Americas Morning Research Summary

This report provides a summary of daily equity research across various sectors, highlighting rating changes for companies like Hawkins, Mueller Water Products, and Watts Water Technologies. It also includes sector-specific insights on global markets, technology, and industry-specific outlooks.

Key Takeaways

• 1.Global equities achieved their best quarterly returns since Q4'20 in Q2'26, initially led by US markets before broadening into Europe.
• 2.Barclays upgraded Watts Water Technologies to Overweight, citing data center growth opportunities.
• 3.Iridium Communications agreed to be acquired by Rocket Lab at $54 per share.

Table of Contents

• Summary of Changes
• Company Research
• Industry Research
• Global Metals & Mining Valuation Sheet
• North America Metals and Mining: M&M Sector Scraps and Nuggets
• U.S. Large-Cap Banks: Bank Brief Bonus
• U.S. Large-Cap Banks: Jason Goldberg's Bank Brief
• Abivax: Part 2 Obefazimod Data
• European Medical Technology & Services: Weekly US generic IV and biosimilar market tracker
• GSK plc: Launch Sales tracker
• Copart Inc.: CEO change
• Owens Corning Inc.: WSJ Report of Unsolicited Bid for OC
• Sunbelt Rentals Holdings: Q4'26 Review
• Watts Water Technologies Inc.: Upgrade to OW
• European Construction, Building Materials & Infrastructure: Building Blocks
• Maersk + HLAG + ZIM: Updating Maersk post pre-release
• Manav's COTW: The Consumer
• North America Environmental Services: Expanding coverage in Water Tech
• Comcast Corp.: UPDATE: Comcast's NBCU spin
• China Technology: CBO – China Brief Overnight
• Naspers / Prosus N.V.: Feedback from results + call
• Evergy Inc.: West Coast NDR
• Generac Holdings Inc: 1Q26 Preview
• U.S. Specialty Retail: Detailed Specialty Retail, Apparel & Footwear Comp Tables
• U.S. Specialty Retail: Weekly Retail Snapshot
• European Software & Payments: Takeaways from expert call
• European/U.S. REITs: Trans-Atlantic Real Estate Valuation Overview
• U.S. Software: rAImo's AI Newsletter #116
• Iridium Communications Inc: More consolidation in satellites
• European Telecoms: Barclays Global Telecoms Valuation Sheet
• European Equity Strategy: Q2'26 & June market review
• The Global Volatility Pulse: Bargains are gone, opportunities remain

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