA Equity Analyst Off the 2Q26 Call Giulia Faro Research Associate Bottom line: mixed.…
Haleon plc: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 04:49 PM GMT Morgan Stanley & Co. International plc+ Haleon plc | Europe Sarah Simon Equity Analyst Risk Reward Update Haleon plc (HLN.L, HLN LN) Top Pick What’s Changed Haleon plc (HLN.L) From To ADRHLN.N Price Target 430p 460p …
Haleon plc: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 04:49 PM GMT Morgan Stanley & Co. International plc+ Haleon plc | Europe Sarah Simon Equity Analyst Risk Reward Update Haleon plc (HLN.N, HLN US) What’s Changed Household & Personal Care Products | United Kingdom Haleon plc (HLN.N) …
SUBARU: F3/27 1Q Results: Continues to Struggle in US Market2026-08-05 · Morgan StanleyM Update August 5, 2026 04:09 PM GMT Morgan Stanley MUFG Securities Co., Ltd.+ SUBARU (7270) | Japan Hiroto Segawa Equity Analyst F3/27 1Q Results: Continues to Struggle in US Market Shinji Kakiuchi Equity Analyst Hayato Takashima Equity Analyst …
Hiscox Ltd: 1H26 Results – growth guidance upgraded2026-08-05 · Morgan StanleyM Update August 5, 2026 07:17 AM GMT Morgan Stanley & Co. International plc+ Hiscox Ltd | Europe Daniel Wilson-Omordia Equity Analyst 1H26 Results – growth guidance upgraded Hadley Cohen Equity Analyst Alexa Psillos, FASSA Equity Analyst …
Coca-Cola HBC AG: 1H26 Results: Beat and Raise2026-08-05 · Morgan StanleyM Update August 5, 2026 07:26 AM GMT Morgan Stanley & Co. International plc+ Coca-Cola HBC AG | Europe David J Roux Equity Analyst 1H26 Results: Beat and Raise Sarah Simon Equity Analyst Chris Linford, CFA AlphaSignals Earnings Reaction Research Associate …
ICL Group Ltd: 2Q beat. $350m saves programme. FY26 confirmed2026-08-05 · Morgan StanleyM Update August 5, 2026 07:08 AM GMT Morgan Stanley & Co. International plc+ ICL Group Ltd | North America Lisa H De Neve Equity Analyst 2Q beat. $350m saves programme. FY26 confirmed Selina Wang Research Associate ICL Group Ltd (ICL.N, ICL UN) …
Legal and General: 1H26 Initial Take - Headline beat, but look out for the detail2026-08-05 · Morgan StanleyM Update August 5, 2026 07:03 AM GMT Morgan Stanley & Co. International plc+ Legal and General | Europe Alexa Psillos, FASSA Equity Analyst 1H26 Initial Take - Headline beat, but look out for the detail Hadley Cohen Equity Analyst Daniel Wilson-Omordia …
flatexDEGIRO SE: Jul-26 Metrics: Trading activity down MoM as expected, customer growth stable2026-08-05 · Morgan StanleyM Update August 5, 2026 06:52 AM GMT Morgan Stanley & Co. International plc+ flatexDEGIRO SE | Europe Marina Massuti Equity Analyst Jul-26 Metrics: Trading activity down MoM as expected, customer growth stable Ishaan Gupta Research Associate …
Primary-source evidence
Diageo's FY2026 20-F reports organic net sales growth of 0.4% and organic operating profit growth of 2.0%, but reported operating profit declined 27.2% due to impairments (Türkiye, Don Papa) and restructuring charges.…
10-K2026-08-14 · SEC EDGAR · 10-KAmcor reported FY2026 net sales of $23,506 million, up 57% YoY, driven by the Berry merger. Net income attributable to Amcor was $1,106 million, up 116%. Adjusted EBIT was $2,813 million.…
10-Q2026-08-14 · SEC EDGAR · 10-QQXO reported Q2 2026 net sales of $3.246 billion, up 70% YoY, with a net loss of $55 million. H1 net sales were $4.976 billion with a net loss of $282 million. The company completed the Kodiak and TopBuild acquisitions, issuing 312 million shares and $1 billio…
6-K2026-08-13 · SEC EDGAR · 6-KBirkenstock reported Q3 FY2026 revenue of €719.5 million, up 13% reported and 15% constant currency, with double-digit growth across all segments. Adjusted EBITDA rose 11% to €242.5 million, but margin declined 70 bps to 33.7% due to tariffs and FX.…
10-Q2026-08-10 · SEC EDGAR · 10-QKDP completed the acquisition of JDE Peet's on April 1, 2026, significantly boosting net sales but reducing net income and EPS due to integration costs, higher interest expense, and inventory step-up amortization.…
6-K2026-08-07 · SEC EDGAR · 6-KPetrobras announced that its Board of Directors approved a shareholder remuneration payment of R$ 17.4 billion, equivalent to R$ 1.34814262 per share, as an anticipation of fiscal year 2026 remuneration, based on the balance sheet as of June 30, 2026.…
10-Q2026-08-06 · SEC EDGAR · 10-QSempra reported Q2 2026 net income of $796 million, up 73% YoY, and H1 net income of $1,833 million, up 34%. All segments grew, with Sempra Infrastructure leading. The company plans to sell a 45% stake in SI Partners for $9.99 billion, expected to close in Q3…
Questions this evidence can help answer
- Which companies recently disclosed capital & financing?
- What changed versus the prior company communication?
- Which events have corroborating management commentary?