Koninklijke Heijmans N.V. HEIJM

Trade friction between China and Europe is turning supply chains into a live wire, and capital is already searching for companies that could benefit if sourcing shifts closer to home. That reshuffle risk cuts both ways, so investors who ignore it may miss important moves in some European stocks. This article walks through three stocks exposed to the latest EU China flare up and explains why the news matters for each one. The stocks covered below are a small sample of what this supply chain...

Lagardere (ENXTPA:MMB) has come back into focus after recent trading left the share price at €18.04, with the stock down over the past month and past 3 months. Short-term momentum for Lagardere looks weak, with the share price return down 4.1% over the past month and 7.8% over three months. The 5.7% three-year total shareholder return hints at a mixed, stop-start longer-term journey driven by shifting expectations around growth and risk. Scan other media and retail operators moving on similar...