Italy - Factors to watch on August 5

Banca Ifis

05/08/2026 05:00

The following factors could affect Italian markets on Wednesday.

        Reuters has not verified the newspaper reports, and cannot vouch for their accuracy. New items are marked with (*).

POLITICS
EU interior ministers on Tuesday called for tougher action against migrant smuggling networks and stronger returns policies after about 72,000 migrants entered Spain's North African enclave of Ceuta last week, triggering alarm across the bloc.
        
ECONOMY
The Italian government on Tuesday extended a temporary cut on excise duties on diesel as part of efforts to help families and firms cope with soaring energy costs.
Rome will keep in place until August 25 a €17 cent-per-litre price cut introduced at the end of July, which was due to expire on August 6, at a cost of €245 million for state coffers.
S&P Global issues Italy's services PMI for July (0745 GMT).

COMPANIES 
(*) LEONARDO LDOF.MI
The Italian defence group is closely monitoring the drone market for possible acquisitions, CEO Lorenzo Mariani said in an interview with daily Il Corriere della Sera published on Wednesday. "A wide range of platforms, from highly sophisticated systems to smaller drones operating in swarms, together with the increasing importance of software, suggests we may be able to identify one or more potential acquisition targets," he said.

UNICREDIT CRDI.MI 
Germany's financial regulator BaFin has completed its assessment of the Italian bank's application for a controlling stake in Commerzbank CBKG.DE and passed on the file to the ECB, which has 60 working days to take a decision, a source with knowledge of the matter said on Tuesday, confirming a Bloomberg report. 

BANCA IFIS IF.MI 
The bad loans specialist said on Tuesday it expects to receive binding bids by the end of the year for its non-performing loan (NPL) business, which it has put on the block due to European Central Bank rules on provisioning.

(*) CREDITO EMILIANO EMBI.MI
The Italian lender reported a first-half 2026 net profit of €312.9 million, up 12.5% from a year earlier. Its operating profit rose by 11.9% to €1.05 billion.

(*) CEMENTIR CEMI.MI
The Italian cement producer is among potential bidders for the cement unit of Brazil's CSN CSNA3.SA. The Brazilian steelmaker is holding a second round of bidding for its cement unit this week, targeting a year-end closing for the deal that could exceed 10 billion reais ($1.95 billion), two people familiar with the talks told Reuters.
         
SAFILO SFLG.MI 
The eyewear group reported a first-half 2026 net profit of €44.4 million, up 6.5% from a year earlier, supported by margin expansion and one-off U.S. tariff refunds, even as sales were affected by weak demand.

BANCO BPM BAMI.MI 
H1 results, followed by conference call (1600 GMT).

INTERPUMP ITPG.MI 
H1 results, followed by conference call (1400 GMT).

BFF BANK BFF.MI 
H1 results, followed by conference call (1730 GMT).

DOVALUE DOVA.MI 
H1 results (conference call on Thursday).

CREDEM EMBI.MI 
Conference call on H1 results (0800 GMT).
   
DIARY 
Rome, Economy Minister Giancarlo Giorgetti addresses Chamber of Deputies (0700 GMT) and Senate (1300 GMT) on government plans to tap the EU's "national escape clause" granting conditional exemptions from the bloc's budget rules.
    
For Italian market data and news, click on codes in
brackets:
20 biggest gainers (in percentage).............PG.MI
20 biggest losers (in percentage)..............PL.MI
FTSE IT allshare index .FTITLMS
FTSE Mib index........ .FTMIB
FTSE Allstars index... .FTSTAR
FTSE Mid Cap index.... .FTITMC
Stories on Italy...... IT-LEN

For pan-European market data and news, click on codes in
brackets:
European Equities speed guide...................EUR/EQUITY
FTSEurofirst 300 index...............................FTEU3
DJ STOXX index.......................................STOXX
Top 10 STOXX sectors............................PGL.STOXXS
Top 10 EUROSTOXX sectors.......................PGL.STOXXES
Top 10 Eurofirst 300 sectors....................PGL.FTEU3S
Top 25 European pct gainers........................PG.PEUR
Top 25 European pct losers.........................PL.PEUR

Main stock markets:
Dow Jones................DJI Wall Street report ......N
Nikkei 225..............N225 Tokyo report.............T
FTSE 100................FTSE London report............L
Xetra DAX..............GDAXI Frankfurt market stories.F
CAC-40..................FCHI Paris market stories....PA
World Indices.....................................0#.INDEX
Reuters survey of world bourse outlook.........EQUITYPOLL1
Western European IPO diary..........................WEUIPO
European Asset Allocation........................EUR/ASSET
Reuters News at a Glance: Equities...............TOP/EQE
Main currency report:...............................FRX/