The latest Market Talks covering ESG Impact Investing. Published exclusively on Dow Jones Newswires at 10:00 ET and 17:00 ET.

1300 ET - Global ESG sukuk rose by 21.6% year-on-year in 1Q, reaching about $50 billion outstanding, Fitch Ratings says. "This increase shows the rising maturity of ESG sukuk, their growing role and potential in funding sustainability initiatives in Organization of Islamic Cooperation countries and intact demand from investors and issuers," Fitch says. Bashar Al Natoor, Global Head of Islamic Finance at Fitch Ratings, says, "ESG sukuk are one of the main dollar funding tools in a limited number of OIC countries, but they are still likely to exceed 20% of the global dollar sukuk issuance in 2025-2026." (stephen.nakrosis@wsj.com)

0346 ET - Vestas had strong first-quarter deliveries in its power solutions business, which drove a sales and margin beat, RBC Capital Markets analysts Colin Moody and Mark Fielding write. Full-year guidance was maintained, despite tariffs, which is positive and speaks to the industry's structural improvements, though the wider than usual margin guidance range also helps, they say. The good first quarter performance and deliveries help to somewhat de-risk what is expected to be another back-end weighted year, they add. Shares rise 5%. (dominic.chopping@wsj.com)

0334 ET - Vestas reiterated full-year guidance and said that the financial impact of tariffs can be addressed within the current outlook, which is positive, JPMorgan analysts write. Although there is no comment on the demand outlook in the U.S., Vestas expects tariffs to lead to higher off-take prices of electricity in the U.S. "Given the negative sentiment on the stock, underperforming sector by 19% year-to-date, we expect some relief today." Revenues came in 15% above consensus due to faster-than-expected execution of the power solutions backlog, the bank says. Orders came in just below expectations but the average selling price was better than expected. Shares rise 4.6%. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

May 06, 2025 17:00 ET (21:00 GMT)

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