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Auto & Transport Market Talk Highlights

Wall Street Journal Markets •
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The latest Market Talks spotlight key moves in the auto and transport sector. Ryanair maintains its cost edge through low‑unit‑cost focus, Boeing 737 MAX 10 purchases, in‑house engine maintenance and strict discipline, analysts say, keeping shares 2% lower at €26.27. Apollo has put forward a 715 pence‑per‑share offer for easyJet, topping Castlelake's previous 690 pence bid and offering an exchange option for a stake in its holding vehicle, while easyJet trades marginally down at 670.8 pence. Meanwhile, Yangzijiang Shipbuilding is projected to post 8%‑10% first‑half earnings growth, driven by higher‑priced contracts and a record order book; its stock slipped 1.7% to S$3.55 but offers a 6%‑7% dividend yield. Analysts from Bernstein, Citi and DBS reiterate positive outlooks, emphasizing productivity, governance terms and attractive valuations across these firms.