European Morning Research Summary

The Barclays European Morning Research Summary for May 14, 2026, provides a comprehensive overview of rating changes, price target updates, and 1Q26 earnings reviews across major European equities.

Key Takeaways

• 1.ABN AMRO is forecasted to deliver a 14.1% Return on Equity (RoE) by FY28, significantly exceeding management guidance of >12%.
• 2.Merlin Properties is successfully de-risking its data center strategy through a EUR768m equity raise and increased pre-letting visibility.
• 3.Hapag-Lloyd management provides a confident outlook, suggesting results at the upper end of FY26 guidance due to seasonal rate increases and continued Red Sea disruptions.

Table of Contents

• Summary of Changes
• Company Research
• Industry Research
• Publications Summary
• Energy
• Equity Investment Companies
• Financial Services
• Healthcare
• Industrials
• Internet & Media
• Power & Utilities
• Retail
• Technology
• Telecommunications

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