Tiwa Adebayo
Person
Tiwa Adebayo is a host and presenter who introduces financial and market reports, including the Stock Movers report. She has experience presenting overviews of European markets and collaborating with corporate sponsors.
What Tiwa Adebayo has said on podcasts
23 statements
Monte dei Paschi’s bank acquisitions are intended to deter Intesa Sanpaolo’s takeover bid.
“This seems to be a defensive move which is designed really to ward off this takeover bid that we're seeing by their rival in Tesla Sao Paulo.”
Open the episode · Monte Paschi Jumps, Renault Down, Nibe RisesListen at 1:19
Software refinancings should reinforce easing investor concerns
“we should see a reinforcement of the recent easing of investor concerns”
Open the episode · Nemetschek Rises, Talanx Climbs, Mandatum FallsListen at 1:42
SaaS-related investor fears should abate, supporting sector gains
“the SaaS apocalypse that should abate and we should see gains across the sector today”
Open the episode · Nemetschek Rises, Talanx Climbs, Mandatum FallsListen at 1:49
Adyen’s positive developments should ease investor concerns about competition.
“these positives should be easing investor concerns about competition”
Open the episode · Swissquote Drops, Adyen Climbs, Maersk JumpsListen at 2:14
Stellantis may need to reduce North American production rates.
“a reduction in the production rate could be necessary there”
Open the episode · Kingspan Soars, Daimler Truck Slumps, Stellantis FallsListen at 3:19
Maersk’s shipping-sector difficulties will occur later than previously expected
“the difficulties that Maersk and the rest of the shipping sector will face will be more delayed than previously expected”
Open the episode · Rheinmetall Dips, Pluxee Jumps, Maersk UpListen at 3:56
Maersk’s main negative stock catalyst is more than a year away
“the main negative catalyst on the stock is still over a year away”
Open the episode · Rheinmetall Dips, Pluxee Jumps, Maersk UpListen at 4:13
Verizon’s payment implies a BT sale multiple above ten times EBITDA.
“this balancing payment from Verizon does imply quite a generous sale multiple for BP. It's more than 10 times EBITDA”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 1:42
Investors reacted positively to the Verizon-BT deal, lifting BT shares.
“So a positive reaction for this Deal for BT this morning.”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 2:38
British American Tobacco is reducing its workforce by approximately one-fifth.
“it is reducing its workforce by about 1/5.”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 2:49
British American Tobacco plans to cut more than 5,000 jobs by year-end.
“by the end of this year, B80 slashing 5,000, over 5,000 actually jobs”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 2:59
British American Tobacco faces falling demand for traditional cigarettes.
“it is contending with this falling demand that we're seeing in the sector for traditional cigarettes.”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 3:33
British American Tobacco aims to derive over half its revenue from smoke-free nicotine products.
“they also want to generate more than half of their revenue from smoke free nicotine products.”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 3:56
Further British American Tobacco job cuts are likely before year-end.
“So it's likely we'll see further cuts before the end of the year. There from bat”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 4:15
Prosus’s profit more than doubled in the last fiscal year.
“They've revealed today that profit has more than doubled in the last fiscal year.”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 4:34
Prosus’s profit growth was primarily driven by a higher value of its Tencent stake.
“primarily this is due an increase in the value of the stake that it has in Tencent in China.”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 4:40
Prosus is a company to watch as the technology sector continues changing.
“So it's certainly one to watch, especially as we see the tech story continuing to make these twists and turns.”
Open the episode · BT Deal, BAT Cuts, Prosus RisesListen at 5:18
Analysts doubt Alphabet and other hyperscalers can justify massive AI spending.
“there have been doubts emerging over whether these hyperscalers such as Alphabet can actually justify their massive AI spending”
Open the episode · Nokia Falls, Heineken Gains, Signify PlungesListen at 1:49
Signify’s new payout policy implies roughly a 45% cut to dividend-per-share expectations.
“this would mean a roughly 45% cut to consensus dividend per share expectations”
Open the episode · Nokia Falls, Heineken Gains, Signify PlungesListen at 4:04
Signify’s updated dividend policy will reduce its dividend yield to about 4%.
“it will reduce the dividend yield to about 4%”
Open the episode · Nokia Falls, Heineken Gains, Signify PlungesListen at 4:09
EasyJet assesses Castle Lake’s takeover proposal as contrary to shareholder interests.
“EasyJet has said they're rejecting the proposal because it's not in the best interest of their shareholders.”
Open the episode · EasyJet Gains, Carrefour Climbs, Babcock DropsListen at 1:31
Morgan Stanley rates Carrefour overweight with a price target above €20.
“Morgan Stanley has resumed coverage with an overweight rating and a street high price target of over €20.”
Open the episode · EasyJet Gains, Carrefour Climbs, Babcock DropsListen at 2:31
Morgan Stanley’s Carrefour price target implies approximately 29% upside from Friday’s close.
“That price target is about a 29% increase from Friday's close.”
Open the episode · EasyJet Gains, Carrefour Climbs, Babcock DropsListen at 2:38
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
7 episodes featuring Tiwa Adebayo
Stock Movers
HelloFresh slumps as UBS reshapes Europe’s market story
The episode shows how a profit-warning shock, an analyst upgrade, and possible bank consolidation are pulling European equities in different directions.
Sep 25, 2026 · 5 min
Stock Movers
Monte dei Paschi launches defensive 34 billion euro bid to block takeover
The defensive consolidation strategy by the world's oldest bank signals intensifying pressure on European mid-sized lenders to scale up or face takeover.
Aug 21, 2026 · 7 min
Stock Movers
European stocks split as earnings lift Talanx and analysts cut Mandatum
The episode shows how sector momentum, company results, and analyst sentiment can pull European financial stocks in opposite directions.
Aug 14, 2026 · 6 min
Stock Movers
Crypto weakness hits Swissquote as Adyen and Maersk raise outlooks
The episode shows how company guidance, freight rates and crypto exposure are reshaping investor sentiment across European markets.
Aug 13, 2026 · 5 min
Stock Movers
European stocks shift as Germany cancels defense contract and Maersk gains
Understanding these corporate shifts reveals how government defense decisions and analyst upgrades immediately impact European market valuations.
Jul 3, 2026 · 7 min
Stock Movers
Verizon partners with BT as British American Tobacco cuts five thousand jobs
Major corporate restructurings and massive investment windfalls are signaling how multinational giants are navigating shifting global economic pressures.
Jun 29, 2026 · 8 min
Stock Movers
European markets slide as tech retreats and corporate shakeups trigger volatility
The episode highlights how global tech volatility and sudden corporate policy shifts can rapidly reshape European market valuations.
Jun 23, 2026 · 7 min