BeBeez Trading Floor roundup with eToro support about the performances of private capital firms listed on global exchanges.
The uncertainty surrounding the escalation of tensions between Iran and Israel-US, and the resulting impact on oil prices and inflation, makes it difficult for market participants to predict the likely direction of monetary policy in the coming months.
A diplomatic solution implies a scenario of unchanged interest rates. An escalation would push oil to $150 a barrel, with all the foreseeable consequences for the cost of capital, a potential recession and the quality of loan portfolios for US regional banks, which are continuing to suffer.
In this context, traders base their trading decisions on the ability of individual companies to manage their purchase and exit pipelines.
Investors poured money in Frankfurt-listed Mutares (+6.4%) as the firm’s 2Q26 deal flow could be intense with three sales and five acquisitions (press release) while the net profit may post a 25% annual growth until 2030 (press release) and allow to pay dividends of 2 euros (Business Plan).
The 10 million euros buyback programme started on 16 March, Monday, has been of benefit to Milan-listed Italmobiliare (+5.6%) that aims to reduce its public traded capital and the NAV discount by at least 50%. Furthermore, investors appreciated the company’s solid portfolio and steady payment of dividends (Annual Results Presentation).
Zurich-listed Partners Group (+4%) said it will pay a 46 CHF dividend and benefited from a technical rebound. Investors are also rewarding the firm’s capability to carry on value-creating exits. In February 2026, Partners Group fetched 4 billion US Dollars out of the sale of pan-Nordic data centre platform atNorth to Canada Pension Plan Investment Board and Equinix (press release).
The severe market capitalization drop of London-listed3i (-14.2%) is due to the impact on the private capital player premium relative to the NAV of the discount grocery chain Action, 75% of the firm’s portfolio. Even though the asset’s turnover rose by 14.5% in 1Q26, like-for-like growth amounted to 4% (10.3% in 1Q25) and 0.9% in France. Many analysts think that Action is struggling to handle the competition of low-cost digital marketplaces such as China’s Temu.
To follow each week’s prices of private capital stocks
listed on the world’s major stock exchanges,
check out the BeBeez Trading Floor page
and read the market commentary every Monday.
To follow stock trends in real time, open a free eToro account
