Continental’s decision not to upgrade full‑year guidance will probably be viewed as conservative, Bernstein analysts write. The German tire maker posted an EBIT beat in Q2, taking margins above 15%. While tire margins were 14.9% in the first half versus the guidance range of 13.0‑14.5%, consensus 2026 margin expectations are already 14.0%, limiting upside. Shares fell 0.6%.

Investor sentiment toward Lufthansa is mixed after a second‑quarter miss and full‑year lowered guidance, J.P. Morgan analysts say. Caution stems from fuel price volatility, lower capacity and shorter booking cycles that complicate forecasting. Shares fell around 7%.

Sime Darby’s fiscal 4Q earnings may be stronger on seasonally higher car sales, potential rebates for its China division and rising BYD demand ahead of Malaysia’s new EV policy, RHB IB analyst Iftaar Hakim Rusli notes. He forecasts 4Q core net profit of 300‑330 million ringgit, up 15%‑25% quarter‑on‑quarter, and expects FY2027 earnings to recover on stronger industrial demand and a China auto turnaround, though Australia mining weakness could linger. RHB raises the target price to 2.40 ringgit from 2.27, maintaining a buy rating. Shares are unchanged at 2.20 ringgit.