Cummins India flagged a stable demand outlook for FY 2027 while warning that margin headwinds will linger, Nomura analysts wrote. Management expects diesel and natural‑gas engine sales in India to hold steady amid resilient macro conditions and ongoing capex. The broker kept a neutral stance, setting a target price of 6,000 rupees as shares traded near 5,747.65 rupees.

Prosus’ plan to fend off Uber’s bid for German food‑delivery group Delivery Hero remains uncertain. The EU granted the Amsterdam‑listed investor extra time to trim its stake, a condition tied to its Just Eat Takeaway acquisition. Prosus may use the waiver to temporarily lift its holding, aiming to block Uber or strengthen bargaining power, sending its shares up 10.5% and Delivery Hero’s rising 0.6%.

SATS retained strong fundamentals despite near‑term cost pressure, UOB Kay Hian analysts said. Global air‑cargo volumes rebounded in April after a March dip linked to the Iran conflict, positioning the Singapore carrier to capture market share through its diversified network. Analysts maintained a buy rating with a target price of 4.75 Singapore dollars, as the stock rose 1.8% to S$3.92.