Italy - Factors to watch on February 5

Pirelli & C.

05/02/2026 05:00

The following factors could affect Italian markets on Thursday.

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

For a complete list of diary events in Italy please click on IT/DIA.

POLITICS

The European Union is pushing ahead with plans to stockpile critical materials, with Italy, France and Germany set to take leading roles as the bloc moves to cut reliance on China, four sources with knowledge of the matter said.

ECONOMY

ISTAT releases December retail sales data (0900 GMT).

COMPANIES

(*) BPER BANCA EMII.MI

The Italian bank on Thursday reported revenue ahead of its full-year guidance, as it closes in on the acquisition of regional peer Banca Popolare di Sondrio BPSI.MI.

Conference call on preliminary FY results at 0900 GMT.

MONTE DEI PASCHI BMPS.MI

The Tuscan bank on Wednesday approved amendments to its by-laws, pending authorisation by the European Central Bank.

(*) Bank's major investor Francesco Gaetano Caltagirone increased his stake to 11.5% from 10.2%, several newspapers reported on Thursday following Monte dei Paschi's shareholder meeting on Wednesday.

STELLANTIS STLAM.MI

The Franco-Italian carmaker is facing delays to some electric models due to manufacturing difficulties at one of the company's battery makers, Bloomberg News reported on Wednesday, citing people familiar with the matter.

(*) Stellantis and Volkswagen are urging the EU to shield the region's auto industry by offering incentives and favourable treatment for "Made in Europe" electric vehicles, chief executives Antonio Filosa and Oliver Blume said in a document published late on Wednesday by several newspapers.

(*) OVS OVS.MI

The fashion retail group said on Wednesday it posted a 7% increase in 2025 sales and dropped its plans to buy homeware chain Kasanova.

BANCO BPM BAMI.MI

Releases FY results, followed by conference call.

ENEL ENEI.MI

Releases preliminary FY results.

DIARY

Environment and Energy Safety Minister Gilberto Pichetto Fratin attends panel at conference "North Africa: connecting continents, creating opportunities" in Algiers.

Rome, Prime Minister Giorgia Meloni meets Chilean President Jose Antonio Kast (1430 GMT).

Milan, Pirelli PIRC.MI Executive Vice President Marco Tronchetti Provera and Generali GASI.MI Chairman Andrea Sironi attend conference at Bocconi University (0830 GMT).

((Milan newsroom, e-mail: reutersitaly@thomsonreuters.com))

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

Block trades.......... .BLK.MI

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/